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 8 sales; 4,427 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
- +526 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
- 598
- 1,393 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 87,587 | $7.91M | 0.52% | −10,177−10.4% | Reduced |
| IFP Advisors, Inc | 87,530 | $7.91M | 0.26% | +7,687+9.6% | Added |
| Walter & Keenan Financial Consulting Co | 87,221 | $7.88M | 2.38% | +154+0.2% | Added |
| Ostrum Asset Management | 87,179 | $7.88M | 0.68% | +11,897+15.8% | Added |
| Asset Dedication, LLC | 86,664 | $7.83M | 0.62% | −20,314−19.0% | Reduced |
| Horrell Capital Management, Inc. | 86,603 | $7.83M | 2.29% | +228+0.3% | Added |
| Johnson Financial Group, Inc. | 79,684 | $7.82M | 0.37% | −4,165−5.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 86,375 | $7.80M | 1.58% | +509+0.6% | Added |
| Change Path, LLC | 86,375 | $7.80M | 0.24% | +14,817+20.7% | Added |
| Annandale Capital, LLC | 86,146 | $7.78M | 1.54% | 00.0% | Unchanged |
| Capital City Trust Co | 85,566 | $7.73M | 1.93% | +1,018+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 85,500 | $7.72M | 0.94% | −34,500−28.7% | Reduced |
| Birinyi Associates Inc | 85,215 | $7.70M | 2.12% | −630−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 85,118 | $7.69M | 0.48% | +4,248+5.3% | Added |
| Summit Financial Strategies, Inc. | 84,810 | $7.66M | 0.85% | −711−0.8% | Reduced |
| Point72 (DIFC) Ltd | 84,138 | $7.60M | 0.69% | +84,138 | New |
| Amarillo National Bank | 84,082 | $7.60M | 1.39% | −900−1.1% | Reduced |
| Financial & Tax Architects, LLC | 84,059 | $7.59M | 1.93% | −10,440−11.0% | Reduced |
| Graham Capital Management, L.P. | 83,748 | $7.57M | 0.23% | −197,199−70.2% | Reduced |
| Millennium Capital Advisors, LLC | 83,694 | $7.56M | 5.16% | −140−0.2% | Reduced |
| Goelzer Investment Management, Inc. | 83,614 | $7.55M | 0.44% | −36,609−30.5% | Reduced |
| Washington Trust Advisors, Inc. | 83,588 | $7.55M | 0.63% | −205−0.2% | Reduced |
| Evercore Wealth Management, LLC | 83,586 | $7.55M | 0.11% | −971−1.1% | Reduced |
| We Are One Seven, LLC | 83,392 | $7.53M | 0.29% | +13,230+18.9% | Added |
| Western Wealth Management, LLC | 83,223 | $7.52M | 0.40% | +6,474+8.4% | Added |
| CX Institutional | 83,116 | $7.51M | 0.30% | +6,451+8.4% | Added |
| Easterly Investment Partners LLC | 83,068 | $7.51M | 0.59% | −14,738−15.1% | Reduced |
| Legacy CG, LLC | 82,954 | $7.49M | 2.30% | +854+1.0% | Added |
| Greenwood Capital Associates LLC | 82,925 | $7.49M | 0.98% | −13,840−14.3% | Reduced |
| William Allan, LLC | 82,917 | $7.49M | 4.60% | −270.0% | Reduced |
| Mechanics Bank Trust Department | 82,812 | $7.48M | 1.00% | −1,131−1.3% | Reduced |
| International Assets Investment Management, LLC | 82,923 | $7.46M | 0.62% | −6,880,295−98.8% | Reduced |
| Alteri Wealth LLC | 82,273 | $7.43M | 2.06% | +82,273 | New |
| YHB Investment Advisors, Inc. | 82,149 | $7.42M | 0.61% | −3,600−4.2% | Reduced |
| Legacy Wealth Management, LLC | 82,083 | $7.42M | 2.95% | −3,341−3.9% | Reduced |
| Columbus Macro, LLC | 82,007 | $7.41M | 1.03% | +65,516+397.3% | Added |
| Wealthspire Advisors, LLC | 81,862 | $7.40M | 0.07% | +10,913+15.4% | Added |
| Sargent Investment Group, LLC | 80,760 | $7.39M | 1.21% | +3,836+5.0% | Added |
| Haverford Trust Co | 81,761 | $7.39M | 0.07% | +1,285+1.6% | Added |
| M&G Plc | 82,065 | $7.39M | 0.05% | +45,159+122.4% | Added |
| Regal Investment Advisors LLC | 81,600 | $7.37M | 0.55% | −3,957−4.6% | Reduced |
| Anchor Investment Management, LLC | 81,544 | $7.37M | 0.69% | −6,644−7.5% | Reduced |
| Koshinski Asset Management, Inc. | 81,422 | $7.36M | 0.63% | +220+0.3% | Added |
| Cordatus Wealth Management LLC | 81,330 | $7.35M | 1.94% | +972+1.2% | Added |
| DLK Investment Management, LLC | 81,156 | $7.33M | 3.07% | −1,528−1.8% | Reduced |
| Kavar Capital Partners Group, LLC | 81,053 | $7.32M | 1.24% | −295−0.4% | Reduced |
| Woodson Capital Management, LP | 81,000 | $7.32M | 1.39% | −400−0.5% | Reduced |
| Jacobs & Co | 80,851 | $7.30M | 0.74% | −2,955−3.5% | Reduced |
