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 7 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 |
|---|---|---|---|---|---|
| Family Asset Management, LLC | 5,435 | $368.0K | 0.24% | +3+0.1% | Added |
| Financial Strategies Group, Inc. | 5,284 | $369.4K | 0.09% | +94+1.8% | Added |
| Axiom Advisory, LLC | 5,877 | $370.1K | 0.00% | +5,877 | New |
| Channel Wealth LLC | 5,472 | $370.5K | 0.13% | −900−14.1% | Reduced |
| Peak Asset Management, LLC | 5,490 | $371.7K | 0.07% | 00.0% | Unchanged |
| McDaniel Terry & Co | 5,492 | $372.0K | 0.03% | −355−6.1% | Reduced |
| Sawyer & Company, Inc | 5,496 | $372.0K | 0.15% | +105+1.9% | Added |
| Redwood Financial Network Corp | 5,511 | $373.2K | 0.31% | +7+0.1% | Added |
| Summitry LLC | 5,525 | $374.1K | 0.02% | −613−10.0% | Reduced |
| High Falls Advisors, Inc | 5,536 | $374.9K | 0.09% | −4,056−42.3% | Reduced |
| Rational Advisors LLC | 5,540 | $375.1K | 0.04% | +2,895+109.5% | Added |
| Prosperity Wealth Management, Inc. | 5,551 | $375.8K | 0.18% | −449−7.5% | Reduced |
| Ellevest, Inc. | 5,557 | $376.3K | 0.02% | −96−1.7% | Reduced |
| MBA Advisors LLC | 5,581 | $377.9K | 0.19% | +276+5.2% | Added |
| Bank Hapoalim BM | 5,598 | $379.0K | 0.05% | +174+3.2% | Added |
| Hohimer Wealth Management, LLC | 5,600 | $379.2K | 0.09% | +1,022+22.3% | Added |
| Commons Capital, LLC | 5,605 | $379.5K | 0.46% | −38−0.7% | Reduced |
| German American Bancorp, Inc. | 5,607 | $379.6K | 0.04% | +582+11.6% | Added |
| Versant Capital Management, Inc | 5,609 | $379.8K | 0.10% | +222+4.1% | Added |
| Bank of Nova Scotia Trust Co | 5,612 | $380.0K | 0.04% | −298−5.0% | Reduced |
| Evolution Wealth Advisors, LLC | 5,611 | $380.0K | 0.07% | +211+3.9% | Added |
| Nelson Capital Management, LLC | 5,616 | $380.3K | 0.07% | −306−5.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 5,630 | $381.2K | 0.07% | +5,630 | New |
| Sequent Planning LLC | 5,670 | $382.6K | 0.13% | −3−0.1% | Reduced |
| HBC Financial Services, PLLC | 5,500 | $383.0K | 0.24% | −500−8.3% | Reduced |
| Amplius Wealth Advisors, LLC | 5,661 | $383.3K | 0.04% | +195+3.6% | Added |
| LifePlan Financial, LLC | 5,666 | $383.6K | 0.35% | −85−1.5% | Reduced |
| Western Pacific Wealth Management, LP | 5,676 | $384.3K | 0.29% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 5,676 | $384.3K | 0.01% | +510+9.9% | Added |
| Shotwell Rutter Baer Inc | 5,499 | $384.4K | 0.34% | +5,499 | New |
| MPS Loria Financial Planners, LLC | 5,681 | $384.7K | 0.12% | +11+0.2% | Added |
| Collective Family Office LLC | 5,682 | $384.7K | 0.11% | +924+19.4% | Added |
| Poehling Capital Management, LLC | 5,683 | $384.8K | 0.11% | +300+5.6% | Added |
| Carmel Capital Partners, LLC | 5,688 | $385.1K | 0.16% | +384+7.2% | Added |
| Catalyst Funds Management Pty Ltd | 5,700 | $385.9K | 0.10% | −160,400−96.6% | Reduced |
| Founders Capital Management | 5,700 | $385.9K | 0.25% | +2,498+78.0% | Added |
| Outlook Wealth Advisors, LLC | 5,725 | $387.6K | 0.19% | +37+0.7% | Added |
| Facet Wealth, Inc. | 5,606 | $387.9K | 0.01% | +1,446+34.8% | Added |
| Avaii Wealth Management, LLC | 5,730 | $388.0K | 0.22% | −25−0.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 5,744 | $388.9K | 0.08% | +96+1.7% | Added |
| Hamilton Capital, LLC | 5,746 | $389.1K | 0.03% | −209−3.5% | Reduced |
| Hanlon Investment Management, Inc. | 5,750 | $389.3K | 0.12% | +534+10.2% | Added |
| Pettinga Financial Advisors, LLC | 5,754 | $389.6K | 0.10% | −338−5.5% | Reduced |
| Custom Index Systems, LLC | 5,756 | $389.7K | 0.22% | −1,265−18.0% | Reduced |
| Seaside Wealth Management, Inc. | 5,763 | $390.2K | 0.16% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5,764 | $390.3K | 0.29% | +1,442+33.4% | Added |
| Berkeley Capital Partners, LLC | 5,783 | $391.6K | 0.12% | +639+12.4% | Added |
| Zions Bancorporation, N.A. | 5,789 | $392.0K | 0.03% | +215+3.9% | Added |
| Tillman Hartley LLC | 5,798 | $392.6K | 0.13% | 00.0% | Unchanged |
