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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 4,716 | $319.3K | 0.30% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 4,722 | $319.7K | 0.08% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,723 | $319.8K | 0.02% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,645 | $319.8K | 0.07% | +258+5.9% | Added |
| Clean Yield Group | 4,725 | $319.9K | 0.12% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 4,725 | $319.9K | 0.28% | 00.0% | Unchanged |
| Atlas Wealth LLC | 4,689 | $320.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 4,733 | $320.5K | 0.16% | +4,733 | New |
| Pacitti Group Inc. | 4,737 | $320.7K | 0.17% | +734+18.3% | Added |
| Lion Street Advisors, LLC | 4,739 | $320.9K | 0.12% | +3,050+180.6% | Added |
| Darden Wealth Group Inc | 4,742 | $321.1K | 0.24% | +1,087+29.7% | Added |
| Peninsula Wealth, LLC | 4,657 | $322.4K | 0.06% | +669+16.8% | Added |
| waypoint wealth counsel | 4,768 | $322.8K | 0.25% | +53+1.1% | Added |
| Peregrine Asset Advisers, Inc. | 4,768 | $322.8K | 0.13% | −1,202−20.1% | Reduced |
| Mokosak Advisory Group, LLC | 4,770 | $323.0K | 0.11% | −47−1.0% | Reduced |
| Bouchey Financial Group Ltd | 4,784 | $323.0K | 0.03% | −32−0.7% | Reduced |
| Sierra Summit Advisors LLC | 4,800 | $325.0K | 0.08% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 4,675 | $326.2K | 0.05% | +4,675 | New |
| Maryland Capital Advisors Inc. | 4,821 | $326.4K | 0.18% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 4,824 | $326.6K | 0.05% | +3,291+214.7% | Added |
| Affinity Capital Advisors, LLC | 4,831 | $327.1K | 0.07% | −78−1.6% | Reduced |
| Eagle Strategies LLC | 4,832 | $327.2K | 0.06% | −439−8.3% | Reduced |
| Montis Financial, LLC | 4,836 | $327.4K | 0.15% | +69+1.4% | Added |
| Two West Capital Advisors LLC | 4,841 | $327.8K | 0.31% | +4,841 | New |
| Calton & Associates, Inc. | 4,844 | $328.0K | 0.16% | +107+2.3% | Added |
| Matrix Asset Advisors Inc | 4,841 | $328.0K | 0.04% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 4,845 | $328.1K | 0.20% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 4,707 | $329.0K | 0.07% | −42−0.9% | Reduced |
| JNBA Financial Advisors | 4,866 | $329.5K | 0.03% | −1,204−19.8% | Reduced |
| Abel Hall, LLC | 4,867 | $329.5K | 0.23% | +290+6.3% | Added |
| Cambridge Financial Group, LLC | 4,873 | $330.0K | 0.15% | +120+2.5% | Added |
| Financial Management Professionals, Inc. | 4,869 | $330.0K | 0.05% | +62+1.3% | Added |
| Gordian Advisors LLC | 4,875 | $330.1K | 0.32% | +7+0.1% | Added |
| Saxony Capital Management, LLC | 4,879 | $330.4K | 0.36% | +4,879 | New |
| West Paces Advisors Inc. | 4,890 | $331.1K | 0.09% | −951−16.3% | Reduced |
| Gateway Advisory, LLC | 4,659 | $331.7K | 0.06% | +204+4.6% | Added |
| Clarkston Capital Partners, LLC | 4,903 | $332.0K | 0.01% | +108+2.3% | Added |
| Enterprise Bank & Trust Co | 4,908 | $332.3K | 0.11% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 4,910 | $332.5K | 0.15% | +109+2.3% | Added |
| Eclectic Associates Inc | 4,923 | $333.3K | 0.15% | +10.0% | Added |
| Landmark Wealth Management, Inc. | 4,924 | $333.4K | 0.18% | +1,213+32.7% | Added |
| Bond & Devick Financial Network, Inc. | 4,941 | $334.6K | 0.18% | −327−6.2% | Reduced |
| Northeast Financial Consultants Inc | 4,950 | $335.2K | 0.02% | +120+2.5% | Added |
| Elevatus Welath Management | 4,965 | $336.1K | 0.13% | +30+0.6% | Added |
| Dover Advisors, LLC | 4,974 | $336.8K | 0.21% | +807+19.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 4,976 | $337.0K | 0.27% | −716−12.6% | Reduced |
| Horst & Graben Wealth Management LLC | 4,981 | $337.3K | 0.06% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 4,982 | $337.3K | 0.25% | +9+0.2% | Added |
| Davidson Trust Co | 4,984 | $337.5K | 0.23% | +132+2.7% | Added |
| Kolinsky Wealth Management, LLC | 4,992 | $338.0K | 0.24% | +1,300+35.2% | Added |
