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; 4,426 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 1,045,093 | $94.4M | 0.46% | −237,570−18.5% | Reduced |
| Ci Investments Inc. | 1,043,788 | $94.3M | 0.36% | +312,203+42.7% | Added |
| Westwood Holdings Group Inc. | 1,039,149 | $93.9M | 0.72% | −244,551−19.1% | Reduced |
| Point72 Asset Management, L.P. | 1,038,436 | $93.8M | 0.26% | +1,038,436 | New |
| Scotia Capital Inc. | 1,034,847 | $93.5M | 0.49% | −4,333−0.4% | Reduced |
| Man Group plc | 1,033,843 | $93.4M | 0.28% | +71,292+7.4% | Added |
| MML Investors Services, LLC | 1,033,164 | $93.3M | 0.32% | +6,062+0.6% | Added |
| Glenmede Trust Co NA | 1,032,282 | $93.3M | 0.48% | −136,450−11.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,022,323 | $92.4M | 0.82% | +26,431+2.7% | Added |
| Uniting Wealth Partners, LLC | 1,017,751 | $92.0M | 44.41% | +1,017,751 | New |
| Atalanta Sosnoff Capital, LLC | 1,017,556 | $91.9M | 2.00% | +105,170+11.5% | Added |
| KBC Group NV | 1,012,658 | $91.5M | 0.25% | −168,420−14.3% | Reduced |
| Los Angeles Capital Management LLC | 1,010,582 | $91.3M | 0.37% | +197,029+24.2% | Added |
| Walleye Capital LLC | 1,008,629 | $91.1M | 0.87% | +256,118+34.0% | Added |
| Amalgamated Bank | 1,000,595 | $90.4M | 0.74% | +50,802+5.3% | Added |
| Federation des caisses Desjardins du Quebec | 990,102 | $89.5M | 0.46% | −15,847−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 967,904 | $87.5M | 0.71% | +42,050+4.5% | Added |
| UniSuper Management Pty Ltd | 963,184 | $87.0M | 0.62% | +56,763+6.3% | Added |
| Nearwater Capital Markets, Ltd | 945,338 | $85.4M | 2.44% | +945,338 | New |
| Pinebridge Investments, L.P. | 941,575 | $85.1M | 0.65% | −112,747−10.7% | Reduced |
| Czech National Bank | 941,140 | $85.0M | 0.79% | +56,320+6.4% | Added |
| Keybank National Association | 941,134 | $85.0M | 0.33% | −2,796−0.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 934,098 | $84.4M | 2.03% | +934,098 | New |
| CWM, LLC | 924,020 | $83.5M | 0.35% | −7,506−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 922,953 | $83.4M | 0.52% | −22,588−2.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 923,378 | $83.4M | 1.63% | 00.0% | Unchanged |
| GWM Advisors LLC | 919,527 | $83.1M | 0.50% | +61,964+7.2% | Added |
| Intech Investment Management LLC | 911,762 | $82.4M | 0.80% | −115,238−11.2% | Reduced |
| Financial Counselors Inc | 902,012 | $81.5M | 1.19% | −31,500−3.4% | Reduced |
| Candriam Luxembourg S.C.A. | 885,008 | $80.0M | 0.46% | +599,257+209.7% | Added |
| Factory Mutual Insurance Co | 883,576 | $79.8M | 0.86% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 880,000 | $79.5M | 0.80% | −31,300−3.4% | Reduced |
| Clark Capital Management Group, Inc. | 877,109 | $79.2M | 0.55% | +10,070+1.2% | Added |
| Gateway Investment Advisers LLC | 873,049 | $78.9M | 0.88% | +7,271+0.8% | Added |
| Artemis Investment Management LLP | 856,625 | $77.4M | 1.10% | +235,289+37.9% | Added |
| Glenview Trust Co | 844,600 | $76.3M | 1.43% | +8,687+1.0% | Added |
| Everett Harris & Co | 840,854 | $76.0M | 0.96% | −2,222−0.3% | Reduced |
| Cresset Asset Management, LLC | 837,450 | $75.8M | 0.37% | −283,758−25.3% | Reduced |
| Advisors Asset Management, Inc. | 820,405 | $74.1M | 1.37% | +48,145+6.2% | Added |
| CIBC Asset Management Inc | 818,229 | $73.9M | 0.24% | +68,520+9.1% | Added |
| Smith Chas P & Associates Pa Cpas | 814,131 | $73.6M | 4.23% | −231,399−22.1% | Reduced |
| DJE Kapital AG | 809,169 | $73.4M | 1.72% | +809,169 | New |
| Johnson Investment Counsel Inc | 807,690 | $73.0M | 0.71% | −53,228−6.2% | Reduced |
| Groupama Asset Managment | 798,837 | $72.4M | 1.48% | +382,629+91.9% | Added |
| IFM Investors Pty Ltd | 799,621 | $72.2M | 0.73% | −77,009−8.8% | Reduced |
| Cullinan Associates Inc | 796,400 | $72.0M | 4.62% | −421,121−34.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 795,498 | $71.9M | 0.06% | +10,393+1.3% | Added |
| Achmea Investment Management B.V. | 790,743 | $71.4M | 1.18% | −51,723−6.1% | Reduced |
| AXA S.A. | 780,382 | $70.5M | 0.21% | −131,553−14.4% | Reduced |
