Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 7 sales; 4,426 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q4 2024
Institutional positions in Walmart Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,920
- +525 vs. Q3 2024
- Shares held
- 2.83B
- +60.8M (+2.2%) vs. Q3 2024
- Total value
- $255.3B
- +$32.5B (+14.6%) vs. Q3 2024
- New holders
- 597
- 1,394 more added
- Sold out
- 72
- 1,470 more reduced
70 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 4,161 | $376.0K | 0.00% | −48−1.1% | Reduced |
| DDFG, Inc | 4,164 | $376.2K | 0.11% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 4,164 | $376.2K | 0.08% | +4,164 | New |
| Kimelman & Baird, LLC | 4,178 | $377.5K | 0.03% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 4,180 | $377.7K | 0.22% | +200+5.0% | Added |
| Buttonwood Financial Advisors Inc. | 4,185 | $378.1K | 0.17% | −920−18.0% | Reduced |
| Conservest Capital Advisors, Inc. | 4,188 | $378.3K | 0.04% | −229−5.2% | Reduced |
| Parkside Advisors LLC | 4,178 | $378.4K | 0.09% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 4,192 | $378.7K | 0.25% | −188−4.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,200 | $379.0K | 0.06% | −20,313−82.9% | Reduced |
| Wagner Wealth Management, LLC | 4,195 | $379.0K | 0.10% | 00.0% | Unchanged |
| Connors Investor Services Inc | 4,200 | $379.5K | 0.04% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,201 | $380.4K | 0.04% | −153−3.5% | Reduced |
| Canandaigua National Trust Co of Florida | 4,213 | $380.6K | 0.30% | +1,240+41.7% | Added |
| Legacy Edge Advisors, LLC | 4,204 | $380.8K | 0.06% | +5+0.1% | Added |
| American Money Management, LLC | 4,221 | $381.4K | 0.07% | +4,221 | New |
| Gries Financial LLC | 4,238 | $382.9K | 0.07% | −124−2.8% | Reduced |
| Rice Hall James & Associates, LLC | 4,248 | $383.8K | 0.02% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,249 | $383.9K | 0.03% | −6−0.1% | Reduced |
| Collaborative Wealth Managment Inc. | 4,252 | $384.1K | 0.17% | −23−0.5% | Reduced |
| Acorn Financial Advisory Services Inc | 4,259 | $384.8K | 0.06% | −30−0.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,260 | $384.9K | 0.13% | +610+16.7% | Added |
| Monterey Private Wealth, Inc. | 4,269 | $385.7K | 0.13% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,275 | $386.3K | 0.22% | +44+1.0% | Added |
| Beaird Harris Wealth Management, LLC | 4,278 | $386.5K | 0.03% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 4,299 | $388.4K | 0.26% | +4,299 | New |
| Kellett Schaffner Wealth Advisors LLC | 4,317 | $390.0K | 0.27% | −807−15.7% | Reduced |
| Financial Sense Advisors, Inc. | 4,329 | $391.1K | 0.13% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 4,334 | $391.6K | 0.30% | +4,334 | New |
| Pure Portfolios Holdings LLC | 4,337 | $391.9K | 0.15% | +361+9.1% | Added |
| Whelan Financial | 4,339 | $392.1K | 0.15% | +97+2.3% | Added |
| One + One Wealth Management, LLC | 4,348 | $392.8K | 0.23% | +281+6.9% | Added |
| Alternative Investment Advisors, LLC. | 4,349 | $392.9K | 0.20% | +415+10.5% | Added |
| Future Financial Wealth Managment LLC | 4,350 | $393.0K | 0.29% | 00.0% | Unchanged |
| Promus Capital, LLC | 4,350 | $393.0K | 0.30% | +4,350 | New |
| GSG Advisors LLC | 4,358 | $393.7K | 0.12% | +66+1.5% | Added |
| Rooted Wealth Advisors, Inc. | 4,344 | $394.0K | 0.15% | +110+2.6% | Added |
| Websterrogers Financial Advisors, LLC | 4,372 | $395.1K | 0.14% | +1,710+64.2% | Added |
| Plante Moran Financial Advisors, LLC | 4,382 | $395.9K | 0.03% | −227−4.9% | Reduced |
| Quest Partners LLC | 4,384 | $396.1K | 0.05% | +224+5.4% | Added |
| Members Wealth LLC | 3,823 | $396.1K | 0.30% | +3,823 | New |
| SageOak Financial, LLC | 4,388 | $396.5K | 0.36% | +4,388 | New |
| Granite FO LLC | 4,389 | $396.5K | 0.23% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,393 | $396.9K | 0.11% | +117+2.7% | Added |
| Wealth Group Ltd | 4,395 | $397.1K | 0.11% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 4,395 | $397.1K | 0.08% | +178+4.2% | Added |
| Forza Wealth Management, LLC | 4,397 | $397.3K | 0.18% | +357+8.8% | Added |
