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 |
|---|---|---|---|---|---|
| Schrum Private Wealth Management LLC | 4,612 | $416.7K | 0.35% | −2,056−30.8% | Reduced |
| Citizens & Northern Corp | 4,613 | $416.8K | 0.11% | +1,925+71.6% | Added |
| Harbert Fund Advisors, Inc. | 4,625 | $417.9K | 0.36% | −1,625−26.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,629 | $418.2K | 0.02% | +141+3.1% | Added |
| Mid-American Wealth Advisory Group, Inc. | 4,651 | $420.2K | 0.25% | −213−4.4% | Reduced |
| Consilio Wealth Advisors, LLC | 4,656 | $420.7K | 0.17% | +151+3.4% | Added |
| Orion Investment Co | 4,656 | $420.7K | 0.17% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4,661 | $421.1K | 0.17% | +2,186+88.3% | Added |
| Aletheian Wealth Advisors LLC | 4,676 | $422.5K | 0.25% | +266+6.0% | Added |
| Tradewinds Capital Management, LLC | 4,677 | $422.6K | 0.11% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,682 | $423.0K | 0.07% | +262+5.9% | Added |
| Firestone Capital Management | 4,686 | $423.4K | 0.11% | 00.0% | Unchanged |
| Atlas Wealth LLC | 4,689 | $423.7K | 0.16% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 4,690 | $423.8K | 0.16% | +60+1.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,692 | $424.0K | 0.14% | +4,692 | New |
| Schoolcraft Capital LLC | 4,704 | $425.0K | 0.09% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 4,704 | $425.0K | 0.06% | +231+5.2% | Added |
| CLG LLC | 4,717 | $426.2K | 0.15% | +4,717 | New |
| Tobias Financial Advisors, Inc. | 4,721 | $426.5K | 0.09% | +153+3.3% | Added |
| Alliance Wealth Advisors, LLC | 4,721 | $426.5K | 0.24% | +309+7.0% | Added |
| Fortis Advisors, LLC | 4,725 | $426.9K | 0.28% | −11−0.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,725 | $426.9K | 0.35% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,726 | $427.0K | 0.20% | +938+24.8% | Added |
| Hobbs Wealth Management, LLC | 4,728 | $427.2K | 0.49% | +4,728 | New |
| Trust Co of Kansas | 4,734 | $428.0K | 0.21% | +264+5.9% | Added |
| Chesley Taft & Associates LLC | 4,748 | $429.0K | 0.02% | +435+10.1% | Added |
| VanderPol Investments L.L.C. | 4,767 | $430.7K | 0.94% | +76+1.6% | Added |
| Calton & Associates, Inc. | 4,779 | $431.8K | 0.19% | −13,437−73.8% | Reduced |
| WPWealth LLP | 4,783 | $432.1K | 0.09% | −285−5.6% | Reduced |
| Mokosak Advisory Group, LLC | 4,783 | $432.1K | 0.13% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 4,774 | $433.4K | 0.28% | −172−3.5% | Reduced |
| Sierra Summit Advisors LLC | 4,800 | $433.7K | 0.09% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 4,801 | $433.8K | 0.04% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,805 | $434.1K | 0.32% | −1,521−24.0% | Reduced |
| Southland Equity Partners LLC | 4,811 | $434.6K | 0.10% | −24−0.5% | Reduced |
| TRUE Private Wealth Advisors | 4,817 | $435.3K | 0.05% | +499+11.6% | Added |
| Sentinus, LLC | 4,818 | $435.3K | 0.13% | +513+11.9% | Added |
| Boyd Watterson Asset Management LLC | 4,821 | $435.6K | 0.12% | −300−5.9% | Reduced |
| Riverview Trust Co | 4,834 | $436.8K | 0.40% | +15+0.3% | Added |
| Verisail Partners, LLC | 4,836 | $436.9K | 0.20% | +4,836 | New |
| Matrix Asset Advisors Inc | 4,841 | $437.4K | 0.05% | 00.0% | Unchanged |
| Motive Wealth Advisors | 4,849 | $438.1K | 0.24% | +412+9.3% | Added |
| Wingate Wealth Advisors, Inc. | 4,852 | $438.4K | 0.43% | +4,852 | New |
| Intelligent Financial Strategies | 4,845 | $438.8K | 0.24% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 4,872 | $440.2K | 0.10% | −21−0.4% | Reduced |
| Gordian Advisors LLC | 4,878 | $440.8K | 0.35% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,879 | $440.8K | 0.17% | −128−2.6% | Reduced |
| MPS Loria Financial Planners, LLC | 4,884 | $441.4K | 0.13% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,906 | $443.3K | 0.17% | +246+5.3% | Added |
