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 |
|---|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 16,004 | $1.08M | 0.15% | +1,832+12.9% | Added |
| Okabena Investment Services Inc | 16,020 | $1.08M | 0.34% | +8,343+108.7% | Added |
| Trust Co | 16,090 | $1.09M | 0.14% | +3,343+26.2% | Added |
| Hartford Financial Management Inc. | 16,122 | $1.09M | 0.23% | −807−4.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 16,144 | $1.09M | 0.08% | −533−3.2% | Reduced |
| Oxford Financial Group Ltd | 16,168 | $1.09M | 0.07% | +922+6.0% | Added |
| Blackston Financial Advisory Group, LLC | 16,189 | $1.10M | 0.61% | +2,221+15.9% | Added |
| Foster Group, Inc. | 16,197 | $1.10M | 0.04% | +788+5.1% | Added |
| McKinley Carter Wealth Services, Inc. | 16,235 | $1.10M | 0.07% | +109+0.7% | Added |
| Alliance Wealth Advisors, LLC | 16,273 | $1.10M | 0.32% | +1,173+7.8% | Added |
| Laraway Financial Inc | 16,277 | $1.10M | 0.94% | +70.0% | Added |
| Colonial River Wealth Management, LLC | 16,307 | $1.10M | 0.59% | −733−4.3% | Reduced |
| Dillon & Associates Inc | 16,254 | $1.10M | 0.16% | 00.0% | Unchanged |
| Norden Group LLC | 16,329 | $1.11M | 0.22% | −249−1.5% | Reduced |
| Intact Investment Management Inc. | 16,330 | $1.11M | 0.04% | +4,930+43.2% | Added |
| Drive Wealth Management, LLC | 16,344 | $1.11M | 0.30% | +333+2.1% | Added |
| BKM Wealth Management, LLC | 16,394 | $1.11M | 0.53% | −6,621−28.8% | Reduced |
| Austin Private Wealth, LLC | 16,451 | $1.11M | 0.12% | −1,572−8.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 16,475 | $1.12M | 0.45% | −2,958−15.2% | Reduced |
| Annex Advisory Services, LLC | 16,480 | $1.12M | 0.04% | −2,187−11.7% | Reduced |
| Peoples Financial Services Corp. | 16,484 | $1.12M | 0.50% | −318−1.9% | Reduced |
| Wealth Management Associates, Inc. | 16,487 | $1.12M | 0.52% | 00.0% | Unchanged |
| Alta Capital Management LLC | 16,500 | $1.12M | 0.07% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 16,532 | $1.12M | 0.31% | +488+3.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,582 | $1.12M | 0.02% | −421−2.5% | Reduced |
| Summa Corp. | 16,612 | $1.12M | 0.55% | +75+0.5% | Added |
| Smith Thornton Advisors LLC | 16,640 | $1.13M | 0.83% | +16,640 | New |
| Clarus Group, Inc. | 16,656 | $1.13M | 0.50% | +4,617+38.4% | Added |
| Catalina Capital Group, LLC | 16,665 | $1.13M | 0.43% | +826+5.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16,674 | $1.13M | 0.46% | +50.0% | Added |
| Probity Advisors, Inc. | 16,716 | $1.13M | 0.23% | +819+5.2% | Added |
| Revisor Wealth Management LLC | 16,741 | $1.13M | 0.79% | +1,466+9.6% | Added |
| Byrne Asset Management LLC | 16,725 | $1.14M | 0.81% | −625−3.6% | Reduced |
| Biltmore Family Office, LLC | 16,778 | $1.14M | 0.21% | +45+0.3% | Added |
| Gordian Capital Singapore Pte Ltd | 16,803 | $1.14M | 0.65% | 00.0% | Unchanged |
| Romano Brothers and Company | 16,835 | $1.14M | 0.16% | −1,225−6.8% | Reduced |
| Valley National Advisers Inc | 16,851 | $1.14M | 0.17% | −1,356−7.4% | Reduced |
| Fiduciary Family Office, LLC | 16,913 | $1.15M | 0.45% | +832+5.2% | Added |
| Lineweaver Wealth Advisors, LLC | 16,915 | $1.15M | 0.24% | −808−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 16,924 | $1.15M | 0.18% | −36−0.2% | Reduced |
| Allied Investment Advisors, LLC | 16,986 | $1.15M | 0.27% | −780−4.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 16,992 | $1.15M | 0.29% | +151+0.9% | Added |
| Columbus Macro, LLC | 16,837 | $1.15M | 0.44% | −177−1.0% | Reduced |
| Cim Investment Mangement Inc | 17,036 | $1.15M | 0.36% | −97−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,065 | $1.16M | 0.09% | −141−0.8% | Reduced |
| RMB Capital Management, LLC | 17,069 | $1.16M | 0.03% | −1,999−10.5% | Reduced |
| Evernest Financial Advisors, LLC | 17,109 | $1.16M | 0.52% | −256−1.5% | Reduced |
| Proffitt & Goodson Inc | 17,124 | $1.16M | 0.20% | −408−2.3% | Reduced |
