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 |
|---|---|---|---|---|---|
| SPC Financial, Inc. | 63,056 | $5.70M | 0.50% | +1,626+2.6% | Added |
| High Note Wealth, LLC | 63,044 | $5.70M | 1.48% | +862+1.4% | Added |
| Peninsula Asset Management Inc | 62,882 | $5.68M | 3.02% | −1,250−1.9% | Reduced |
| Hudson Capital Management LLC | 62,768 | $5.67M | 1.76% | −9,154−12.7% | Reduced |
| NorthRock Partners, LLC | 62,582 | $5.67M | 0.18% | −5,203−7.7% | Reduced |
| Continuum Advisory, LLC | 62,557 | $5.65M | 0.72% | +25,378+68.3% | Added |
| Capital Wealth Planning, LLC | 62,483 | $5.65M | 0.05% | −4,401,382−98.6% | Reduced |
| Accuvest Global Advisors | 61,944 | $5.63M | 7.88% | +10,466+20.3% | Added |
| Councilmark Asset Management, LLC | 62,220 | $5.62M | 3.78% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 62,085 | $5.61M | 1.73% | −505−0.8% | Reduced |
| Fairvoy Private Wealth, LLC | 62,019 | $5.60M | 1.49% | +62,019 | New |
| Journey Advisory Group, LLC | 82,751 | $5.60M | 0.67% | 00.0% | Unchanged |
| Capital Advisors Inc | 61,904 | $5.59M | 0.11% | +375+0.6% | Added |
| Telos Capital Management, Inc. | 61,867 | $5.59M | 0.60% | −107−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 61,791 | $5.58M | 1.15% | −2,374−3.7% | Reduced |
| BFSG, LLC | 61,689 | $5.57M | 0.65% | −813−1.3% | Reduced |
| Snider Financial Group | 61,681 | $5.57M | 1.73% | +12,217+24.7% | Added |
| Geneos Wealth Management Inc. | 61,552 | $5.56M | 0.19% | −8,751−12.4% | Reduced |
| PEAK6 LLC | 61,503 | $5.56M | 0.22% | +61,503 | New |
| Arrow Financial Corp | 61,402 | $5.55M | 0.53% | −230.0% | Reduced |
| Palisade Asset Management, LLC | 61,212 | $5.53M | 0.56% | −160−0.3% | Reduced |
| Cornerstone Wealth Group, LLC | 61,207 | $5.53M | 0.45% | −37,951−38.3% | Reduced |
| Hengehold Capital Management LLC | 61,094 | $5.52M | 0.52% | −1,341−2.1% | Reduced |
| Rahlfs Capital, LLC | 61,044 | $5.52M | 5.47% | +61,044 | New |
| E Fund Management Co., Ltd. | 61,018 | $5.51M | 0.28% | +31,661+107.8% | Added |
| Quadrant Capital Group LLC | 60,910 | $5.50M | 0.38% | −743−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 60,872 | $5.50M | 0.13% | +3,569+6.2% | Added |
| Kampmann Melissa S. | 60,687 | $5.48M | 4.31% | −7,470−11.0% | Reduced |
| Nvest Financial, LLC | 60,658 | $5.48M | 2.78% | −8,918−12.8% | Reduced |
| SeaBridge Investment Advisors LLC | 60,578 | $5.47M | 1.14% | +2,076+3.5% | Added |
| Berry Wealth Group, LP | 60,557 | $5.47M | 3.95% | −2,194−3.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 60,280 | $5.45M | 1.76% | −689−1.1% | Reduced |
| Arete Wealth Advisors, LLC | 60,292 | $5.45M | 0.39% | −8,999−13.0% | Reduced |
| CWA Asset Management Group, LLC | 60,078 | $5.43M | 0.27% | +271+0.5% | Added |
| XTX Topco Ltd | 60,043 | $5.42M | 0.46% | +60,043 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $5.42M | 1.22% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 59,970 | $5.42M | 2.41% | +59,970 | New |
| Xcel Wealth Management, LLC | 59,966 | $5.42M | 1.50% | −3,347−5.3% | Reduced |
| FourThought Financial Partners, LLC | 59,963 | $5.42M | 0.56% | +59,963 | New |
| Rational Advisors LLC | 59,898 | $5.41M | 0.53% | +1,943+3.4% | Added |
| Foyston, Gordon, & Payne Inc | 59,850 | $5.41M | 1.43% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 59,787 | $5.40M | 1.79% | −1,840−3.0% | Reduced |
| Good Life Advisors, LLC | 59,782 | $5.40M | 0.39% | −1,376−2.2% | Reduced |
| Trust Point Inc. | 59,591 | $5.38M | 0.37% | +4,456+8.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 59,300 | $5.36M | 0.55% | +59,300 | New |
| CTC LLC | 59,153 | $5.34M | 0.54% | −20,621−25.8% | Reduced |
| Kensington Investment Counsel, LLC | 58,929 | $5.32M | 2.22% | +1,932+3.4% | Added |
| LGT Group Foundation | 58,857 | $5.32M | 0.08% | +1,296+2.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 58,691 | $5.31M | 2.39% | −19,814−25.2% | Reduced |
| Mitchell Sinkler & Starr | 58,824 | $5.31M | 1.42% | −3,285−5.3% | Reduced |
