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; 4,425 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, Q2 2024
Institutional positions in Walmart Inc. as of Jun 30, 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
- 3,321
- +156 vs. Q1 2024
- Shares held
- 2.78B
- +36.2M (+1.3%) vs. Q1 2024
- Total value
- $188.6B
- +$22.9B (+13.9%) vs. Q1 2024
- New holders
- 251
- 1,509 more added
- Sold out
- 95
- 1,227 more reduced
47 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 270 | $184 | 0.13% | −2,449−90.1% | Reduced |
| Kessler Investment Group, LLC | 6 | $406 | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 9 | $609 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $2.03K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 39 | $2.64K | 0.00% | +39 | New |
| PayPay Securities Corp | 45 | $3.05K | 0.25% | −8−15.1% | Reduced |
| Financial Connections Group, Inc. | 63 | $4.00K | 0.00% | +63 | New |
| Custom Portfolio Group LLC | 75 | $5.08K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 81 | $5.48K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 87 | $5.89K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 87 | $5.90K | 0.00% | −25−22.3% | Reduced |
| Bray Capital Advisors | 94 | $6.34K | 0.00% | +1+1.1% | Added |
| EnRich Financial Partners LLC | 102 | $6.90K | 0.00% | +1+1.0% | Added |
| ESL Trust Services, LLC | 115 | $7.79K | 0.00% | +115 | New |
| Horizon Financial Services, LLC | 126 | $8.53K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 132 | $8.91K | 0.00% | −153−53.7% | Reduced |
| Robinswood Financial LLC | 140 | $9.48K | 0.00% | +140 | New |
| Atlantic Private Wealth, LLC | 150 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 150 | $10.4K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 160 | $10.8K | 0.01% | +160 | New |
| WFA of San Diego, LLC | 161 | $10.9K | 0.01% | +161 | New |
| Lam Group, Inc. | 183 | $12.4K | 0.01% | +33+22.0% | Added |
| Stuart Chaussee & Associates, Inc. | 186 | $12.6K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 195 | $13.2K | 0.00% | +195 | New |
| PFG Private Wealth Management, LLC | 201 | $13.6K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 204 | $13.8K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 210 | $14.2K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 225 | $15.2K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 231 | $15.6K | 0.00% | +231 | New |
| Lummis Asset Management, LP | 234 | $15.8K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 237 | $16.0K | 0.01% | +1+0.4% | Added |
| Chesapeake Asset Management LLC | 243 | $16.5K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 255 | $17.3K | 0.01% | +255 | New |
| Legend Financial Advisors, Inc. | 258 | $17.5K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 270 | $18.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 282 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 285 | $19.3K | 0.01% | +285 | New |
| Redmont Wealth Advisors LLC | 288 | $19.5K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 300 | $20.3K | 0.01% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 300 | $20.3K | 0.02% | +300 | New |
| Matrix Trust Co | 311 | $21.0K | 0.00% | +159+104.6% | Added |
| Mascoma Wealth Management LLC | 312 | $21.1K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 328 | $22.2K | 0.00% | −6,148−94.9% | Reduced |
| Cypress Capital Management LLC (WY) | 345 | $23.4K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 366 | $24.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 375 | $25.4K | 0.01% | −135−26.5% | Reduced |
| Roble, Belko & Company, Inc | 388 | $26.0K | 0.00% | +31+8.7% | Added |
| Bay Harbor Wealth Management, LLC | 390 | $26.4K | 0.01% | +390 | New |
