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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 24,922 | $1.69M | 0.54% | −103−0.4% | Reduced |
| Lokken Investment Group LLC | 24,940 | $1.69M | 0.79% | +1,804+7.8% | Added |
| Winthrop Advisory Group LLC | 24,970 | $1.69M | 0.23% | −1,930−7.2% | Reduced |
| Gilbert & Cook, Inc. | 25,000 | $1.69M | 0.25% | −1,552−5.8% | Reduced |
| Premier Path Wealth Partners, LLC | 25,023 | $1.69M | 0.29% | +1,612+6.9% | Added |
| XML Financial, LLC | 25,081 | $1.70M | 0.17% | +455+1.8% | Added |
| TLWM | 25,122 | $1.70M | 0.37% | +106+0.4% | Added |
| Hilltop National Bank | 25,140 | $1.70M | 0.55% | +255+1.0% | Added |
| Brown Financial Advisors | 25,232 | $1.71M | 0.76% | +25,232 | New |
| Marcum Wealth, LLC | 25,239 | $1.71M | 0.17% | −3,147−11.1% | Reduced |
| Triton Wealth Management, PLLC | 24,203 | $1.71M | 1.00% | +3,527+17.1% | Added |
| Commonwealth Financial Services, LLC | 24,544 | $1.71M | 0.35% | +15,091+159.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,291 | $1.71M | 0.19% | −13,620−35.0% | Reduced |
| Grace & White Inc | 25,350 | $1.72M | 0.32% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 25,455 | $1.72M | 0.53% | +476+1.9% | Added |
| Platform Technology Partners | 25,492 | $1.73M | 0.59% | +25,492 | New |
| Exencial Wealth Advisors, LLC | 25,500 | $1.73M | 0.07% | +3,805+17.5% | Added |
| Trust Co of the South | 25,509 | $1.73M | 0.41% | +156+0.6% | Added |
| Birmingham Capital Management Co Inc | 25,537 | $1.73M | 0.68% | +940+3.8% | Added |
| Beaumont Asset Management, L.L.C. | 25,622 | $1.73M | 1.11% | +50+0.2% | Added |
| LVW Advisors, LLC | 25,633 | $1.74M | 0.26% | +1,037+4.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,639 | $1.74M | 0.01% | −48,639−65.5% | Reduced |
| Fullcircle Wealth LLC | 24,611 | $1.74M | 0.85% | +24,611 | New |
| Lake Street Financial LLC | 25,661 | $1.74M | 0.22% | −1,494−5.5% | Reduced |
| Relative Value Partners Group, LLC | 25,661 | $1.74M | 0.22% | +20,980+448.2% | Added |
| Montecito Bank & Trust | 25,663 | $1.74M | 0.35% | −445−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,686 | $1.74M | 0.25% | +422+1.7% | Added |
| Insight Wealth Strategies, LLC | 25,709 | $1.74M | 0.25% | +267+1.0% | Added |
| Chesapeake Wealth Management | 25,795 | $1.75M | 0.63% | +1,349+5.5% | Added |
| Bedel Financial Consulting, Inc. | 25,854 | $1.75M | 0.26% | −1,135−4.2% | Reduced |
| Savvy Advisors, Inc. | 25,881 | $1.75M | 0.57% | +6,716+35.0% | Added |
| Samjo Management, LLC | 25,890 | $1.75M | 0.65% | −2,250−8.0% | Reduced |
| IPG Investment Advisors LLC | 25,974 | $1.76M | 0.38% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 26,007 | $1.76M | 0.12% | −886−3.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 26,025 | $1.76M | 1.67% | +666+2.6% | Added |
| Orser Capital Management, LLC | 26,028 | $1.76M | 1.43% | −225−0.9% | Reduced |
| Northwest Wealth Management, LLC | 26,068 | $1.77M | 0.46% | −59−0.2% | Reduced |
| Resurgent Financial Advisors LLC | 26,153 | $1.77M | 1.10% | −1,706−6.1% | Reduced |
| Douglas Lane & Associates, LLC | 26,156 | $1.77M | 0.03% | −599−2.2% | Reduced |
| Everhart Financial Group, Inc. | 26,191 | $1.77M | 0.46% | +2,781+11.9% | Added |
| Westpac Banking Corp | 26,208 | $1.77M | 0.14% | −15,395−37.0% | Reduced |
| Valley Brook Capital Group | 26,252 | $1.78M | 1.39% | +123+0.5% | Added |
| Fidelis Capital Partners, LLC | 26,615 | $1.78M | 0.25% | −2,443−8.4% | Reduced |
| Park Place Capital Corp | 26,365 | $1.79M | 0.57% | +3,556+15.6% | Added |
| Park National Corp | 26,395 | $1.79M | 0.07% | −1,667−5.9% | Reduced |
| LRI Investments, LLC | 26,507 | $1.79M | 0.20% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 26,519 | $1.80M | 0.11% | +8,054+43.6% | Added |
| Prestige Wealth Management Group LLC | 26,602 | $1.80M | 0.39% | −1,489−5.3% | Reduced |
