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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 33,437 | $2.26M | 1.80% | −1,218−3.5% | Reduced |
| Trust Co of Oklahoma | 33,464 | $2.27M | 0.80% | −10.0% | Reduced |
| Highview Capital Management LLC | 33,652 | $2.28M | 0.95% | +2,028+6.4% | Added |
| RB Capital Management, LLC | 33,689 | $2.28M | 0.58% | +921+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 33,721 | $2.28M | 0.10% | +17,577+108.9% | Added |
| Global Trust Asset Management, LLC | 33,782 | $2.29M | 0.92% | +436+1.3% | Added |
| RFP Financial Group LLC | 33,780 | $2.29M | 0.85% | +210+0.6% | Added |
| Arcadia Investment Management Corp | 33,918 | $2.30M | 0.39% | +8,150+31.6% | Added |
| Pettee Investors, Inc. | 34,017 | $2.30M | 1.11% | −3,000−8.1% | Reduced |
| Legacy Bridge, LLC | 34,153 | $2.31M | 1.36% | +215+0.6% | Added |
| Sterling Investment Management, Inc. | 34,203 | $2.32M | 1.76% | −2,403−6.6% | Reduced |
| Modern Wealth Management, LLC | 34,228 | $2.32M | 0.17% | +5,737+20.1% | Added |
| CoreFirst Bank & Trust | 34,312 | $2.32M | 1.56% | −612−1.8% | Reduced |
| Doliver Advisors, LP | 34,457 | $2.33M | 0.65% | −2,075−5.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 34,500 | $2.34M | 1.31% | −25−0.1% | Reduced |
| Verdad Advisers, LP | 34,529 | $2.34M | 2.70% | +2,313+7.2% | Added |
| Powers Advisory Group, LLC | 34,540 | $2.34M | 1.28% | +1,089+3.3% | Added |
| Owen LaRue, LLC | 34,553 | $2.34M | 1.45% | +28,850+505.9% | Added |
| HCR Wealth Advisors | 34,560 | $2.34M | 0.33% | −439−1.3% | Reduced |
| Ironwood Investment Counsel, LLC | 34,690 | $2.35M | 0.42% | −140−0.4% | Reduced |
| ROI Financial Advisors, LLC | 34,712 | $2.35M | 1.71% | +588+1.7% | Added |
| Mission Creek Capital Partners, Inc. | 34,722 | $2.35M | 0.59% | +13,175+61.1% | Added |
| Armor Investment Advisors, LLC | 35,128 | $2.38M | 1.10% | +1,753+5.3% | Added |
| Sofos Investments, Inc. | 35,318 | $2.39M | 0.60% | −9,949−22.0% | Reduced |
| Continuum Advisory, LLC | 35,568 | $2.41M | 0.35% | −162−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 15,225 | $2.41M | 0.31% | −28,768−65.4% | Reduced |
| World Equity Group, Inc. | 35,661 | $2.41M | 0.72% | −42,343−54.3% | Reduced |
| Summit X, LLC | 35,631 | $2.42M | 0.54% | +2,225+6.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 35,777 | $2.42M | 1.26% | +2,298+6.9% | Added |
| Summit Trail Advisors, LLC | 35,845 | $2.43M | 0.06% | +7,698+27.3% | Added |
| Centaurus Financial, Inc. | 35,886 | $2.43M | 0.16% | −1,733−4.6% | Reduced |
| Windsor Capital Management, LLC | 35,898 | $2.43M | 0.75% | −805−2.2% | Reduced |
| Gables Capital Management Inc. | 35,910 | $2.43M | 1.27% | −150−0.4% | Reduced |
| Beacon Investment Advisors LLC | 35,953 | $2.43M | 1.25% | +180+0.5% | Added |
| Focus Financial Network, Inc. | 34,421 | $2.44M | 0.10% | +1,868+5.7% | Added |
| Weatherly Asset Management L. P. | 36,335 | $2.46M | 0.23% | −179−0.5% | Reduced |
| Union Heritage Capital, LLC | 36,342 | $2.46M | 0.97% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36,345 | $2.46M | 0.01% | −1,555−4.1% | Reduced |
| Gibraltar Capital Management, Inc. | 36,366 | $2.46M | 1.11% | 00.0% | Unchanged |
| Exchange Bank | 36,377 | $2.46M | 2.09% | −487−1.3% | Reduced |
| Trust Co of Virginia | 36,548 | $2.47M | 0.24% | −412−1.1% | Reduced |
| Advocate Group LLC | 36,592 | $2.48M | 0.50% | −325−0.9% | Reduced |
| Catalyst Capital Advisors LLC | 36,819 | $2.49M | 0.06% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 36,830 | $2.49M | 0.28% | −19,415−34.5% | Reduced |
| Icapital Wealth LLC | 36,937 | $2.50M | 1.36% | +2,401+7.0% | Added |
| Alpha Cubed Investments, LLC | 36,953 | $2.50M | 0.12% | −2,674−6.7% | Reduced |
| M&G Plc | 36,906 | $2.51M | 0.01% | 00.0% | Unchanged |
| Holderness Investments Co | 37,086 | $2.51M | 0.59% | −32−0.1% | Reduced |
| Central Bank & Trust Co | 37,261 | $2.52M | 0.35% | +5,947+19.0% | Added |