| Ballentine Partners, LLC | 80,762 | $7.30M | 0.13% | +2,114+2.7% | Added |
| Algert Global LLC | 80,676 | $7.29M | 0.17% | +76,058+1,647.0% | Added |
| Mitchell Capital Management Co | 80,499 | $7.27M | 1.27% | −1,942−2.4% | Reduced |
| Rokos Capital Management LLP | 80,335 | $7.26M | 0.16% | +80,335 | New |
| Ar Asset Management Inc | 80,300 | $7.25M | 1.64% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 80,206 | $7.25M | 1.51% | −33,700−29.6% | Reduced |
| Estabrook Capital Management | 80,113 | $7.24M | 1.12% | −971−1.2% | Reduced |
| Waldron Private Wealth LLC | 79,683 | $7.22M | 0.29% | −154−0.2% | Reduced |
| Boston Partners | 79,842 | $7.21M | 0.01% | −6,642,542−98.8% | Reduced |
| Quest Investment Management LLC | 79,740 | $7.20M | 0.84% | 00.0% | Unchanged |
| Windward Capital Management Co | 79,724 | $7.20M | 0.55% | −1,479−1.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 79,595 | $7.19M | 3.67% | −1,054−1.3% | Reduced |
| Capital Asset Advisory Services LLC | 79,134 | $7.18M | 0.35% | −958−1.2% | Reduced |
| Hourglass Capital, LLC | 79,493 | $7.18M | 1.98% | −225−0.3% | Reduced |
| Heritage Wealth Management, Inc. | 79,449 | $7.18M | 2.39% | −929−1.2% | Reduced |
| GAMMA Investing LLC | 79,422 | $7.18M | 0.61% | +7,738+10.8% | Added |
| Herold Advisors, Inc. | 79,357 | $7.17M | 1.56% | −2,169−2.7% | Reduced |
| TD Private Client Wealth LLC | 79,309 | $7.17M | 0.20% | −13,377−14.4% | Reduced |
| GLOBALT Investments LLC | 79,305 | $7.17M | 0.27% | −1,094−1.4% | Reduced |
| BBR Partners, LLC | 78,931 | $7.13M | 0.50% | +11,533+17.1% | Added |
| Saranac Partners Ltd | 78,837 | $7.12M | 3.93% | +78,837 | New |
| Stablepoint Partners, LLC | 78,651 | $7.11M | 1.30% | −564−0.7% | Reduced |
| Old National Bancorp | 78,508 | $7.09M | 0.17% | −10,120−11.4% | Reduced |
| Financial Advisory Service, Inc. | 78,430 | $7.09M | 0.60% | +1,091+1.4% | Added |
| NWF Advisory Services Inc. | 78,040 | $7.07M | 1.04% | +9,439+13.8% | Added |
| Foundations Investment Advisors, LLC | 77,752 | $7.02M | 0.14% | +9,303+13.6% | Added |
| Fort Washington Investment Advisors Inc | 77,618 | $7.01M | 0.04% | +5,057+7.0% | Added |
| Courier Capital LLC | 77,607 | $7.01M | 0.48% | −12,796−14.2% | Reduced |
| SlateStone Wealth, LLC | 77,198 | $6.97M | 0.68% | −518−0.7% | Reduced |
| Keel Point, LLC | 76,818 | $6.94M | 0.56% | −2,645−3.3% | Reduced |
| First National Bank of Omaha | 76,580 | $6.92M | 0.45% | −3,126−3.9% | Reduced |
| Kempen Capital Management N.V. | 76,531 | $6.91M | 0.07% | +76,531 | New |
| Kadensa Capital Ltd | 75,986 | $6.87M | 0.83% | +75,986 | New |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 75,958 | $6.86M | 0.83% | −317,339−80.7% | Reduced |
| Somerset Trust Co | 75,898 | $6.86M | 2.58% | +1,303+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 75,884 | $6.86M | 0.02% | +36,475+92.6% | Added |
| NovaPoint Capital, LLC | 75,789 | $6.85M | 2.09% | +724+1.0% | Added |
| Engineers Gate Manager LP | 75,551 | $6.83M | 0.12% | −48,188−38.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 75,331 | $6.82M | 1.82% | +427+0.6% | Added |
| Exeter Financial, LLC | 75,509 | $6.82M | 3.12% | −2,918−3.7% | Reduced |
| Bensler, LLC | 75,485 | $6.82M | 0.81% | +1,227+1.7% | Added |
| Hixon Zuercher, LLC | 75,456 | $6.82M | 2.62% | −2,651−3.4% | Reduced |
| Twin Capital Management Inc | 75,170 | $6.79M | 0.74% | +1,523+2.1% | Added |
| Spirepoint Private Client, LLC | 75,128 | $6.79M | 0.85% | +2,064+2.8% | Added |
| Forum Financial Management, LP | 75,100 | $6.79M | 0.11% | +2,897+4.0% | Added |
| Keeler Thomas Management LLC | 74,586 | $6.74M | 2.40% | −4,140−5.3% | Reduced |
| DSG Capital Advisors, LLC | 73,929 | $6.68M | 1.21% | +73,929 | New |
| Naviter Wealth, LLC | 73,513 | $6.65M | 0.80% | +19,955+37.3% | Added |
| Berkshire Bank | 73,568 | $6.65M | 1.55% | −73−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 73,265 | $6.63M | 0.26% | +5,183+7.6% | Added |
| Oddo BHF Asset Management SAS | 73,358 | $6.63M | 0.33% | +65,603+845.9% | Added |
| EverSource Wealth Advisors, LLC | 73,288 | $6.62M | 0.37% | +3,481+5.0% | Added |