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; 4,425 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
- 3,321
- +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
- 1,509 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,062 | $72.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,059 | $72.0K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,098 | $74.4K | 0.02% | −36−3.2% | Reduced |
| America First Investment Advisors, LLC | 1,113 | $75.4K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,114 | $75.4K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,210 | $82.0K | 0.01% | +1,210 | New |
| Criterion Capital Advisors, LLC | 1,212 | $82.1K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,222 | $82.7K | 0.04% | +18+1.5% | Added |
| Providence Capital Advisors, LLC | 1,224 | $82.9K | 0.02% | −276−18.4% | Reduced |
| Unique Wealth Strategies, LLC | 1,413 | $85.0K | 0.04% | +1,413 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1,449 | $87.2K | 0.06% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,293 | $87.5K | 0.00% | −5,281,681−100.0% | Reduced |
| Clear Point Advisors Inc. | 1,304 | $88.3K | 0.07% | +106+8.8% | Added |
| Perkins Coie Trust Co | 1,314 | $89.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 1,337 | $90.5K | 0.00% | +1,337 | New |
| Tower View Investment Management & Research LLC | 1,375 | $93.1K | 0.05% | −1−0.1% | Reduced |
| Bell Investment Advisors, Inc | 1,381 | $93.5K | 0.02% | +55+4.1% | Added |
| Silicon Valley Capital Partners | 1,390 | $94.1K | 0.01% | +5+0.4% | Added |
| VitalStone Financial, LLC | 1,437 | $97.3K | 0.07% | +10+0.7% | Added |
| Red Tortoise LLC | 1,449 | $98.1K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,467 | $99.3K | 0.03% | −51−3.4% | Reduced |
| Ruedi Wealth Management, Inc. | 1,471 | $99.6K | 0.04% | +40+2.8% | Added |
| Bramshill Investments, LLC | 1,500 | $101.6K | 0.01% | +1,500 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $102.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,510 | $102.2K | 0.04% | −1,936−56.2% | Reduced |
| Stelac Advisory Services LLC | 1,584 | $107.3K | 0.05% | +1,584 | New |
| Fortitude Family Office, LLC | 1,587 | $107.5K | 0.06% | +414+35.3% | Added |
| Luken Investment Analytics, LLC | 1,638 | $110.9K | 0.06% | −20−1.2% | Reduced |
| POM Investment Strategies, LLC | 1,664 | $112.6K | 0.09% | +348+26.4% | Added |
| Activest Wealth Management | 1,719 | $116.4K | 0.04% | +332+23.9% | Added |
| SJS Investment Consulting Inc. | 1,760 | $119.2K | 0.02% | −357−16.9% | Reduced |
| Operose Advisors LLC | 1,770 | $119.8K | 0.04% | −150−7.8% | Reduced |
| Cedar Mountain Advisors, LLC | 1,791 | $121.3K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,800 | $121.9K | 0.09% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,806 | $122.3K | 0.12% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,926 | $130.0K | 0.01% | −981−33.7% | Reduced |
| Breakwater Investment Management | 1,946 | $131.8K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 1,950 | $132.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,967 | $133.2K | 0.03% | +1,312+200.3% | Added |
| C M Bidwell & Associates Ltd | 1,989 | $134.7K | 0.09% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,998 | $135.3K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,016 | $137.0K | 0.04% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 2,025 | $137.1K | 0.07% | +1,425+237.5% | Added |
| Aviso Financial Inc. | 2,038 | $138.0K | 0.01% | +2,038 | New |
| Dixon Mitchell Investment Counsel Inc. | 2,070 | $140.2K | 0.01% | −195−8.6% | Reduced |
| Baldwin Brothers Inc | 2,074 | $140.4K | 0.01% | +436+26.6% | Added |
| Private Ocean, LLC | 2,094 | $141.8K | 0.01% | +253+13.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,100 | $142.2K | 0.08% | −700−25.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,100 | $142.2K | 0.09% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,106 | $142.6K | 0.08% | +14+0.7% | Added |
