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; 4,426 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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Eagle Capital Management, LLC | 3,540 | $240.0K | 0.11% | −147−4.0% | Reduced |
| Sentinus, LLC | 3,547 | $240.2K | 0.08% | −1,691−32.3% | Reduced |
| Semanteon Capital Management, LP | 3,550 | $240.4K | 0.17% | −2,059−36.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,562 | $241.2K | 0.09% | +51+1.5% | Added |
| Essex LLC | 3,568 | $241.6K | 0.05% | +3,568 | New |
| Avenir Corp | 3,588 | $242.9K | 0.02% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 3,600 | $243.8K | 0.19% | +158+4.6% | Added |
| Curran Financial Partners, LLC | 3,601 | $243.8K | 0.08% | +244+7.3% | Added |
| Flaharty Asset Management, LLC | 3,607 | $244.2K | 0.04% | +6+0.2% | Added |
| East Coast Asset Management, LLC. | 3,608 | $244.3K | 0.09% | −36−1.0% | Reduced |
| Sutton Place Investors LLC | 3,615 | $244.8K | 0.16% | −21,979−85.9% | Reduced |
| Wolf Group Capital Advisors | 3,615 | $244.8K | 0.10% | +3,615 | New |
| Talisman Wealth Advisors LLC | 3,616 | $244.8K | 0.28% | +242+7.2% | Added |
| Palisades Hudson Asset Management, L.P. | 3,617 | $245.0K | 0.11% | +24+0.7% | Added |
| IFG Advisors, LLC | 3,624 | $245.4K | 0.06% | +124+3.5% | Added |
| Edge Financial Advisors LLC | 3,625 | $245.5K | 0.25% | −7,038−66.0% | Reduced |
| Klingenstein Fields & Co LP | 3,628 | $245.7K | 0.01% | −749−17.1% | Reduced |
| Avion Wealth | 3,643 | $246.0K | 0.07% | −92−2.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 3,636 | $246.0K | 0.21% | +33+0.9% | Added |
| Royal Harbor Partners, LLC | 3,639 | $246.4K | 0.10% | 00.0% | Unchanged |
| Vista Investment Management | 3,640 | $246.5K | 0.10% | −21−0.6% | Reduced |
| Carl P. Sherr & Co., LLC | 3,658 | $247.7K | 0.14% | +3+0.1% | Added |
| Kendall Capital Management | 3,660 | $247.8K | 0.08% | 00.0% | Unchanged |
| Peoples Bank | 3,684 | $249.4K | 0.13% | +3,684 | New |
| Taylor Hoffman Wealth Management | 3,699 | $249.6K | 0.10% | +201+5.7% | Added |
| Capital Wealth Alliance, LLC | 3,689 | $249.8K | 0.14% | +34+0.9% | Added |
| Magellan Asset Management Ltd | 3,704 | $250.8K | 0.00% | −734−16.5% | Reduced |
| Guardian Wealth Advisors, LLC | 3,705 | $250.9K | 0.16% | +61+1.7% | Added |
| StrongBox Wealth, LLC | 3,706 | $250.9K | 0.12% | +3,706 | New |
| GSG Advisors LLC | 3,720 | $251.0K | 0.09% | −93−2.4% | Reduced |
| Correct Capital Wealth Management | 3,708 | $251.1K | 0.06% | 00.0% | Unchanged |
| TL Private Wealth | 3,606 | $252.4K | 0.11% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 3,599 | $254.1K | 0.04% | 00.0% | Unchanged |
| IMZ Advisory Inc | 3,753 | $254.1K | 0.13% | +25+0.7% | Added |
| Hibernia Wealth Partners, LLC | 3,761 | $254.7K | 0.09% | +3,761 | New |
| Pointe Capital Management LLC | 3,762 | $254.7K | 0.16% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,766 | $255.0K | 0.05% | +3,766 | New |
| Lansing Street Advisors | 3,771 | $255.3K | 0.11% | +239+6.8% | Added |
| Hallmark Capital Management Inc | 3,774 | $255.6K | 0.02% | +525+16.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 3,784 | $256.2K | 0.17% | −50−1.3% | Reduced |
| Round Rock Advisors, LLC | 3,787 | $256.4K | 0.06% | −872−18.7% | Reduced |
| Oceanside Advisors LLC | 3,810 | $258.0K | 0.21% | −150−3.8% | Reduced |
| Landaas & Co | 3,806 | $258.0K | 0.08% | +332+9.6% | Added |
| New England Professional Planning Group Inc. | 3,834 | $259.6K | 0.14% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 3,836 | $259.7K | 0.13% | +4+0.1% | Added |
| Alaethes Wealth LLC | 3,847 | $260.5K | 0.11% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 3,849 | $261.0K | 0.09% | −55−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 3,849 | $261.0K | 0.03% | +98+2.6% | Added |
| Pine Harbor Wealth Management, LLC | 3,878 | $262.6K | 0.15% | −19−0.5% | Reduced |
