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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 18,774 | $1.27M | 0.20% | +12,622+205.2% | Added |
| My Legacy Advisors, LLC | 18,793 | $1.27M | 0.41% | +444+2.4% | Added |
| Coastal Investment Advisors, Inc. | 18,797 | $1.27M | 0.25% | +937+5.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,823 | $1.27M | 0.21% | +561+3.1% | Added |
| First National Bank of Hutchinson | 18,826 | $1.27M | 0.81% | +5,227+38.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 18,834 | $1.28M | 0.27% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,835 | $1.28M | 0.08% | −8,499−31.1% | Reduced |
| TCI Wealth Advisors, Inc. | 18,888 | $1.28M | 0.12% | +536+2.9% | Added |
| Principle Wealth Partners LLC | 18,945 | $1.28M | 0.10% | +258+1.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 18,994 | $1.29M | 0.44% | −9,991−34.5% | Reduced |
| Charles Schwab Trust Co | 19,027 | $1.29M | 0.12% | −2,510−11.7% | Reduced |
| Banco BTG Pactual S.A. | 18,715 | $1.29M | 0.33% | +4,180+28.8% | Added |
| Tevis Investment Management | 19,083 | $1.29M | 1.04% | +165+0.9% | Added |
| Towerpoint Wealth, LLC | 19,120 | $1.29M | 0.65% | −644−3.3% | Reduced |
| Retirement Planning Group | 19,148 | $1.30M | 0.08% | −2,520−11.6% | Reduced |
| SRN Advisors, LLC | 19,150 | $1.30M | 1.08% | +522+2.8% | Added |
| Security Financial Services, INC. | 19,170 | $1.30M | 0.28% | +150+0.8% | Added |
| Diversify Advisory Services, LLC | 18,651 | $1.30M | 0.07% | +1,765+10.5% | Added |
| Shulman DeMeo Asset Management LLC | 19,390 | $1.31M | 0.34% | −252−1.3% | Reduced |
| Zimmermann Investment Management & Planning LLC | 19,394 | $1.31M | 0.44% | +1,526+8.5% | Added |
| Transcendent Capital Group LLC | 19,475 | $1.32M | 0.76% | +26+0.1% | Added |
| Freemont Management S.A. | 19,500 | $1.32M | 0.76% | −95,500−83.0% | Reduced |
| Foundation Resource Management Inc | 19,526 | $1.32M | 0.21% | −100−0.5% | Reduced |
| Woodward Diversified Capital, LLC | 19,529 | $1.32M | 0.78% | +1,073+5.8% | Added |
| Cyrus J. Lawrence, LLC | 19,560 | $1.32M | 0.27% | −9,000−31.5% | Reduced |
| Wealth Quarterback LLC | 19,594 | $1.33M | 0.75% | −378−1.9% | Reduced |
| Adamsbrown Wealth Consultants LLC | 19,596 | $1.33M | 0.52% | +305+1.6% | Added |
| Oxbow Advisors, LLC | 19,619 | $1.33M | 0.16% | +703+3.7% | Added |
| N.E.W. Advisory Services LLC | 19,640 | $1.33M | 0.14% | +289+1.5% | Added |
| Linscomb & Williams, Inc. | 19,658 | $1.33M | 0.07% | −336−1.7% | Reduced |
| Courier Capital LLC | 19,735 | $1.34M | 0.11% | −68,367−77.6% | Reduced |
| Eagle Global Advisors LLC | 19,743 | $1.34M | 0.07% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 19,747 | $1.34M | 0.57% | +481+2.5% | Added |
| BayBridge Capital Group, LLC | 19,755 | $1.34M | 1.05% | +431+2.2% | Added |
| Williams Jones Wealth Management, LLC. | 19,798 | $1.34M | 0.02% | −3,017−13.2% | Reduced |
| Insight Advisors, LLC | 19,821 | $1.34M | 0.25% | +24+0.1% | Added |
| Keystone Financial Group | 19,862 | $1.34M | 0.48% | +601+3.1% | Added |
| Castlekeep Investment Advisors LLC | 19,893 | $1.35M | 1.04% | −61−0.3% | Reduced |
| Farmers National Bank | 19,902 | $1.35M | 0.41% | −450−2.2% | Reduced |
| Everpar Advisors LLC | 19,924 | $1.35M | 0.68% | +1,706+9.4% | Added |
| Castle Rock Wealth Management, LLC | 20,034 | $1.35M | 0.34% | −96−0.5% | Reduced |
| Camden National Bank | 19,990 | $1.35M | 0.21% | +5,522+38.2% | Added |
| UBS Oconnor LLC | 20,000 | $1.35M | 0.04% | +20,000 | New |
| Empirical Asset Management, LLC | 20,004 | $1.35M | 0.51% | −4,657−18.9% | Reduced |
| Rice Partnership, LLC | 20,059 | $1.36M | 0.30% | −11−0.1% | Reduced |
| Aldebaran Financial Inc. | 20,059 | $1.36M | 1.88% | +1,981+11.0% | Added |
| Neville Rodie & Shaw Inc | 20,148 | $1.36M | 0.10% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 20,169 | $1.37M | 0.26% | +30.0% | Added |
| Wilson & Boucher Capital Management, LLC | 20,218 | $1.37M | 1.05% | −351−1.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,277 | $1.37M | 0.57% | −283−1.4% | Reduced |