| Abound Wealth Management | 2,162 | $146.4K | 0.05% | +49+2.3% | Added |
| Briaud Financial Planning, Inc | 2,183 | $147.0K | 0.08% | −10.0% | Reduced |
| Clarity Asset Management, Inc. | 2,237 | $151.5K | 0.11% | −45−2.0% | Reduced |
| AllSquare Wealth Management LLC | 2,250 | $152.3K | 0.09% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,268 | $153.6K | 0.05% | −494−17.9% | Reduced |
| Security National Bank | 2,343 | $158.6K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,340 | $159.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,364 | $160.1K | 0.03% | +126+5.6% | Added |
| Cornerstone Planning Group LLC | 2,369 | $160.1K | 0.05% | +37+1.6% | Added |
| Cranbrook Wealth Management, LLC | 2,377 | $160.9K | 0.04% | +10.0% | Added |
| Clear Investment Research, LLC | 2,394 | $162.1K | 0.21% | +558+30.4% | Added |
| Creative Capital Management Investments LLC | 2,460 | $166.6K | 0.08% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 2,469 | $167.2K | 0.06% | +2,469 | New |
| Spectrum Wealth Counsel, LLC | 2,477 | $167.7K | 0.02% | +162+7.0% | Added |
| Beach Investment Counsel Inc | 2,499 | $169.0K | 0.02% | +2,499 | New |
| GW&K Investment Management, LLC | 2,516 | $170.0K | 0.00% | +436+21.0% | Added |
| J.Safra Asset Management Corp | 2,517 | $170.4K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2,529 | $171.2K | 0.14% | +91+3.7% | Added |
| Macroview Investment Management LLC | 2,552 | $172.8K | 0.18% | +128+5.3% | Added |
| DHJJ Financial Advisors, Ltd. | 2,562 | $173.5K | 0.07% | −90−3.4% | Reduced |
| Covestor Ltd | 2,652 | $180.0K | 0.12% | +96+3.8% | Added |
| WealthCollab, LLC | 2,682 | $181.6K | 0.13% | +42+1.6% | Added |
| Pacific Center for Financial Services | 2,691 | $182.2K | 0.05% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,700 | $182.8K | 0.10% | +2,700 | New |
| Beaird Harris Wealth Management, LLC | 2,726 | $184.6K | 0.02% | +843+44.8% | Added |
| Miller Wealth Advisors, LLC | 2,736 | $185.3K | 0.10% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,749 | $186.2K | 0.07% | +2,749 | New |
| Main Street Group, LTD | 2,769 | $186.8K | 0.08% | −59−2.1% | Reduced |
| Bruce G. Allen Investments, LLC | 2,761 | $186.9K | 0.16% | −297−9.7% | Reduced |
| Blume Capital Management, Inc. | 2,769 | $187.5K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2,769 | $187.5K | 0.09% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,787 | $188.7K | 1.02% | −75−2.6% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 2,850 | $192.4K | 0.11% | +51+1.8% | Added |
| Fairscale Capital, LLC | 2,812 | $196.8K | 0.17% | +2,812 | New |
| Sachetta, LLC | 2,859 | $197.8K | 0.09% | +2,052+254.3% | Added |
| Delaney Dennis R | 2,960 | $200.4K | 0.11% | +2,960 | New |
| Fiduciary Financial Group, LLC | 2,865 | $200.5K | 0.05% | +2,865 | New |
| EntryPoint Capital, LLC | 2,966 | $200.8K | 0.09% | +2,543+601.2% | Added |
| Fielder Capital Group LLC | 2,968 | $201.0K | 0.08% | +2,968 | New |
| Bridge Advisory, LLC | 2,975 | $201.4K | 0.10% | +2,975 | New |
| Rench Wealth Management, Inc. | 2,981 | $201.8K | 0.07% | +2,981 | New |
| Warner Financial, Inc | 2,984 | $202.0K | 0.10% | +2,984 | New |
| SMART Wealth LLC | 2,991 | $202.5K | 0.08% | +2,991 | New |
| Northeast Financial Group, Inc. | 2,994 | $202.7K | 0.09% | +2,994 | New |
| Oak Ridge Investments LLC | 2,997 | $202.9K | 0.02% | +2,997 | New |
| TradeLink Capital LLC | 3,000 | $203.0K | 0.59% | +3,000 | New |
| Koss-Olinger Consulting, LLC | 2,994 | $203.0K | 0.02% | +2,994 | New |
| Montag & Caldwell, LLC | 3,000 | $203.1K | 0.04% | +3,000 | New |
| Cumberland Advisors Inc | 3,000 | $203.1K | 0.08% | +3,000 | New |
| Merrion Investment Management Co, LLC | 3,000 | $203.1K | 0.14% | +3,000 | New |