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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 13,784 | $933.3K | 0.08% | +9,358+211.4% | Added |
| HHM Wealth Advisors, LLC | 13,788 | $933.6K | 0.14% | +5,948+75.9% | Added |
| Reynders McVeigh Capital Management, LLC | 13,798 | $934.0K | 0.05% | +538+4.1% | Added |
| Traphagen Investment Advisors LLC | 13,857 | $938.3K | 0.10% | +114+0.8% | Added |
| Old North State Trust, LLC | 13,872 | $939.0K | 0.81% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 13,870 | $939.1K | 0.46% | +17+0.1% | Added |
| Veracity Capital LLC | 13,891 | $940.5K | 0.39% | −686−4.7% | Reduced |
| Oak Asset Management, LLC | 13,893 | $940.7K | 0.34% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 13,898 | $941.0K | 0.01% | −3,645−20.8% | Reduced |
| TRUE Private Wealth Advisors | 13,899 | $941.1K | 0.11% | +497+3.7% | Added |
| Cadinha & Co LLC | 13,905 | $941.5K | 0.17% | +771+5.9% | Added |
| Wulff, Hansen & Co. | 13,938 | $943.7K | 0.93% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 13,949 | $944.5K | 0.14% | −359−2.5% | Reduced |
| Patron Partners Advisors, LLC | 13,986 | $947.0K | 0.56% | +289+2.1% | Added |
| Vivaldi Capital Management, LLC | 13,990 | $947.3K | 0.27% | +530+3.9% | Added |
| Congress Wealth Management LLC | 13,999 | $947.9K | 0.02% | +1,472+11.8% | Added |
| Curbstone Financial Management Corp | 14,004 | $948.2K | 0.21% | −750−5.1% | Reduced |
| Ambassador Advisors, LLC | 14,005 | $948.3K | 0.17% | +946+7.2% | Added |
| Emprise Bank | 14,024 | $949.6K | 0.59% | −2,633−15.8% | Reduced |
| Asset Management Group, Inc. | 14,088 | $953.9K | 0.18% | +111+0.8% | Added |
| Tandem Investment Advisors, Inc. | 14,086 | $954.0K | 0.04% | −981−6.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,071 | $957.1K | 0.20% | −12,409−67.1% | Reduced |
| Optas, LLC | 14,146 | $957.8K | 0.25% | −440−3.0% | Reduced |
| Knollwood Investment Advisory, LLC | 14,157 | $958.6K | 0.11% | +14,157 | New |
| Waycross Investment Management Co | 14,173 | $959.6K | 0.93% | −195−1.4% | Reduced |
| Wimmer Associates 1, LLC | 14,177 | $959.9K | 0.49% | +215+1.5% | Added |
| Three Bridge Wealth Advisors, LLC | 14,211 | $962.2K | 0.38% | −276−1.9% | Reduced |
| Wilkins Investment Counsel Inc | 14,214 | $962.4K | 0.14% | +930+7.0% | Added |
| Brandywine Oak Private Wealth LLC | 14,247 | $964.7K | 0.10% | −822−5.5% | Reduced |
| Richard W. Paul & Associates, LLC | 14,263 | $965.8K | 0.37% | +32+0.2% | Added |
| Solstein Capital, LLC | 14,271 | $966.3K | 0.63% | 00.0% | Unchanged |
| Americana Partners, LLC | 14,278 | $966.8K | 0.08% | −575−3.9% | Reduced |
| Accredited Investors Inc. | 14,291 | $967.6K | 0.06% | +1,863+15.0% | Added |
| Cardiff Park Advisors, LLC | 14,296 | $968.0K | 0.09% | −159−1.1% | Reduced |
| Centennial Bank | 14,313 | $969.1K | 0.47% | −5,490−27.7% | Reduced |
| Ami Investment Management Inc | 14,316 | $969.3K | 0.34% | −195−1.3% | Reduced |
| Perpetual Ltd | 14,355 | $972.0K | 0.01% | −14,879−50.9% | Reduced |
| Augustine Asset Management Inc | 14,357 | $972.1K | 0.38% | −8−0.1% | Reduced |
| Alberta Investment Management Corp | 14,400 | $975.0K | 0.01% | −87,900−85.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,401 | $975.1K | 0.16% | +1,069+8.0% | Added |
| Puzo Michael J | 14,499 | $981.7K | 0.27% | −1,398−8.8% | Reduced |
| Grimes & Company, Inc. | 14,527 | $983.6K | 0.03% | +895+6.6% | Added |
| Crumly & Associates Inc. | 14,560 | $985.9K | 0.28% | +188+1.3% | Added |
| Mainsail Financial Group, LLC | 14,586 | $987.6K | 0.58% | +374+2.6% | Added |
| REDW Wealth LLC | 14,606 | $989.0K | 0.26% | −220−1.5% | Reduced |
| Sanders Morris Harris LLC | 14,607 | $989.0K | 0.16% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 14,660 | $992.6K | 0.48% | +684+4.9% | Added |
| Allstate Corp | 14,660 | $992.6K | 0.08% | +122+0.8% | Added |
| Renaissance Group LLC | 14,674 | $993.6K | 0.04% | −155−1.0% | Reduced |
