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 |
|---|---|---|---|---|---|
| Bright Futures Wealth Management, LLC. | 10,271 | $703.2K | 0.38% | +343+3.5% | Added |
| Mill Creek Capital Advisors, LLC | 10,393 | $703.7K | 0.02% | −840−7.5% | Reduced |
| AA Financial Advisors, LLC | 10,400 | $704.2K | 0.25% | +893+9.4% | Added |
| Sara-Bay Financial | 10,416 | $705.3K | 0.29% | −135−1.3% | Reduced |
| Strategic Investment Advisors | 10,417 | $705.3K | 0.09% | +4,051+63.6% | Added |
| Vantage Consulting Group Inc | 10,428 | $706.1K | 0.52% | −1,428−12.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 10,448 | $707.4K | 0.39% | +602+6.1% | Added |
| Mayfair Advisory Group, LLC | 10,236 | $708.7K | 0.48% | −115−1.1% | Reduced |
| Ashton Thomas Securities, LLC | 10,143 | $709.0K | 0.17% | +10,143 | New |
| Winch Advisory Services, LLC | 10,480 | $709.6K | 0.20% | +1,023+10.8% | Added |
| Signature Wealth Management Group | 10,510 | $711.6K | 0.31% | +299+2.9% | Added |
| Castle Wealth Management LLC | 10,522 | $712.4K | 0.34% | +66+0.6% | Added |
| Royal Capital Wealth Management, LLC | 10,547 | $714.2K | 0.54% | +2,005+23.5% | Added |
| Retirement Planning Co of New England, Inc. | 10,588 | $716.9K | 0.39% | −338−3.1% | Reduced |
| BTG Pactual Asset Management US LLC | 10,600 | $717.7K | 0.18% | +10,600 | New |
| Planning Directions Inc | 10,619 | $719.0K | 0.49% | −167−1.5% | Reduced |
| Foguth Wealth Management, LLC. | 10,650 | $721.1K | 0.32% | +2,005+23.2% | Added |
| Great Diamond Partners, LLC | 10,673 | $722.7K | 0.17% | −1,378−11.4% | Reduced |
| Prosperity Financial Group, Inc. | 10,699 | $724.5K | 0.46% | −378−3.4% | Reduced |
| Avondale Wealth Management | 10,700 | $724.5K | 0.50% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 10,707 | $724.9K | 0.06% | +810+8.2% | Added |
| E&G Advisors, LP | 10,791 | $730.7K | 0.21% | +100+0.9% | Added |
| Well Done, LLC | 10,817 | $732.4K | 0.15% | +381+3.7% | Added |
| Invesco, LLC | 10,826 | $733.0K | 0.31% | −15−0.1% | Reduced |
| Cornerstone Advisory, LLC | 10,831 | $733.4K | 0.10% | −1,759−14.0% | Reduced |
| American Trust | 10,833 | $733.5K | 0.06% | +252+2.4% | Added |
| Mystic Asset Management, Inc. | 10,844 | $734.2K | 0.30% | +6+0.1% | Added |
| Milestone Asset Management, LLC | 10,848 | $734.5K | 0.18% | +1,383+14.6% | Added |
| Primoris Wealth Advisors, LLC | 10,874 | $736.3K | 0.59% | −250−2.2% | Reduced |
| Clough Capital Partners L P | 10,875 | $736.3K | 0.08% | +10,875 | New |
| Geller Advisors LLC | 10,888 | $737.3K | 0.05% | +2,905+36.4% | Added |
| Strategic Advisors LLC | 10,895 | $737.7K | 0.14% | +1,167+12.0% | Added |
| Spinnaker Investment Group, LLC | 10,911 | $738.8K | 0.20% | −1,389−11.3% | Reduced |
| Carson Advisory Inc. | 10,921 | $739.4K | 0.52% | +777+7.7% | Added |
| Old Point Trust & Financial Services N A | 10,922 | $739.5K | 0.29% | −566−4.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 10,992 | $743.6K | 0.60% | +151+1.4% | Added |
| Schear Investment Advisers, LLC | 10,996 | $744.5K | 0.54% | +1,636+17.5% | Added |
| Lazari Capital Management, Inc. | 10,997 | $744.6K | 0.34% | +947+9.4% | Added |
| Carr Financial Group Corp | 10,998 | $744.7K | 0.24% | −402−3.5% | Reduced |
| Alpine Global Management, LLC | 11,002 | $744.9K | 0.13% | +11,002 | New |
| Pinnacle Bancorp, Inc. | 11,028 | $746.7K | 0.22% | +1,020+10.2% | Added |
| Silverlake Wealth Management LLC | 11,055 | $748.5K | 0.31% | −118−1.1% | Reduced |
| MN Wealth Advisors, LLC | 9,655 | $749.3K | 0.43% | −1,175−10.8% | Reduced |
| Maripau Wealth Management LLC | 11,067 | $749.3K | 0.51% | +2,393+27.6% | Added |
| Coerente Capital Management | 11,100 | $751.6K | 0.15% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 11,112 | $752.4K | 0.38% | +402+3.8% | Added |
| Hunter Associates Investment Management LLC | 11,120 | $753.0K | 0.13% | +590+5.6% | Added |
| Davis R M Inc | 11,135 | $753.9K | 0.02% | −183−1.6% | Reduced |
| Leibman Financial Services, Inc. | 11,182 | $757.1K | 0.56% | 00.0% | Unchanged |
