Walton family (Walton Enterprises) Family office
Jim Walton, Rob Walton, Alice Walton, Steuart Walton · The heirs of Walmart founder Sam Walton, who hold their Walmart stake largely through Walton Enterprises and family trusts; their sales are reported on Form 4.
Largest known positions
13F + Form 4Each company's largest reported value across this investor's 13F filings (quarter-end value) and Form 4 insider filings (shares held × latest price). Colour shows the source.
Filing timeline
Every 13F quarter, open-market Form 4 trade and 5%+ stake filing (Schedule 13D/G) on one axis.
Timeline
Top lane: reported 13F value each quarter. Middle: open-market Form 4 purchases (green) and sales (red), sized by dollars. Bottom: Schedule 13D (activist) and 13G (passive) filings for 5%+ stakes. Hover for details.
Recent filings
| Filed | Form | Filer | Company | Detail | |
|---|---|---|---|---|---|
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Insider (Form 4) stakes
Companies where this investor reports as an officer, director or 10% owner.
JIM C WALTON
191 filings| Company | Role | Shares | Value | Last filing |
|---|---|---|---|---|
| WMT Walmart Inc. | 10% owner | 31,521,372 | $3.3B | 2024-12-19 |
S ROBSON WALTON
190 filings| Company | Role | Shares | Value | Last filing |
|---|---|---|---|---|
| WMT Walmart Inc. | 10% owner | 7,029,557 | $743M | 2024-12-19 |
ALICE L WALTON
178 filings| Company | Role | Shares | Value | Last filing |
|---|---|---|---|---|
| WMT Walmart Inc. | 10% owner | 20,245,740 | $2.1B | 2024-12-19 |
WILLIAM H WALTON III
86 filingsSteuart L Walton
78 filings| Company | Role | Shares | Value | Last filing |
|---|---|---|---|---|
| WMT Walmart Inc. | Director | 176,275 | $19M | 2026-07-02 |
About this profile
Large investors show up in SEC filings under several names. A family office usually files a 13F (quarterly holdings, if it manages over $100M in US equities) under its firm name, while the same money appears in Form 4 filings under the person's or holding company's name when it owns 10% or more of a company or sits on its board. Some — like Cascade Investment — hold most of their stock through large ownership stakes and file no 13F at all.
This page joins those filings into one view. 13F values are as of quarter end and are filed up to 45 days later. Form 4 values use the latest share count reported times a recent price. Neither shows cash, bonds, private companies or short positions.