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 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 53,337 | $4.80M | 2.07% | −5,917−10.0% | Reduced |
| Garrett Investment Advisors LLC | 53,141 | $4.80M | 0.47% | −7,338−12.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 53,089 | $4.80M | 1.81% | −4,402−7.7% | Reduced |
| WealthShield Partners, LLC | 52,830 | $4.78M | 0.68% | −5,534−9.5% | Reduced |
| Redwood Investments, LLC | 52,931 | $4.78M | 1.28% | −30,584−36.6% | Reduced |
| Qtron Investments LLC | 52,917 | $4.78M | 0.67% | −895−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 52,872 | $4.78M | 0.16% | −7,381−12.3% | Reduced |
| Hoey Investments, Inc | 52,829 | $4.77M | 0.81% | +21,590+69.1% | Added |
| Lee Johnson Capital Management, LLC | 52,801 | $4.77M | 2.52% | +52,801 | New |
| Broadwater Capital Management LLC | 52,792 | $4.77M | 3.65% | −150−0.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 52,643 | $4.76M | 2.78% | −640−1.2% | Reduced |
| Mendel Capital Management LLC | 52,372 | $4.73M | 2.87% | −118−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 52,365 | $4.73M | 0.23% | −3,522−6.3% | Reduced |
| Allen Capital Group, LLC | 52,255 | $4.72M | 0.58% | −3,716−6.6% | Reduced |
| Univest Financial Corp | 52,188 | $4.72M | 0.30% | −1,290−2.4% | Reduced |
| North Star Investment Management Corp. | 52,164 | $4.71M | 0.33% | +409+0.8% | Added |
| Successful Portfolios LLC | 52,136 | $4.71M | 3.15% | −275−0.5% | Reduced |
| Wambolt & Associates, LLC | 52,116 | $4.71M | 1.51% | −11,546−18.1% | Reduced |
| Wealth Group, Ltd. | 52,025 | $4.70M | 3.04% | −1,005−1.9% | Reduced |
| Cullen Capital Management LLC | 52,028 | $4.70M | 0.05% | −2,679−4.9% | Reduced |
| Smartleaf Asset Management LLC | 51,870 | $4.70M | 0.48% | +12,738+32.6% | Added |
| Essex Financial Services, Inc. | 51,878 | $4.69M | 0.33% | −554−1.1% | Reduced |
| Independence Bank of Kentucky | 51,859 | $4.69M | 0.72% | +12,559+32.0% | Added |
| Harbor Investment Advisory, LLC | 51,846 | $4.68M | 0.44% | +3,749+7.8% | Added |
| Boothbay Fund Management, LLC | 51,799 | $4.68M | 0.15% | −50,202−49.2% | Reduced |
| Financial Security Advisor, Inc. | 51,672 | $4.68M | 1.19% | −1,085−2.1% | Reduced |
| AMJ Financial Wealth Management | 51,715 | $4.67M | 1.30% | −142−0.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 51,692 | $4.67M | 0.63% | −2,604−4.8% | Reduced |
| Permanens Capital L.P. | 51,555 | $4.67M | 0.89% | 00.0% | Unchanged |
| Winton Group Ltd | 51,583 | $4.66M | 0.31% | −18,147−26.0% | Reduced |
| GWN Securities Inc. | 49,321 | $4.66M | 1.25% | +49,321 | New |
| Dorsey & Whitney Trust CO LLC | 51,517 | $4.65M | 0.26% | +1,680+3.4% | Added |
| Delos Wealth Advisors, LLC | 51,505 | $4.65M | 3.71% | +1,346+2.7% | Added |
| Private Trust Co NA | 51,503 | $4.65M | 0.48% | −1,546−2.9% | Reduced |
| Silverleafe Capital Partners, LLC | 51,037 | $4.61M | 1.46% | −862−1.7% | Reduced |
| Cohen Klingenstein LLC | 51,000 | $4.61M | 0.16% | −69,900−57.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 50,877 | $4.60M | 0.96% | −8,762−14.7% | Reduced |
| Capital Investment Advisory Services, LLC | 50,858 | $4.60M | 0.44% | +1,972+4.0% | Added |
| Brooks, Moore & Associates, Inc. | 50,807 | $4.59M | 2.71% | −2,022−3.8% | Reduced |
| KG&L Capital Management,LLC | 50,777 | $4.59M | 1.48% | −673−1.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,725 | $4.58M | 2.59% | −237−0.5% | Reduced |
| Castle Rock Wealth Management, LLC | 43,897 | $4.57M | 1.09% | +1,171+2.7% | Added |
| J. W. Coons Advisors, LLC | 50,493 | $4.56M | 1.17% | 00.0% | Unchanged |
| Finivi Inc. | 50,472 | $4.56M | 3.64% | −11,559−18.6% | Reduced |
| Atlantic Union Bankshares Corp | 50,453 | $4.56M | 0.27% | −985−1.9% | Reduced |
| Golden State Equity Partners | 50,418 | $4.56M | 0.87% | −10,208−16.8% | Reduced |
| Huntleigh Advisors, Inc. | 50,300 | $4.54M | 0.98% | +50,300 | New |
| CFS Investment Advisory Services, LLC | 50,286 | $4.54M | 0.41% | +689+1.4% | Added |
| Virginia Wealth Management Group, Inc. | 50,149 | $4.53M | 2.81% | −1,853−3.6% | Reduced |