| Raffa Wealth Management, LLC | 401 | $27.2K | 0.01% | +2+0.5% | Added |
| TruNorth Capital Management, LLC | 429 | $29.0K | 0.01% | +249+138.3% | Added |
| Cultivar Capital, Inc. | 431 | $29.2K | 0.02% | +431 | New |
| Pension & Wealth Management Advisors, Inc. | 435 | $29.5K | 0.02% | +3+0.7% | Added |
| Northwest Capital Management Inc | 441 | $29.8K | 0.01% | +1+0.2% | Added |
| Mizuho Bank, Ltd. | 450 | $30.5K | 0.01% | +450 | New |
| Investment Research & Advisory Group, Inc. | 474 | $32.1K | 0.01% | +80+20.3% | Added |
| Kozak & Associates, Inc. | 505 | $34.4K | 0.01% | +2+0.4% | Added |
| Partnership Wealth Management, LLC | 546 | $37.0K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 562 | $38.0K | 0.01% | −181−24.4% | Reduced |
| Financial Avengers, Inc. | 582 | $39.4K | 0.02% | +4+0.7% | Added |
| Quarry LP | 582 | $39.4K | 0.02% | −751−56.3% | Reduced |
| SWAN Capital LLC | 582 | $39.4K | 0.02% | +582 | New |
| PrairieView Partners, LLC | 597 | $40.0K | 0.00% | +2+0.3% | Added |
| Ulland Investment Advisors, LLC | 585 | $40.0K | 0.03% | 00.0% | Unchanged |
| JDM Financial Group LLC | 599 | $40.6K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 600 | $40.6K | 0.01% | −9−1.5% | Reduced |
| Tacita Capital Inc | 600 | $40.6K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 600 | $40.6K | 0.03% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 600 | $40.6K | 0.03% | 00.0% | Unchanged |
| Kings Path Partners LLC | 621 | $42.0K | 0.02% | +621 | New |
| NCP Inc. | 627 | $42.5K | 0.03% | 00.0% | Unchanged |
| Innealta Capital, LLC | 636 | $43.1K | 0.01% | +636 | New |
| Iron Horse Wealth Management, LLC | 642 | $43.5K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 660 | $44.7K | 0.04% | +440+200.0% | Added |
| Aspect Partners, LLC | 663 | $44.9K | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 660 | $45.0K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 669 | $45.3K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 675 | $45.7K | 0.03% | −75−10.0% | Reduced |
| Cedar Wealth Management, LLC | 678 | $45.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 687 | $46.0K | 0.02% | +3+0.4% | Added |
| Tidemark, LLC | 700 | $47.4K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 678 | $48.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 732 | $49.5K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 744 | $50.4K | 0.01% | −2,017−73.1% | Reduced |
| State of Wyoming | 747 | $50.6K | 0.01% | −873−53.9% | Reduced |
| Princeton Global Asset Management LLC | 754 | $51.1K | 0.01% | +112+17.4% | Added |
| Piscataqua Savings Bank | 795 | $53.8K | 0.05% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 834 | $56.5K | 0.04% | +83+11.1% | Added |
| True Wealth Design, LLC | 836 | $56.6K | 0.01% | +32+4.0% | Added |
| Private Wealth Management Group, LLC | 852 | $57.7K | 0.02% | +3+0.4% | Added |
| Union Savings Bank | 873 | $59.1K | 0.03% | +180+26.0% | Added |
| Grayhawk Investment Strategies Inc. | 894 | $60.5K | 0.28% | 00.0% | Unchanged |
| Cypress Capital, LLC | 895 | $60.6K | 0.02% | +895 | New |
| Horizon Bancorp Inc | 902 | $61.0K | 0.03% | −94−9.4% | Reduced |
| IAG Wealth Partners, LLC | 913 | $61.8K | 0.01% | −1,568−63.2% | Reduced |
| Valued Wealth Advisors LLC | 914 | $61.9K | 0.04% | +103+12.7% | Added |
| LGT Financial Advisors LLC | 921 | $62.4K | 0.13% | +6+0.7% | Added |
| Rakuten Securities, Inc. | 936 | $63.4K | 0.03% | +87+10.2% | Added |
| Kelly Financial Services LLC | 980 | $66.4K | 0.02% | +2+0.2% | Added |
| Salomon & Ludwin, LLC | 992 | $67.2K | 0.01% | −1,426−59.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,023 | $69.3K | 0.03% | 00.0% | Unchanged |