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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 186,494 | $16.8M | 2.35% | +3,862+2.1% | Added |
| Hartline Investment Corp | 185,086 | $16.7M | 1.92% | −17,900−8.8% | Reduced |
| Guggenheim Capital LLC | 183,700 | $16.6M | 0.14% | −140,375−43.3% | Reduced |
| Dodge & Cox | 183,310 | $16.6M | 0.01% | −13,800−7.0% | Reduced |
| St Germain D J Co Inc | 183,276 | $16.6M | 0.75% | +2,394+1.3% | Added |
| RSM US Wealth Management LLC | 181,913 | $16.5M | 0.24% | +732+0.4% | Added |
| Segall Bryant & Hamill, LLC | 179,678 | $16.2M | 0.22% | −200.0% | Reduced |
| EP Wealth Advisors, LLC | 179,650 | $16.2M | 0.13% | +6,419+3.7% | Added |
| First American Bank | 178,599 | $16.1M | 1.14% | +1,725+1.0% | Added |
| Forbes J M & Co LLP | 178,138 | $16.1M | 1.55% | −52,251−22.7% | Reduced |
| CFO4Life Group, LLC | 177,763 | $16.1M | 2.82% | −4,392−2.4% | Reduced |
| LMG Wealth Partners, LLC | 176,887 | $16.0M | 3.48% | +1,446+0.8% | Added |
| Strategic Planning Group, LLC | 175,010 | $15.8M | 2.91% | +2,366+1.4% | Added |
| Colonial Trust Advisors | 174,850 | $15.8M | 1.40% | −5,202−2.9% | Reduced |
| South Dakota Investment Council | 173,927 | $15.7M | 0.31% | −50,581−22.5% | Reduced |
| Webster Bank, N. A. | 173,851 | $15.7M | 1.69% | −3,680−2.1% | Reduced |
| GHP Investment Advisors, Inc. | 173,736 | $15.7M | 0.73% | −3,592−2.0% | Reduced |
| Trust Co of Vermont | 173,702 | $15.7M | 0.76% | +2,001+1.2% | Added |
| Gotham Asset Management, LLC | 173,430 | $15.7M | 0.15% | −2,131−1.2% | Reduced |
| Hancock Whitney Corp | 172,960 | $15.6M | 0.49% | +17,327+11.1% | Added |
| WESPAC Advisors SoCal, LLC | 171,192 | $15.5M | 3.50% | −6,360−3.6% | Reduced |
| One Capital Management, LLC | 170,889 | $15.4M | 0.51% | −16,343−8.7% | Reduced |
| Level Four Advisory Services, LLC | 170,018 | $15.4M | 0.63% | −7,531−4.2% | Reduced |
| Empirical Capital Management, LLC | 170,000 | $15.4M | 11.58% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 169,384 | $15.3M | 1.03% | +35,386+26.4% | Added |
| Spire Wealth Management | 168,961 | $15.3M | 0.47% | +9,829+6.2% | Added |
| Charter Trust Co | 168,682 | $15.2M | 1.00% | +2,685+1.6% | Added |
| Greystone Financial Group, LLC | 168,261 | $15.2M | 2.64% | −6,535−3.7% | Reduced |
| Laffer Tengler Investments | 167,788 | $15.2M | 2.98% | +24,679+17.2% | Added |
| LS Investment Advisors, LLC | 167,199 | $15.1M | 2.22% | −2,598−1.5% | Reduced |
| Shelter Mutual Insurance Co | 165,666 | $15.0M | 3.73% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 165,088 | $14.9M | 2.06% | +1,066+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 165,034 | $14.9M | 2.05% | −1,549−0.9% | Reduced |
| Allianz SE | 164,290 | $14.9M | 0.39% | +1,990+1.2% | Added |
| F/M Investments LLC | 163,487 | $14.8M | 0.54% | +9,223+6.0% | Added |
| Lee Danner & Bass Inc | 163,487 | $14.8M | 1.17% | −2,705−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 162,435 | $14.7M | 0.94% | −3,515−2.1% | Reduced |
| Cardinal Capital Management | 162,345 | $14.7M | 2.31% | −729−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 162,693 | $14.7M | 2.69% | −2,597−1.6% | Reduced |
| Visionary Wealth Advisors | 162,436 | $14.7M | 0.86% | −2,070−1.3% | Reduced |
| Atwater Malick LLC | 162,407 | $14.7M | 4.92% | −2,633−1.6% | Reduced |
| American Assets Investment Management, LLC | 162,000 | $14.6M | 1.19% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 161,415 | $14.6M | 0.47% | +260+0.2% | Added |
| Physicians Financial Services, Inc. | 161,277 | $14.6M | 4.42% | +1,954+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 160,885 | $14.5M | 0.52% | −7,392−4.4% | Reduced |
| Griffin Asset Management, Inc. | 160,303 | $14.5M | 1.70% | +383+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 159,986 | $14.5M | 0.46% | +10,094+6.7% | Added |
| Heritage Trust Co | 159,963 | $14.5M | 1.70% | +159,963 | New |
| Jump Financial, LLC | 159,719 | $14.4M | 0.30% | +73,349+84.9% | Added |
| Dorchester Wealth Management Co | 159,710 | $14.4M | 2.88% | −7,878−4.7% | Reduced |
