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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Sweet Financial Partners, LLC | 12,034 | $814.8K | 0.19% | +7+0.1% | Added |
| Indiana Trust & Investment Management CO | 12,050 | $815.9K | 0.30% | −85−0.7% | Reduced |
| Sivia Capital Partners, LLC | 12,056 | $816.3K | 0.55% | −589−4.7% | Reduced |
| Aprio Wealth Management, LLC | 12,064 | $816.8K | 0.15% | +3,060+34.0% | Added |
| Hendershot Investments Inc. | 12,073 | $817.5K | 0.12% | −1,250−9.4% | Reduced |
| Fiduciary Alliance LLC | 12,037 | $819.4K | 0.13% | +945+8.5% | Added |
| Arnhold LLC | 12,114 | $820.2K | 0.09% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 12,135 | $821.7K | 0.32% | +10.0% | Added |
| Trueblood Wealth Management, LLC | 12,152 | $822.8K | 0.46% | +79+0.7% | Added |
| San Luis Wealth Advisors LLC | 12,151 | $823.0K | 0.20% | +12,151 | New |
| Newman Dignan & Sheerar, Inc. | 12,156 | $823.1K | 0.21% | −45−0.4% | Reduced |
| Garrison Asset Management, LLC | 12,163 | $823.6K | 0.43% | 00.0% | Unchanged |
| Cowa, LLC | 12,168 | $823.9K | 0.44% | −3,582−22.7% | Reduced |
| Angeles Wealth Management, LLC | 12,173 | $824.2K | 0.08% | +1,691+16.1% | Added |
| Paragon Capital Management Ltd | 12,177 | $824.5K | 0.15% | +60+0.5% | Added |
| Florida Financial Advisors, LLC | 12,182 | $824.9K | 0.49% | −840−6.5% | Reduced |
| Heck Capital Advisors, LLC | 12,196 | $825.8K | 0.10% | −9−0.1% | Reduced |
| Altshuler Shaham Ltd | 12,211 | $826.8K | 0.03% | −25,958−68.0% | Reduced |
| Excalibur Management Corp | 12,228 | $828.0K | 0.34% | +522+4.5% | Added |
| Strategic Investment Solutions, Inc. | 11,767 | $828.5K | 0.27% | +11,767 | New |
| Tiemann Investment Advisors, LLC | 12,253 | $829.7K | 0.37% | +35+0.3% | Added |
| Greenfield Savings Bank | 12,283 | $831.7K | 0.43% | −1,900−13.4% | Reduced |
| S.A. Mason LLC | 12,319 | $834.1K | 0.47% | +382+3.2% | Added |
| Clare Market Investments LLC | 12,328 | $834.7K | 0.23% | +727+6.3% | Added |
| Leonteq Securities AG | 12,359 | $836.8K | 0.12% | +1,896+18.1% | Added |
| River Street Advisors LLC | 12,381 | $838.3K | 0.52% | +389+3.2% | Added |
| RW Investment Management LLC | 12,409 | $840.2K | 0.11% | −441−3.4% | Reduced |
| USA Financial Portformulas Corp | 12,479 | $845.0K | 0.14% | +6,164+97.6% | Added |
| Edgemoor Investment Advisors, Inc. | 12,490 | $845.7K | 0.08% | +20.0% | Added |
| Keudell/Morrison Wealth Management | 12,508 | $846.9K | 0.25% | −292−2.3% | Reduced |
| Occudo Quantitative Strategies LP | 12,518 | $847.6K | 0.15% | +12,518 | New |
| Evanson Asset Management, LLC | 12,525 | $848.0K | 0.07% | −129−1.0% | Reduced |
| Napatree Capital LLC | 12,533 | $848.6K | 0.69% | −2,994−19.3% | Reduced |
| Tectonic Advisors LLC | 12,543 | $849.3K | 0.06% | +259+2.1% | Added |
| NFP Retirement, Inc. | 12,563 | $850.6K | 0.07% | −86−0.7% | Reduced |
| Hanson & Doremus Investment Management | 12,594 | $853.0K | 0.14% | −438−3.4% | Reduced |
| Intrua Financial, LLC | 12,650 | $856.6K | 0.14% | −319−2.5% | Reduced |
| Ninepoint Partners LP | 12,660 | $857.2K | 0.09% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,367 | $858.0K | 0.10% | +121+1.0% | Added |
| O'Rourke & Company, Inc | 12,670 | $858.0K | 0.48% | +50.0% | Added |
| S.E.E.D. Planning Group LLC | 12,681 | $858.6K | 0.31% | −200−1.6% | Reduced |
| Advantage Trust Co | 12,768 | $864.5K | 0.62% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 12,605 | $865.2K | 0.28% | +12,605 | New |
| First County Bank | 12,824 | $868.3K | 0.45% | −1,168−8.3% | Reduced |
| Integral Investment Advisors, Inc. | 12,808 | $869.4K | 0.32% | +492+4.0% | Added |
| Family Management Corp | 12,852 | $870.2K | 0.15% | −60,776−82.5% | Reduced |
| Harbour Trust & Investment Management Co | 12,852 | $870.2K | 0.10% | +79+0.6% | Added |
| Hudock, Inc. | 12,881 | $872.2K | 0.16% | +286+2.3% | Added |
| Ullmann Financial Group, Inc. | 12,889 | $872.7K | 0.12% | +552+4.5% | Added |
