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 |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 28,840 | $1.95M | 0.83% | +870+3.1% | Added |
| Navalign, LLC | 28,871 | $1.95M | 0.62% | +625+2.2% | Added |
| Ontario Teachers Pension Plan Board | 29,059 | $1.97M | 0.02% | +5,463+23.2% | Added |
| First PREMIER Bank | 29,082 | $1.97M | 0.53% | −75−0.3% | Reduced |
| L.M. Kohn & Company | 29,191 | $1.98M | 0.54% | −1,355−4.4% | Reduced |
| Silver Oak Securities, Inc | 29,205 | $1.98M | 0.30% | +3,004+11.5% | Added |
| MRP Capital Investments, LLC | 29,212 | $1.98M | 1.85% | −698−2.3% | Reduced |
| Vaughan David Investments LLC | 29,210 | $1.98M | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 29,249 | $1.98M | 1.54% | −280−0.9% | Reduced |
| Secure Asset Management, LLC | 29,349 | $1.99M | 0.38% | −4,515−13.3% | Reduced |
| Ifrah Financial Services, Inc. | 29,365 | $1.99M | 0.56% | −4,001−12.0% | Reduced |
| RF&L Wealth Management, LLC | 29,400 | $1.99M | 1.51% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 29,408 | $1.99M | 1.13% | −40.0% | Reduced |
| ZWJ Investment Counsel Inc | 29,425 | $1.99M | 0.09% | +458+1.6% | Added |
| Skye Global Management LP | 29,500 | $2.00M | 0.05% | +29,500 | New |
| Creekmur Asset Management LLC | 29,612 | $2.01M | 0.52% | +5,545+23.0% | Added |
| Whalerock Point Partners, LLC | 29,613 | $2.01M | 0.54% | 00.0% | Unchanged |
| Stevens Capital Management LP | 29,629 | $2.01M | 0.68% | −42,188−58.7% | Reduced |
| Accurate Wealth Management, LLC | 28,871 | $2.01M | 0.48% | −1,369−4.5% | Reduced |
| Jeppson Wealth Management, LLC | 29,679 | $2.01M | 0.77% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 29,713 | $2.01M | 0.11% | +481+1.6% | Added |
| Nicholas Hoffman & Company, LLC. | 29,768 | $2.02M | 0.09% | +429+1.5% | Added |
| Chicago Capital, LLC | 29,787 | $2.02M | 0.06% | +2,172+7.9% | Added |
| Ausdal Financial Partners, Inc. | 29,796 | $2.02M | 0.22% | +609+2.1% | Added |
| Accretive Wealth Partners, LLC | 29,900 | $2.02M | 0.85% | +160+0.5% | Added |
| St. Louis Financial Planners Asset Management, LLC | 30,050 | $2.03M | 1.74% | −2,888−8.8% | Reduced |
| LCM Capital Management Inc | 30,045 | $2.03M | 1.27% | +496+1.7% | Added |
| Spreng Capital Management, Inc. | 30,077 | $2.04M | 1.06% | +26+0.1% | Added |
| PBMares Wealth Management LLC | 30,102 | $2.04M | 0.50% | +1,715+6.0% | Added |
| Linden Thomas Advisory Services, LLC | 30,175 | $2.04M | 0.32% | +3,448+12.9% | Added |
| Sterling Investment Counsel, LLC | 30,182 | $2.04M | 0.80% | −3,011−9.1% | Reduced |
| Meridian Wealth Advisors, LLC | 30,248 | $2.05M | 0.37% | +270+0.9% | Added |
| Pitcairn Co | 30,284 | $2.05M | 0.13% | +3,069+11.3% | Added |
| Sage Mountain Advisors LLC | 30,296 | $2.05M | 0.19% | +3,801+14.3% | Added |
| Geneva Capital Management LLC | 30,350 | $2.05M | 0.04% | −7,556−19.9% | Reduced |
| MidWestOne Financial Group, Inc. | 30,376 | $2.06M | 0.37% | −636−2.1% | Reduced |
| Larson Financial Group LLC | 30,448 | $2.06M | 0.14% | +2,853+10.3% | Added |
| Ignite Planners, LLC | 29,491 | $2.07M | 0.50% | +273+0.9% | Added |
| Detalus Advisors, LLC | 30,510 | $2.07M | 0.71% | +103+0.3% | Added |
| Money Concepts Capital Corp | 30,539 | $2.07M | 0.17% | +580+1.9% | Added |
| Fox Run Management, L.L.C. | 30,622 | $2.07M | 0.39% | +22,034+256.6% | Added |
| Portside Wealth Group, LLC | 30,642 | $2.07M | 0.40% | +786+2.6% | Added |
| AIA Group Ltd | 30,651 | $2.08M | 0.06% | −5,493−15.2% | Reduced |
| Optimum Investment Advisors | 30,687 | $2.08M | 0.93% | −1,284−4.0% | Reduced |
| WR Wealth Planners, LLC | 30,696 | $2.08M | 0.63% | +535+1.8% | Added |
| Compton Wealth Advisory Group, LLC | 30,698 | $2.08M | 0.55% | +284+0.9% | Added |
| Quad-Cities Investment Group, LLC | 30,741 | $2.08M | 1.15% | −271−0.9% | Reduced |
| Crestwood Advisors Group LLC | 30,770 | $2.08M | 0.04% | +2,095+7.3% | Added |
| Twin Tree Management, LP | 30,789 | $2.08M | 0.06% | +30,789 | New |