| Teza Capital Management LLC | 3,891 | $263.5K | 0.03% | −33,206−89.5% | Reduced |
| Goldstone Financial Group, LLC | 3,894 | $263.7K | 0.05% | +67+1.8% | Added |
| WSFS Capital Management, LLC | 3,897 | $263.9K | 0.01% | −231−5.6% | Reduced |
| Acima Private Wealth, LLC | 3,900 | $264.1K | 0.10% | 00.0% | Unchanged |
| Innova Wealth Partners | 3,900 | $264.1K | 0.19% | +3,900 | New |
| Prepared Retirement Institute LLC | 3,903 | $264.3K | 0.18% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,915 | $265.1K | 0.06% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,916 | $265.1K | 0.03% | −505−11.4% | Reduced |
| Financial Advisors, LLC | 3,923 | $265.7K | 0.05% | −453−10.4% | Reduced |
| Signal Advisors Wealth, LLC | 3,924 | $265.7K | 0.58% | −22,155−85.0% | Reduced |
| Conservest Capital Advisors, Inc. | 4,417 | $265.8K | 0.03% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 3,926 | $265.8K | 0.11% | +272+7.4% | Added |
| Consilio Wealth Advisors, LLC | 3,931 | $266.2K | 0.12% | +111+2.9% | Added |
| Gateway Wealth Partners, LLC | 3,932 | $266.2K | 0.08% | +81+2.1% | Added |
| Thrive Capital Management, LLC | 3,934 | $266.4K | 0.12% | +3,934 | New |
| Mezzasalma Advisors, LLC | 3,935 | $266.4K | 0.11% | −1,306−24.9% | Reduced |
| Annapolis Financial Services, LLC | 3,942 | $266.9K | 0.09% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,956 | $267.9K | 0.17% | −5−0.1% | Reduced |
| Family Firm, Inc. | 3,962 | $268.2K | 0.06% | +15+0.4% | Added |
| Gilman Hill Asset Management, LLC | 3,991 | $270.2K | 0.05% | +3,991 | New |
| Texas Capital Bank Wealth Management Services Inc | 3,994 | $270.5K | 0.03% | +3,994 | New |
| Waycross Partners, LLC | 4,000 | $270.8K | 0.04% | +4,000 | New |
| Cape Ann Savings Bank | 4,002 | $271.0K | 0.17% | +4,002 | New |
| Q3 Asset Management | 4,017 | $271.0K | 0.06% | +4,017 | New |
| Towercrest Capital Management | 4,010 | $271.5K | 0.04% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 4,017 | $272.0K | 0.17% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 4,023 | $272.4K | 0.19% | −394−8.9% | Reduced |
| Tower Wealth Partners, Inc. | 4,025 | $272.6K | 0.17% | −2,939−42.2% | Reduced |
| Treasure Coast Financial Planning | 4,028 | $272.7K | 0.18% | 00.0% | Unchanged |
| Chris Bulman Inc | 4,031 | $273.0K | 0.19% | +4,031 | New |
| Austin Wealth Management, LLC | 3,918 | $273.5K | 0.06% | +34+0.9% | Added |
| Principal Street Partners, LLC | 4,040 | $273.5K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4,046 | $274.0K | 0.07% | +11+0.3% | Added |
| Gratus Wealth Advisors, LLC | 3,873 | $274.0K | 0.05% | +273+7.6% | Added |
| TAP Consulting, LLC | 4,050 | $274.3K | 0.06% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 4,059 | $274.9K | 0.07% | +4,059 | New |
| FDx Advisors, Inc. | 4,068 | $275.0K | 0.08% | −2,423−37.3% | Reduced |
| Private Capital Management LLC | 4,067 | $275.4K | 0.05% | +188+4.8% | Added |
| Whelan Financial | 4,067 | $275.4K | 0.12% | +311+8.3% | Added |
| Court Place Advisors, LLC | 4,076 | $276.0K | 0.09% | +60+1.5% | Added |
| L2 Asset Management, LLC | 4,082 | $276.4K | 0.08% | +13+0.3% | Added |
| Knightsbridge Asset Management, LLC | 4,098 | $277.5K | 0.07% | +4,098 | New |
| Reliant Investment Management, LLC | 4,101 | $277.7K | 0.13% | 00.0% | Unchanged |
| Seascape Capital Management | 4,110 | $278.0K | 0.10% | +6+0.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 4,119 | $278.9K | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,129 | $280.0K | 0.00% | −80−1.9% | Reduced |
| Clayton Financial Group LLC | 4,657 | $280.2K | 0.12% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,143 | $280.6K | 0.17% | +231+5.9% | Added |
| Arcus Capital Partners, LLC | 4,154 | $281.3K | 0.11% | +4+0.1% | Added |
| Atticus Wealth Management, LLC | 4,166 | $282.1K | 0.09% | −2,134−33.9% | Reduced |
| Almanack Investment Partners, LLC. | 4,175 | $282.7K | 0.05% | +12+0.3% | Added |