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 |
|---|---|---|---|---|---|
| Lewis Asset Management, LLC | 4,178 | $282.9K | 0.22% | +21+0.5% | Added |
| Kimelman & Baird, LLC | 4,178 | $282.9K | 0.02% | +4,178 | New |
| Parkside Advisors LLC | 4,178 | $282.9K | 0.07% | 00.0% | Unchanged |
| Connors Investor Services Inc | 4,200 | $284.4K | 0.03% | 00.0% | Unchanged |
| Meritage Group LP | 4,203 | $284.6K | 0.01% | +4,203 | New |
| Armbruster Capital Management, Inc. | 4,217 | $285.5K | 0.06% | +17+0.4% | Added |
| Howe & Rusling Inc | 4,218 | $285.6K | 0.03% | +4,218 | New |
| Eubel Brady & Suttman Asset Management Inc | 4,229 | $286.0K | 0.04% | +824+24.2% | Added |
| Great Waters Wealth Management | 4,232 | $286.5K | 0.04% | +610+16.8% | Added |
| Watershed Private Wealth LLC | 4,236 | $286.8K | 0.12% | +210+5.2% | Added |
| WP Advisors, LLC | 4,236 | $286.8K | 0.09% | +28+0.7% | Added |
| SNS Financial Group, LLC | 4,244 | $287.4K | 0.03% | +132+3.2% | Added |
| Rice Hall James & Associates, LLC | 4,248 | $287.6K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 4,252 | $287.9K | 0.16% | +10+0.2% | Added |
| Ssi Investment Management LLC | 4,261 | $288.5K | 0.02% | −8−0.2% | Reduced |
| Monterey Private Wealth, Inc. | 4,264 | $288.7K | 0.11% | +593+16.2% | Added |
| Collaborative Wealth Managment Inc. | 4,268 | $289.0K | 0.14% | −5−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 4,273 | $289.3K | 0.06% | +35+0.8% | Added |
| Safeguard Financial, LLC | 4,276 | $289.5K | 0.08% | +4,276 | New |
| VeraBank, N.A. | 4,276 | $289.5K | 0.09% | +4,276 | New |
| One Day In July LLC | 4,278 | $289.7K | 0.04% | +96+2.3% | Added |
| WPWealth LLP | 4,287 | $290.3K | 0.07% | +43+1.0% | Added |
| Nadler Financial Group, Inc. | 4,291 | $290.5K | 0.03% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 4,294 | $290.7K | 0.15% | +559+15.0% | Added |
| Horizon Family Wealth, Inc. | 4,306 | $291.6K | 0.22% | +25+0.6% | Added |
| Crew Capital Management, Ltd. | 4,308 | $291.7K | 0.23% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 4,327 | $293.0K | 0.09% | +5+0.1% | Added |
| Future Financial Wealth Managment LLC | 4,350 | $294.5K | 0.26% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 4,350 | $294.5K | 0.11% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 4,351 | $294.6K | 0.19% | +8+0.2% | Added |
| V2 Financial group LLC | 4,236 | $294.9K | 0.20% | −195−4.4% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 4,359 | $295.1K | 0.15% | +4,359 | New |
| Univest Financial Corp | 4,360 | $295.2K | 0.08% | −412−8.6% | Reduced |
| First National Bank Sioux Falls | 4,374 | $296.2K | 0.15% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 4,378 | $296.4K | 3.20% | +4,378 | New |
| Rise Advisors, LLC | 4,388 | $297.1K | 0.16% | +28+0.6% | Added |
| Veridan Wealth LLC | 3,042 | $297.4K | 0.12% | +3,042 | New |
| Acorn Financial Advisory Services Inc | 4,393 | $297.5K | 0.06% | +298+7.3% | Added |
| Emfo, LLC | 4,398 | $297.8K | 0.27% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 4,400 | $297.9K | 0.16% | +627+16.6% | Added |
| Schulz Wealth, LTD. | 4,401 | $298.0K | 0.25% | −360−7.6% | Reduced |
| Legacy Edge Advisors, LLC | 4,419 | $299.2K | 0.06% | +485+12.3% | Added |
| JBR Co Financial Management Inc | 4,422 | $299.4K | 0.21% | 00.0% | Unchanged |
| Tamar Securities, LLC | 4,426 | $299.7K | 0.05% | +636+16.8% | Added |
| Motive Wealth Advisors | 4,437 | $300.4K | 0.18% | −54−1.2% | Reduced |
| Gries Financial LLC | 4,445 | $301.0K | 0.06% | +729+19.6% | Added |
| Apexium Financial, LP | 4,453 | $301.5K | 0.02% | +399+9.8% | Added |
| Tang Capital Management LLC | 4,460 | $302.0K | 0.03% | +4,460 | New |
| Sendero Wealth Management, LLC | 4,468 | $302.5K | 0.05% | +112+2.6% | Added |
| Financial Perspectives, Inc | 4,470 | $302.7K | 0.11% | −264−5.6% | Reduced |
