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 |
|---|---|---|---|---|---|
| Harvey Capital Management Inc | 46,950 | $4.24M | 1.00% | −3,000−6.0% | Reduced |
| Arlington Partners LLC | 46,902 | $4.24M | 1.65% | −7,307−13.5% | Reduced |
| Welch Group, LLC | 46,744 | $4.23M | 0.19% | −785−1.7% | Reduced |
| Insigneo Advisory Services, LLC | 46,779 | $4.23M | 0.44% | −3,825−7.6% | Reduced |
| Weaver Capital Management LLC | 46,775 | $4.23M | 1.19% | −577−1.2% | Reduced |
| SageView Advisory Group, LLC | 46,709 | $4.22M | 0.18% | +845+1.8% | Added |
| WT Wealth Management | 46,625 | $4.21M | 1.32% | +1,320+2.9% | Added |
| Two Sigma Investments, LP | 46,400 | $4.19M | 0.01% | −92,341−66.6% | Reduced |
| Crestwood Advisors Group LLC | 46,299 | $4.18M | 0.08% | +12,298+36.2% | Added |
| Robbins Farley LLC | 46,200 | $4.17M | 2.04% | −260−0.6% | Reduced |
| Northstar Asset Management LLC | 46,179 | $4.17M | 0.96% | −10.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 46,152 | $4.17M | 0.99% | −159−0.3% | Reduced |
| Phoenix Wealth Advisors | 46,124 | $4.17M | 1.81% | −1,841−3.8% | Reduced |
| Aspen Investment Management Inc | 45,893 | $4.15M | 1.93% | +1,767+4.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,809 | $4.14M | 0.70% | +44+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 45,790 | $4.14M | 1.18% | +270+0.6% | Added |
| Prosperity Consulting Group, LLC | 45,785 | $4.14M | 0.31% | +909+2.0% | Added |
| Essex Savings Bank | 45,773 | $4.14M | 1.02% | +310+0.7% | Added |
| Masterton Capital Management, LP | 45,722 | $4.13M | 2.34% | −74,278−61.9% | Reduced |
| Y.D. More Investments Ltd | 45,661 | $4.13M | 0.37% | +4,678+11.4% | Added |
| Stokes Family Office, LLC | 45,542 | $4.11M | 0.44% | +791+1.8% | Added |
| JCIC Asset Management Inc. | 45,266 | $4.09M | 1.66% | +630+1.4% | Added |
| Canandaigua National Bank & Trust Co | 45,231 | $4.09M | 0.40% | −1,088−2.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 45,157 | $4.08M | 0.22% | −9,348−17.2% | Reduced |
| RD Lewis Holdings, Inc. | 40,260 | $4.07M | 4.48% | +40,260 | New |
| ORG Partners LLC | 45,064 | $4.07M | 0.55% | −1,980−4.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 45,067 | $4.07M | 3.11% | −433−1.0% | Reduced |
| Shayne & Co., LLC | 44,980 | $4.06M | 1.06% | −2,300−4.9% | Reduced |
| Axecap Investments, LLC | 44,942 | $4.06M | 3.06% | +2,310+5.4% | Added |
| Summit Place Financial Advisors, LLC | 44,923 | $4.06M | 2.31% | −3,240−6.7% | Reduced |
| Intrust Bank NA | 44,843 | $4.05M | 0.41% | +1,606+3.7% | Added |
| Dumont & Blake Investment Advisors LLC | 44,777 | $4.05M | 1.09% | −512−1.1% | Reduced |
| Allred Capital Management, LLC | 44,705 | $4.04M | 1.56% | −90.0% | Reduced |
| Pathway Financial Advisers, LLC | 44,679 | $4.04M | 1.36% | −865−1.9% | Reduced |
| First Hawaiian Bank | 44,677 | $4.04M | 0.13% | −6,538−12.8% | Reduced |
| Garner Asset Management Corp | 44,624 | $4.03M | 1.87% | −715−1.6% | Reduced |
| Profund Advisors LLC | 44,536 | $4.02M | 0.15% | −7,633−14.6% | Reduced |
| Northern Financial Advisors Inc | 44,528 | $4.02M | 3.21% | −3,205−6.7% | Reduced |
| Cigna Investments Inc | 44,525 | $4.02M | 0.71% | −371−0.8% | Reduced |
| Polymer Capital Management (HK) LTD | 44,364 | $4.01M | 0.70% | +34,614+355.0% | Added |
| Evergreen Capital Management LLC | 44,080 | $3.99M | 0.13% | −1,017−2.3% | Reduced |
| Systematic Alpha Investments, LLC | 44,100 | $3.98M | 0.15% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 44,043 | $3.98M | 0.57% | +44,043 | New |
| Mustard Seed Financial, LLC | 43,950 | $3.97M | 3.23% | −415−0.9% | Reduced |
| Maxwell Wealth Strategies Inc. | 43,901 | $3.97M | 1.62% | +52+0.1% | Added |
| Oarsman Capital, Inc. | 43,876 | $3.96M | 0.69% | −1,168−2.6% | Reduced |
| West Michigan Advisors, LLC | 43,773 | $3.96M | 1.20% | −3,097−6.6% | Reduced |
| Chatham Capital Group, Inc. | 43,759 | $3.95M | 0.65% | −80−0.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 43,538 | $3.94M | 0.37% | +5,993+16.0% | Added |
