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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 582,171 | $52.6M | 0.51% | +3,997+0.7% | Added |
| Temasek Holdings (Private) Ltd | 581,781 | $52.6M | 0.21% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 578,794 | $52.3M | 0.52% | +30,369+5.5% | Added |
| Orion Portfolio Solutions, LLC | 578,794 | $52.3M | 0.52% | +30,369+5.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 578,446 | $52.3M | 0.55% | −25,376−4.2% | Reduced |
| RiverFront Investment Group, LLC | 577,301 | $52.2M | 1.19% | +30,405+5.6% | Added |
| Tocqueville Asset Management L.P. | 572,348 | $51.7M | 0.81% | −53,865−8.6% | Reduced |
| Moore Capital Management, LP | 569,484 | $51.5M | 0.96% | +566,661+20,073.0% | Added |
| Prime Capital Investment Advisors, LLC | 560,069 | $50.6M | 0.74% | +1,895+0.3% | Added |
| Crossmark Global Holdings, Inc. | 559,640 | $50.6M | 0.92% | −27,361−4.7% | Reduced |
| Central Trust Co | 558,365 | $50.4M | 1.24% | −13,955−2.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 557,574 | $50.4M | 0.80% | +557,574 | New |
| Aptus Capital Advisors, LLC | 556,132 | $50.3M | 0.60% | +93,951+20.3% | Added |
| JustInvest LLC | 554,773 | $50.1M | 0.76% | +24,960+4.7% | Added |
| Davidson Investment Advisors | 552,797 | $49.9M | 2.43% | −97,742−15.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 551,768 | $49.9M | 0.04% | −1,600,902−74.4% | Reduced |
| Essential Planning, LLC. | 574,746 | $49.8M | 0.32% | +566,085+6,536.0% | Added |
| Adviser Investments LLC | 550,615 | $49.7M | 0.61% | −129,882−19.1% | Reduced |
| ING Groep NV | 548,931 | $49.6M | 0.33% | −66,825−10.9% | Reduced |
| Mutual of America Capital Management LLC | 545,379 | $49.3M | 0.53% | −15,720−2.8% | Reduced |
| Kornitzer Capital Management Inc | 541,634 | $48.9M | 0.96% | −6,086−1.1% | Reduced |
| Walleye Trading LLC | 536,660 | $48.5M | 0.95% | +478,465+822.2% | Added |
| Freestone Grove Partners LP | 535,143 | $48.4M | 0.59% | +535,143 | New |
| Heritage Investors Management Corp | 531,026 | $48.0M | 1.55% | −7,279−1.4% | Reduced |
| WestEnd Advisors, LLC | 528,185 | $47.7M | 1.22% | −128,196−19.5% | Reduced |
| Tiaa Trust, National Association | 521,987 | $47.2M | 0.14% | +34,870+7.2% | Added |
| State of Alaska, Department of Revenue | 521,269 | $47.1M | 0.53% | −44,279−7.8% | Reduced |
| MAI Capital Management | 520,919 | $47.1M | 0.35% | +68,455+15.1% | Added |
| Delta Asset Management LLC | 520,694 | $47.0M | 4.21% | −19,828−3.7% | Reduced |
| Reuter James Wealth Management, LLC | 518,582 | $46.9M | 8.68% | −402−0.1% | Reduced |
| Kames Capital plc | 517,921 | $46.8M | 0.62% | −63,088−10.9% | Reduced |
| Swiss Life Asset Management Ltd | 513,727 | $46.4M | 0.34% | +167,745+48.5% | Added |
| Welch & Forbes LLC | 512,547 | $46.3M | 0.60% | +3,074+0.6% | Added |
| Legacy Capital Wealth Partners, LLC | 510,079 | $46.1M | 11.41% | +15,381+3.1% | Added |
| Seizert Capital Partners, LLC | 509,800 | $46.1M | 2.08% | −74,477−12.7% | Reduced |
| Vident Advisory, LLC | 508,776 | $46.0M | 0.81% | +223,914+78.6% | Added |
| Lazard Asset Management LLC | 508,433 | $45.9M | 0.07% | +199,931+64.8% | Added |
| United Capital Financial Advisers, LLC | 508,086 | $45.9M | 0.39% | −162,554−24.2% | Reduced |
| First Financial Bankshares Inc | 502,123 | $45.4M | 0.98% | −6,966−1.4% | Reduced |
| Heritage Wealth Advisors | 500,583 | $45.2M | 2.24% | −50,838−9.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 497,899 | $45.0M | 0.75% | +497,899 | New |
| Trexquant Investment LP | 495,085 | $44.7M | 0.52% | +433,983+710.3% | Added |
| Paralel Advisors LLC | 495,000 | $44.7M | 1.91% | 00.0% | Unchanged |
| Martingale Asset Management L P | 493,748 | $44.6M | 1.09% | −72,647−12.8% | Reduced |
| Wealthfront Advisers LLC | 492,787 | $44.5M | 0.13% | +30,292+6.5% | Added |
| Pathstone Holdings, LLC | 491,656 | $44.4M | 0.20% | −12,009−2.4% | Reduced |
| Oppenheimer & Co Inc | 490,349 | $44.3M | 0.66% | +15,672+3.3% | Added |
| Dearborn Partners LLC | 489,327 | $44.2M | 1.85% | −7,956−1.6% | Reduced |
| Country Trust Bank | 488,605 | $44.1M | 1.10% | −71,514−12.8% | Reduced |
| iA Global Asset Management Inc. | 486,512 | $44.0M | 0.77% | +37,850+8.4% | Added |