| Maryland Capital Advisors Inc. | 4,909 | $443.5K | 0.21% | −11−0.2% | Reduced |
| Sutton Place Investors LLC | 4,912 | $443.8K | 0.26% | +959+24.3% | Added |
| Crabel Capital Management, LLC | 4,918 | $444.3K | 1.44% | +4,918 | New |
| Finward Bancorp | 4,919 | $444.4K | 0.39% | +4,919 | New |
| Mosaic Advisors LLC | 4,920 | $444.5K | 0.52% | +4,920 | New |
| Two West Capital Advisors LLC | 4,922 | $444.7K | 0.38% | +81+1.7% | Added |
| Cambridge Financial Group, LLC | 4,923 | $444.8K | 0.19% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 4,935 | $445.8K | 0.08% | −48−1.0% | Reduced |
| Davidson Trust Co | 4,937 | $446.1K | 0.23% | −120−2.4% | Reduced |
| Bank Hapoalim BM | 4,956 | $448.0K | 0.07% | −555−10.1% | Reduced |
| One Wealth Advisors, LLC | 4,961 | $448.2K | 0.07% | −3,196−39.2% | Reduced |
| Dover Advisors, LLC | 4,974 | $449.4K | 0.26% | 00.0% | Unchanged |
| West Wealth Group, LLC | 4,980 | $450.0K | 0.13% | +288+6.1% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,993 | $451.1K | 0.13% | +4,993 | New |
| Ballew Advisors, Inc | 4,929 | $451.2K | 0.29% | −123−2.4% | Reduced |
| Redwood Financial Network Corp | 4,995 | $451.3K | 0.34% | −95−1.9% | Reduced |
| Bramshill Investments, LLC | 5,000 | $451.8K | 0.07% | +5,000 | New |
| Intrepid Financial Planning Group LLC | 5,001 | $451.8K | 0.19% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,998 | $452.0K | 0.01% | −13,093−72.4% | Reduced |
| Sawyer & Company, Inc | 5,001 | $452.0K | 0.17% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,006 | $452.4K | 0.12% | +480+10.6% | Added |
| Eagle Strategies LLC | 5,022 | $453.7K | 0.08% | −368−6.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,023 | $453.9K | 0.25% | +5,023 | New |
| Burns J W & Co Inc | 5,025 | $454.0K | 0.06% | −130−2.5% | Reduced |
| Norway Savings Bank | 5,035 | $454.9K | 0.25% | −165−3.2% | Reduced |
| Keener Financial Planning LLC | 5,046 | $455.0K | 0.27% | 00.0% | Unchanged |
| Wheelhouse Advisory Group LLC | 5,048 | $456.1K | 0.27% | +636+14.4% | Added |
| Brogan Financial, Inc. | 5,061 | $457.2K | 0.22% | −268−5.0% | Reduced |
| Hiley Hunt Wealth Management | 5,076 | $458.6K | 0.25% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,081 | $459.1K | 0.02% | −55−1.1% | Reduced |
| Centurion Wealth Management LLC | 5,082 | $459.2K | 0.14% | 00.0% | Unchanged |
| Unique Wealth, LLC | 5,085 | $459.5K | 0.10% | −114−2.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 5,087 | $459.6K | 0.09% | +118+2.4% | Added |
| River Wealth Advisors LLC | 5,092 | $460.1K | 0.06% | −180−3.4% | Reduced |
| Stordahl Capital Management, Inc. | 5,104 | $461.1K | 0.11% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 5,106 | $461.3K | 0.21% | +5,106 | New |
| Kane Investment Management, Inc. | 5,108 | $461.5K | 0.26% | +5,108 | New |
| Bouchey Financial Group Ltd | 5,106 | $462.0K | 0.04% | +96+1.9% | Added |
| Birchcreek Wealth Management, LLC | 5,119 | $462.5K | 0.29% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 5,127 | $463.2K | 0.25% | −240−4.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 5,125 | $463.3K | 0.43% | +5,125 | New |
| Lewis Asset Management, LLC | 5,138 | $464.2K | 0.35% | +74+1.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,139 | $464.3K | 0.05% | +995+24.0% | Added |
| Hemington Wealth Management | 5,152 | $465.0K | 0.12% | +356+7.4% | Added |
| Bank of Nova Scotia Trust Co | 5,154 | $465.7K | 0.05% | −443−7.9% | Reduced |
| Pacitti Group Inc. | 5,158 | $466.3K | 0.22% | +416+8.8% | Added |
| Northstar Financial Companies, Inc. | 5,164 | $466.6K | 0.44% | +5,164 | New |
| Barnes Wealth Management Group, Inc | 5,169 | $467.0K | 0.31% | +5,169 | New |
| Amplius Wealth Advisors, LLC | 5,176 | $467.7K | 0.05% | −435−7.8% | Reduced |
| Vantage Point Financial LLC | 5,187 | $468.6K | 0.25% | +5,187 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,200 | $469.8K | 0.33% | +5,200 | New |