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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 21,940 | $1.49M | 0.14% | +2,169+11.0% | Added |
| Blueprint Investment Partners LLC | 21,993 | $1.49M | 0.32% | +61+0.3% | Added |
| Kowal Investment Group, LLC | 22,052 | $1.49M | 0.30% | +976+4.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 22,061 | $1.49M | 1.03% | +1,142+5.5% | Added |
| Am Investment Strategies LLC | 22,104 | $1.50M | 0.37% | +28+0.1% | Added |
| KFG Wealth Management, LLC | 22,142 | $1.50M | 0.59% | +70.0% | Added |
| PDS Planning, Inc | 22,160 | $1.50M | 0.15% | +3,438+18.4% | Added |
| Boomfish Wealth Group, LLC | 22,165 | $1.50M | 0.97% | +458+2.1% | Added |
| Archetype Wealth Partners | 22,184 | $1.50M | 0.24% | +1,605+7.8% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 22,200 | $1.50M | 0.59% | −1,443−6.1% | Reduced |
| Capital Management Associates | 22,200 | $1.50M | 1.78% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22,224 | $1.50M | 0.32% | +728+3.4% | Added |
| Quent Capital, LLC | 22,238 | $1.51M | 0.17% | −108−0.5% | Reduced |
| Humankind Investments LLC | 22,266 | $1.51M | 0.40% | −5,883−20.9% | Reduced |
| TD Capital Management LLC | 22,347 | $1.51M | 0.16% | −9,941−30.8% | Reduced |
| First Financial Bank - Trust Division | 22,349 | $1.51M | 0.15% | −5,074−18.5% | Reduced |
| Next Capital Management LLC | 22,396 | $1.52M | 0.64% | −374−1.6% | Reduced |
| Bank Ozk | 22,399 | $1.52M | 0.66% | +1,777+8.6% | Added |
| Barr E S & Co | 22,460 | $1.52M | 0.10% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 22,462 | $1.52M | 0.24% | −312−1.4% | Reduced |
| WMG Financial Advisors, LLC | 22,496 | $1.52M | 0.81% | +10.0% | Added |
| HighVista Strategies LLC | 22,500 | $1.52M | 0.56% | +4,400+24.3% | Added |
| DT Investment Partners, LLC | 22,555 | $1.53M | 0.14% | −90−0.4% | Reduced |
| Traynor Capital Management, Inc. | 22,603 | $1.53M | 0.13% | +3,725+19.7% | Added |
| Independent Solutions Wealth Management, LLC | 22,607 | $1.53M | 0.35% | −677−2.9% | Reduced |
| Paradigm Asset Management Co LLC | 22,636 | $1.53M | 0.43% | −7,700−25.4% | Reduced |
| Live Oak Private Wealth LLC | 22,638 | $1.53M | 0.26% | −1,524−6.3% | Reduced |
| HMS Capital Management, LLC | 22,667 | $1.53M | 0.80% | +1,536+7.3% | Added |
| Investment Partners, Ltd. | 22,678 | $1.54M | 0.69% | +16+0.1% | Added |
| Catalyst Financial Partners LLC | 22,689 | $1.54M | 0.34% | +363+1.6% | Added |
| Deseret Mutual Benefit Administrators | 22,714 | $1.54M | 0.71% | −897−3.8% | Reduced |
| Nwam LLC | 22,839 | $1.55M | 0.45% | −1,559−6.4% | Reduced |
| Guardian Asset Advisors, LLC | 22,846 | $1.55M | 1.14% | +2,247+10.9% | Added |
| River & Mercantile Asset Management LLP | 22,876 | $1.55M | 0.43% | −293−1.3% | Reduced |
| Camden Capital, LLC | 22,839 | $1.55M | 0.12% | +3,098+15.7% | Added |
| Prossimo Advisors, LLC | 22,903 | $1.55M | 1.40% | +22,903 | New |
| Aspen Wealth Strategies, LLC | 21,861 | $1.55M | 1.08% | −459−2.1% | Reduced |
| First Community Trust NA | 22,962 | $1.55M | 1.33% | 00.0% | Unchanged |
| Elgethun Capital Management | 22,967 | $1.56M | 0.39% | +22+0.1% | Added |
| Intellectus Partners, LLC | 22,988 | $1.56M | 0.42% | −2,177−8.7% | Reduced |
| Saxon Interests, Inc. | 23,031 | $1.56M | 0.74% | −700−2.9% | Reduced |
| Disciplined Investments, LLC | 23,080 | $1.56M | 0.83% | +75+0.3% | Added |
| American State Bank (Iowa) | 23,138 | $1.57M | 1.00% | −405−1.7% | Reduced |
| KC Investment Advisors, LLC | 23,148 | $1.57M | 0.78% | +241+1.1% | Added |
| Morningstar Investment Services LLC | 23,100 | $1.57M | 0.02% | +3,686+19.0% | Added |
| Main Street Financial Solutions, LLC | 23,165 | $1.57M | 0.15% | +283+1.2% | Added |
| Trustco Bank Corp N Y | 23,178 | $1.57M | 1.67% | +150+0.7% | Added |
| Kiley Juergens Wealth Management, LLC | 23,183 | $1.57M | 0.44% | +7,863+51.3% | Added |
| Tradition Wealth Management, LLC | 23,184 | $1.57M | 0.15% | +383+1.7% | Added |
| First Command Advisory Services, Inc. | 23,201 | $1.57M | 0.02% | −845−3.5% | Reduced |
