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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 73,133 | $6.62M | 0.36% | +28,931+65.5% | Added |
| Graypoint LLC | 73,203 | $6.61M | 0.40% | +325+0.4% | Added |
| Bank of Hawaii | 73,050 | $6.60M | 0.37% | −5,874−7.4% | Reduced |
| Diversify Wealth Management, LLC | 70,815 | $6.59M | 0.51% | +7,199+11.3% | Added |
| Conning Inc. | 72,882 | $6.58M | 0.23% | −10,156−12.2% | Reduced |
| First National Advisers, LLC | 72,790 | $6.58M | 1.06% | +1,944+2.7% | Added |
| Stonebrook Private Inc. | 72,706 | $6.57M | 1.72% | −63−0.1% | Reduced |
| GKV Capital Management Co., Inc. | 72,266 | $6.53M | 2.66% | +72,266 | New |
| Dakota Wealth Management | 72,260 | $6.53M | 0.15% | −2,761−3.7% | Reduced |
| Northcape Wealth Management, LLC | 72,255 | $6.53M | 2.11% | −1,537−2.1% | Reduced |
| Wealthcare Advisory Partners LLC | 71,979 | $6.50M | 0.18% | −1,503−2.0% | Reduced |
| Rehmann Capital Advisory Group | 71,747 | $6.48M | 0.41% | −551−0.8% | Reduced |
| Novem Group | 71,645 | $6.47M | 0.96% | +71,645 | New |
| Nations Financial Group Inc, | 71,329 | $6.44M | 0.47% | −2,508−3.4% | Reduced |
| Hilltop Holdings Inc. | 71,278 | $6.44M | 0.41% | +3,791+5.6% | Added |
| Silvant Capital Management LLC | 71,257 | $6.44M | 0.27% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 71,035 | $6.42M | 0.81% | +8,178+13.0% | Added |
| William B. Walkup & Associates, Inc. | 70,892 | $6.41M | 4.06% | +120+0.2% | Added |
| Woodmont Investment Counsel LLC | 70,868 | $6.40M | 0.47% | −737−1.0% | Reduced |
| Radnor Capital Management, LLC | 70,835 | $6.40M | 1.07% | −3,535−4.8% | Reduced |
| Alerus Financial NA | 70,750 | $6.39M | 0.49% | −4,766−6.3% | Reduced |
| Flputnam Investment Management Co | 70,588 | $6.38M | 0.12% | −1,796−2.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 70,442 | $6.36M | 0.94% | +873+1.3% | Added |
| Stonebridge Financial Group, LLC | 70,292 | $6.35M | 0.70% | +70,292 | New |
| GeoWealth Management, LLC | 70,131 | $6.34M | 0.21% | −419−0.6% | Reduced |
| Occidental Asset Management, LLC | 70,057 | $6.33M | 0.99% | +972+1.4% | Added |
| West Branch Capital LLC | 69,915 | $6.32M | 2.01% | +3,034+4.5% | Added |
| Capital Planning Advisors, LLC | 69,703 | $6.30M | 0.97% | +4,768+7.3% | Added |
| Vectors Research Management, LLC | 69,682 | $6.30M | 2.14% | −5,789−7.7% | Reduced |
| 180 Wealth Advisors, LLC | 69,564 | $6.29M | 0.98% | +4,832+7.5% | Added |
| LaFleur & Godfrey LLC | 69,542 | $6.28M | 0.86% | +992+1.4% | Added |
| Smith, Salley & Associates | 69,500 | $6.28M | 0.40% | −607−0.9% | Reduced |
| Gamco Investors, Inc. Et Al | 69,461 | $6.28M | 0.07% | −1,926−2.7% | Reduced |
| Means Investment Co., Inc. | 69,362 | $6.27M | 0.65% | −468−0.7% | Reduced |
| World Equity Group, Inc. | 69,330 | $6.26M | 1.34% | +34,389+98.4% | Added |
| Raiffeisen Bank International AG | 69,041 | $6.25M | 0.09% | +69,041 | New |
| Scalar Gauge Management, LLC | 69,000 | $6.23M | 2.88% | +30,000+76.9% | Added |
| Horan Capital Advisors, LLC. | 68,953 | $6.23M | 2.10% | −7,696−10.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 68,885 | $6.22M | 0.56% | +15,372+28.7% | Added |
| AIA Group Ltd | 68,881 | $6.22M | 0.15% | +22,807+49.5% | Added |
| Signal Advisors Wealth, LLC | 68,607 | $6.21M | 0.70% | +848+1.3% | Added |
| SG Americas Securities, LLC | 68,422 | $6.18M | 0.03% | −198,117−74.3% | Reduced |
| Sentry LLC | 68,398 | $6.18M | 1.20% | −4,627−6.3% | Reduced |
| Family Legacy, Inc. | 67,140 | $6.16M | 2.09% | −223−0.3% | Reduced |
| R.H. Investment Group, LLC | 68,174 | $6.16M | 5.81% | +68,174 | New |
| Abn Amro Investment Solutions | 67,747 | $6.12M | 0.11% | +1,377+2.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 67,592 | $6.11M | 3.00% | −1,466−2.1% | Reduced |
| Equitable Trust Co | 67,528 | $6.10M | 0.34% | +5,250+8.4% | Added |
| Pinnbrook Capital Management LP | 67,432 | $6.09M | 2.14% | −43,426−39.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 67,210 | $6.07M | 1.03% | −5,420−7.5% | Reduced |