| Marks Group Wealth Management, Inc | 4,475 | $303.0K | 0.03% | −241−5.1% | Reduced |
| Members Capital Advisors Inc | 4,476 | $303.1K | 0.35% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,494 | $304.3K | 0.27% | 00.0% | Unchanged |
| Huber Capital Management LLC | 4,500 | $304.7K | 0.07% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,500 | $304.7K | 0.30% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $304.7K | 0.11% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 4,500 | $304.7K | 0.07% | +1,500+50.0% | Added |
| Key Financial Inc | 4,503 | $304.9K | 0.07% | 00.0% | Unchanged |
| Aire Advisors, LLC | 4,505 | $305.1K | 0.07% | +19+0.4% | Added |
| Philip James Wealth Mangement, LLC | 4,512 | $305.5K | 0.20% | −186−4.0% | Reduced |
| Rooted Wealth Advisors, Inc. | 4,332 | $307.0K | 0.14% | +4,332 | New |
| Capital Performance Advisors LLP | 4,549 | $308.0K | 0.12% | +113+2.5% | Added |
| Forza Wealth Management, LLC | 4,551 | $308.1K | 0.16% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,556 | $308.5K | 0.12% | +37+0.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 4,559 | $308.7K | 0.02% | +641+16.4% | Added |
| Chesley Taft & Associates LLC | 4,563 | $309.0K | 0.02% | +900+24.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,566 | $309.2K | 0.19% | +511+12.6% | Added |
| ELCO Management Co., LLC | 4,567 | $309.2K | 0.18% | +25+0.6% | Added |
| Anson Capital, Inc. | 4,572 | $309.5K | 0.31% | −488−9.6% | Reduced |
| ETF Store, Inc. | 4,582 | $310.2K | 0.32% | −185−3.9% | Reduced |
| Vance Wealth, Inc. | 4,586 | $310.5K | 0.13% | −64−1.4% | Reduced |
| Dechtman Wealth Management, LLC | 4,591 | $310.9K | 0.07% | +31+0.7% | Added |
| Wheelhouse Advisory Group LLC | 4,570 | $311.1K | 0.22% | −813−15.1% | Reduced |
| Palumbo Wealth Management LLC | 4,601 | $311.5K | 0.13% | +807+21.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,602 | $311.6K | 0.09% | −117−2.5% | Reduced |
| Mirador Capital Partners LP | 4,614 | $312.4K | 0.06% | −20−0.4% | Reduced |
| Wagner Wealth Management, LLC | 4,616 | $312.6K | 0.09% | +203+4.6% | Added |
| Penbrook Management LLC | 4,621 | $312.9K | 0.19% | +4,621 | New |
| Consolidated Portfolio Review Corp | 4,622 | $312.9K | 0.07% | +248+5.7% | Added |
| Pinnacle Family Advisors, LLC | 4,630 | $313.5K | 0.17% | −1,265−21.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,632 | $313.7K | 0.03% | −186−3.9% | Reduced |
| PCA Investment Advisory Services Inc. | 4,633 | $313.7K | 0.16% | +6+0.1% | Added |
| Core Wealth Advisors, Inc. | 4,638 | $314.1K | 0.11% | +45+1.0% | Added |
| West Wealth Group, LLC | 4,646 | $314.6K | 0.11% | +206+4.6% | Added |
| Broderick Brian C | 4,650 | $314.9K | 0.06% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 4,650 | $314.9K | 0.63% | −4,563−49.5% | Reduced |
| McIlrath & Eck, LLC | 4,651 | $314.9K | 0.05% | +10.0% | Added |
| Tobias Financial Advisors, Inc. | 4,655 | $315.2K | 0.07% | +631+15.7% | Added |
| Orion Investment Co | 4,656 | $315.3K | 0.13% | +4,656 | New |
| Willow Creek Wealth Management Inc. | 4,664 | $315.8K | 0.04% | −7−0.1% | Reduced |
| Hemington Wealth Management | 4,671 | $316.0K | 0.11% | +257+5.8% | Added |
| Portfolio Design Labs, LLC | 4,675 | $316.5K | 0.10% | +886+23.4% | Added |
| Tradewinds Capital Management, LLC | 4,677 | $316.7K | 0.09% | −20−0.4% | Reduced |
| Allegheny Financial Group LTD | 4,681 | $316.9K | 0.09% | +243+5.5% | Added |
| Firestone Capital Management | 4,686 | $317.3K | 0.09% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,687 | $317.4K | 0.09% | −19−0.4% | Reduced |
| Wealth Group Ltd | 4,695 | $317.9K | 0.10% | −9−0.2% | Reduced |
| Betterment LLC | 4,695 | $318.0K | 0.00% | +4,695 | New |
| Schoolcraft Capital LLC | 4,704 | $318.5K | 0.07% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 4,705 | $318.6K | 0.97% | +4,705 | New |