| RMR Capital Management, LLC | 30,815 | $2.09M | 1.90% | −175−0.6% | Reduced |
| McDonald Partners LLC | 30,950 | $2.10M | 0.56% | +292+1.0% | Added |
| Prosperity Consulting Group, LLC | 30,955 | $2.10M | 0.28% | +697+2.3% | Added |
| Vista Investment Partners LLC | 31,019 | $2.10M | 0.70% | +612+2.0% | Added |
| Lake Street Advisors Group, LLC | 31,154 | $2.11M | 0.10% | +848+2.8% | Added |
| SOL Capital Management CO | 31,190 | $2.11M | 0.25% | −25−0.1% | Reduced |
| Hoey Investments, Inc | 31,239 | $2.12M | 0.40% | +4,461+16.7% | Added |
| Pinnacle West Asset Management, Inc. | 31,280 | $2.12M | 1.65% | +365+1.2% | Added |
| PFC Capital Group, Inc. | 31,389 | $2.13M | 1.06% | +3,275+11.6% | Added |
| Lincoln Capital Corp | 31,404 | $2.13M | 0.91% | −7,384−19.0% | Reduced |
| OMC Financial Services LTD | 31,424 | $2.13M | 1.00% | −537−1.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 31,477 | $2.13M | 0.18% | −392−1.2% | Reduced |
| Bailard, Inc. | 31,490 | $2.13M | 0.06% | −99−0.3% | Reduced |
| Verdence Capital Advisors LLC | 31,490 | $2.13M | 0.19% | +1,200+4.0% | Added |
| MTM Investment Management, LLC | 31,495 | $2.13M | 0.87% | +18+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,579 | $2.14M | 0.06% | −1,211−3.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31,623 | $2.14M | 0.46% | −144−0.5% | Reduced |
| Manchester Capital Management LLC | 31,660 | $2.14M | 0.26% | +236+0.8% | Added |
| MSH Capital Advisors LLC | 31,698 | $2.15M | 0.72% | −533−1.7% | Reduced |
| Argent Capital Management LLC | 31,725 | $2.15M | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 31,848 | $2.16M | 0.15% | −3,476−9.8% | Reduced |
| Canopy Partners, LLC | 31,860 | $2.16M | 1.00% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 32,182 | $2.18M | 0.69% | +1,960+6.5% | Added |
| Dudley Capital Management, LLC | 32,187 | $2.18M | 1.22% | +40.0% | Added |
| Southern Capital Advisors, LLC | 32,229 | $2.18M | 1.35% | +32,229 | New |
| FinTrust Capital Advisors, LLC | 32,246 | $2.18M | 0.41% | +1,954+6.5% | Added |
| Smith Anglin Financial, LLC | 32,284 | $2.19M | 0.22% | −88−0.3% | Reduced |
| Lindbrook Capital, LLC | 32,330 | $2.19M | 0.21% | +2,053+6.8% | Added |
| Godsey & Gibb Associates | 32,335 | $2.19M | 0.23% | +736+2.3% | Added |
| TruWealth Advisors, LLC | 32,423 | $2.20M | 0.15% | +557+1.7% | Added |
| 3Chopt Investment Partners, LLC | 32,509 | $2.20M | 0.67% | +817+2.6% | Added |
| Kesler, Norman & Wride, LLC | 32,569 | $2.21M | 0.47% | −4,170−11.4% | Reduced |
| Congress Park Capital LLC | 32,665 | $2.21M | 0.89% | +228+0.7% | Added |
| Formidable Asset Management, LLC | 32,684 | $2.21M | 0.36% | +419+1.3% | Added |
| Quadrant Private Wealth Management, LLC | 32,696 | $2.21M | 0.51% | +452+1.4% | Added |
| Argent Advisors, Inc. | 32,708 | $2.21M | 0.88% | −7,841−19.3% | Reduced |
| Peterson Wealth Services | 32,770 | $2.22M | 0.78% | +1,203+3.8% | Added |
| Greatmark Investment Partners, Inc. | 32,845 | $2.22M | 0.32% | −50−0.2% | Reduced |
| Wellington Shields & Co., LLC | 32,866 | $2.23M | 0.72% | +582+1.8% | Added |
| Bank & Trust Co | 32,888 | $2.23M | 1.89% | +32,888 | New |
| Aviance Capital Partners, LLC | 32,932 | $2.23M | 0.32% | −110−0.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 32,955 | $2.23M | 0.69% | +32,955 | New |
| Harbor Advisors LLC | 33,000 | $2.23M | 0.41% | 00.0% | Unchanged |
| Cooper Financial Group | 33,102 | $2.24M | 0.33% | +8,548+34.8% | Added |
| MGB Wealth Management, LLC | 32,352 | $2.24M | 0.84% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 33,182 | $2.25M | 0.17% | +1,335+4.2% | Added |
| Key Client Fiduciary Advisors, LLC | 33,234 | $2.25M | 1.14% | +829+2.6% | Added |
| Founders Financial Securities LLC | 33,258 | $2.25M | 0.21% | +1,123+3.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,306 | $2.26M | 0.23% | +413+1.3% | Added |
| Solidarilty Wealth, LLC | 33,317 | $2.26M | 0.68% | +15,700+89.1% | Added |
| X-Square Capital, LLC | 33,428 | $2.26M | 1.05% | −439−1.3% | Reduced |