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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 365,499 | $33.0M | 0.45% | +237,035+184.5% | Added |
| HRT Financial LP | 365,436 | $33.0M | 0.17% | +365,436 | New |
| Cornerstone Advisors, LLC | 360,500 | $32.6M | 1.30% | −12,300−3.3% | Reduced |
| Coleford Investment Management Ltd. | 359,285 | $32.5M | 8.57% | +359,285 | New |
| Gradient Investments LLC | 356,282 | $32.2M | 0.65% | −37,231−9.5% | Reduced |
| Tower Research Capital LLC (TRC) | 355,931 | $32.2M | 0.64% | +170,725+92.2% | Added |
| Northeast Investment Management | 355,627 | $32.1M | 1.43% | +9,224+2.7% | Added |
| Independent Advisor Alliance | 352,750 | $31.9M | 0.42% | +40,699+13.0% | Added |
| Howland Capital Management LLC | 351,490 | $31.8M | 1.39% | −737−0.2% | Reduced |
| Verition Fund Management LLC | 350,773 | $31.7M | 0.16% | −361,769−50.8% | Reduced |
| HB Wealth Management, LLC | 349,637 | $31.6M | 0.32% | +4,592+1.3% | Added |
| Prospera Financial Services Inc | 348,666 | $31.5M | 0.73% | +44,791+14.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 348,343 | $31.5M | 1.20% | −2,887−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 346,067 | $31.3M | 0.79% | −3,893−1.1% | Reduced |
| Atria Investments LLC | 345,338 | $31.2M | 0.39% | −2,969−0.9% | Reduced |
| Ieq Capital, LLC | 343,036 | $31.0M | 0.30% | +65,292+23.5% | Added |
| Absher Wealth Management, LLC | 342,752 | $31.0M | 4.05% | −34,113−9.1% | Reduced |
| Interval Partners, LP | 342,573 | $31.0M | 0.79% | +342,573 | New |
| Polar Capital Holdings Plc | 338,186 | $30.6M | 0.17% | +7,616+2.3% | Added |
| Salem Investment Counselors Inc | 336,761 | $30.5M | 1.00% | +3,997+1.2% | Added |
| Concurrent Investment Advisors, LLC | 336,886 | $30.4M | 0.82% | +40,421+13.6% | Added |
| Destination Wealth Management | 332,071 | $30.0M | 0.94% | −18,094−5.2% | Reduced |
| Jones Financial Companies LLLP | 328,672 | $29.7M | 0.03% | +107,576+48.7% | Added |
| Fred Alger Management, LLC | 327,501 | $29.7M | 0.14% | +697+0.2% | Added |
| Cullen Investment Group, Ltd. | 327,357 | $29.6M | 4.36% | +2,356+0.7% | Added |
| Squarepoint Ops LLC | 326,873 | $29.5M | 0.08% | +9,223+2.9% | Added |
| Community Trust & Investment Co | 326,732 | $29.5M | 1.83% | −38,047−10.4% | Reduced |
| Renaissance Technologies LLC | 318,970 | $28.8M | 0.04% | −664,756−67.6% | Reduced |
| Aquatic Capital Management LLC | 316,829 | $28.6M | 0.78% | +316,829 | New |
| New Wave Wealth Advisors LLC | 315,327 | $28.5M | 11.68% | −3,461−1.1% | Reduced |
| Beck Mack & Oliver LLC | 313,384 | $28.3M | 0.52% | −4,576−1.4% | Reduced |
| Bard Financial Services, Inc. | 312,170 | $28.2M | 3.38% | +1,100+0.4% | Added |
| Sonora Investment Management Group, LLC | 311,732 | $28.2M | 2.16% | +1,326+0.4% | Added |
| BancorpSouth Bank | 310,761 | $28.1M | 1.90% | +128,893+70.9% | Added |
| First National Trust Co | 310,166 | $28.0M | 1.05% | −5,144−1.6% | Reduced |
| Lathrop Investment Management Corp | 308,609 | $27.9M | 5.32% | −15,969−4.9% | Reduced |
| GW Henssler & Associates Ltd | 344,142 | $27.8M | 1.59% | −3,994−1.1% | Reduced |
| Rheos Capital Works Inc. | 306,400 | $27.7M | 1.53% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 306,294 | $27.7M | 2.89% | −9,653−3.1% | Reduced |
| Meeder Asset Management Inc | 306,053 | $27.7M | 1.92% | +134,149+78.0% | Added |
| Hudson Bay Capital Management LP | 305,985 | $27.6M | 0.17% | +288,985+1,699.9% | Added |
| Waterloo Capital, L.P. | 304,843 | $27.5M | 2.90% | +47,140+18.3% | Added |
| Warren Averett Asset Management, LLC | 303,821 | $27.5M | 0.42% | +105,342+53.1% | Added |
| TCG Advisory Services, LLC | 302,703 | $27.3M | 1.15% | −9,394−3.0% | Reduced |
| Choate Investment Advisors | 301,477 | $27.2M | 0.66% | +22,961+8.2% | Added |
| Capital Investment Counsel, Inc | 301,423 | $27.2M | 4.10% | −27,894−8.5% | Reduced |
| Kentucky Retirement Systems | 298,481 | $27.0M | 0.79% | −4,112−1.4% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 297,238 | $26.9M | 1.05% | +65,760+28.4% | Added |
| Edge Capital Group, LLC | 296,398 | $26.8M | 1.20% | −745−0.3% | Reduced |
