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 7 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, 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 | 4,426 | $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, 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 |
|---|---|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 8,122 | $549.9K | 0.28% | +15+0.2% | Added |
| LifeSteps Financial, Inc. | 8,128 | $550.4K | 0.45% | +191+2.4% | Added |
| Jacobsen Capital Management | 8,129 | $550.4K | 0.25% | +131+1.6% | Added |
| Mechanics Financial Corp | 8,151 | $551.9K | 0.28% | +190+2.4% | Added |
| Full Sail Capital, LLC | 8,152 | $552.0K | 0.04% | +48+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 8,154 | $552.1K | 0.27% | −434−5.1% | Reduced |
| Karpas Strategies, LLC | 8,166 | $552.9K | 0.17% | +42+0.5% | Added |
| Source Financial Advisors LLC | 8,169 | $553.1K | 0.17% | −99−1.2% | Reduced |
| Seed Wealth Management, Inc. | 8,190 | $554.5K | 0.48% | +900+12.3% | Added |
| Redwood Investment Management, LLC | 8,207 | $556.0K | 0.05% | −535−6.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 8,218 | $556.5K | 0.03% | −816−9.0% | Reduced |
| Ewa, LLC | 7,877 | $556.5K | 0.23% | +260+3.4% | Added |
| MKT Advisors LLC | 8,006 | $559.6K | 0.28% | +100+1.3% | Added |
| Cobblestone Capital Advisors LLC | 8,271 | $560.0K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 8,276 | $560.4K | 0.15% | +2,498+43.2% | Added |
| Ruggaard & Associates LLC | 8,277 | $560.4K | 0.26% | +300+3.8% | Added |
| Granite FO LLC | 8,289 | $561.2K | 0.36% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 8,290 | $561.3K | 0.09% | +132+1.6% | Added |
| Seeds Investor LLC | 8,299 | $561.9K | 0.29% | +3,144+61.0% | Added |
| Austin Asset Management Co Inc | 8,307 | $562.4K | 0.12% | +195+2.4% | Added |
| LBMC Investment Advisors, LLC | 8,312 | $562.8K | 0.05% | +10.0% | Added |
| Northern Oak Wealth Management Inc | 8,315 | $563.0K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 8,329 | $563.9K | 0.13% | +40+0.5% | Added |
| First National Bank | 8,334 | $564.3K | 0.42% | −10−0.1% | Reduced |
| Modus Advisors, LLC | 8,359 | $566.0K | 0.20% | +10.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,367 | $566.5K | 0.14% | −401−4.6% | Reduced |
| Westside Investment Management, Inc. | 8,509 | $567.1K | 0.13% | −233−2.7% | Reduced |
| Charter Oak Capital Management, LLC | 8,382 | $567.6K | 0.06% | −1,211−12.6% | Reduced |
| One River Asset Management, LLC | 8,388 | $568.0K | 0.31% | +8,388 | New |
| Tennessee Valley Asset Management Partners | 8,411 | $569.5K | 0.11% | +3,808+82.7% | Added |
| Ridgecrest Wealth Partners, LLC | 8,417 | $569.9K | 0.34% | 00.0% | Unchanged |
| Falcon Wealth Planning | 8,436 | $571.2K | 0.07% | +747+9.7% | Added |
| Cove Private Wealth, LLC | 8,442 | $571.6K | 0.46% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 8,447 | $571.9K | 0.03% | +111+1.3% | Added |
| Charter Research & Investment Group, Inc. | 8,472 | $573.6K | 0.45% | 00.0% | Unchanged |
| Concentrum Wealth Management | 8,474 | $573.8K | 0.24% | +56+0.7% | Added |
| TFG Advisers LLC | 8,485 | $574.5K | 0.22% | −114−1.3% | Reduced |
| Revolve Wealth Partners, LLC | 8,505 | $575.9K | 0.09% | +195+2.3% | Added |
| Bell Bank | 8,516 | $576.6K | 0.05% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 8,524 | $577.0K | 0.21% | +158+1.9% | Added |
| Legacy Financial Group, Inc. | 8,578 | $580.8K | 0.22% | −769−8.2% | Reduced |
| Columbia Asset Management | 8,582 | $581.0K | 0.11% | +5,736+201.5% | Added |
| Jackson Wealth Management, LLC | 8,601 | $582.0K | 0.12% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8,613 | $583.2K | 0.07% | +908+11.8% | Added |
| Vicus Capital | 8,631 | $584.4K | 0.05% | +774+9.9% | Added |
| Kuhn & Co Investment Counsel | 8,634 | $584.6K | 0.52% | 00.0% | Unchanged |
| Bath Savings Trust Co | 8,637 | $584.8K | 0.06% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 8,656 | $586.1K | 0.52% | +8,656 | New |
