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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 141,505 | $12.8M | 1.57% | +2,567+1.8% | Added |
| Pinnacle Financial Partners Inc | 142,126 | $12.8M | 0.26% | −762−0.5% | Reduced |
| Perigon Wealth Management, LLC | 139,464 | $12.7M | 0.31% | +1,437+1.0% | Added |
| Woodstock Corp | 140,663 | $12.7M | 1.22% | +3,098+2.3% | Added |
| Hodges Capital Management Inc. | 140,332 | $12.7M | 0.76% | −2,720−1.9% | Reduced |
| Independent Financial Group, LLC | 139,965 | $12.6M | 0.42% | +14,329+11.4% | Added |
| Coldstream Capital Management Inc | 139,524 | $12.6M | 0.27% | +2,506+1.8% | Added |
| Greenleaf Trust | 139,470 | $12.6M | 0.11% | +467+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 136,998 | $12.6M | 0.96% | −938−0.7% | Reduced |
| Valicenti Advisory Services Inc | 139,262 | $12.6M | 3.13% | −2,470−1.7% | Reduced |
| Bryn Mawr Trust Co | 138,770 | $12.5M | 0.23% | +10,741+8.4% | Added |
| FRG Family Wealth Advisors LLC | 138,749 | $12.5M | 2.28% | −2,020−1.4% | Reduced |
| Vise Technologies, Inc. | 138,586 | $12.5M | 1.04% | +32,665+30.8% | Added |
| Toth Financial Advisory Corp | 138,108 | $12.5M | 1.47% | −1,877−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 137,820 | $12.5M | 0.28% | +158+0.1% | Added |
| AlTi Global, Inc. | 136,488 | $12.4M | 0.30% | +2,202+1.6% | Added |
| Invictus Private Wealth, LLC | 136,925 | $12.4M | 0.94% | −2,733−2.0% | Reduced |
| Red Door Wealth Management, LLC | 136,850 | $12.4M | 1.89% | +5,783+4.4% | Added |
| J.W. Cole Advisors, Inc. | 135,909 | $12.3M | 0.50% | +3,781+2.9% | Added |
| RFG Advisory, LLC | 134,268 | $12.1M | 0.34% | +39,937+42.3% | Added |
| LMCG Investments, LLC | 133,927 | $12.1M | 0.74% | −62,488−31.8% | Reduced |
| Boston Research & Management Inc | 133,902 | $12.1M | 2.92% | −2,849−2.1% | Reduced |
| NBT Bank N A | 133,746 | $12.1M | 0.84% | +1,052+0.8% | Added |
| Farmers Trust Co | 133,668 | $12.1M | 2.25% | −3,789−2.8% | Reduced |
| Associated Banc-Corp | 133,089 | $12.0M | 0.36% | −2,333−1.7% | Reduced |
| Assetmark, Inc | 133,070 | $12.0M | 0.03% | +890+0.7% | Added |
| Fiduciary Trust Co | 132,958 | $12.0M | 0.16% | +5,059+4.0% | Added |
| Quantitative Investment Management, LLC | 132,857 | $12.0M | 0.90% | +132,857 | New |
| Kinsale Capital Group, Inc. | 132,091 | $11.9M | 3.21% | +11,002+9.1% | Added |
| Allstate Corp | 131,380 | $11.9M | 0.35% | +127,410+3,209.3% | Added |
| Ancora Advisors, LLC | 131,077 | $11.8M | 0.26% | −734−0.6% | Reduced |
| Infusive Asset Management Inc. | 130,674 | $11.8M | 5.26% | +36,113+38.2% | Added |
| JGP Wealth Management, LLC | 130,253 | $11.8M | 1.52% | +935+0.7% | Added |
| Ossiam | 129,447 | $11.7M | 0.20% | −1,881−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 129,020 | $11.7M | 0.41% | +6,606+5.4% | Added |
| Walker Asset Management, LLC | 128,948 | $11.7M | 7.17% | +1,725+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 128,850 | $11.6M | 1.09% | −1,733−1.3% | Reduced |
| Enclave Advisors LLC | 128,701 | $11.6M | 1.91% | +26,866+26.4% | Added |
| Capital Investment Advisors, LLC | 128,402 | $11.6M | 0.24% | +1,667+1.3% | Added |
| Bleakley Financial Group, LLC | 128,354 | $11.6M | 0.35% | −4,589−3.5% | Reduced |
| GFS Advisors, LLC | 127,997 | $11.6M | 1.76% | 00.0% | Unchanged |
| Iyo Bank, Ltd. | 127,620 | $11.5M | 3.94% | 00.0% | Unchanged |
| Ascent Group, LLC | 127,378 | $11.5M | 0.86% | −446−0.3% | Reduced |
| Legacy Private Trust Co. | 127,329 | $11.5M | 0.75% | +3,741+3.0% | Added |
| King Wealth | 127,071 | $11.5M | 1.67% | +6,681+5.5% | Added |
| Siemens Fonds Invest GmbH | 126,606 | $11.5M | 1.20% | +69,282+120.9% | Added |
| Roundview Capital LLC | 126,554 | $11.4M | 0.80% | +2,636+2.1% | Added |
| Hantz Financial Services, Inc. | 126,232 | $11.4M | 0.20% | −7,059−5.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 126,012 | $11.4M | 0.62% | +19,732+18.6% | Added |
| Farther Finance Advisors, LLC | 125,888 | $11.4M | 0.41% | +2,825+2.3% | Added |