| McRae Capital Management Inc | 5,820 | $394.1K | 0.09% | −3,600−38.2% | Reduced |
| Invenio Wealth Partners LLC | 5,823 | $394.3K | 0.20% | −165−2.8% | Reduced |
| RNC Capital Management LLC | 5,827 | $394.5K | 0.02% | +539+10.2% | Added |
| Lauterbach Financial Advisors, LLC | 5,778 | $395.5K | 0.26% | +20.0% | Added |
| Stoneridge Investment Partners LLC | 5,844 | $396.0K | 0.15% | −600−9.3% | Reduced |
| Sentinel Trust Co Lba | 5,842 | $396.0K | 0.05% | +31+0.5% | Added |
| Members Wealth LLC | 4,084 | $396.5K | 0.27% | +4,084 | New |
| ForthRight Wealth Management, LLC | 5,890 | $398.8K | 0.14% | +3+0.1% | Added |
| Sage Rhino Capital LLC | 5,893 | $399.0K | 0.10% | +149+2.6% | Added |
| Fidelity D & D Bancorp Inc | 5,913 | $400.4K | 0.30% | 00.0% | Unchanged |
| Fort, L.P. | 5,920 | $400.8K | 1.03% | +40+0.7% | Added |
| BlackDiamond Wealth Management Inc. | 5,930 | $401.2K | 0.26% | −345−5.5% | Reduced |
| CAP Partners, LLC | 5,929 | $401.5K | 0.33% | +163+2.8% | Added |
| Accel Wealth Management | 5,934 | $401.8K | 0.16% | +1,809+43.9% | Added |
| Symphony Financial Services, Inc. | 5,782 | $402.9K | 0.35% | +5,782 | New |
| Claris Advisors, LLC | 5,963 | $403.8K | 0.21% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 5,965 | $403.9K | 0.41% | −8−0.1% | Reduced |
| Wedgewood Investors Inc | 5,979 | $404.8K | 0.48% | +5,979 | New |
| Planning Center, Inc. | 5,988 | $405.4K | 0.05% | −167−2.7% | Reduced |
| NCM Capital Management, LLC | 5,992 | $405.7K | 0.21% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 6,000 | $406.3K | 0.13% | −3,675−38.0% | Reduced |
| Evergreen Wealth Management, LLC | 6,000 | $406.3K | 0.27% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 6,016 | $407.4K | 0.07% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 6,026 | $408.0K | 0.11% | −27,942−82.3% | Reduced |
| Planned Solutions, Inc. | 6,038 | $408.8K | 0.20% | +890+17.3% | Added |
| Oakwell Private Wealth Management, LLC | 6,039 | $408.9K | 0.12% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 6,039 | $409.0K | 0.07% | −100−1.6% | Reduced |
| CKW Financial Group | 6,057 | $409.0K | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 6,046 | $409.4K | 0.03% | +13+0.2% | Added |
| Magnolia Capital Management Ltd | 6,060 | $410.0K | 0.34% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,056 | $410.0K | 0.16% | +2,423+66.7% | Added |
| Strategic Financial Services, Inc, | 6,084 | $411.9K | 0.03% | +6,084 | New |
| Compass Ion Advisors, LLC | 6,847 | $412.0K | 0.06% | 00.0% | Unchanged |
| Gibson Capital, LLC | 6,105 | $413.4K | 0.09% | 00.0% | Unchanged |
| Partners in Financial Planning | 6,108 | $413.6K | 0.09% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 6,111 | $413.8K | 0.12% | −284−4.4% | Reduced |
| Zega Financial, LLC | 6,123 | $414.6K | 0.15% | +27+0.4% | Added |
| Aua Capital Management, LLC | 6,150 | $416.4K | 0.25% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,150 | $416.4K | 0.07% | −85−1.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,177 | $417.0K | 0.21% | +954+18.3% | Added |
| Novak & Powell Financial Services, Inc. | 6,161 | $417.2K | 0.26% | −135−2.1% | Reduced |
| Hummer Financial Advisory Services Inc | 6,165 | $417.4K | 0.36% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 6,166 | $417.5K | 0.03% | +1,500+32.1% | Added |
| M. Kraus & Co | 6,168 | $417.6K | 0.13% | +150+2.5% | Added |
| Long Run Wealth Advisors, LLC | 6,169 | $417.7K | 0.11% | +8+0.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,174 | $418.0K | 0.22% | −420−6.4% | Reduced |
| Shoker Investment Counsel, Inc. | 6,175 | $418.1K | 0.15% | +1,558+33.7% | Added |
| Redwood Wealth Management Group, LLC | 6,176 | $418.2K | 0.31% | +30+0.5% | Added |
| PSI Advisors, LLC | 6,184 | $418.7K | 0.13% | −5,046−44.9% | Reduced |
| Gemmer Asset Management LLC | 6,201 | $419.9K | 0.05% | −172−2.7% | Reduced |
| Hobart Private Capital, LLC | 6,201 | $419.9K | 0.12% | +300+5.1% | Added |