| Red Wave Investments LLC | 17,149 | $1.16M | 0.43% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 17,150 | $1.16M | 0.33% | −6,100−26.2% | Reduced |
| Slagle Financial, LLC | 17,204 | $1.16M | 0.60% | +9,695+129.1% | Added |
| Arthur M. Cohen & Associates, LLC | 17,213 | $1.17M | 0.21% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 17,209 | $1.17M | 0.08% | +4,605+36.5% | Added |
| Souders Financial Advisors | 17,291 | $1.17M | 0.18% | −9,989−36.6% | Reduced |
| Savoie Capital LLC | 17,334 | $1.17M | 0.15% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 17,352 | $1.17M | 0.48% | −1,165−6.3% | Reduced |
| Merriman Wealth Management, LLC | 17,382 | $1.18M | 0.05% | −352−2.0% | Reduced |
| Sym Financial Corp | 17,404 | $1.18M | 0.19% | +2,456+16.4% | Added |
| Icon Wealth Advisors, LLC | 17,169 | $1.18M | 0.10% | −853−4.7% | Reduced |
| Resolute Wealth Strategies, LLC | 17,416 | $1.18M | 0.68% | −237−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 17,997 | $1.18M | 0.00% | −2,052,768−99.1% | Reduced |
| Fort Point Capital Partners LLC | 17,482 | $1.18M | 0.15% | +235+1.4% | Added |
| Strait & Sound Wealth Management LLC | 17,583 | $1.19M | 0.61% | +426+2.5% | Added |
| Donaldson Capital Management, LLC | 17,590 | $1.19M | 0.05% | +22+0.1% | Added |
| Journey Strategic Wealth LLC | 17,628 | $1.19M | 0.05% | +6,073+52.6% | Added |
| PFW Advisors LLC | 17,634 | $1.19M | 0.38% | −1,226−6.5% | Reduced |
| MWA Asset Management | 17,730 | $1.20M | 0.86% | −39−0.2% | Reduced |
| Concord Wealth Partners | 17,747 | $1.20M | 0.21% | +2,093+13.4% | Added |
| Wealthspan Partners, LLC | 17,763 | $1.20M | 0.66% | −27−0.2% | Reduced |
| Delap Wealth Advisory, LLC | 17,798 | $1.21M | 0.55% | −19,262−52.0% | Reduced |
| Papp L Roy & Associates | 17,805 | $1.21M | 0.15% | +1,116+6.7% | Added |
| D'Orazio & Associates, Inc. | 17,860 | $1.21M | 0.19% | +395+2.3% | Added |
| Viawealth, LLC | 17,866 | $1.21M | 0.75% | −497−2.7% | Reduced |
| Sunburst Financial Group, LLC | 17,938 | $1.21M | 0.33% | +824+4.8% | Added |
| Southeast Asset Advisors Inc. | 17,968 | $1.22M | 0.15% | +31+0.2% | Added |
| MCF Advisors LLC | 17,993 | $1.22M | 0.09% | +523+3.0% | Added |
| Nebula Research & Development LLC | 18,076 | $1.22M | 0.20% | −4,583−20.2% | Reduced |
| Willis Johnson & Associates, Inc. | 18,082 | $1.22M | 0.10% | +1,079+6.3% | Added |
| Magnus Financial Group LLC | 18,114 | $1.23M | 0.14% | +156+0.9% | Added |
| MB, Levis & Associates, LLC | 18,159 | $1.23M | 0.65% | +204+1.1% | Added |
| CNB Bank | 18,208 | $1.23M | 0.59% | +8,967+97.0% | Added |
| Murphy Pohlad Asset Management LLC | 18,235 | $1.23M | 0.53% | −845−4.4% | Reduced |
| Helen Stephens Group, LLC | 18,245 | $1.24M | 0.43% | −48−0.3% | Reduced |
| Pin Oak Investment Advisors Inc | 18,275 | $1.24M | 1.18% | +438+2.5% | Added |
| Paloma Partners Management Co | 18,310 | $1.24M | 0.11% | +18,310 | New |
| KWB Wealth | 20,612 | $1.24M | 0.17% | −273−1.3% | Reduced |
| Grove Bank & Trust | 18,336 | $1.24M | 0.20% | −93−0.5% | Reduced |
| Great Lakes Retirement, Inc. | 18,366 | $1.24M | 0.17% | +1,596+9.5% | Added |
| Benin Management CORP | 18,372 | $1.24M | 0.38% | +345+1.9% | Added |
| FCG Investment Co | 18,377 | $1.24M | 0.94% | +954+5.5% | Added |
| St. Louis Trust Co | 18,411 | $1.25M | 0.19% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 18,420 | $1.25M | 0.61% | +3,372+22.4% | Added |
| Colton Groome Financial Advisors, LLC | 18,516 | $1.25M | 0.49% | −1,688−8.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 18,527 | $1.25M | 0.89% | +123+0.7% | Added |
| Beaton Management Co. Inc. | 18,557 | $1.26M | 0.68% | +200+1.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 18,576 | $1.26M | 0.05% | +8,654+87.2% | Added |
| Costello Asset Management, INC | 18,619 | $1.26M | 0.94% | −257−1.4% | Reduced |
| KMG Fiduciary Partners, LLC | 18,626 | $1.26M | 0.12% | +299+1.6% | Added |
| Private Wealth Partners, LLC | 18,753 | $1.27M | 0.10% | +1,161+6.6% | Added |
| MJP Associates Inc | 18,759 | $1.27M | 0.26% | −900−4.6% | Reduced |