| Guardian Investment Management | 58,800 | $5.31M | 3.86% | −3,995−6.4% | Reduced |
| Greenline Partners, LLC | 58,776 | $5.31M | 0.74% | −3,693−5.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 58,243 | $5.26M | 1.91% | −2,785−4.6% | Reduced |
| JPL Wealth Management, LLC | 58,200 | $5.26M | 1.51% | +58,200 | New |
| Unigestion Holding SA | 58,188 | $5.26M | 0.30% | −156,480−72.9% | Reduced |
| Kinloch Capital, LLC | 58,142 | $5.25M | 2.63% | +702+1.2% | Added |
| MV Capital Management, Inc. | 57,968 | $5.24M | 0.56% | −176−0.3% | Reduced |
| Buckhead Capital Management LLC | 57,895 | $5.23M | 1.67% | −265−0.5% | Reduced |
| Fulton Bank, N.A. | 57,868 | $5.23M | 0.20% | −15,132−20.7% | Reduced |
| Kanawha Capital Management LLC | 57,688 | $5.21M | 0.41% | +9,394+19.5% | Added |
| Citizens Business Bank | 40,029 | $5.20M | 0.97% | −18,635−31.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 57,348 | $5.18M | 0.98% | −13,008−18.5% | Reduced |
| Parkside Financial Bank & Trust | 57,123 | $5.16M | 0.68% | +790+1.4% | Added |
| Guardian Wealth Advisors, LLC | 57,028 | $5.15M | 0.41% | +4,454+8.5% | Added |
| Frank, Rimerman Advisors LLC | 56,956 | $5.15M | 0.37% | +201+0.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 56,940 | $5.14M | 0.19% | +9,166+19.2% | Added |
| Hollow Brook Wealth Management LLC | 56,866 | $5.14M | 1.58% | −2,097−3.6% | Reduced |
| Fiduciary Alliance LLC | 56,714 | $5.12M | 0.52% | +38,872+217.9% | Added |
| Brendel Financial Advisors LLC | 56,616 | $5.12M | 3.09% | −2,438−4.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 56,000 | $5.06M | 3.04% | −21,100−27.4% | Reduced |
| Bowen Hanes & Co Inc | 55,980 | $5.06M | 0.14% | 00.0% | Unchanged |
| Westmount Partners, LLC | 55,830 | $5.04M | 1.53% | +886+1.6% | Added |
| Harbour Investments, Inc. | 55,827 | $5.04M | 0.14% | +3,118+5.9% | Added |
| Aries Wealth Management | 55,767 | $5.04M | 1.39% | −737−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 55,752 | $5.04M | 0.38% | +667+1.2% | Added |
| Harvest Fund Management Co., Ltd | 55,720 | $5.04M | 0.23% | +35,204+171.6% | Added |
| Moloney Securities Asset Management, LLC | 55,581 | $5.02M | 0.67% | +2,032+3.8% | Added |
| Kingswood Wealth Advisors, LLC | 55,543 | $5.02M | 0.38% | −26,768−32.5% | Reduced |
| Virtu Financial LLC | 55,537 | $5.02M | 0.27% | +48,839+729.2% | Added |
| Chemung Canal Trust Co | 55,319 | $5.00M | 1.04% | −6,743−10.9% | Reduced |
| Quadcap Wealth Management, LLC | 55,308 | $5.00M | 0.74% | +28,493+106.3% | Added |
| Ameliora Wealth Management Ltd. | 55,298 | $5.00M | 1.87% | +560+1.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 55,280 | $4.99M | 1.86% | +151+0.3% | Added |
| Thomasville National Bank | 55,111 | $4.98M | 0.36% | +431+0.8% | Added |
| CoreCap Advisors, LLC | 55,013 | $4.97M | 0.23% | +4,952+9.9% | Added |
| Riverview Capital Advisers, LLC | 54,980 | $4.97M | 1.50% | −100−0.2% | Reduced |
| Alps Advisors Inc | 54,872 | $4.96M | 0.03% | −375−0.7% | Reduced |
| Keene & Associates, Inc. | 54,790 | $4.95M | 3.97% | −3,521−6.0% | Reduced |
| Pines Wealth Management, LLC | 53,171 | $4.94M | 2.15% | +53,171 | New |
| Kathmere Capital Management, LLC | 54,655 | $4.94M | 0.44% | +3,752+7.4% | Added |
| Capstone Triton Financial Group, LLC | 54,630 | $4.94M | 3.08% | −1,536−2.7% | Reduced |
| Resources Management Corp | 54,460 | $4.92M | 0.67% | −474−0.9% | Reduced |
| JT Stratford LLC | 54,433 | $4.92M | 0.81% | +1,384+2.6% | Added |
| Benedict Financial Advisors Inc | 54,007 | $4.88M | 1.18% | −2,134−3.8% | Reduced |
| Modern Wealth Management, LLC | 53,968 | $4.88M | 0.18% | +14,355+36.2% | Added |
| Meridian Investment Counsel Inc. | 53,948 | $4.87M | 1.45% | −4,625−7.9% | Reduced |
| Delta Financial Advisors LLC | 53,814 | $4.86M | 1.81% | +190.0% | Added |
| Northstar Group, Inc. | 53,750 | $4.86M | 0.81% | 00.0% | Unchanged |
| Plancorp, LLC | 53,686 | $4.85M | 0.20% | −136−0.3% | Reduced |
| Trifecta Capital Advisors, LLC | 53,569 | $4.84M | 0.96% | +970+1.8% | Added |