| Uncommon Cents Investing LLC | 23,201 | $1.57M | 0.49% | +970+4.4% | Added |
| Ahl Investment Management, Inc. | 23,235 | $1.57M | 1.15% | −765−3.2% | Reduced |
| Davies Financial Advisors, Inc. | 23,247 | $1.57M | 1.47% | −754−3.1% | Reduced |
| CWS Financial Advisors, LLC | 23,384 | $1.58M | 0.62% | +14,615+166.7% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 23,385 | $1.58M | 0.26% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 23,402 | $1.58M | 0.12% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 23,439 | $1.59M | 0.19% | −600−2.5% | Reduced |
| Burford Brothers, Inc. | 23,485 | $1.59M | 0.92% | −60.0% | Reduced |
| Coastline Trust Co | 23,495 | $1.59M | 0.19% | +3,559+17.9% | Added |
| Summit Financial Wealth Advisors, LLC | 23,602 | $1.60M | 0.32% | +66+0.3% | Added |
| Coppell Advisory Solutions LLC | 23,625 | $1.60M | 0.26% | +23,625 | New |
| Autumn Glory Partners, LLC | 23,644 | $1.60M | 0.82% | +1,402+6.3% | Added |
| Callan Capital, LLC | 23,659 | $1.60M | 0.13% | +1,694+7.7% | Added |
| Pure Financial Advisors, Inc. | 23,695 | $1.60M | 0.04% | +1,296+5.8% | Added |
| Mosaic Family Wealth Partners, LLC | 23,702 | $1.60M | 0.26% | −198−0.8% | Reduced |
| RDA Financial Network | 23,703 | $1.60M | 0.53% | −21−0.1% | Reduced |
| Aberdeen Wealth Management LLC | 23,755 | $1.61M | 1.09% | −575−2.4% | Reduced |
| Argus Investors' Counsel, Inc. | 23,785 | $1.61M | 0.99% | −2,314−8.9% | Reduced |
| Focused Wealth Management, Inc | 23,825 | $1.61M | 0.24% | −59−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 23,828 | $1.61M | 0.67% | +895+3.9% | Added |
| High Net Worth Advisory Group LLC | 23,926 | $1.62M | 0.49% | +1,469+6.5% | Added |
| Certified Advisory Corp | 23,943 | $1.62M | 0.20% | −69−0.3% | Reduced |
| Lifeworks Advisors, LLC | 23,943 | $1.62M | 0.45% | −3,560−12.9% | Reduced |
| Boxwood Ventures, Inc. | 23,991 | $1.62M | 2.61% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 24,000 | $1.63M | 0.46% | +24,000 | New |
| Kingfisher Capital LLC | 24,064 | $1.63M | 0.38% | −396−1.6% | Reduced |
| Keebeck Wealth Management, LLC | 24,119 | $1.63M | 0.24% | −1,040−4.1% | Reduced |
| Blue Chip Partners, Inc. | 24,259 | $1.64M | 0.15% | −20.0% | Reduced |
| Davis Capital Management | 24,352 | $1.64M | 1.43% | −260−1.1% | Reduced |
| First Commonwealth Financial Corp | 24,275 | $1.64M | 0.42% | −2,631−9.8% | Reduced |
| Trust Co of Toledo NA | 24,285 | $1.64M | 0.24% | +78+0.3% | Added |
| Hollencrest Capital Management | 24,403 | $1.65M | 0.07% | +52+0.2% | Added |
| Logan Capital Management Inc | 24,426 | $1.65M | 0.07% | +40.0% | Added |
| Eqis Capital Management, Inc. | 24,451 | $1.66M | 0.14% | +4,610+23.2% | Added |
| Connective Portfolio Management, LLC | 24,525 | $1.66M | 2.70% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 24,534 | $1.66M | 0.20% | +11,531+88.7% | Added |
| Adirondack Trust Co | 24,578 | $1.66M | 0.68% | −28−0.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 24,607 | $1.67M | 0.25% | −363−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 24,615 | $1.67M | 0.30% | +812+3.4% | Added |
| Massachusetts Wealth Management | 24,654 | $1.67M | 1.12% | +975+4.1% | Added |
| Wellington Shields Capital Management, LLC | 24,670 | $1.67M | 0.30% | +1,000+4.2% | Added |
| DRW Securities, LLC | 24,717 | $1.67M | 0.10% | +7,130+40.5% | Added |
| Vigilare Wealth Management | 24,738 | $1.67M | 0.74% | +13+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 24,752 | $1.68M | 0.05% | −2,644−9.7% | Reduced |
| WMS Partners, LLC | 24,771 | $1.68M | 0.11% | −13−0.1% | Reduced |
| Beacon Capital Management, LLC | 24,784 | $1.68M | 0.31% | +281+1.1% | Added |
| Chilton Capital Management LLC | 24,801 | $1.68M | 0.08% | −1,476−5.6% | Reduced |
| Sound Income Strategies, LLC | 24,809 | $1.68M | 0.10% | +1,089+4.6% | Added |
| Harvest Fund Management Co., Ltd | 24,891 | $1.69M | 0.12% | +18,162+269.9% | Added |
| Old Port Advisors | 24,891 | $1.69M | 0.50% | +174+0.7% | Added |