| Mission Wealth Management, LP | 50,030 | $4.52M | 0.11% | +1,228+2.5% | Added |
| Pensionfund Sabic | 50,000 | $4.52M | 1.20% | +15,000+42.9% | Added |
| Elequin Capital LP | 50,000 | $4.52M | 0.52% | +49,504+9,980.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 57,294 | $4.51M | 0.78% | −71,306−55.4% | Reduced |
| Gryphon Financial Partners LLC | 49,875 | $4.51M | 0.65% | +4,999+11.1% | Added |
| Evernest Financial Advisors, LLC | 49,862 | $4.51M | 1.17% | +842+1.7% | Added |
| Lockheed Martin Investment Management Co | 49,860 | $4.50M | 0.18% | −112,770−69.3% | Reduced |
| Steel Peak Wealth Management LLC | 49,669 | $4.50M | 0.19% | −1,001−2.0% | Reduced |
| Peddock Capital Advisors, LLC | 49,682 | $4.49M | 1.08% | −1,145−2.3% | Reduced |
| Diligent Investors, LLC | 49,513 | $4.47M | 1.03% | −392−0.8% | Reduced |
| Duncker Streett & Co Inc | 49,407 | $4.46M | 0.83% | −112−0.2% | Reduced |
| Ledyard National Bank | 49,304 | $4.45M | 0.42% | −206−0.4% | Reduced |
| Summit Asset Management, LLC | 49,249 | $4.45M | 0.78% | −608−1.2% | Reduced |
| AIMZ Investment Advisors, LLC | 49,175 | $4.44M | 1.54% | −627−1.3% | Reduced |
| Mather Group, LLC. | 49,103 | $4.44M | 0.06% | −3,423−6.5% | Reduced |
| Loomis Sayles & Co L P | 48,982 | $4.42M | 0.01% | −39,494−44.6% | Reduced |
| New Hampshire Trust | 48,936 | $4.42M | 0.93% | +276+0.6% | Added |
| Cito Capital Group, LLC | 48,700 | $4.41M | 1.62% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 48,767 | $4.41M | 0.89% | +14,824+43.7% | Added |
| Shepherd Financial Partners LLC | 48,721 | $4.40M | 0.53% | +372+0.8% | Added |
| Mattern Wealth Management LLC | 48,713 | $4.40M | 0.97% | −5,910−10.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 48,623 | $4.40M | 0.29% | +848+1.8% | Added |
| Peterson Wealth Management | 48,592 | $4.39M | 2.61% | +2,030+4.4% | Added |
| MainStreet Investment Advisors LLC | 48,522 | $4.38M | 0.61% | −956−1.9% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 48,456 | $4.38M | 1.67% | 00.0% | Unchanged |
| Miller Investment Management, LP | 48,450 | $4.38M | 0.48% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 48,345 | $4.37M | 1.06% | −1,663−3.3% | Reduced |
| Dividend Assets Capital, LLC | 48,304 | $4.36M | 0.85% | −630−1.3% | Reduced |
| Game Creek Capital, LP | 48,225 | $4.36M | 2.38% | −5,000−9.4% | Reduced |
| Weatherly Asset Management L. P. | 48,096 | $4.35M | 0.39% | +11,210+30.4% | Added |
| Arvest Investments, Inc. | 48,178 | $4.35M | 0.70% | +715+1.5% | Added |
| Finer Wealth Management, Inc. | 48,133 | $4.35M | 2.49% | +890+1.9% | Added |
| Security National Bank of So Dak | 48,048 | $4.34M | 2.42% | +397+0.8% | Added |
| Bank of New Hampshire | 47,949 | $4.33M | 1.11% | +5,786+13.7% | Added |
| Octavia Wealth Advisors, LLC | 47,749 | $4.32M | 0.52% | −726−1.5% | Reduced |
| Madden Securities Corp | 47,846 | $4.32M | 1.73% | −4,897−9.3% | Reduced |
| Amussen Hunsaker Associates LLC | 47,795 | $4.32M | 0.61% | +87+0.2% | Added |
| Naples Global Advisors, LLC | 47,524 | $4.30M | 0.40% | −570−1.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,607 | $4.30M | 0.01% | −2,649−5.3% | Reduced |
| CFM Wealth Partners LLC | 47,606 | $4.30M | 0.73% | +3,553+8.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 47,599 | $4.30M | 0.37% | −306−0.6% | Reduced |
| Cozad Asset Management Inc | 47,477 | $4.29M | 0.40% | +3,091+7.0% | Added |
| Comgest Global Investors S.A.S. | 47,467 | $4.29M | 0.07% | −6,578−12.2% | Reduced |
| David Loasby | 46,072 | $4.28M | 0.39% | +742+1.6% | Added |
| Spears Abacus Advisors LLC | 47,372 | $4.28M | 0.09% | +64+0.1% | Added |
| Great Lakes Advisors, LLC | 47,236 | $4.27M | 0.04% | −286−0.6% | Reduced |
| Marshall Financial Group LLC | 47,187 | $4.26M | 1.03% | −4,448−8.6% | Reduced |
| Rockline Wealth Management, LLC | 47,129 | $4.26M | 1.14% | +2,369+5.3% | Added |
| Spirit of America Management Corp | 47,052 | $4.25M | 0.86% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 47,038 | $4.25M | 0.06% | +1,309+2.9% | Added |
| Cooper Financial Group | 46,958 | $4.24M | 0.51% | +2,980+6.8% | Added |