| Fox Hill Wealth Management | 14,695 | $995.0K | 0.61% | +452+3.2% | Added |
| BIP Wealth, LLC | 14,698 | $995.2K | 0.08% | −74−0.5% | Reduced |
| Breakwater Capital Group | 14,710 | $996.0K | 0.23% | +1,501+11.4% | Added |
| Wealth Effects LLC | 14,753 | $998.9K | 0.36% | +590+4.2% | Added |
| Concord Asset Management, LLC | 14,753 | $998.9K | 0.25% | +2,338+18.8% | Added |
| Stableford Capital II LLC | 14,082 | $1.00M | 0.39% | −983−6.5% | Reduced |
| Atlas Capital Advisors LLC | 14,778 | $1.00M | 0.13% | −2,199−13.0% | Reduced |
| Patriot Investment Management Inc. | 14,787 | $1.00M | 0.08% | −2,709−15.5% | Reduced |
| AlphaStar Capital Management, LLC | 14,790 | $1.00M | 0.09% | −1,581−9.7% | Reduced |
| United Community Bank | 14,896 | $1.01M | 0.41% | −533−3.5% | Reduced |
| Monetta Financial Services Inc | 15,000 | $1.02M | 0.88% | 00.0% | Unchanged |
| TFB Advisors LLC | 15,034 | $1.02M | 0.33% | +1,141+8.2% | Added |
| Kidder Stephen W | 15,065 | $1.02M | 0.32% | −715−4.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,140 | $1.03M | 0.38% | +4,008+36.0% | Added |
| Perennial Investment Advisors, LLC | 15,202 | $1.03M | 0.15% | +640+4.4% | Added |
| Morris Retirement Advisors, LLC | 15,212 | $1.03M | 0.59% | −945−5.8% | Reduced |
| Compass Financial Group, INC | 15,221 | $1.03M | 0.22% | −69−0.5% | Reduced |
| Aspiriant, LLC | 15,223 | $1.03M | 0.04% | −1,984−11.5% | Reduced |
| Fulcrum Equity Management | 15,292 | $1.04M | 0.93% | +92+0.6% | Added |
| Gould Asset Management LLC | 15,310 | $1.04M | 0.24% | −25−0.2% | Reduced |
| Verity & Verity, LLC | 15,325 | $1.04M | 0.11% | +4,852+46.3% | Added |
| ISAM Funds (UK) Ltd | 15,330 | $1.04M | 0.78% | +9,635+169.2% | Added |
| Silvia McColl Wealth Management, LLC | 15,331 | $1.04M | 0.86% | +75+0.5% | Added |
| Boston Trust Walden Corp | 15,366 | $1.04M | 0.01% | +69+0.5% | Added |
| LCNB Corp | 15,400 | $1.04M | 0.39% | −226−1.4% | Reduced |
| MBL Wealth, LLC | 15,433 | $1.04M | 0.12% | −3,238−17.3% | Reduced |
| Pecaut & Co. | 15,435 | $1.05M | 0.40% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 15,450 | $1.05M | 0.28% | 00.0% | Unchanged |
| Narwhal Capital Management | 15,450 | $1.05M | 0.10% | +1,546+11.1% | Added |
| Permanent Capital Management, LP | 10,700 | $1.05M | 0.22% | +10,700 | New |
| Householder Group Estate & Retirement Specialist, LLC | 15,470 | $1.05M | 0.29% | +1,035+7.2% | Added |
| Iron Financial, LLC | 15,466 | $1.05M | 0.59% | +266+1.8% | Added |
| Alera Investment Advisors, LLC | 15,479 | $1.05M | 0.13% | +9,177+145.6% | Added |
| ASB Consultores, LLC | 15,487 | $1.05M | 0.38% | −3,348−17.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 15,534 | $1.05M | 0.00% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 15,556 | $1.05M | 0.36% | −1,894−10.9% | Reduced |
| Nova R Wealth, Inc. | 15,580 | $1.05M | 0.54% | +10+0.1% | Added |
| Canvas Wealth Advisors, LLC | 15,255 | $1.06M | 0.33% | +111+0.7% | Added |
| First Financial Corp | 15,591 | $1.06M | 0.54% | −174−1.1% | Reduced |
| Chicago Trust Co NA | 15,610 | $1.06M | 0.21% | +88+0.6% | Added |
| CRA Financial Services, LLC | 15,699 | $1.06M | 0.21% | +67+0.4% | Added |
| Proquility Private Wealth Partners, LLC | 15,738 | $1.07M | 0.36% | −16,309−50.9% | Reduced |
| Coordinated Financial Services, Inc. | 15,808 | $1.07M | 0.92% | +268+1.7% | Added |
| Wetzel Investment Advisors, Inc. | 17,811 | $1.07M | 0.61% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,851 | $1.07M | 0.32% | +1,279+8.8% | Added |
| Prentice Wealth Management LLC | 15,851 | $1.07M | 0.35% | +111+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 15,880 | $1.08M | 0.24% | +762+5.0% | Added |
| Abbot Financial Management, Inc. | 15,891 | $1.08M | 0.58% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 15,902 | $1.08M | 0.38% | +617+4.0% | Added |
| Abacus Planning Group, Inc. | 15,949 | $1.08M | 0.21% | +1,150+7.8% | Added |
| Baker Ellis Asset Management LLC | 15,972 | $1.08M | 0.16% | 00.0% | Unchanged |