| Cullen/Frost Bankers, Inc. | 486,434 | $43.9M | 0.60% | +23,040+5.0% | Added |
| Andra AP-fonden | 482,400 | $43.6M | 0.70% | +103,100+27.2% | Added |
| Argent Trust Co | 481,598 | $43.5M | 1.77% | −6,285−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 475,322 | $42.9M | 1.35% | −4,944−1.0% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 473,100 | $42.7M | 0.37% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 468,318 | $42.3M | 2.13% | −21,025−4.3% | Reduced |
| Montrusco Bolton Investments Inc. | 466,347 | $42.1M | 0.51% | −121,496−20.7% | Reduced |
| J. Safra Sarasin Holding AG | 466,236 | $42.1M | 0.71% | +383,063+460.6% | Added |
| First Horizon Advisors, Inc. | 456,433 | $41.2M | 1.16% | −14,763−3.1% | Reduced |
| Beacon Pointe Advisors, LLC | 456,031 | $41.2M | 0.46% | −22,795−4.8% | Reduced |
| Vestcor Inc | 452,774 | $40.9M | 1.36% | −16,178−3.4% | Reduced |
| Massachusetts Financial Services Co | 445,463 | $40.2M | 0.01% | +5,221+1.2% | Added |
| William Blair Investment Management, LLC | 443,932 | $40.1M | 0.10% | −14,564−3.2% | Reduced |
| BNP Paribas | 437,817 | $39.6M | 1.61% | +48,650+12.5% | Added |
| Avanza Fonder AB | 429,481 | $38.8M | 1.15% | +429,481 | New |
| Teachers Retirement System of the State of Kentucky | 418,189 | $37.8M | 0.33% | +91,792+28.1% | Added |
| Kovitz Investment Group Partners, LLC | 416,762 | $37.7M | 0.18% | +7,347+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 412,247 | $37.3M | 0.54% | −1,395−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 412,265 | $37.2M | 0.54% | −16,631−3.9% | Reduced |
| Mizuho Securities USA LLC | 411,396 | $37.2M | 0.68% | +129,742+46.1% | Added |
| Sapient Capital LLC | 410,077 | $37.1M | 0.71% | +8,683+2.2% | Added |
| Macquarie Group Ltd | 578,420 | $37.1M | 0.04% | −2,212,890−79.3% | Reduced |
| Motley Fool Asset Management LLC | 407,263 | $36.8M | 1.92% | +52,547+14.8% | Added |
| Adams Diversified Equity Fund, Inc. | 406,943 | $36.8M | 1.39% | −5,600−1.4% | Reduced |
| Perfromance Wealth Partners, LLC | 406,878 | $36.8M | 1.18% | +8,084+2.0% | Added |
| Oakworth Capital, Inc. | 404,873 | $36.6M | 2.52% | +3,113+0.8% | Added |
| Elo Mutual Pension Insurance Co | 403,454 | $36.5M | 0.77% | −16,935−4.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 402,520 | $36.4M | 0.85% | +6,912+1.7% | Added |
| Schonfeld Strategic Advisors LLC | 398,453 | $36.0M | 0.23% | +285,647+253.2% | Added |
| Massmutual Trust Co FSB | 398,043 | $36.0M | 1.01% | −7,420−1.8% | Reduced |
| Brown Advisory Inc | 397,108 | $35.9M | 0.05% | +3,514+0.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 394,270 | $35.6M | 0.98% | −33,060−7.7% | Reduced |
| Willis Investment Counsel | 385,195 | $34.8M | 2.28% | +500.0% | Added |
| Twin Tree Management, LP | 384,988 | $34.8M | 0.84% | −3,369−0.9% | Reduced |
| Clearstead Advisors, LLC | 384,463 | $34.7M | 0.53% | −5,371−1.4% | Reduced |
| Country Club Bank | 380,865 | $34.5M | 2.31% | −1,176−0.3% | Reduced |
| Rafferty Asset Management, LLC | 381,128 | $34.4M | 0.12% | +40,547+11.9% | Added |
| Kestra Private Wealth Services, LLC | 378,774 | $34.2M | 0.58% | +34,239+9.9% | Added |
| Novare Capital Management LLC | 377,145 | $34.1M | 2.87% | −14,582−3.7% | Reduced |
| Crawford Investment Counsel Inc | 375,196 | $33.9M | 0.61% | −35,136−8.6% | Reduced |
| Lido Advisors, LLC | 374,043 | $33.9M | 0.21% | −3,731−1.0% | Reduced |
| Great West Life Assurance Co | 373,286 | $33.7M | 0.06% | −90,352−19.5% | Reduced |
| Oregon Public Employees Retirement Fund | 372,076 | $33.6M | 0.62% | +200+0.1% | Added |
| Pacer Advisors, Inc. | 371,118 | $33.5M | 0.07% | −16,422−4.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 370,925 | $33.5M | 1.75% | −446−0.1% | Reduced |
| D.A. Davidson & Co. | 370,555 | $33.5M | 0.27% | +13,488+3.8% | Added |
| Brandywine Global Investment Management, LLC | 370,212 | $33.4M | 0.24% | −1,812−0.5% | Reduced |
| Benchstone Capital Management LP | 369,864 | $33.4M | 3.46% | +369,864 | New |
| Gladstone Capital Management LLP | 368,974 | $33.3M | 2.78% | +368,974 | New |
| Americana Partners, LLC | 368,238 | $33.3M | 1.36% | +349,739+1,890.6% | Added |