| Primecap Management Co | 67,200 | $6.07M | 0.00% | +67,200 | New |
| Gilder Gagnon Howe & Co LLC | 67,179 | $6.07M | 0.07% | +12,059+21.9% | Added |
| Krilogy Financial LLC | 67,031 | $6.06M | 0.40% | +15,190+29.3% | Added |
| Westbourne Investments, Inc. | 66,955 | $6.05M | 3.57% | +66,955 | New |
| Two Sigma Advisers, LP | 66,900 | $6.04M | 0.01% | +17,300+34.9% | Added |
| Robertson Stephens Wealth Management, LLC | 66,681 | $6.04M | 0.21% | +4,447+7.1% | Added |
| Diversified Investment Strategies, LLC | 66,820 | $6.04M | 3.94% | −1,095−1.6% | Reduced |
| TrinityPoint Wealth, LLC | 66,708 | $6.03M | 0.85% | −5,687−7.9% | Reduced |
| Ronald Blue Trust, Inc. | 66,521 | $6.01M | 0.08% | −15,169−18.6% | Reduced |
| Sterling Capital Management LLC | 66,424 | $6.00M | 0.08% | −12,447−15.8% | Reduced |
| Integrated Advisors Network LLC | 66,331 | $5.99M | 0.29% | −549−0.8% | Reduced |
| Syon Capital LLC | 66,169 | $5.98M | 0.54% | −1,336−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 66,068 | $5.97M | 0.63% | +10,769+19.5% | Added |
| Slow Capital, Inc. | 65,942 | $5.96M | 0.84% | −6,694−9.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 65,897 | $5.95M | 0.76% | −4,076−5.8% | Reduced |
| Wedmont Private Capital | 63,925 | $5.95M | 0.31% | +8,083+14.5% | Added |
| Summit Global Investments | 65,801 | $5.95M | 0.37% | −5,138−7.2% | Reduced |
| Gifford Fong Associates | 65,550 | $5.92M | 1.45% | 00.0% | Unchanged |
| 1st Source Bank | 65,519 | $5.92M | 0.34% | +386+0.6% | Added |
| Aaron Wealth Advisors | 65,403 | $5.91M | 0.69% | +2,379+3.8% | Added |
| Douglass Winthrop Advisors, LLC | 65,350 | $5.90M | 0.11% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 65,159 | $5.89M | 1.24% | +320.0% | Added |
| Hook Mill Capital Partners, LP | 65,115 | $5.88M | 0.60% | −238,827−78.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 64,893 | $5.86M | 1.07% | −757−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 62,463 | $5.86M | 0.38% | −891−1.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 64,673 | $5.84M | 0.85% | −1,882−2.8% | Reduced |
| AlphaCore Capital LLC | 64,500 | $5.84M | 1.26% | −6,490−9.1% | Reduced |
| Hutner Capital Management Inc | 64,633 | $5.84M | 2.82% | −969−1.5% | Reduced |
| AMG National Trust Bank | 64,587 | $5.84M | 0.16% | +1,025+1.6% | Added |
| Rossmore Private Capital | 64,615 | $5.84M | 0.72% | +1,025+1.6% | Added |
| Ingalls & Snyder LLC | 64,563 | $5.83M | 0.23% | −761−1.2% | Reduced |
| HBK Sorce Advisory LLC | 64,465 | $5.82M | 0.18% | −498−0.8% | Reduced |
| Roman Butler Fullerton & Co | 59,695 | $5.81M | 1.84% | −6,198−9.4% | Reduced |
| Moody National Bank Trust Division | 64,126 | $5.79M | 0.61% | −3,282−4.9% | Reduced |
| Ocean Capital Management, LLC | 64,102 | $5.79M | 1.26% | −430−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 64,081 | $5.79M | 0.30% | +671+1.1% | Added |
| MUFG Securities Americas Inc. | 64,075 | $5.79M | 0.73% | +64,075 | New |
| Smith, Moore & Co. | 64,055 | $5.79M | 0.53% | +1,502+2.4% | Added |
| Mogy Joel R Investment Counsel Inc | 64,008 | $5.78M | 0.34% | −1,555−2.4% | Reduced |
| Liberty One Investment Management, LLC | 63,978 | $5.78M | 0.63% | +902+1.4% | Added |
| Hall Capital Management Co Inc | 63,920 | $5.78M | 2.69% | +63,920 | New |
| Talon Private Wealth, LLC | 63,796 | $5.76M | 1.20% | +275+0.4% | Added |
| Compass Wealth Management LLC | 63,645 | $5.75M | 1.38% | −920−1.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 63,605 | $5.75M | 1.12% | −39,215−38.1% | Reduced |
| Appleton Partners Inc | 63,498 | $5.74M | 0.42% | −512−0.8% | Reduced |
| Blue Fin Capital, Inc. | 63,385 | $5.73M | 1.06% | −405−0.6% | Reduced |
| Valmark Advisers, Inc. | 63,325 | $5.72M | 0.09% | +6,538+11.5% | Added |
| Capstone Investment Advisors, LLC | 63,298 | $5.72M | 0.06% | +36,382+135.2% | Added |
| Claret Asset Management Corp | 63,253 | $5.71M | 0.90% | −1,483−2.3% | Reduced |
| Atomi Financial Group, Inc. | 63,145 | $5.71M | 0.29% | +11,757+22.9% | Added |