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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.

Institutional holdersQ2 2024: 3,321 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ2 2024: $188.6B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2024.

Institutions holding WMT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
West Oak Capital, LLC3,000$203.1K0.08%+3,000New
Pictet North America Advisors SA3,000$203.1K0.02%+3,000New
Greenspring Advisors, LLC3,000$203.1K0.05%+3,000New
Able Wealth Management LLC3,022$204.6K0.17%+3,022New
New Millennium Group LLC3,035$205.5K0.13%−936−23.6%Reduced
Perritt Capital Management Inc3,044$206.1K0.11%+10.0%Added
Templeton & Phillips Capital Management, LLC3,054$206.8K0.18%+3,054New
Sterling Group Wealth Management, LLC3,057$207.0K0.12%+3,057New
Aspen Grove Capital, LLC3,061$207.3K0.05%+3,061New
Sandbox Financial Partners, LLC3,063$207.4K0.08%+3,063New
Adapt Wealth Advisors, LLC3,065$207.5K0.13%+3,065New
Traction Financial Partners, LLC2,839$207.8K0.15%+2,839New
BetterWealth, LLC3,071$207.9K0.07%+3,071New
Elevated Capital Advisors, LLC3,086$209.0K0.06%+3,086New
Capital Markets Trading UK LLP3,089$209.0K0.15%−25,630−89.2%Reduced
Gallacher Capital Management LLC3,089$209.2K0.11%+3,089New
Horizon Wealth Management, LLC3,100$209.9K0.05%−1,214−28.1%Reduced
Altiora Financial Group, LLC3,111$210.7K0.05%+3,111New
Hilltop Wealth Advisors, LLC3,125$211.6K0.11%+3,125New
BCM Advisors, LLC3,033$211.7K0.05%+3,033New
Retirement Income Solutions, Inc3,130$211.9K0.05%−244−7.2%Reduced
Independent Wealth Network Inc.3,133$212.1K0.10%+3,133New
Hyperion Partners, LLC3,133$212.1K0.15%+3,133New
Yarger Wealth Strategies, LLC3,136$212.4K0.13%+3,136New
Values Added Financial LLC3,148$213.2K0.15%+3,148New
Bull Street Advisors, LLC3,165$214.0K0.10%+3,165New
Madison Asset Management, LLC3,162$214.1K0.00%+3,162New
Walled Lake Planning & Wealth Management, LLC3,181$215.4K0.09%+3,181New
Abich Financial Wealth Management LLC3,182$215.5K0.15%+56+1.8%Added
Threadgill Financial, LLC3,184$215.6K0.10%−234−6.8%Reduced
Blankinship & Foster, LLC3,185$215.7K0.06%+3,185New
Thompson Davis & Co., Inc.3,186$215.7K0.19%+3,186New
1776 Wealth LLC3,189$215.9K0.10%+3,189New
Leonard Rickey Investment Advisors P.L.L.C.3,197$216.5K0.05%+3,197New
LGL Partners, LLC3,200$216.7K0.03%−619−16.2%Reduced
Nine Masts Capital Ltd3,200$216.7K0.07%+3,200New
Wealthstream Advisors, Inc.3,213$217.5K0.08%+3,213New
Oberweis Asset Management Inc3,233$218.9K0.01%+3,233New
First National Corp3,256$220.5K0.05%+3,256New
Trust Investment Advisors3,261$220.8K0.14%+3,261New
Acorn Wealth Advisors, LLC3,264$221.0K0.11%+3,264New
Paragon Private Wealth Management, LLC3,281$222.2K0.13%+3,281New
Fiera Capital Corp3,282$222.2K0.00%+3,282New
EWG Elevate Inc.3,292$222.9K0.08%+3,292New
Blodgett Wealth Advisors, LLC3,293$223.0K0.19%+3,293New
Waypoint Capital Advisors, LLC3,295$223.1K0.06%+3,295New
Kapstone Financial Advisors LLC3,297$223.2K0.15%+3,297New
Schwartz Investment Counsel Inc3,300$223.4K0.01%+3,300New
Notis-McConarty Edward3,300$223.4K0.09%+3,300New