| Washington Trust Co | 295,411 | $26.7M | 0.96% | −6,657−2.2% | Reduced |
| Wesbanco Bank Inc | 292,026 | $26.4M | 0.90% | −11,330−3.7% | Reduced |
| Triglav Skladi, D.O.O. | 291,406 | $26.3M | 2.07% | +291,406 | New |
| Atria Wealth Solutions, Inc. | 290,726 | $26.3M | 0.29% | +9,794+3.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 288,648 | $26.1M | 2.95% | −9,936−3.3% | Reduced |
| Bellecapital International Ltd. | 287,265 | $26.0M | 4.58% | −2,285−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 286,529 | $25.9M | 0.08% | +10,914+4.0% | Added |
| Keystone Investors Pte Ltd | 283,548 | $25.6M | 1.79% | +283,548 | New |
| HM Payson & Co | 283,215 | $25.6M | 0.43% | −1,330−0.5% | Reduced |
| Natixis | 282,239 | $25.5M | 0.17% | −875−0.3% | Reduced |
| GDS Wealth Management | 281,593 | $25.4M | 2.32% | +11,400+4.2% | Added |
| Tompkins Financial Corp | 281,577 | $25.4M | 2.37% | −1,620−0.6% | Reduced |
| Nicola Wealth Management Ltd. | 280,200 | $25.3M | 2.40% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 279,558 | $25.3M | 0.98% | −20,452−6.8% | Reduced |
| Mediolanum International Funds Ltd | 279,358 | $25.2M | 0.33% | −21,418−7.1% | Reduced |
| Atwood & Palmer Inc | 279,342 | $25.2M | 1.73% | −2,415−0.9% | Reduced |
| Advisory Services Network, LLC | 278,317 | $25.1M | 0.47% | +39,827+16.7% | Added |
| Vontobel Holding Ltd. | 278,315 | $25.1M | 0.09% | −1,720,818−86.1% | Reduced |
| Bollard Group LLC | 274,859 | $24.8M | 0.69% | −38,322−12.2% | Reduced |
| Moors & Cabot, Inc. | 274,306 | $24.8M | 1.18% | +2,824+1.0% | Added |
| Axxcess Wealth Management, LLC | 274,246 | $24.8M | 0.61% | +3,799+1.4% | Added |
| Meiji Yasuda Life Insurance Co | 274,226 | $24.8M | 0.47% | −19,781−6.7% | Reduced |
| Evelyn Partners Investment Management LLP | 272,111 | $24.6M | 0.80% | +272,111 | New |
| Pensionmark Financial Group, LLC | 271,515 | $24.5M | 0.67% | +19,233+7.6% | Added |
| TCTC Holdings, LLC | 268,928 | $24.3M | 0.87% | +339+0.1% | Added |
| Snowden Capital Advisors LLC | 268,087 | $24.3M | 0.75% | −1,796−0.7% | Reduced |
| Hartford Investment Management Co | 268,247 | $24.2M | 0.79% | −5,190−1.9% | Reduced |
| Jefferies Financial Group Inc. | 267,197 | $24.1M | 0.27% | −16,974−6.0% | Reduced |
| Whittier Trust Co | 265,697 | $24.0M | 0.32% | +8,655+3.4% | Added |
| United Services Automobile Association | 264,687 | $23.9M | 0.78% | −139,411−34.5% | Reduced |
| American National Bank | 262,760 | $23.7M | 2.65% | +7,089+2.8% | Added |
| Dana Investment Advisors, Inc. | 262,757 | $23.7M | 0.78% | −3,185−1.2% | Reduced |
| Sandy Spring Bank | 262,708 | $23.7M | 0.96% | −12,669−4.6% | Reduced |
| Marco Investment Management LLC | 262,024 | $23.7M | 2.04% | −7,358−2.7% | Reduced |
| Baader Bank INC | 262,001 | $23.7M | 2.18% | −70,115−21.1% | Reduced |
| Woodline Partners LP | 260,675 | $23.6M | 0.16% | +260,675 | New |
| South State Corp. | 260,503 | $23.5M | 1.54% | −1,938−0.7% | Reduced |
| Tudor Investment Corp Et Al | 259,531 | $23.4M | 0.25% | +179,777+225.4% | Added |
| FineMark National Bank & Trust | 258,764 | $23.4M | 0.82% | −7,589−2.8% | Reduced |
| Nemes Rush Group LLC | 258,369 | $23.3M | 2.89% | +8,596+3.4% | Added |
| Segment Wealth Management, LLC | 258,225 | $23.3M | 1.59% | −794−0.3% | Reduced |
| Westchester Capital Management, Inc. | 257,877 | $23.3M | 5.86% | −12,154−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 257,321 | $23.2M | 0.28% | +11,940+4.9% | Added |
| Savant Capital, LLC | 257,145 | $23.2M | 0.18% | −12,042−4.5% | Reduced |
| First Nebraska Trust Co | 257,042 | $23.2M | 2.24% | +1,720+0.7% | Added |
| Synovus Financial Corp | 256,577 | $23.2M | 0.30% | −69,968−21.4% | Reduced |
| Stonebridge Capital Advisors LLC | 253,725 | $22.9M | 1.84% | −4,633−1.8% | Reduced |
| Stillwater Capital Advisors, LLC | 253,659 | $22.9M | 2.83% | +2,000+0.8% | Added |
| Calamos Wealth Management LLC | 253,632 | $22.9M | 1.15% | +791+0.3% | Added |
| Montag A & Associates Inc | 252,758 | $22.9M | 1.09% | −2,469−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 252,913 | $22.9M | 0.93% | −12,030−4.5% | Reduced |