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 |
|---|---|---|---|---|---|
| Simmons Bank | 251,678 | $22.7M | 1.66% | −4,859−1.9% | Reduced |
| Venturi Wealth Management, LLC | 251,436 | $22.7M | 1.12% | +28,801+12.9% | Added |
| Van Eck Associates Corp | 250,696 | $22.6M | 0.03% | +14,216+6.0% | Added |
| Brookstone Capital Management | 248,332 | $22.4M | 0.33% | −23,709−8.7% | Reduced |
| Phoenix Holdings Ltd. | 247,933 | $22.4M | 0.31% | −47,835−16.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 245,758 | $22.2M | 0.69% | −11,492−4.5% | Reduced |
| Patten & Patten Inc | 245,526 | $22.2M | 1.47% | −4,889−2.0% | Reduced |
| Apollon Wealth Management, LLC | 244,913 | $22.1M | 0.51% | +59,975+32.4% | Added |
| Alyeska Investment Group, L.P. | 244,300 | $22.1M | 0.08% | −2,521,034−91.2% | Reduced |
| Cutler Investment Counsel LLC | 243,350 | $22.0M | 2.74% | −4,743−1.9% | Reduced |
| Payden & Rygel | 243,300 | $22.0M | 1.89% | −13,500−5.3% | Reduced |
| Generali Asset Management SPA SGR | 242,854 | $21.9M | 0.56% | +242,854 | New |
| Wolverine Trading, LLC | 240,142 | $21.7M | 0.49% | +231,830+2,789.1% | Added |
| Mesirow Financial Investment Management, Inc. | 240,564 | $21.7M | 0.43% | −241,254−50.1% | Reduced |
| Thoroughbred Financial Services, LLC | 239,930 | $21.7M | 1.32% | −520−0.2% | Reduced |
| Longbow Finance SA | 238,410 | $21.5M | 2.35% | +108,588+83.6% | Added |
| Townsend & Associates, Inc | 231,179 | $21.5M | 2.20% | −1,997−0.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 237,310 | $21.5M | 0.99% | −18,560−7.3% | Reduced |
| Capital Analysts, LLC | 237,484 | $21.5M | 0.86% | −10,856−4.4% | Reduced |
| Advisors Capital Management, LLC | 234,807 | $21.2M | 0.33% | −13,860−5.6% | Reduced |
| Maryland State Retirement & Pension System | 234,293 | $21.2M | 0.46% | −15,737−6.3% | Reduced |
| Parthenon LLC | 234,017 | $21.1M | 2.56% | −1,950−0.8% | Reduced |
| Louisiana State Employees Retirement System | 233,500 | $21.1M | 0.40% | −11,000−4.5% | Reduced |
| Securian Asset Management, Inc | 233,291 | $21.1M | 0.61% | −6,942−2.9% | Reduced |
| NEOS Investment Management LLC | 232,999 | $21.1M | 0.50% | +56,002+31.6% | Added |
| Dnca Finance | 232,332 | $21.0M | 1.63% | +232,332 | New |
| Exchange Traded Concepts, LLC | 231,630 | $20.9M | 0.43% | +89,627+63.1% | Added |
| Picton Mahoney Asset Management | 231,430 | $20.9M | 0.79% | −2,093−0.9% | Reduced |
| Laurion Capital Management LP | 229,200 | $20.7M | 1.29% | +229,200 | New |
| Nomura Holdings Inc | 229,183 | $20.7M | 0.11% | −156,430−40.6% | Reduced |
| Anchor Capital Advisors LLC | 228,559 | $20.7M | 0.59% | −14,922−6.1% | Reduced |
| Harvest Portfolios Group Inc. | 225,368 | $20.4M | 0.68% | −28,982−11.4% | Reduced |
| Managed Asset Portfolios, LLC | 224,364 | $20.3M | 3.01% | −91,510−29.0% | Reduced |
| Allworth Financial LP | 216,494 | $20.2M | 0.11% | +35,810+19.8% | Added |
| BTC Capital Management, Inc. | 223,395 | $20.2M | 1.87% | −16,960−7.1% | Reduced |
| Bradley Foster & Sargent Inc | 222,839 | $20.1M | 0.34% | +8,125+3.8% | Added |
| Vinva Investment Management Ltd | 221,632 | $20.1M | 0.78% | +15,980+7.8% | Added |
| Burney Co | 221,846 | $20.0M | 0.71% | +31,664+16.6% | Added |
| Integrated Wealth Concepts LLC | 221,421 | $20.0M | 0.23% | +17,434+8.5% | Added |
| Great Valley Advisor Group, Inc. | 221,031 | $20.0M | 0.45% | +3,802+1.8% | Added |
| Boston Private Wealth LLC | 220,832 | $20.0M | 0.37% | +220,832 | New |
| Symmetry Investments LP | 220,705 | $19.9M | 1.19% | +220,705 | New |
| Resources Investment Advisors, LLC. | 220,313 | $19.9M | 0.23% | −26,684−10.8% | Reduced |
| Transform Wealth, LLC | 218,511 | $19.8M | 1.10% | +22,556+11.5% | Added |
| Edge Wealth Management LLC | 217,771 | $19.7M | 3.98% | −2,844−1.3% | Reduced |
| Cadinha & Co LLC | 216,510 | $19.6M | 3.25% | +202,558+1,451.8% | Added |
| DuPont Capital Management Corp | 215,790 | $19.5M | 1.82% | −13,918−6.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 215,123 | $19.4M | 0.56% | +964+0.5% | Added |
| Franklin Street Advisors Inc | 214,333 | $19.4M | 1.29% | −5,716−2.6% | Reduced |
