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, 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
- 3,320
- +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
- 1,508 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 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 9,199 | $622.9K | 0.19% | 00.0% | Unchanged |
| Balentine LLC | 9,210 | $623.6K | 0.03% | −82,075−89.9% | Reduced |
| Jag Capital Management, LLC | 9,281 | $628.4K | 0.09% | −4,206−31.2% | Reduced |
| Weaver Consulting Group | 9,287 | $628.9K | 0.22% | +376+4.2% | Added |
| Affinity Wealth Management LLC | 9,289 | $629.0K | 0.11% | −462−4.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,294 | $629.3K | 0.26% | −29,131−75.8% | Reduced |
| ABLE Financial Group, LLC | 9,300 | $629.7K | 0.23% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 9,305 | $630.1K | 0.38% | +90+1.0% | Added |
| Advisors Management Group Inc | 9,312 | $631.0K | 0.16% | +153+1.7% | Added |
| Fairhaven Wealth Management, LLC | 9,344 | $632.7K | 0.21% | +14+0.2% | Added |
| Forte Capital LLC | 9,352 | $633.2K | 0.08% | −149−1.6% | Reduced |
| Lantz Financial LLC | 9,355 | $633.5K | 0.20% | +43+0.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 9,357 | $634.0K | 0.14% | +237+2.6% | Added |
| Lawson Kroeker Investment Management Inc | 9,366 | $634.2K | 0.12% | +2,805+42.8% | Added |
| James Hambro & Partners | 9,372 | $634.5K | 0.03% | −231−2.4% | Reduced |
| Birch Hill Investment Advisors LLC | 9,375 | $634.8K | 0.03% | 00.0% | Unchanged |
| Watchman Group, Inc. | 9,376 | $634.9K | 0.20% | −59−0.6% | Reduced |
| Eagle Bay Advisors LLC | 9,391 | $635.9K | 0.39% | −1,096−10.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 9,415 | $637.5K | 0.42% | −1,114−10.6% | Reduced |
| Burkett Financial Services, LLC | 9,417 | $637.6K | 0.33% | +63+0.7% | Added |
| Eagle Ridge Investment Management | 9,432 | $638.6K | 0.06% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 9,457 | $640.3K | 0.27% | +47+0.5% | Added |
| Hills Bank & Trust Co | 9,461 | $640.6K | 0.05% | +92+1.0% | Added |
| Alpha Family Trust | 9,480 | $641.9K | 0.38% | 00.0% | Unchanged |
| Washington Trust Bank | 9,490 | $642.6K | 0.06% | −458−4.6% | Reduced |
| Ironwood Financial, llc | 9,507 | $643.7K | 0.14% | +41+0.4% | Added |
| Peterson Wealth Advisors, LLC | 9,516 | $644.3K | 0.14% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 9,499 | $645.4K | 0.14% | +2,390+33.6% | Added |
| Core Wealth Partners LLC | 9,560 | $647.4K | 0.44% | −1,476−13.4% | Reduced |
| Bluesphere Advisors, LLC | 9,575 | $648.3K | 0.33% | +1,157+13.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,595 | $649.7K | 0.12% | −20−0.2% | Reduced |
| Aureus Asset Management, LLC | 9,601 | $650.1K | 0.05% | +150+1.6% | Added |
| Smart Money Group LLC | 9,475 | $650.3K | 0.23% | +323+3.5% | Added |
| Kades & Cheifetz LLC | 9,624 | $651.7K | 0.41% | −103−1.1% | Reduced |
| Maiden Cove Capital, LLC | 10,861 | $651.7K | 1.42% | +10,861 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,630 | $652.0K | 0.18% | 00.0% | Unchanged |
| TSFG, LLC | 9,653 | $654.0K | 0.15% | +20.0% | Added |
| McGowan Group Asset Management, Inc. | 9,667 | $654.5K | 0.09% | +109+1.1% | Added |
| Red Mountain Financial, LLC | 9,667 | $654.6K | 0.79% | +9,667 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 9,685 | $655.8K | 0.94% | +48+0.5% | Added |
| Quantum Financial Advisors, LLC | 9,698 | $656.6K | 0.12% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 9,705 | $657.1K | 0.68% | +9,705 | New |
| Culbertson A N & Co Inc | 9,712 | $657.6K | 0.11% | +135+1.4% | Added |
| Hobbs Group Advisors, LLC | 9,722 | $658.3K | 0.25% | +9,722 | New |
| Angeles Investment Advisors, LLC | 9,725 | $658.5K | 0.03% | −1,027−9.6% | Reduced |
| Vertex Planning Partners, LLC | 9,727 | $658.6K | 0.17% | +120+1.2% | Added |
| WealthTrust Axiom LLC | 9,730 | $658.8K | 0.22% | +130+1.4% | Added |
| Monticello Wealth Management, LLC | 9,733 | $659.1K | 0.06% | +9+0.1% | Added |
| Strategic Wealth Designers | 9,773 | $659.5K | 0.08% | +9,773 | New |