| Bridgewater Associates, LP | 779,487 | $70.4M | 0.32% | −2,064,838−72.6% | Reduced |
| SRB Corp | 767,502 | $69.3M | 3.98% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 763,173 | $69.0M | 1.73% | −86,628−10.2% | Reduced |
| Meyer Handelman Co | 759,525 | $68.6M | 2.37% | −2,182−0.3% | Reduced |
| Cumberland Partners Ltd | 757,550 | $68.4M | 4.77% | −10,277−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 755,632 | $68.3M | 0.70% | +17,405+2.4% | Added |
| Janus Henderson Group PLC | 752,624 | $68.0M | 0.03% | +111,513+17.4% | Added |
| Benjamin Edwards Inc | 751,130 | $67.9M | 0.97% | +15,700+2.1% | Added |
| Kestra Advisory Services, LLC | 749,385 | $67.9M | 0.37% | −49,153−6.2% | Reduced |
| Private Advisor Group, LLC | 749,782 | $67.7M | 0.38% | +26,566+3.7% | Added |
| Becker Capital Management Inc | 742,917 | $67.3M | 2.20% | −21,594−2.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 736,961 | $66.9M | 0.80% | +315,932+75.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 737,864 | $66.7M | 0.70% | +99,545+15.6% | Added |
| Daiwa Securities Group Inc. | 737,090 | $66.6M | 0.30% | +18,896+2.6% | Added |
| Quantinno Capital Management LP | 732,719 | $66.2M | 0.65% | +73,966+11.2% | Added |
| Sequoia Financial Advisors, LLC | 728,090 | $65.8M | 0.63% | +36,494+5.3% | Added |
| Covea Finance | 721,260 | $65.2M | 2.94% | −55,190−7.1% | Reduced |
| Utah Retirement Systems | 720,061 | $65.1M | 0.72% | +1,700+0.2% | Added |
| Compass Capital Management, Inc | 719,178 | $65.0M | 4.26% | −122,965−14.6% | Reduced |
| M&T Bank Corp | 718,531 | $64.9M | 0.22% | +4,679+0.7% | Added |
| Letko, Brosseau & Associates Inc | 713,626 | $64.5M | 1.25% | −132,685−15.7% | Reduced |
| Heritage Oak Wealth Advisors LLC | 707,083 | $63.9M | 30.01% | +388,295+121.8% | Added |
| CBOE Vest Financial, LLC | 704,522 | $63.7M | 1.13% | +750.0% | Added |
| Xponance, Inc. | 689,995 | $62.3M | 0.57% | +34,931+5.3% | Added |
| USS Investment Management Ltd | 687,854 | $62.2M | 0.45% | −122,434−15.1% | Reduced |
| Avantax Advisory Services, Inc. | 687,919 | $62.1M | 0.39% | +48,088+7.5% | Added |
| Illinois Municipal Retirement Fund | 678,898 | $61.3M | 0.87% | −11,641−1.7% | Reduced |
| Mane Global Capital Management LP | 675,070 | $61.0M | 2.79% | +675,070 | New |
| Danica Pension, Livsforsikringsaktieselskab | 666,976 | $60.3M | 1.13% | +238,903+55.8% | Added |
| Ofi Invest Asset Management | 684,843 | $59.8M | 1.41% | +684,843 | New |
| Ilmarinen Mutual Pension Insurance Co | 660,500 | $59.7M | 0.51% | +163,500+32.9% | Added |
| Umb Bank N A | 652,475 | $59.0M | 0.93% | −115,059−15.0% | Reduced |
| Greenwood Gearhart Inc | 651,827 | $58.9M | 4.06% | +226,530+53.3% | Added |
| Varma Mutual Pension Insurance Co | 651,609 | $58.9M | 0.45% | −270,596−29.3% | Reduced |
| MUFG Securities EMEA plc | 640,999 | $57.9M | 1.08% | +500,000+354.6% | Added |
| Holocene Advisors, LP | 639,077 | $57.7M | 0.19% | +474,785+289.0% | Added |
| Berkshire Asset Management LLC | 603,054 | $57.1M | 2.70% | −15,148−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 631,589 | $57.1M | 0.26% | +327,188+107.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 631,520 | $57.1M | 0.56% | +631,520 | New |
| AustralianSuper Pty Ltd | 625,709 | $56.5M | 0.27% | +625,709 | New |
| Banco Santander, S.A. | 614,390 | $55.5M | 0.67% | +1,201+0.2% | Added |
| Federated Hermes, Inc. | 614,121 | $55.5M | 0.12% | −172,269−21.9% | Reduced |
| Bokf, NA | 595,905 | $55.4M | 0.94% | −8,934−1.5% | Reduced |
| Henshaw Capital LLC | 609,255 | $55.0M | 2.29% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 609,033 | $55.0M | 0.61% | −30,598−4.8% | Reduced |
| Fairview Capital Investment Management, LLC | 607,653 | $54.9M | 2.85% | −46,683−7.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 604,000 | $54.6M | 0.12% | +43,000+7.7% | Added |
| Groupe la Francaise | 607,873 | $54.3M | 1.40% | +607,873 | New |
| Forest Avenue Capital Management LP | 586,153 | $53.0M | 4.98% | +586,153 | New |
| KCM Investment Advisors LLC | 584,954 | $52.9M | 1.82% | −2,310−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 584,878 | $52.8M | 0.11% | −13,586−2.3% | Reduced |