| Tradewinds, LLC. | 110,758 | $11.3M | 3.15% | +1,962+1.8% | Added |
| Hayek Kallen Investment Management | 125,337 | $11.3M | 4.12% | −2,055−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 124,469 | $11.2M | 2.18% | −1,998−1.6% | Reduced |
| Voleon Capital Management LP | 124,188 | $11.2M | 0.83% | +124,188 | New |
| Ascent Wealth Partners, LLC | 124,179 | $11.2M | 1.51% | −238−0.2% | Reduced |
| Venture Visionary Partners LLC | 123,559 | $11.2M | 0.47% | −610.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 123,547 | $11.2M | 3.77% | −276−0.2% | Reduced |
| First Citizens Bank & Trust Co | 123,477 | $11.2M | 0.20% | −105−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 122,604 | $11.1M | 0.16% | +1,741+1.4% | Added |
| LMR Partners LLP | 122,301 | $11.0M | 0.19% | +122,301 | New |
| Jacobi Capital Management LLC | 122,049 | $11.0M | 0.82% | −1,519−1.2% | Reduced |
| Diversified Trust Co | 122,031 | $11.0M | 0.27% | −7,418−5.7% | Reduced |
| Everence Capital Management Inc | 121,850 | $11.0M | 0.72% | −10,950−8.2% | Reduced |
| Sagespring Wealth Partners, LLC | 121,434 | $11.0M | 0.29% | +121,434 | New |
| Field & Main Bank | 120,726 | $10.9M | 3.84% | −835−0.7% | Reduced |
| O'Brien Greene & Co. Inc | 120,551 | $10.9M | 3.54% | −3,907−3.1% | Reduced |
| Carret Asset Management, LLC | 120,325 | $10.9M | 1.19% | −2,799−2.3% | Reduced |
| Laurel Wealth Advisors LLC | 120,158 | $10.9M | 1.70% | −2,000−1.6% | Reduced |
| Nwi Management LP | 120,000 | $10.8M | 0.86% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 119,986 | $10.8M | 0.68% | +102,672+593.0% | Added |
| Richard Bernstein Advisors LLC | 119,281 | $10.8M | 0.24% | +82,565+224.9% | Added |
| Community Bank & Trust, Waco, Texas | 119,194 | $10.8M | 2.49% | +217+0.2% | Added |
| Core Alternative Capital | 119,177 | $10.8M | 2.25% | −16,538−12.2% | Reduced |
| Csenge Advisory Group | 118,442 | $10.7M | 0.58% | −4,035−3.3% | Reduced |
| Sumitomo Life Insurance Co | 118,144 | $10.7M | 0.20% | +5,402+4.8% | Added |
| Parkside Investments, LLC | 118,009 | $10.7M | 1.60% | −10,380−8.1% | Reduced |
| Canal Capital Management, LLC | 117,987 | $10.7M | 1.73% | −4,622−3.8% | Reduced |
| Union Bancaire Privee, UBP SA | 119,368 | $10.6M | 0.19% | +119,368 | New |
| CAPROCK Group, Inc. | 117,450 | $10.6M | 0.35% | −4,460−3.7% | Reduced |
| New Age Alpha Advisors, LLC | 117,534 | $10.6M | 0.43% | +117,151+30,587.7% | Added |
| Global Retirement Partners, LLC | 117,509 | $10.6M | 0.30% | +18,881+19.1% | Added |
| Investment House LLC | 117,253 | $10.6M | 0.58% | −250.0% | Reduced |
| SeaTown Holdings Pte. Ltd. | 116,808 | $10.6M | 7.24% | −65,910−36.1% | Reduced |
| Bahl & Gaynor Inc | 116,694 | $10.5M | 0.06% | −2,883−2.4% | Reduced |
| L & S Advisors Inc | 116,628 | $10.5M | 1.16% | −1,100−0.9% | Reduced |
| Community Financial Services Group, LLC | 116,612 | $10.5M | 2.09% | +2,791+2.5% | Added |
| Parallax Volatility Advisers, L.P. | 116,600 | $10.5M | 0.23% | +116,600 | New |
| Thompson Siegel & Walmsley LLC | 116,360 | $10.5M | 0.16% | −2,303−1.9% | Reduced |
| Mutual Advisors, LLC | 114,760 | $10.5M | 0.30% | −26,082−18.5% | Reduced |
| Caldwell Trust Co | 115,498 | $10.4M | 1.09% | −5,321−4.4% | Reduced |
| Rockland Trust Co | 115,446 | $10.4M | 0.53% | −5,329−4.4% | Reduced |
| SFMG, LLC | 114,700 | $10.4M | 0.82% | −2,977−2.5% | Reduced |
| Wetherby Asset Management Inc | 114,167 | $10.3M | 0.49% | −4,844−4.1% | Reduced |
| Sitrin Capital Management LLC | 112,134 | $10.2M | 5.12% | +948+0.9% | Added |
| Advanced Asset Management Advisors Inc | 112,239 | $10.1M | 2.66% | −526−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 111,987 | $10.1M | 0.35% | +17,799+18.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 111,730 | $10.1M | 2.79% | −18,701−14.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 111,524 | $10.1M | 6.29% | +111,524 | New |
| Bogart Wealth, LLC | 110,890 | $10.0M | 0.48% | −1,930−1.7% | Reduced |
| Coston, McIsaac & Partners | 110,400 | $9.97M | 2.96% | −17,529−13.7% | Reduced |