| Providence Wealth Advisors, LLC | 42,885 | $3.93M | 2.98% | −664−1.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 43,423 | $3.92M | 1.07% | −1,422−3.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 43,377 | $3.92M | 0.97% | −266−0.6% | Reduced |
| Arcadia Investment Management Corp | 43,270 | $3.91M | 0.62% | +3,737+9.5% | Added |
| Concord Wealth Partners | 43,210 | $3.90M | 0.64% | +21,194+96.3% | Added |
| ROI Financial Advisors, LLC | 43,164 | $3.90M | 2.66% | +4,138+10.6% | Added |
| Bowman & Co S.C. | 42,962 | $3.88M | 2.01% | −473−1.1% | Reduced |
| Paradigm Asset Management Co LLC | 42,936 | $3.88M | 1.06% | +20,300+89.7% | Added |
| Cetera Trust Company, N.A | 42,877 | $3.87M | 2.52% | −250−0.6% | Reduced |
| Kovack Advisors, Inc. | 42,806 | $3.87M | 0.38% | +7,445+21.1% | Added |
| IMA Wealth, Inc. | 42,707 | $3.87M | 0.47% | −60−0.1% | Reduced |
| Beacon Financial Group | 42,758 | $3.86M | 0.42% | −606−1.4% | Reduced |
| Catalytic Wealth RIA, LLC | 42,735 | $3.86M | 0.68% | +2,786+7.0% | Added |
| Coastline Trust Co | 42,662 | $3.85M | 0.45% | +7,310+20.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42,571 | $3.85M | 0.10% | +3,120+7.9% | Added |
| GTS Securities LLC | 42,421 | $3.83M | 0.19% | +23,445+123.6% | Added |
| Second Line Capital, LLC | 42,277 | $3.83M | 1.03% | −4,173−9.0% | Reduced |
| Kercheville Advisors, LLC | 42,330 | $3.82M | 1.48% | −90.0% | Reduced |
| Eads & Heald Wealth Management | 42,273 | $3.82M | 1.88% | −2,431−5.4% | Reduced |
| Claro Advisors LLC | 42,253 | $3.82M | 0.52% | −497−1.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 42,150 | $3.81M | 2.54% | 00.0% | Unchanged |
| Victrix Investment Advisors | 42,139 | $3.81M | 2.75% | +42,139 | New |
| Argent Advisors, Inc. | 41,972 | $3.79M | 1.41% | +9,052+27.5% | Added |
| Maven Securities LTD | 41,920 | $3.79M | 0.61% | +19,083+83.6% | Added |
| Turn8 Private Wealth Inc. | 41,788 | $3.78M | 2.69% | +41,788 | New |
| Lincluden Management Ltd | 41,764 | $3.77M | 0.46% | −9,969−19.3% | Reduced |
| Mirabaud & Cie SA | 41,683 | $3.77M | 1.21% | −6,802−14.0% | Reduced |
| Sunbelt Securities, Inc. | 41,550 | $3.76M | 0.33% | +1,473+3.7% | Added |
| Qsemble Capital Management, LP | 41,642 | $3.76M | 0.50% | +41,642 | New |
| Old Second National Bank of Aurora | 41,595 | $3.76M | 0.85% | −3,600−8.0% | Reduced |
| Delta Investment Management, LLC | 41,567 | $3.76M | 0.73% | +90.0% | Added |
| Pegasus Asset Management, Inc. | 41,551 | $3.75M | 1.42% | −1,292−3.0% | Reduced |
| Ausdal Financial Partners, Inc. | 41,444 | $3.74M | 0.32% | +9,077+28.0% | Added |
| Westover Capital Advisors, LLC | 41,401 | $3.74M | 0.82% | −1,285−3.0% | Reduced |
| Cary Street Partners Financial LLC | 41,319 | $3.73M | 0.12% | +41,319 | New |
| Westpac Banking Corp | 41,287 | $3.73M | 0.25% | +14,129+52.0% | Added |
| Anderson Hoagland & Co | 40,556 | $3.73M | 0.38% | 00.0% | Unchanged |
| Smithfield Trust Co | 41,265 | $3.73M | 0.19% | −1,356−3.2% | Reduced |
| Blue Capital, Inc. | 41,135 | $3.72M | 2.62% | +41,135 | New |
| Parsons Capital Management Inc | 41,125 | $3.72M | 0.20% | −1,426−3.4% | Reduced |
| Concord Asset Management, LLC | 41,120 | $3.72M | 0.82% | +20,820+102.6% | Added |
| MOKAN Wealth Management Inc. | 41,022 | $3.71M | 2.36% | +41,022 | New |
| Agf Management Ltd | 40,866 | $3.69M | 0.02% | +7,820+23.7% | Added |
| Chicago Partners Investment Group LLC | 40,198 | $3.69M | 0.12% | +2,485+6.6% | Added |
| M Holdings Securities, Inc. | 40,769 | $3.68M | 0.59% | +40,769 | New |
| White Pine Capital LLC | 40,700 | $3.68M | 1.24% | −50.0% | Reduced |
| Outfitter Financial LLC | 40,630 | $3.67M | 2.94% | −1,101−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 40,559 | $3.66M | 0.16% | +1,040+2.6% | Added |
| Key Client Fiduciary Advisors, LLC | 40,497 | $3.66M | 1.64% | +3,882+10.6% | Added |
| Haven Private, LLC | 40,475 | $3.66M | 2.04% | +40,475 | New |
| Gold Investment Management Ltd. | 40,434 | $3.65M | 1.54% | −2,331−5.5% | Reduced |