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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 109,749 | $9.92M | 2.32% | −2,253−2.0% | Reduced |
| Patton Albertson Miller Group, LLC | 109,704 | $9.91M | 1.33% | −64−0.1% | Reduced |
| Berger Financial Group, Inc | 109,560 | $9.90M | 0.68% | −173−0.2% | Reduced |
| Community Bank, N.A. | 109,325 | $9.88M | 1.27% | −4,195−3.7% | Reduced |
| Sigma Planning Corp | 108,496 | $9.80M | 0.31% | −21,280−16.4% | Reduced |
| Little House Capital LLC | 107,982 | $9.76M | 2.79% | +789+0.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 107,690 | $9.73M | 0.73% | +18,105+20.2% | Added |
| Headinvest, LLC | 107,656 | $9.73M | 1.84% | −6,691−5.9% | Reduced |
| Deltec Asset Management LLC | 107,353 | $9.70M | 1.92% | +11,500+12.0% | Added |
| Pavion Blue Capital, LLC | 107,079 | $9.67M | 4.54% | −485−0.5% | Reduced |
| Wedbush Securities Inc | 106,972 | $9.66M | 0.34% | +7,487+7.5% | Added |
| Highland Capital Management, LLC | 106,745 | $9.64M | 0.55% | +78,226+274.3% | Added |
| Buck Wealth Strategies, LLC | 105,429 | $9.53M | 1.98% | +9,547+10.0% | Added |
| Denali Advisors LLC | 105,309 | $9.51M | 1.00% | +6,906+7.0% | Added |
| Consolidated Planning Corp | 105,303 | $9.51M | 1.29% | +1,757+1.7% | Added |
| Glen Eagle Advisors, LLC | 105,166 | $9.50M | 1.58% | −119−0.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 105,146 | $9.50M | 1.12% | −21,196−16.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 105,072 | $9.49M | 4.07% | −940−0.9% | Reduced |
| Canal Insurance CO | 105,000 | $9.49M | 2.47% | −25,000−19.2% | Reduced |
| BCJ Capital Management, LLC | 104,556 | $9.45M | 0.71% | −3,117−2.9% | Reduced |
| Investment Advisory Services Inc | 104,470 | $9.44M | 3.33% | +450.0% | Added |
| DoubleLine ETF Adviser LP | 103,779 | $9.38M | 2.53% | −27,713−21.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 103,534 | $9.35M | 3.33% | +103,534 | New |
| Principal Securities, Inc. | 103,402 | $9.34M | 0.21% | +12,371+13.6% | Added |
| Baker Chad R | 103,020 | $9.31M | 1.82% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 102,920 | $9.30M | 0.37% | +1,675+1.7% | Added |
| Weik Capital Management | 102,740 | $9.28M | 3.78% | −2,770−2.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 102,556 | $9.27M | 0.75% | +6,369+6.6% | Added |
| First Interstate Bank | 102,042 | $9.22M | 0.56% | −1,007−1.0% | Reduced |
| Proequities, Inc. | 98,677 | $9.20M | 0.52% | −3,840−3.7% | Reduced |
| Grassi Investment Management | 101,722 | $9.19M | 0.78% | −1,200−1.2% | Reduced |
| HTLF Bank | 101,567 | $9.18M | 1.04% | −3,032−2.9% | Reduced |
| PFG Investments, LLC | 101,492 | $9.17M | 0.57% | −2,101−2.0% | Reduced |
| Scissortail Wealth Management, LLC | 101,408 | $9.16M | 2.35% | +101,004+25,001.0% | Added |
| Harrell Investment Partners, LLC | 101,140 | $9.14M | 2.55% | +1,583+1.6% | Added |
| Alexander Labrunerie & Co., Inc. | 100,254 | $9.06M | 4.00% | +11,944+13.5% | Added |
| Strategic Blueprint, LLC | 100,167 | $9.05M | 0.54% | +615+0.6% | Added |
| Kingsview Wealth Management, LLC | 100,160 | $9.05M | 0.18% | +3,255+3.4% | Added |
| SPX Equities Gestao de Recursos Ltda | 100,000 | $9.04M | 1.36% | +100,000 | New |
| Arrow Capital Pty Ltd | 100,000 | $9.04M | 8.28% | +100,000 | New |
| Plato Investment Management Ltd | 99,633 | $9.03M | 0.66% | +2,304+2.4% | Added |
| Schnieders Capital Management LLC | 99,990 | $9.03M | 1.79% | −17,225−14.7% | Reduced |
| Fundamentun, LLC | 99,884 | $9.02M | 0.54% | −6,915−6.5% | Reduced |
| Centaurus Financial, Inc. | 99,793 | $9.02M | 0.55% | +48,226+93.5% | Added |
| Asset Planning Services Inc | 99,704 | $9.01M | 4.39% | +154+0.2% | Added |
| Capital Investment Counsel, LLC | 99,692 | $9.01M | 1.50% | −2,958−2.9% | Reduced |
| Bright Rock Capital Management, LLC | 99,000 | $8.94M | 1.91% | 00.0% | Unchanged |
| IFG Advisory, LLC | 98,507 | $8.90M | 0.50% | +2,243+2.3% | Added |
| Silphium Asset Management Ltd | 98,449 | $8.89M | 3.24% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 101,335 | $8.88M | 4.60% | −130.0% | Reduced |