| Bridgewater Advisors Inc. | 19,651 | $1.38M | 0.17% | +19,651 | New |
| LongView Wealth Management | 20,364 | $1.38M | 0.51% | +4,882+31.5% | Added |
| Strategic Wealth Partners, Ltd. | 20,398 | $1.38M | 0.14% | −756−3.6% | Reduced |
| Sentry Investment Management LLC | 20,455 | $1.39M | 0.62% | −4,190−17.0% | Reduced |
| Bill Few Associates, Inc. | 20,499 | $1.39M | 0.53% | +677+3.4% | Added |
| Lincoln Capital LLC | 20,598 | $1.39M | 0.31% | 00.0% | Unchanged |
| Corundum Group, Inc. | 20,621 | $1.40M | 0.55% | +10,490+103.5% | Added |
| Hurlow Wealth Management Group, Inc. | 20,623 | $1.40M | 0.48% | −83−0.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 20,631 | $1.40M | 0.18% | +101+0.5% | Added |
| Baker Avenue Asset Management, LP | 20,712 | $1.40M | 0.05% | +3,992+23.9% | Added |
| Sky Investment Group LLC | 20,718 | $1.40M | 0.27% | −24−0.1% | Reduced |
| Lavaca Capital LLC | 20,745 | $1.40M | 0.77% | +324+1.6% | Added |
| Boltwood Capital Management | 20,747 | $1.40M | 0.44% | −1,294−5.9% | Reduced |
| IMS Capital Management | 18,858 | $1.41M | 0.65% | −1,188−5.9% | Reduced |
| TBH Global Asset Management, LLC | 20,763 | $1.41M | 0.31% | −4,203−16.8% | Reduced |
| Renasant Bank | 20,855 | $1.41M | 0.97% | +236+1.1% | Added |
| Financial Insights, Inc. | 20,862 | $1.41M | 0.39% | −3,174−13.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 20,905 | $1.42M | 0.35% | −200−0.9% | Reduced |
| Arlington Trust Co LLC | 20,913 | $1.42M | 0.33% | +369+1.8% | Added |
| Atlas Brown,Inc. | 20,972 | $1.42M | 0.51% | +138+0.7% | Added |
| Altfest L J & Co Inc | 20,995 | $1.42M | 0.19% | −96−0.5% | Reduced |
| Legacy Capital Group California, Inc. | 21,029 | $1.42M | 0.51% | +449+2.2% | Added |
| General Partner, Inc. | 21,030 | $1.42M | 0.91% | +138+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 21,114 | $1.43M | 0.55% | +21,114 | New |
| Arkfeld Wealth Strategies, L.L.C. | 20,534 | $1.43M | 0.73% | +879+4.5% | Added |
| Boston Family Office LLC | 21,148 | $1.43M | 0.10% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 21,168 | $1.43M | 0.11% | +3,627+20.7% | Added |
| AdvisorNet Financial, Inc | 21,203 | $1.44M | 0.13% | +700+3.4% | Added |
| Brady Family Wealth, LLC | 21,212 | $1.44M | 0.46% | −369−1.7% | Reduced |
| TCM Advisors, LLC | – | $1.44M | 1.26% | – | – |
| Nicolet Bankshares Inc | 21,277 | $1.44M | 0.36% | −455−2.1% | Reduced |
| First Foundation Advisors | 21,291 | $1.44M | 0.06% | −1,072−4.8% | Reduced |
| Gryphon Financial Partners LLC | 21,345 | $1.45M | 0.22% | +1,709+8.7% | Added |
| Old Mission Investment Co LLC | 21,355 | $1.45M | 0.47% | +583+2.8% | Added |
| Liberty Capital Management, Inc. | 21,372 | $1.45M | 0.34% | +408+1.9% | Added |
| Sustainable Insight Capital Management, LLC | 21,411 | $1.45M | 0.73% | +9,400+78.3% | Added |
| Enterprise Financial Services Corp | 21,423 | $1.45M | 0.89% | −45−0.2% | Reduced |
| Sheets Smith Wealth Management | 21,445 | $1.45M | 0.17% | +312+1.5% | Added |
| Birchbrook, Inc. | 21,464 | $1.45M | 0.87% | −884−4.0% | Reduced |
| United Asset Strategies, Inc. | 21,503 | $1.46M | 0.14% | −1,979−8.4% | Reduced |
| Prostatis Group LLC | 21,278 | $1.46M | 0.51% | −633−2.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 21,549 | $1.46M | 0.38% | +752+3.6% | Added |
| Institute for Wealth Management, LLC. | 21,555 | $1.46M | 0.20% | +2,119+10.9% | Added |
| Missouri Trust & Investment Co | 21,630 | $1.46M | 0.55% | −101−0.5% | Reduced |
| Professional Financial Advisors, LLC | 21,702 | $1.47M | 0.41% | +284+1.3% | Added |
| ProVise Management Group, LLC | 21,755 | $1.47M | 0.13% | +72+0.3% | Added |
| First Western Trust Bank | 21,853 | $1.48M | 0.07% | −341−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 21,868 | $1.48M | 0.50% | −33,044−60.2% | Reduced |
| Ridgepath Capital Management LLC | 21,882 | $1.48M | 1.45% | +7,776+55.1% | Added |
| Inlet Private Wealth, LLC | 21,900 | $1.48M | 0.41% | +300+1.4% | Added |