| True North Advisors, LLC | 12,920 | $874.8K | 0.23% | −8,410−39.4% | Reduced |
| City State Bank | 12,921 | $874.9K | 0.36% | −222−1.7% | Reduced |
| Marino, Stram & Associates LLC | 12,961 | $877.6K | 0.21% | +17+0.1% | Added |
| Wrapmanager Inc | 12,967 | $878.0K | 0.24% | +1,569+13.8% | Added |
| New Century Financial Group, LLC | 12,978 | $878.7K | 0.37% | −367−2.8% | Reduced |
| Howard Capital Management Group, LLC | 12,981 | $878.9K | 0.06% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 12,975 | $879.0K | 0.12% | 00.0% | Unchanged |
| W Advisors, LLC | 12,991 | $879.6K | 0.58% | +62+0.5% | Added |
| Beaumont Financial Advisors, LLC | 12,998 | $880.1K | 0.07% | +415+3.3% | Added |
| JSF Financial, LLC | 13,027 | $882.0K | 0.27% | +13,027 | New |
| Proathlete Wealth Management LLC | 13,062 | $884.4K | 0.42% | +11+0.1% | Added |
| Waterfront Wealth Inc. | 13,064 | $884.5K | 0.24% | +14+0.1% | Added |
| Eagle Rock Investment Company, LLC | 13,069 | $884.9K | 0.16% | +253+2.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 13,085 | $886.0K | 0.18% | +13,085 | New |
| Gleason Group, Inc. | 13,100 | $887.0K | 0.18% | −667−4.8% | Reduced |
| MEMBERS Trust Co | 13,112 | $887.8K | 0.03% | −418−3.1% | Reduced |
| Verus Capital Partners, LLC | 13,138 | $888.3K | 0.09% | −827−5.9% | Reduced |
| CCG Wealth Management, LLC | 13,154 | $890.7K | 0.50% | +108+0.8% | Added |
| Sirios Capital Management L P | 13,169 | $891.7K | 0.16% | +976+8.0% | Added |
| Cypress Wealth Services, LLC | 13,179 | $892.4K | 0.20% | +201+1.5% | Added |
| Lee Financial Co | 13,181 | $892.5K | 0.15% | +424+3.3% | Added |
| Sunpointe, LLC | 13,201 | $893.8K | 0.58% | +509+4.0% | Added |
| Alta Wealth Advisors LLC | 13,263 | $898.1K | 0.45% | −30.0% | Reduced |
| Koa Wealth Management, LLC | 13,268 | $898.4K | 0.76% | −8,995−40.4% | Reduced |
| WNY Asset Management, LLC | 13,281 | $899.2K | 0.12% | −9,517−41.7% | Reduced |
| Auxano Advisors, LLC | 13,281 | $899.3K | 0.25% | −1,004−7.0% | Reduced |
| Intrepid Capital Management Inc | 13,285 | $899.5K | 0.57% | +9,199+225.1% | Added |
| Pinnacle Holdings, LLC | 13,324 | $902.2K | 0.37% | −375−2.7% | Reduced |
| Nilsine Partners, LLC | 13,349 | $903.9K | 0.12% | +84+0.6% | Added |
| Raleigh Capital Management Inc. | 13,355 | $904.2K | 0.38% | +6,608+97.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,370 | $905.3K | 0.60% | −100−0.7% | Reduced |
| MONECO Advisors, LLC | 13,392 | $906.8K | 0.13% | +499+3.9% | Added |
| Bullock Wealth Management Group | 13,441 | $907.0K | 0.59% | −126−0.9% | Reduced |
| Ellenbecker Investment Group | 13,413 | $908.3K | 0.18% | +40.0% | Added |
| Driehaus Capital Management LLC | 13,461 | $911.4K | 0.01% | +2,706+25.2% | Added |
| Virtue Capital Management, LLC | 12,955 | $911.7K | 0.16% | −395−3.0% | Reduced |
| Apeiron RIA LLC | 13,491 | $913.5K | 0.28% | +50.0% | Added |
| Plan Group Financial, LLC | 13,497 | $913.9K | 0.56% | −428−3.1% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 13,516 | $915.2K | 0.64% | −901−6.2% | Reduced |
| Wiser Advisor Group LLC | 13,534 | $916.4K | 1.44% | −112−0.8% | Reduced |
| 626 Financial, LLC | 13,568 | $918.7K | 0.53% | −98−0.7% | Reduced |
| Syverson Strege & Co | 13,599 | $920.8K | 0.31% | +2,624+23.9% | Added |
| Mairs & Power Inc | 13,618 | $922.1K | 0.01% | −4,381−24.3% | Reduced |
| Triangle Securities Wealth Management | 13,622 | $922.3K | 0.26% | −30−0.2% | Reduced |
| Buffington Mohr McNeal | 13,632 | $923.0K | 0.16% | −5,286−27.9% | Reduced |
| Connecticut Wealth Management, LLC | 13,640 | $923.6K | 0.05% | +87+0.6% | Added |
| Cladis Investment Advisory, LLC | 13,643 | $923.8K | 0.67% | +10.0% | Added |
| Rezny Wealth Management, Inc. | 13,672 | $925.7K | 0.25% | +13,672 | New |
| JFS Wealth Advisors, LLC | 13,724 | $929.2K | 0.07% | −328−2.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 13,708 | $930.0K | 0.02% | +2,434+21.6% | Added |
| Fort Sheridan Advisors LLC | 13,764 | $932.0K | 0.15% | +771+5.9% | Added |