| Onefund, LLC | 11,202 | $758.5K | 0.83% | +185+1.7% | Added |
| Athena Investment Management | 11,203 | $758.5K | 0.46% | −699−5.9% | Reduced |
| Lodestar Private Asset Management LLC | 11,216 | $759.4K | 0.10% | −135−1.2% | Reduced |
| Harbert Fund Advisors, Inc. | 11,250 | $761.7K | 0.61% | −5,300−32.0% | Reduced |
| Pacific Sage Partners, LLC | 11,253 | $761.9K | 0.19% | +106+1.0% | Added |
| Diversified, LLC | 11,254 | $762.0K | 0.09% | +500+4.6% | Added |
| Private Wealth Strategies, L.L.C. | 11,276 | $763.5K | 0.15% | +36+0.3% | Added |
| Kelman-Lazarov, Inc. | 11,287 | $764.3K | 0.14% | −560−4.7% | Reduced |
| Seven Mile Advisory | 11,295 | $764.8K | 0.56% | −596−5.0% | Reduced |
| Wayfinding Financial, LLC | 11,312 | $765.0K | 0.43% | −719−6.0% | Reduced |
| SS&H Financial Advisors, Inc. | 11,295 | $765.0K | 0.30% | +6,987+162.2% | Added |
| Alta Advisers Ltd | 11,300 | $765.1K | 0.37% | 00.0% | Unchanged |
| Main Street Research LLC | 11,315 | $766.2K | 0.05% | −1,516−11.8% | Reduced |
| KPP Advisory Services LLC | 11,385 | $770.9K | 0.20% | −286−2.5% | Reduced |
| Crescent Sterling, Ltd. | 11,403 | $772.1K | 0.74% | −1,347−10.6% | Reduced |
| Montgomery Investment Management Inc | 11,413 | $772.8K | 0.31% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 11,414 | $772.8K | 0.64% | +837+7.9% | Added |
| Tributary Capital Management, LLC | 11,430 | $773.9K | 0.06% | −440−3.7% | Reduced |
| First International Bank & Trust | 11,430 | $773.9K | 0.27% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 11,492 | $778.1K | 0.13% | −321−2.7% | Reduced |
| Spotlight Asset Group, Inc. | 11,501 | $778.7K | 0.54% | +1,520+15.2% | Added |
| Grant/GrossMendelsohn, LLC | 11,502 | $778.8K | 0.36% | +10+0.1% | Added |
| Ethos Financial Group, LLC | 11,521 | $780.0K | 0.14% | −1,575−12.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 11,520 | $780.0K | 0.05% | 00.0% | Unchanged |
| Marest Capital, LLC | 11,544 | $781.7K | 0.69% | +77+0.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 11,550 | $782.0K | 0.05% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 11,563 | $782.9K | 0.16% | +11,563 | New |
| BSW Wealth Partners | 11,567 | $783.2K | 0.13% | +304+2.7% | Added |
| Orrstown Financial Services Inc | 11,585 | $784.4K | 0.41% | +50.0% | Added |
| Stone Point Wealth LLC | 11,610 | $786.1K | 0.28% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 11,648 | $788.7K | 0.33% | +11,648 | New |
| Foster Dykema Cabot & Partners, LLC | 11,652 | $789.0K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11,664 | $789.8K | 0.47% | +11,664 | New |
| Redhawk Wealth Advisors, Inc. | 11,684 | $791.1K | 0.12% | +46+0.4% | Added |
| Prescott Group Capital Management, L.L.C. | 11,700 | $792.0K | 0.12% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 11,698 | $792.1K | 0.07% | −1,362−10.4% | Reduced |
| UMA Financial Services, Inc. | 11,346 | $794.1K | 0.15% | +633+5.9% | Added |
| BluePath Capital Management, LLC | 11,732 | $794.4K | 0.57% | +1,750+17.5% | Added |
| Slocum, Gordon & Co LLP | 11,759 | $796.2K | 0.59% | +300+2.6% | Added |
| Aveo Capital Partners, LLC | 11,803 | $799.2K | 0.09% | −2,421−17.0% | Reduced |
| United Bank | 11,844 | $802.0K | 0.10% | −915−7.2% | Reduced |
| Seamount Financial Group Inc | 11,847 | $802.2K | 0.65% | +198+1.7% | Added |
| ICA Group Wealth Management, LLC | 11,900 | $805.8K | 0.48% | −6,837−36.5% | Reduced |
| Blueshift Asset Management, LLC | 11,901 | $805.8K | 0.27% | −5,403−31.2% | Reduced |
| Absolute Capital Management, LLC | 11,945 | $808.8K | 0.49% | +5,799+94.4% | Added |
| BLB&B Advisors, LLC | 11,954 | $809.4K | 0.04% | +2,889+31.9% | Added |
| DF Dent & Co Inc | 11,963 | $810.0K | 0.01% | −1,500−11.1% | Reduced |
| Beacon Financial Advisory LLC | 11,970 | $810.5K | 0.30% | +5,918+97.8% | Added |
| American Capital Advisory, LLC | 5,152 | $812.2K | 0.58% | +1,029+25.0% | Added |
| Matisse Capital | 12,017 | $813.7K | 0.40% | +900+8.1% | Added |
| Moseley Investment Management Inc | 12,020 | $813.9K | 0.38% | +49+0.4% | Added |