| Coppell Advisory Solutions LLC | 211,395 | $19.2M | 2.72% | −64,843−23.5% | Reduced |
| Trajan Wealth LLC | 212,212 | $19.2M | 1.06% | +12,732+6.4% | Added |
| Metis Global Partners, LLC | 212,210 | $19.2M | 0.58% | +7,117+3.5% | Added |
| Canada Post Corp Registered Pension Plan | 211,051 | $19.1M | 1.13% | +211,051 | New |
| B. Metzler seel. Sohn & Co. AG | 210,646 | $19.0M | 0.20% | −51,441−19.6% | Reduced |
| Shellback Capital, LP | 210,000 | $19.0M | 1.31% | −40,000−16.0% | Reduced |
| BKD Wealth Advisors, LLC | 207,733 | $18.8M | 0.43% | −510−0.2% | Reduced |
| Prudential PLC | 207,465 | $18.7M | 0.09% | −141,856−40.6% | Reduced |
| National Asset Management, Inc. | 206,967 | $18.7M | 0.61% | −21,651−9.5% | Reduced |
| Lynch & Associates | 207,411 | $18.7M | 4.07% | −3,850−1.8% | Reduced |
| New Mexico Educational Retirement Board | 207,079 | $18.7M | 0.63% | −1,800−0.9% | Reduced |
| Abner Herrman & Brock LLC | 206,336 | $18.6M | 2.32% | −119−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 204,929 | $18.5M | 0.27% | −3,302−1.6% | Reduced |
| Ritholtz Wealth Management | 204,338 | $18.5M | 0.54% | +10,786+5.6% | Added |
| Arkadios Wealth Advisors | 203,522 | $18.4M | 1.00% | +9,336+4.8% | Added |
| Brown Brothers Harriman & Co | 203,511 | $18.4M | 0.13% | +9,185+4.7% | Added |
| Hamel Associates, Inc. | 203,228 | $18.4M | 5.91% | −10,610−5.0% | Reduced |
| Modera Wealth Management, LLC | 203,150 | $18.4M | 0.22% | +9,292+4.8% | Added |
| Bridgeway Capital Management, LLC | 203,135 | $18.4M | 0.41% | −61,175−23.1% | Reduced |
| Callahan Advisors, LLC | 202,905 | $18.3M | 1.73% | −4,329−2.1% | Reduced |
| Arvest Bank Trust Division | 202,533 | $18.3M | 1.10% | +1,572+0.8% | Added |
| Terry L. Blaker | 202,142 | $18.3M | 0.70% | −26,873−11.7% | Reduced |
| CCM Investment Advisers LLC | 200,986 | $18.2M | 2.01% | −2,822−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 200,155 | $18.1M | 0.26% | −7,444−3.6% | Reduced |
| Park Avenue Securities LLC | 199,841 | $18.1M | 0.19% | +23,008+13.0% | Added |
| First American Trust, FSB | 199,329 | $18.0M | 1.80% | +3,159+1.6% | Added |
| Leavell Investment Management, Inc. | 198,689 | $18.0M | 0.88% | +3,467+1.8% | Added |
| Nixon Peabody Trust Co | 198,763 | $18.0M | 1.48% | +2,761+1.4% | Added |
| Norinchukin Bank, The | 198,411 | $17.9M | 0.38% | +12,314+6.6% | Added |
| Miracle Mile Advisors, LLC | 198,387 | $17.9M | 0.36% | +154,770+354.8% | Added |
| CSM Advisors, LLC | 196,495 | $17.8M | 0.83% | −4,920−2.4% | Reduced |
| Erste Asset Management GmbH | 194,707 | $17.7M | 0.22% | −22,150−10.2% | Reduced |
| Fiduciary Group LLC | 195,948 | $17.7M | 1.78% | −2,106−1.1% | Reduced |
| Whitener Capital Management, Inc. | 195,120 | $17.6M | 4.94% | −7,052−3.5% | Reduced |
| James Investment Research Inc | 195,044 | $17.6M | 2.10% | −9,760−4.8% | Reduced |
| Richard C. Young & CO., LTD. | 194,120 | $17.5M | 1.91% | −2,627−1.3% | Reduced |
| Allen Investment Management LLC | 193,627 | $17.5M | 0.20% | +163+0.1% | Added |
| Summit Financial, LLC | 193,080 | $17.5M | 0.61% | +9,517+5.2% | Added |
| TownSquare Capital, LLC | 193,329 | $17.5M | 0.20% | +11,862+6.5% | Added |
| JB Capital LLC | 192,450 | $17.4M | 0.97% | +2,079+1.1% | Added |
| ExodusPoint Capital Management, LP | 192,014 | $17.3M | 0.18% | +550.0% | Added |
| Rowland & Co Investment Counsel | 191,653 | $17.3M | 3.62% | −432−0.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 191,184 | $17.3M | 0.49% | +50,578+36.0% | Added |
| Janney Capital Management LLC | 190,754 | $17.2M | 1.14% | −53,906−22.0% | Reduced |
| HighPoint Advisor Group LLC | 170,230 | $17.2M | 0.94% | −1,563−0.9% | Reduced |
| City Holding Co | 190,678 | $17.2M | 2.44% | +363+0.2% | Added |
| WealthPlan Investment Management, LLC | 190,253 | $17.2M | 1.70% | −18,684−8.9% | Reduced |
| Mach-1 Financial Group, Inc. | 189,717 | $17.1M | 30.91% | +21,429+12.7% | Added |
| AE Wealth Management LLC | 189,161 | $17.1M | 0.14% | −8,842−4.5% | Reduced |
| Zweig-DiMenna Associates LLC | 188,531 | $17.0M | 1.44% | +24,511+14.9% | Added |
| Citizens Financial Group Inc | 188,116 | $17.0M | 0.33% | +19,697+11.7% | Added |