| Front Row Advisors LLC | 37,342 | $2.53M | 0.88% | +422+1.1% | Added |
| Martin & Co Inc | 37,343 | $2.53M | 0.64% | −300−0.8% | Reduced |
| NVWM, LLC | 37,427 | $2.53M | 0.67% | −847−2.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 37,551 | $2.54M | 2.19% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 37,595 | $2.55M | 1.05% | −1,553−4.0% | Reduced |
| Quilter Plc | 37,598 | $2.55M | 0.06% | −814−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 36,885 | $2.55M | 0.10% | −759−2.0% | Reduced |
| Clarius Group, LLC | 37,752 | $2.56M | 0.18% | −666−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,825 | $2.56M | 0.11% | −6,041−13.8% | Reduced |
| GFG Capital, LLC | 37,848 | $2.56M | 0.70% | +1,165+3.2% | Added |
| FLC Capital Advisors | 37,875 | $2.56M | 0.63% | 00.0% | Unchanged |
| Claro Advisors LLC | 37,906 | $2.57M | 0.40% | +2,394+6.7% | Added |
| Waddell & Associates, LLC | 37,914 | $2.57M | 0.34% | +131+0.3% | Added |
| Gen-Wealth Partners Inc | 37,938 | $2.57M | 1.24% | +3,326+9.6% | Added |
| Sumitomo Life Insurance Co | 38,023 | $2.57M | 0.06% | −5,705−13.0% | Reduced |
| PFG Advisors | 38,093 | $2.58M | 0.17% | +4,545+13.5% | Added |
| Naples Money Management LLC | 38,242 | $2.58M | 2.20% | −800−2.0% | Reduced |
| Riverbridge Partners LLC | 38,156 | $2.58M | 0.04% | −324−0.8% | Reduced |
| Insight Inv LLC | 38,366 | $2.60M | 2.24% | +2,450+6.8% | Added |
| Maxwell Wealth Strategies Inc. | 38,407 | $2.60M | 1.27% | −370−1.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 38,418 | $2.60M | 2.13% | −314−0.8% | Reduced |
| Catalytic Wealth RIA, LLC | 38,450 | $2.60M | 0.51% | +2,626+7.3% | Added |
| Wealth Alliance Advisory Group, LLC | 38,516 | $2.61M | 0.59% | +2,338+6.5% | Added |
| Hemenway Trust Co LLC | 38,523 | $2.61M | 0.22% | −3,708−8.8% | Reduced |
| Fragasso Group Inc. | 38,525 | $2.61M | 0.22% | −58,456−60.3% | Reduced |
| Avantax Planning Partners, Inc. | 38,540 | $2.61M | 0.08% | +1,825+5.0% | Added |
| Monetary Management Group Inc | 38,708 | $2.62M | 0.69% | −121−0.3% | Reduced |
| Security National Bank of Sioux City Iowa | 38,721 | $2.62M | 1.89% | −552−1.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 38,760 | $2.62M | 2.05% | +1,915+5.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 38,762 | $2.62M | 0.20% | +2,682+7.4% | Added |
| Miracle Mile Advisors, LLC | 38,864 | $2.63M | 0.06% | +3,598+10.2% | Added |
| D.B. Root & Company, LLC | 38,928 | $2.64M | 0.90% | −9,144−19.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 39,000 | $2.64M | 0.81% | 00.0% | Unchanged |
| Scalar Gauge Management, LLC | 39,000 | $2.64M | 1.54% | 00.0% | Unchanged |
| Wintrust Investments LLC | 39,152 | $2.65M | 0.22% | −637−1.6% | Reduced |
| Midland Wealth Advisors LLC | 39,164 | $2.65M | 0.16% | +338+0.9% | Added |
| Kovack Advisors, Inc. | 39,438 | $2.67M | 0.29% | +2,021+5.4% | Added |
| Y.D. More Investments Ltd | 39,517 | $2.68M | 0.27% | +9,347+31.0% | Added |
| White Pine Capital LLC | 39,643 | $2.68M | 1.02% | +847+2.2% | Added |
| Oarsman Capital, Inc. | 39,654 | $2.69M | 0.59% | +4,311+12.2% | Added |
| Zullo Investment Group, Inc. | 39,870 | $2.70M | 1.19% | +399+1.0% | Added |
| NTV Asset Management LLC | 39,893 | $2.70M | 0.39% | −932−2.3% | Reduced |
| Alaska Permanent Fund Corp | 39,419 | $2.71M | 0.04% | +7,962+25.3% | Added |
| Bowman & Co S.C. | 39,990 | $2.71M | 1.56% | +3,466+9.5% | Added |
| Great Lakes Advisors, LLC | 39,996 | $2.71M | 0.02% | −23,756−37.3% | Reduced |
| Schwab Charitable Fund | 40,000 | $2.71M | 0.06% | +40,000 | New |
| Agf Management Ltd | 40,053 | $2.71M | 0.02% | −212,076−84.1% | Reduced |
| Smithfield Trust Co | 40,190 | $2.72M | 0.14% | −1,456−3.5% | Reduced |
| First Heartland Consultants, Inc. | 40,135 | $2.72M | 0.27% | −1,323−3.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 40,213 | $2.72M | 0.59% | −2,354−5.5% | Reduced |
| 9258 Wealth Management, LLC | 40,265 | $2.73M | 0.42% | +958+2.4% | Added |