| Chiron Capital Management, LLC | 4,398 | $397.4K | 0.38% | +1,399+46.6% | Added |
| Fischer Financial Services, Inc. | 4,398 | $397.4K | 0.13% | +4,398 | New |
| Smith Asset Management Co., LLC | 4,410 | $398.4K | 0.39% | +4,410 | New |
| Objective Capital Management, LLC | 4,420 | $399.3K | 0.27% | −1,042−19.1% | Reduced |
| Core Wealth Advisors, Inc. | 4,421 | $399.4K | 0.13% | −55−1.2% | Reduced |
| Howard Bailey Securities, LLC | 4,422 | $399.5K | 0.15% | +1,748+65.4% | Added |
| JBR Co Financial Management Inc | 4,422 | $399.5K | 0.24% | −10−0.2% | Reduced |
| Chancellor Financial Group WB LP | 4,424 | $399.7K | 0.32% | +4,424 | New |
| Aire Advisors, LLC | 4,434 | $400.6K | 0.08% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 4,438 | $401.0K | 0.01% | +149+3.5% | Added |
| Centricity Wealth Management, LLC | 4,449 | $402.0K | 0.38% | +4,449 | New |
| Austin Wealth Management, LLC | 4,377 | $402.4K | 0.08% | +458+11.7% | Added |
| Stewardship Advisors, LLC | 4,455 | $402.5K | 0.11% | +569+14.6% | Added |
| Schulz Wealth, LTD. | 4,460 | $403.0K | 0.31% | +59+1.3% | Added |
| Peninsula Wealth, LLC | 4,470 | $403.9K | 0.07% | +298+7.1% | Added |
| Helium Advisors LLC | 4,475 | $404.3K | 0.32% | +4,475 | New |
| Promethium Advisors,llc | 4,465 | $404.3K | 0.28% | +106+2.4% | Added |
| Members Capital Advisors Inc | 4,476 | $404.4K | 0.36% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 4,478 | $404.6K | 0.38% | +4,478 | New |
| Goldstein Advisors, LLC | 4,479 | $404.7K | 0.06% | +976+27.9% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,481 | $404.9K | 0.15% | +4,481 | New |
| Chung Wu Investment Group, LLC | 4,490 | $405.7K | 0.41% | +4,490 | New |
| WorthPointe, LLC | 4,499 | $406.5K | 0.17% | −3−0.1% | Reduced |
| C2C Wealth Management, LLC | 4,500 | $406.6K | 0.38% | 00.0% | Unchanged |
| Huber Capital Management LLC | 4,500 | $406.6K | 0.08% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $406.6K | 0.15% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4,493 | $406.9K | 0.08% | −6−0.1% | Reduced |
| StrongBox Wealth, LLC | 4,508 | $407.3K | 0.17% | −864−16.1% | Reduced |
| TCFG Wealth Management, LLC | 4,512 | $407.7K | 0.21% | +1,293+40.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,500 | $408.0K | 0.03% | +3,000+200.0% | Added |
| Court Place Advisors, LLC | 4,520 | $408.4K | 0.13% | +94+2.1% | Added |
| Buckingham Capital Management, Inc. | 4,523 | $408.6K | 0.05% | +1,200+36.1% | Added |
| Trail Ridge Investment Advisors, LLC | 4,527 | $409.0K | 0.19% | +215+5.0% | Added |
| Financial Perspectives, Inc | 4,533 | $409.6K | 0.14% | +63+1.4% | Added |
| Ascent Capital Management, LLC | 4,537 | $409.9K | 0.42% | +4,537 | New |
| CarsonAllaria Wealth Management, Ltd. | 4,538 | $410.0K | 0.23% | −37−0.8% | Reduced |
| Potentia Wealth | 4,540 | $410.2K | 0.18% | +4,540 | New |
| GSB Wealth Management, LLC | 4,543 | $410.5K | 0.11% | +127+2.9% | Added |
| Petrus Trust Company, LTA | 4,545 | $410.6K | 0.04% | +4,545 | New |
| Iron Financial, LLC | 4,550 | $411.1K | 0.23% | +203+4.7% | Added |
| Panoramic Capital Partners, LLC | 4,558 | $411.8K | 0.36% | +4,558 | New |
| ELCO Management Co., LLC | 4,561 | $412.1K | 0.22% | 00.0% | Unchanged |
| Anson Capital, Inc. | 4,569 | $412.8K | 0.36% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 4,572 | $413.0K | 0.15% | +4,572 | New |
| Investment Advisory Group, LLC | 4,574 | $413.2K | 0.14% | −1,608−26.0% | Reduced |
| Blueshift Asset Management, LLC | 4,576 | $413.4K | 0.15% | +4,576 | New |
| Tamar Securities, LLC | 4,593 | $415.0K | 0.06% | −10−0.2% | Reduced |
| Omnia Family Wealth, LLC | 4,591 | $415.7K | 0.17% | +126+2.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,602 | $415.8K | 0.11% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 4,603 | $415.9K | 0.08% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 4,609 | $416.0K | 0.04% | −482−9.5% | Reduced |
| Running Point Capital Advisors, LLC | 4,607 | $416.3K | 0.14% | +1,443+45.6% | Added |
| Curio Wealth, LLC | 4,609 | $416.4K | 0.22% | +4,609 | New |