| Intrepid Financial Planning Group LLC | 5,001 | $338.6K | 0.15% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 5,022 | $340.0K | 0.14% | +54+1.1% | Added |
| Schrum Private Wealth Management LLC | 5,039 | $341.2K | 0.31% | +13+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 5,040 | $341.3K | 0.01% | +566+12.7% | Added |
| International Private Wealth Advisors LLC | 5,054 | $342.2K | 0.58% | +420+9.1% | Added |
| Alterna Wealth Management, Inc | 5,063 | $342.8K | 0.30% | +5,063 | New |
| Pegasus Partners Ltd. | 5,074 | $343.6K | 0.03% | −428−7.8% | Reduced |
| Hiley Hunt Wealth Management | 5,076 | $343.7K | 0.21% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 5,083 | $344.2K | 0.22% | +415+8.9% | Added |
| SFG Wealth Management, LLC. | 5,085 | $344.3K | 0.20% | +210+4.3% | Added |
| WorthPointe, LLC | 5,086 | $344.4K | 0.16% | +172+3.5% | Added |
| LVM Capital Management Ltd | 5,091 | $345.0K | 0.04% | +225+4.6% | Added |
| Burns J W & Co Inc | 5,103 | $345.5K | 0.05% | +312+6.5% | Added |
| Liberty Wealth Management LLC | 54,238 | $346.0K | 0.06% | +49,753+1,109.3% | Added |
| Meridian Financial Partners LLC | 4,883 | $346.0K | 0.21% | +4,883 | New |
| Unique Wealth, LLC | 5,118 | $346.6K | 0.09% | +122+2.4% | Added |
| Birchcreek Wealth Management, LLC | 5,119 | $346.6K | 0.20% | −20.0% | Reduced |
| Boyd Watterson Asset Management LLC | 5,121 | $346.7K | 0.10% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 5,125 | $347.0K | 0.16% | +5,125 | New |
| Echo45 Advisors LLC | 5,127 | $347.1K | 0.24% | −948−15.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,139 | $348.0K | 0.16% | −3,657−41.6% | Reduced |
| Virtus Investment Advisers, Inc. | 5,150 | $348.7K | 0.29% | −2,554−33.2% | Reduced |
| Keener Financial Planning LLC | 5,163 | $349.0K | 0.23% | −111−2.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 5,160 | $349.0K | 0.29% | +500+10.7% | Added |
| Guyasuta Investment Advisors Inc | 2,222 | $350.3K | 0.03% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 5,181 | $350.8K | 0.17% | +505+10.8% | Added |
| Ballew Advisors, Inc | 5,049 | $351.5K | 0.23% | −97−1.9% | Reduced |
| K.J. Harrison & Partners Inc | 5,193 | $351.6K | 0.06% | −143,384−96.5% | Reduced |
| SilverOak Wealth Management LLC | 5,199 | $352.0K | 0.08% | +717+16.0% | Added |
| Cypress Asset Management Inc | 5,109 | $352.7K | 0.09% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 5,213 | $353.0K | 0.64% | −22−0.4% | Reduced |
| Capasso Planning Partners LLC | 5,226 | $353.8K | 0.11% | +5,226 | New |
| Apollon Financial, LLC | 5,236 | $354.5K | 0.11% | +1,042+24.8% | Added |
| Phillips Wealth Planners LLC | 5,043 | $355.1K | 0.37% | −948−15.8% | Reduced |
| Norway Savings Bank | 5,250 | $355.5K | 0.20% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 5,254 | $355.8K | 0.05% | +493+10.4% | Added |
| Bright Financial Advisors, Inc. | 5,268 | $356.7K | 0.25% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 5,272 | $356.9K | 0.22% | +478+10.0% | Added |
| Mirabaud & Cie SA | 5,272 | $357.0K | 0.12% | −158−2.9% | Reduced |
| Atlantic Trust, LLC | 5,294 | $358.5K | 0.09% | +8+0.2% | Added |
| Stordahl Capital Management, Inc. | 5,302 | $359.0K | 0.09% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 5,304 | $359.1K | 0.16% | −150−2.8% | Reduced |
| Insight Folios Inc | 5,330 | $360.9K | 0.15% | −528−9.0% | Reduced |
| Drake & Associates, LLC | 5,331 | $361.0K | 0.13% | −72−1.3% | Reduced |
| Montz Harcus Wealth Management LLC | 5,335 | $361.2K | 0.23% | +92+1.8% | Added |
| Prosperitas Financial LLC | 5,341 | $361.6K | 0.22% | +23+0.4% | Added |
| Circle Wealth Management, LLC | 5,357 | $362.7K | 0.01% | −3,092−36.6% | Reduced |
| Family Investment Center, Inc. | 5,410 | $366.3K | 0.11% | +7+0.1% | Added |
| Lodestone Wealth Management LLC | 5,419 | $366.9K | 0.20% | +95+1.8% | Added |
| Crown Wealth Group, LLC | 5,423 | $367.2K | 0.18% | −134−2.4% | Reduced |