| MMBG Investment Advisors Co. | 159,546 | $14.4M | 1.53% | −8,244−4.9% | Reduced |
| TLW Wealth Management, LLC | 159,377 | $14.4M | 8.58% | +492+0.3% | Added |
| Adell Harriman & Carpenter Inc | 159,289 | $14.4M | 1.00% | +8,660+5.7% | Added |
| Empowered Funds, LLC | 159,125 | $14.4M | 0.21% | −2,756−1.7% | Reduced |
| Gabelli Funds LLC | 158,150 | $14.3M | 0.11% | −1,050−0.7% | Reduced |
| Hilton Capital Management, LLC | 157,334 | $14.2M | 1.23% | −21,564−12.1% | Reduced |
| Toroso Investments, LLC | 156,579 | $14.1M | 0.12% | −33,629−17.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 156,258 | $14.1M | 1.56% | −2,174−1.4% | Reduced |
| IHT Wealth Management, LLC | 155,394 | $14.0M | 0.45% | −15,004−8.8% | Reduced |
| RBF Capital, LLC | 155,322 | $14.0M | 0.73% | 00.0% | Unchanged |
| WS Management LLLP | 155,304 | $14.0M | 2.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 153,991 | $13.9M | 0.13% | +8,780+6.0% | Added |
| TCW Group Inc | 152,475 | $13.8M | 0.12% | +1,360+0.9% | Added |
| Mattern Capital Management, LLC | 152,366 | $13.8M | 1.79% | −13,240−8.0% | Reduced |
| McGuire Investment Group, LLC | 152,286 | $13.8M | 1.99% | +1,036+0.7% | Added |
| NewEdge Wealth, LLC | 152,191 | $13.8M | 0.24% | +7,244+5.0% | Added |
| Meridian Wealth Management, LLC | 151,229 | $13.7M | 0.65% | +6,780+4.7% | Added |
| Motco | 151,270 | $13.7M | 1.40% | −12,219−7.5% | Reduced |
| Pittenger & Anderson Inc | 151,036 | $13.6M | 0.50% | +3,918+2.7% | Added |
| Marietta Wealth Management, LLC | 150,967 | $13.6M | 1.96% | −4,169−2.7% | Reduced |
| Mizuho Markets Americas LLC | 150,934 | $13.6M | 0.26% | +70,747+88.2% | Added |
| Osborne Partners Capital Management, LLC | 150,504 | $13.6M | 0.79% | −375−0.2% | Reduced |
| Mirae Asset Securities (USA) Inc. | 150,427 | $13.6M | 0.64% | +150,427 | New |
| Sowell Financial Services LLC | 150,069 | $13.6M | 0.71% | +25,700+20.7% | Added |
| Guardian Partners Inc. | 147,631 | $13.6M | 1.38% | +147,631 | New |
| Keb Asset Management, LLC | 149,951 | $13.5M | 3.90% | −1,485−1.0% | Reduced |
| First Manhattan Co | 145,400 | $13.5M | 0.04% | +3,900+2.8% | Added |
| Signaturefd, LLC | 149,605 | $13.5M | 0.26% | +1,187+0.8% | Added |
| Waters Parkerson & Co., LLC | 149,180 | $13.5M | 0.71% | +1,000+0.7% | Added |
| Royal Fund Management, LLC | 147,404 | $13.4M | 1.45% | +1,968+1.4% | Added |
| WoodTrust Financial Corp | 147,148 | $13.3M | 1.87% | −290−0.2% | Reduced |
| Parallel Advisors, LLC | 146,448 | $13.2M | 0.30% | +8,968+6.5% | Added |
| Wesleyan Assurance Society | 146,250 | $13.2M | 1.01% | −3,000−2.0% | Reduced |
| Levin Capital Strategies, L.P. | 146,041 | $13.2M | 1.26% | +2,166+1.5% | Added |
| Monarch Capital Management Inc | 145,674 | $13.2M | 3.61% | −5,209−3.5% | Reduced |
| Tritonpoint Wealth, LLC | 145,556 | $13.2M | 1.19% | −6,587−4.3% | Reduced |
| Northwest & Ethical Investments L.P. | 145,798 | $13.2M | 0.36% | −155,986−51.7% | Reduced |
| Daymark Wealth Partners, LLC | 145,787 | $13.2M | 0.56% | −3,872−2.6% | Reduced |
| Trustmark National Bank Trust Department | 145,559 | $13.2M | 0.98% | −213−0.1% | Reduced |
| Merit Financial Group, LLC | 145,435 | $13.1M | 0.24% | +38,285+35.7% | Added |
| Clarity Financial LLC | 144,884 | $13.1M | 1.56% | −38,378−20.9% | Reduced |
| Empirical Finance, LLC | 144,721 | $13.1M | 0.76% | −1,868−1.3% | Reduced |
| Auxier Asset Management | 144,625 | $13.1M | 2.03% | −2,823−1.9% | Reduced |
| Valeo Financial Advisors, LLC | 144,294 | $13.0M | 0.36% | +1,120+0.8% | Added |
| Barbara Oil Co. | 144,000 | $13.0M | 5.39% | 00.0% | Unchanged |
| Shelton Capital Management | 143,938 | $13.0M | 0.32% | −13,197−8.4% | Reduced |
| Meridian Management Co | 143,936 | $13.0M | 3.43% | −3,596−2.4% | Reduced |
| Caisse des Depots Et Consignations | 143,322 | $12.9M | 0.64% | +143,322 | New |
| GF Fund Management Co. Ltd. | 142,656 | $12.9M | 0.28% | +142,656 | New |
| Whittier Trust Co of Nevada Inc | 141,836 | $12.8M | 0.31% | +2,389+1.7% | Added |