| Essential Planning, LLC. | 8,661 | $586.4K | 0.26% | +5,774+200.0% | Added |
| Firethorn Wealth Partners, LLC | 8,663 | $586.6K | 0.33% | +294+3.5% | Added |
| Iowa State Bank | 8,682 | $587.9K | 0.13% | −483−5.3% | Reduced |
| SOA Wealth Advisors, LLC. | 8,688 | $588.3K | 0.12% | +31+0.4% | Added |
| Willner & Heller, LLC | 8,719 | $590.4K | 0.57% | +56+0.6% | Added |
| Baldwin Investment Management, LLC | 8,745 | $592.1K | 0.08% | −50−0.6% | Reduced |
| Duncan Williams Asset Management, LLC | 8,746 | $592.2K | 0.50% | −898−9.3% | Reduced |
| Rather & Kittrell, Inc. | 8,752 | $592.6K | 0.16% | −297−3.3% | Reduced |
| 49 Wealth Management, LLC | 8,785 | $592.8K | 0.12% | +1,933+28.2% | Added |
| Braun-Bostich & Associates Inc. | 8,771 | $593.9K | 0.44% | +1,862+27.0% | Added |
| Vivid Wealth Management, LLC | 8,778 | $594.3K | 0.33% | −10,070−53.4% | Reduced |
| Sepio Capital, LP | 8,803 | $596.0K | 0.05% | +19+0.2% | Added |
| Richardson Financial Services Inc. | 8,808 | $596.4K | 0.43% | −2,368−21.2% | Reduced |
| Grandfield & Dodd, LLC | 8,826 | $597.6K | 0.04% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 8,845 | $598.9K | 0.04% | +496+5.9% | Added |
| Consilium Wealth Advisory, LLC | 8,870 | $600.6K | 0.33% | −332−3.6% | Reduced |
| Soltis Investment Advisors LLC | 8,885 | $601.6K | 0.06% | +3,979+81.1% | Added |
| Burt Wealth Advisors | 8,890 | $602.0K | 0.16% | −445−4.8% | Reduced |
| Arkansas Financial Group, Inc. | 8,894 | $602.2K | 0.11% | −524−5.6% | Reduced |
| Sage Private Wealth Group, LLC | 8,918 | $603.9K | 0.51% | +625+7.5% | Added |
| NDVR, Inc. | 8,920 | $604.0K | 0.63% | +203+2.3% | Added |
| Trinity Financial Advisors LLC | 8,923 | $604.2K | 0.27% | 00.0% | Unchanged |
| Gibbs Wealth Management | 8,927 | $604.5K | 0.24% | +1,692+23.4% | Added |
| Private Wealth Advisors | 8,970 | $605.3K | 0.26% | +32+0.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,955 | $606.3K | 0.02% | +8,955 | New |
| Galvin, Gaustad & Stein, LLC | 8,977 | $607.9K | 0.06% | −1,266−12.4% | Reduced |
| Gladius Capital Management LP | 8,979 | $608.0K | 0.61% | +1,525+20.5% | Added |
| TFC Financial Management | 8,982 | $608.2K | 0.11% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 8,985 | $608.4K | 0.08% | +159+1.8% | Added |
| Trilogy Capital Inc. | 8,986 | $608.4K | 0.03% | −109−1.2% | Reduced |
| First Bank & Trust | 8,987 | $608.5K | 0.12% | −49−0.5% | Reduced |
| Centric Wealth Management | 8,727 | $609.0K | 0.18% | +40+0.5% | Added |
| Evergreen Wealth Solutions, LLC | 8,996 | $609.1K | 0.43% | −429−4.6% | Reduced |
| Addison Advisors LLC | 9,004 | $609.7K | 0.20% | +657+7.9% | Added |
| Worth Financial Advisory Group, LLC | 9,005 | $609.7K | 0.40% | +447+5.2% | Added |
| Sabal Trust CO | 9,009 | $610.0K | 0.04% | +201+2.3% | Added |
| Financial Partners Group, LLC | 9,014 | $610.3K | 0.24% | −15,962−63.9% | Reduced |
| Samalin Investment Counsel, LLC | 9,027 | $611.3K | 0.29% | +54+0.6% | Added |
| Chilton Investment Co LLC | 9,037 | $611.9K | 0.02% | −131−1.4% | Reduced |
| Fusion Capital, LLC | 9,039 | $612.0K | 0.28% | +51+0.6% | Added |
| Builder Investment Group Inc | 9,061 | $613.5K | 0.17% | +20.0% | Added |
| Clay Northam Wealth Management, LLC | 9,063 | $613.7K | 0.47% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 9,065 | $613.8K | 0.28% | −707−7.2% | Reduced |
| McAdam, LLC | 9,098 | $616.0K | 0.04% | +714+8.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 9,099 | $616.1K | 0.93% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 9,117 | $617.2K | 0.19% | −179−1.9% | Reduced |
| River Wealth Advisors LLC | 9,118 | $617.4K | 0.09% | +4,703+106.5% | Added |
| Kerntke Otto McGlone Wealth Management Group | 9,126 | $618.0K | 0.58% | −61−0.7% | Reduced |
| Embree Financial Group | 9,133 | $618.4K | 0.12% | +235+2.6% | Added |
| Aull & Monroe Investment Management Corp | 9,140 | $618.9K | 0.30% | +219+2.5% | Added |
| Integrated Investment Consultants, LLC | 10,325 | $621.3K | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 9,180 | $621.6K | 0.18% | +425+4.9% | Added |