BlueSky Wealth Advisors, LLC3,300$223.4K0.04%+3,300New
Opes Wealth Management LLC3,312$224.3K0.05%+3,312New
Intelligence Driven Advisers, LLC3,313$224.3K0.03%+3,313New
Taylor Financial Group, Inc.3,315$224.5K0.17%+3,315New
Buckingham Capital Management, Inc.3,317$224.6K0.03%+3,317New
Rappaport Reiches Capital Management, LLC3,329$225.4K0.07%+3,329New
Armstrong, Fleming & Moore, Inc3,330$225.5K0.14%00.0%Unchanged
Fonville Wealth Management LLC3,339$226.1K0.09%+3,339New
CJM Wealth Advisers, Ltd.3,351$226.1K0.08%−3−0.1%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC3,341$226.2K0.06%+16+0.5%Added
V-Square Quantitative Management LLC3,348$226.7K0.04%−573−14.6%Reduced
Mittelman Wealth Management3,348$226.7K0.15%+3,348New
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,354$227.1K0.08%00.0%Unchanged
Campion Asset Management LLC3,360$227.5K0.18%−55−1.6%Reduced
Sound Financial Strategies Group, LLC3,365$227.8K0.20%−7,153−68.0%Reduced
Alley Investment Management Company, LLC3,367$228.0K0.03%+3,367New
Bedell Frazier Investment Counseling, LLC3,377$228.6K0.06%+3,377New
Goldstein Advisors, LLC3,383$229.1K0.04%+3,383New
Alpha Financial Partners, LLC3,400$230.2K0.20%−765−18.4%Reduced
Mason & Associates Inc3,412$231.0K0.06%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna3,416$231.3K0.09%+362+11.9%Added
LifePro Asset Management3,417$231.4K0.17%+47+1.4%Added
Lynx Investment Advisory3,426$232.0K0.17%+3,426New
Juncture Wealth Strategies, LLC3,429$232.2K0.10%−342−9.1%Reduced
Clark Asset Management, LLC3,431$232.3K0.06%+3,431New
Brave Asset Management Inc3,434$232.5K0.06%−775−18.4%Reduced
White Knight Strategic Wealth Advisors, LLC3,438$232.8K0.23%00.0%Unchanged
Mill Capital Management, LLC3,441$233.0K0.02%+3,441New
Cottage Street Advisors LLC3,441$233.0K0.14%+3,441New
CBIZ Investment Advisory Services, LLC3,443$233.1K0.01%00.0%Unchanged
Villere St Denis J & Co LLC3,447$233.4K0.02%−35−1.0%Reduced
Dodds Wealth, LLC3,342$233.6K0.09%+3,342New
GSB Wealth Management, LLC3,453$233.8K0.06%+3,453New
Evolution Advisers, Inc.3,470$234.0K0.13%+10.0%Added
Strata Wealth Advisors, LLC3,458$234.2K0.08%+3,458New
Morton Community Bank3,462$234.4K0.07%−600−14.8%Reduced
FSM Wealth Advisors, LLC3,464$234.6K0.08%+3,464New
Mma Asset Management LLC3,468$234.8K0.11%+3,006+650.6%Added
Staley Capital Advisers Inc3,477$235.4K0.01%−90−2.5%Reduced
Legacy Financial Strategies, LLC3,456$235.8K0.06%+3,456New
Demars Financial Group, LLC3,492$236.4K0.11%−224−6.0%Reduced
Twin Lakes Capital Management, LLC3,498$236.8K0.16%00.0%Unchanged
Black Diamond Financial, LLC3,501$237.1K0.05%+3,501New
Lantern Wealth Advisors, LLC3,515$238.0K0.17%+9+0.3%Added
Aurora Private Wealth, Inc.3,519$238.0K0.21%−1,056−23.1%Reduced
Twin Focus Capital Partners, LLC3,523$238.5K0.04%00.0%Unchanged
Cahill Financial Advisors Inc3,531$239.1K0.03%+162+4.8%Added
Glass Wealth Management Co LLC3,533$239.2K0.14%−250−6.6%Reduced
Marion Wealth Management3,534$239.3K0.07%+67+1.9%Added
Crescent Grove Advisors, LLC3,539$239.6K0.03%+3,539New
Sterneck Capital Management, LLC3,540$239.7K0.14%00.0%Unchanged