| WBH Advisory Inc | 26,612 | $1.80M | 0.18% | −1,120−4.0% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 26,614 | $1.80M | 1.89% | −690−2.5% | Reduced |
| Heartland Bank & Trust Co | 26,654 | $1.80M | 1.02% | −351−1.3% | Reduced |
| First Dallas Securities Inc. | 26,809 | $1.82M | 0.80% | +7,886+41.7% | Added |
| Wealth Alliance | 26,854 | $1.82M | 0.23% | −2,989−10.0% | Reduced |
| IMC-Chicago, LLC | 26,926 | $1.82M | 0.06% | +4,161+18.3% | Added |
| RKL Wealth Management LLC | 26,970 | $1.83M | 0.18% | +178+0.7% | Added |
| Wynn Capital, LLC | 26,990 | $1.83M | 1.35% | +819+3.1% | Added |
| Leo Wealth, LLC | 27,126 | $1.83M | 0.19% | −1,430−5.0% | Reduced |
| Diamant Asset Management, Inc. | 27,071 | $1.83M | 1.23% | +500+1.9% | Added |
| United Advisor Group, LLC | 27,078 | $1.83M | 0.57% | +4,925+22.2% | Added |
| Hoylecohen, LLC | 27,117 | $1.84M | 0.14% | −441−1.6% | Reduced |
| Magnolia Capital Advisors LLC | 27,176 | $1.84M | 1.03% | +27,176 | New |
| Painted Porch Advisors LLC | 27,179 | $1.84M | 1.04% | −3,370−11.0% | Reduced |
| Home Federal Bank of Tennessee | 27,199 | $1.84M | 0.56% | +417+1.6% | Added |
| Gray Wealth Management Inc. | 27,255 | $1.85M | 0.80% | +633+2.4% | Added |
| Advisor OS, LLC | 27,263 | $1.85M | 0.20% | −19−0.1% | Reduced |
| Edgestream Partners, L.P. | 27,284 | $1.85M | 0.09% | −42,861−61.1% | Reduced |
| Dynasty Wealth Management, LLC | 27,317 | $1.85M | 0.05% | +1,781+7.0% | Added |
| West Family Investments, Inc. | 27,344 | $1.85M | 0.56% | +140+0.5% | Added |
| Advisory Alpha, LLC | 27,345 | $1.85M | 0.07% | +539+2.0% | Added |
| Register Financial Advisors LLC | 27,354 | $1.85M | 0.94% | +689+2.6% | Added |
| Strong Tower Advisory Services | 27,537 | $1.86M | 0.61% | +8,240+42.7% | Added |
| Monument Capital Management | 27,555 | $1.87M | 0.55% | −467−1.7% | Reduced |
| RMR Wealth Builders | 27,584 | $1.87M | 0.21% | +5,300+23.8% | Added |
| CMG Global Holdings, LLC | 27,691 | $1.87M | 1.24% | −523−1.9% | Reduced |
| Independence Bank of Kentucky | 27,714 | $1.88M | 0.50% | +1,481+5.6% | Added |
| Avestar Capital, LLC | 27,858 | $1.89M | 0.21% | +1,847+7.1% | Added |
| Fortitude Advisory Group L.L.C. | 27,859 | $1.89M | 1.13% | +1,689+6.5% | Added |
| Ballast, Inc. | 27,861 | $1.89M | 0.58% | −1,055−3.6% | Reduced |
| CVA Family Office, LLC | 27,879 | $1.89M | 0.34% | +638+2.3% | Added |
| Provenance Wealth Advisors, LLC | 27,983 | $1.89M | 0.26% | −1,274−4.4% | Reduced |
| E Fund Management Co., Ltd. | 28,002 | $1.90M | 0.10% | +3,719+15.3% | Added |
| First National Bank & Trust Co of Newtown | 28,052 | $1.90M | 0.39% | −49−0.2% | Reduced |
| Coastal Bridge Advisors, LLC | 28,052 | $1.90M | 0.47% | +878+3.2% | Added |
| Patten Group, Inc. | 28,128 | $1.90M | 0.45% | +16+0.1% | Added |
| Skopos Labs, Inc. | 31,779 | $1.91M | 0.82% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,567 | $1.91M | 0.75% | −60−0.2% | Reduced |
| Smartleaf Asset Management LLC | 28,116 | $1.91M | 0.31% | +6,314+29.0% | Added |
| Jmac Enterprises LLC | 28,191 | $1.91M | 0.34% | −366−1.3% | Reduced |
| Boston Financial Mangement LLC | 28,233 | $1.91M | 0.06% | +2,386+9.2% | Added |
| SWS Partners | 28,252 | $1.91M | 0.57% | +28,252 | New |
| Infusive Asset Management Inc. | 28,286 | $1.92M | 0.77% | +28,286 | New |
| Archer Investment Corp | 28,319 | $1.92M | 0.56% | +1,675+6.3% | Added |
| BOK Financial Private Wealth, Inc. | 28,437 | $1.93M | 0.14% | +430+1.5% | Added |
| Bank of New Hampshire | 28,481 | $1.93M | 0.50% | −703−2.4% | Reduced |
| Wolverine Trading, LLC | 28,622 | $1.94M | 0.03% | −145−0.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,704 | $1.94M | 0.20% | −3,849−11.8% | Reduced |
| BEAM Asset Management, LLC | 28,734 | $1.95M | 0.65% | +8,017+38.7% | Added |
| CV Advisors LLC | 28,748 | $1.95M | 1.09% | −55,071−65.7% | Reduced |
| Quotient Wealth Partners, LLC | 28,752 | $1.95M | 0.07% | −22,696−44.1% | Reduced |
| Retirement Guys Formula LLC | 28,792 | $1.95M | 0.93% | −2,256−7.3% | Reduced |