| Brighton Jones LLC | 98,150 | $8.87M | 0.26% | +21,939+28.8% | Added |
| Colonial Trust Co | 97,491 | $8.81M | 1.31% | +7,265+8.1% | Added |
| SignalPoint Asset Management, LLC | 97,344 | $8.80M | 2.14% | +230.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 90,131 | $8.78M | 0.08% | −1,034−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 96,928 | $8.76M | 0.30% | −5,491−5.4% | Reduced |
| Prana Capital Management, LP | 96,412 | $8.71M | 0.42% | −99,240−50.7% | Reduced |
| Northwest Bancshares, Inc. | 96,123 | $8.68M | 1.61% | −15,403−13.8% | Reduced |
| Foster & Motley Inc | 96,046 | $8.68M | 0.56% | −10,353−9.7% | Reduced |
| Callan Family Office, LLC | 95,952 | $8.67M | 0.55% | +95,952 | New |
| Convergence Investment Partners, LLC | 95,807 | $8.66M | 1.93% | +11,534+13.7% | Added |
| Raab & Moskowitz Asset Management LLC | 95,478 | $8.63M | 2.11% | +728+0.8% | Added |
| Addenda Capital Inc. | 95,133 | $8.62M | 0.30% | −28,964−23.3% | Reduced |
| Generate Investment Management Ltd | 95,348 | $8.61M | 0.60% | −55,033−36.6% | Reduced |
| Ethic Inc. | 95,211 | $8.60M | 0.17% | +58,206+157.3% | Added |
| Opus Investment Management Inc | 95,000 | $8.58M | 6.34% | −1,000−1.0% | Reduced |
| Sienna Gestion | 94,555 | $8.54M | 0.58% | +84,749+864.3% | Added |
| Tyche Wealth Partners LLC | 94,459 | $8.53M | 1.80% | +9,007+10.5% | Added |
| Silvercrest Asset Management Group LLC | 94,361 | $8.53M | 0.06% | −437−0.5% | Reduced |
| Lyell Wealth Management, LP | 94,146 | $8.51M | 0.76% | +11,416+13.8% | Added |
| Executive Wealth Management, LLC | 94,142 | $8.51M | 0.67% | −29,258−23.7% | Reduced |
| Constitution Capital LLC | 94,116 | $8.50M | 4.77% | +1,635+1.8% | Added |
| WealthPLAN Partners, LLC | 94,106 | $8.50M | 1.21% | −451−0.5% | Reduced |
| LGT Fund Management Co Ltd. | 94,023 | $8.49M | 0.74% | +11,900+14.5% | Added |
| Covington Investment Advisors Inc. | 93,790 | $8.47M | 1.27% | −25,964−21.7% | Reduced |
| Vestor Capital, LLC | 93,719 | $8.47M | 0.65% | +32,737+53.7% | Added |
| Strategy Asset Managers LLC | 93,282 | $8.43M | 1.63% | −1,868−2.0% | Reduced |
| Oak Family Advisors, LLC | 93,076 | $8.41M | 3.29% | −13,901−13.0% | Reduced |
| Busey Wealth Management | 92,960 | $8.40M | 0.28% | −1,657−1.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 92,488 | $8.38M | 1.51% | +1,523+1.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 92,353 | $8.36M | 0.44% | +11,700+14.5% | Added |
| Bridges Investment Management Inc | 92,389 | $8.35M | 0.12% | +9,162+11.0% | Added |
| Exor Capital LLP | 92,000 | $8.31M | 0.22% | +92,000 | New |
| Beck Capital Management, LLC | 91,966 | $8.31M | 2.21% | +317+0.3% | Added |
| Point72 Hong Kong Ltd | 91,878 | $8.30M | 0.52% | +91,878 | New |
| Gladstone Institutional Advisory LLC | 91,849 | $8.30M | 0.38% | +6,857+8.1% | Added |
| Horizon Investments, LLC | 91,815 | $8.30M | 0.24% | +1,836+2.0% | Added |
| Chickasaw Capital Management LLC | 91,366 | $8.26M | 0.33% | −600−0.7% | Reduced |
| Acropolis Investment Management, LLC | 91,090 | $8.23M | 0.49% | −1,872−2.0% | Reduced |
| SevenBridge Financial Group, LLC | 80,253 | $8.22M | 1.56% | +1,306+1.7% | Added |
| Buckingham Strategic Partners | 90,798 | $8.20M | 0.14% | −144,221−61.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 90,529 | $8.18M | 0.37% | −10,471−10.4% | Reduced |
| Proficio Capital Partners LLC | 90,423 | $8.17M | 0.66% | +5,765+6.8% | Added |
| United Capital Management of KS, Inc. | 89,985 | $8.13M | 1.48% | −319−0.4% | Reduced |
| Plimoth Trust Co LLC | 89,666 | $8.10M | 2.08% | −1,141−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 89,504 | $8.09M | 0.28% | −15,080−14.4% | Reduced |
| Rothschild Investment LLC | 88,850 | $8.03M | 0.53% | −747−0.8% | Reduced |
| Tower Bridge Advisors | 88,732 | $8.02M | 0.85% | −1,384−1.5% | Reduced |
| Spinnaker Trust | 88,636 | $8.01M | 0.51% | −2,264−2.5% | Reduced |
| Wendell David Associates Inc | 88,275 | $7.98M | 0.79% | −576−0.6% | Reduced |
| Spring Capital Management, LLC | 87,986 | $7.95M | 4.75% | +3,510+4.2% | Added |