| Horan Securities, Inc. | 9,782 | $662.3K | 0.29% | −573−5.5% | Reduced |
| Empire Financial Management Company, LLC | 9,797 | $663.4K | 0.22% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 9,798 | $663.4K | 0.10% | −152−1.5% | Reduced |
| Sienna Gestion | 9,806 | $663.7K | 0.06% | −105,694−91.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,807 | $664.0K | 0.15% | +1,031+11.7% | Added |
| Investors Asset Management of Georgia Inc | 9,808 | $664.1K | 0.32% | +31+0.3% | Added |
| AlphaQ Advisors LLC | 9,810 | $664.2K | 1.97% | −42,189−81.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 9,814 | $664.5K | 0.34% | −840−7.9% | Reduced |
| Duff & Phelps Investment Management Co | 9,817 | $664.7K | 0.01% | −39,555−80.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,830 | $665.6K | 0.07% | −165−1.7% | Reduced |
| Basepoint Wealth LLC | 9,852 | $667.1K | 0.53% | +19+0.2% | Added |
| Wealthquest Corp | 9,883 | $669.2K | 0.07% | +80+0.8% | Added |
| Olistico Wealth, LLC | 9,902 | $670.5K | 0.43% | +2,631+36.2% | Added |
| LexAurum Advisors, LLC | 9,909 | $670.9K | 0.16% | +32+0.3% | Added |
| Brass Tax Wealth Management, Inc | 9,942 | $673.2K | 0.13% | +9,942 | New |
| Resonant Capital Advisors, LLC | 9,957 | $674.2K | 0.05% | +885+9.8% | Added |
| Rosenberg Matthew Hamilton | 9,999 | $674.7K | 0.20% | −378−3.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 9,991 | $676.5K | 0.25% | +1,847+22.7% | Added |
| Bremer Bank National Association | 9,996 | $676.8K | 0.13% | +745+8.1% | Added |
| Flow State Investments, L.P. | 10,000 | $677.1K | 0.21% | +10,000 | New |
| Semus Wealth Partners LLC | 10,022 | $678.6K | 0.52% | −271−2.6% | Reduced |
| Counterpoint Mutual Funds LLC | 10,054 | $680.8K | 0.16% | +10,054 | New |
| Selective Wealth Management, Inc. | 9,746 | $681.3K | 0.30% | −275−2.7% | Reduced |
| Five Oceans Advisors | 10,066 | $681.6K | 0.36% | +10+0.1% | Added |
| Clearview Wealth Advisors LLC | 10,070 | $681.8K | 0.60% | −5,664−36.0% | Reduced |
| Zhang Financial LLC | 10,071 | $681.9K | 0.05% | +592+6.2% | Added |
| Middleton & Co Inc | 10,071 | $681.9K | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 10,075 | $682.2K | 0.16% | −3,846−27.6% | Reduced |
| Center for Financial Planning, Inc. | 10,118 | $685.1K | 0.10% | +344+3.5% | Added |
| SC&H Financial Advisors, Inc. | 10,124 | $685.5K | 0.17% | +12+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 10,134 | $686.1K | 0.24% | +2,453+31.9% | Added |
| Holistic Planning, LLC | 11,413 | $686.7K | 0.53% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 9,698 | $686.8K | 0.03% | +3,618+59.5% | Added |
| Convergence Financial, LLC | 10,145 | $686.9K | 0.18% | +4,678+85.6% | Added |
| TrueWealth Advisors, LLC | 10,148 | $687.1K | 0.25% | −334−3.2% | Reduced |
| Somerville Kurt F | 10,151 | $687.3K | 0.12% | −334−3.2% | Reduced |
| Norris Perne & French LLP | 10,167 | $688.4K | 0.05% | −90−0.9% | Reduced |
| North Star Asset Management Inc | 10,175 | $688.9K | 0.03% | −60−0.6% | Reduced |
| Fort Pitt Capital Group, LLC | 10,208 | $691.2K | 0.02% | +1,464+16.7% | Added |
| Hardy Reed LLC | 10,221 | $692.1K | 0.07% | −875−7.9% | Reduced |
| Waterway Wealth Management, LLC | 10,224 | $692.2K | 0.34% | +590+6.1% | Added |
| Semmax Financial Advisors Inc. | 10,175 | $693.2K | 0.21% | +333+3.4% | Added |
| Heritage Wealth Management, Inc. | 10,247 | $693.9K | 0.67% | +30+0.3% | Added |
| Centiva Capital, LP | 10,252 | $694.2K | 0.03% | +8,462+472.7% | Added |
| Capital Counsel LLC | 10,257 | $694.5K | 0.03% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 10,292 | $696.9K | 0.26% | +3,472+50.9% | Added |
| KKM Financial LLC | 10,419 | $697.4K | 0.33% | +48+0.5% | Added |
| Alhambra Investment Partners LLC | 10,356 | $701.2K | 0.38% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,365 | $701.8K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 10,375 | $702.5K | 0.14% | +739+7.7% | Added |
| Deerfield Management Company, L.P. (Series C) | 10,384 | $703.1K | 0.01% | +4,747+84.2% | Added |