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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,207 | $420.3K | 0.27% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6,217 | $420.9K | 0.21% | −700−10.1% | Reduced |
| Paulson Wealth Management Inc. | 6,249 | $423.1K | 0.12% | −162−2.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 6,267 | $424.3K | 0.10% | −1,168−15.7% | Reduced |
| Verum Partners LLC | 6,282 | $425.4K | 0.14% | +1,000+18.9% | Added |
| M Holdings Securities, Inc. | 6,269 | $426.0K | 0.06% | −36,190−85.2% | Reduced |
| Sage Capital Management, LLC | 6,294 | $426.2K | 0.22% | +13+0.2% | Added |
| Granite Harbor Advisors, Inc. | 6,305 | $426.9K | 0.27% | −27−0.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,310 | $427.3K | 0.14% | +5,200+468.5% | Added |
| Glass Jacobson Investment Advisors llc | 6,311 | $427.3K | 0.16% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 6,254 | $428.4K | 0.10% | +97+1.6% | Added |
| Terril Brothers, Inc. | 6,339 | $429.2K | 0.15% | +1,440+29.4% | Added |
| Fortress Wealth Group, LLC | 6,078 | $429.4K | 0.22% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 6,342 | $429.4K | 0.08% | +847+15.4% | Added |
| Private Capital Management, LLC | 6,400 | $433.3K | 0.05% | −333−4.9% | Reduced |
| Armstrong Henry H Associates Inc | 6,414 | $434.3K | 0.04% | +562+9.6% | Added |
| Game Plan Financial Advisors, LLC | 6,439 | $436.0K | 0.21% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 6,415 | $437.1K | 0.29% | −1,140−15.1% | Reduced |
| Eight 31 Financial LLC | 6,456 | $437.1K | 0.33% | −870−11.9% | Reduced |
| Concentric Wealth Management, LLC | 6,456 | $437.1K | 0.11% | −119−1.8% | Reduced |
| Bernardo Wealth Planning LLC | 6,464 | $437.7K | 0.12% | +10+0.2% | Added |
| Emergent Wealth Advisors, LLC | 6,160 | $439.4K | 0.35% | +6,160 | New |
| Ballast Advisors LLC | 6,496 | $439.8K | 0.14% | −222−3.3% | Reduced |
| Arden Trust Co | 6,506 | $440.5K | 0.06% | −334−4.9% | Reduced |
| Meridian Wealth Partners, LLC | 6,509 | $440.7K | 0.08% | −179−2.7% | Reduced |
| Sunflower Bank, N.A. | 6,511 | $440.9K | 0.10% | +52+0.8% | Added |
| Dogwood Wealth Management LLC | 6,511 | $440.9K | 0.27% | +987+17.9% | Added |
| Truvestments Capital LLC | 6,527 | $441.9K | 0.18% | −880−11.9% | Reduced |
| TPG Advisors LLC | 6,527 | $442.0K | 0.38% | +6,527 | New |
| Brown Miller Wealth Management, LLC | 6,533 | $442.4K | 0.18% | +91+1.4% | Added |
| Inspire Advisors, LLC | 6,540 | $442.8K | 0.06% | +249+4.0% | Added |
| Rollins Financial Advisors, LLC | 6,541 | $442.9K | 0.08% | +500+8.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,542 | $443.0K | 0.01% | −5,194−44.3% | Reduced |
| Acorns Advisers, LLC | 6,559 | $444.0K | 0.00% | +1,856+39.5% | Added |
| Northside Capital Management, LLC | 6,558 | $444.0K | 0.08% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,560 | $444.2K | 0.34% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 6,566 | $444.6K | 0.07% | −204−3.0% | Reduced |
| Cannon Financial Strategists, Inc. | 6,570 | $444.9K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 6,572 | $445.0K | 0.07% | +344+5.5% | Added |
| Keystone Wealth Services, LLC | 6,575 | $445.2K | 0.14% | −389−5.6% | Reduced |
| Kennedy Investment Group | 6,575 | $445.2K | 0.23% | +1,098+20.0% | Added |
| Arcataur Capital Management LLC | 6,581 | $445.6K | 0.16% | −40−0.6% | Reduced |
| Wealth Architects, LLC | 6,593 | $446.4K | 0.05% | −70−1.1% | Reduced |
| ERn Financial, LLC | 6,600 | $446.9K | 0.07% | +58+0.9% | Added |
| Widmann Financial Services, Inc. | 6,605 | $447.2K | 0.36% | +30.0% | Added |
| Rogco, LP | 6,614 | $447.8K | 0.18% | −900−12.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 6,411 | $448.1K | 0.35% | −926−12.6% | Reduced |
| Maple Capital Management, Inc. | 6,632 | $449.1K | 0.04% | −677−9.3% | Reduced |
| Sovereign Financial Group, Inc. | 6,633 | $449.1K | 0.11% | +118+1.8% | Added |
| Cable Hill Partners, LLC | 6,636 | $449.3K | 0.05% | +6,636 | New |
| Biechele Royce Advisors | 6,663 | $451.0K | 0.15% | −687−9.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,661 | $451.0K | 0.13% | +350+5.5% | Added |
| Interchange Capital Partners, LLC | 6,703 | $453.9K | 0.17% | +6,703 | New |
| Michael S. Ryan, Inc. | 6,707 | $454.1K | 0.34% | +200+3.1% | Added |
| M&R Capital Management Inc | 6,709 | $454.3K | 0.11% | −30.0% | Reduced |
| Sculati Wealth Management, LLC | 6,714 | $454.6K | 0.19% | −1,740−20.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 6,728 | $455.6K | 0.06% | +41+0.6% | Added |
| LJI Wealth Management, LLC | 6,736 | $456.1K | 0.10% | +4+0.1% | Added |
| Van Strum & Towne Inc. | 6,741 | $456.4K | 0.17% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 6,751 | $457.1K | 0.16% | +64+1.0% | Added |
| Meritas Wealth Management, LLC | 6,752 | $457.2K | 0.32% | −774−10.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 6,762 | $458.0K | 0.01% | +1,220+22.0% | Added |
| Umpqua Bank | 6,792 | $459.9K | 0.18% | +1,541+29.3% | Added |
| Advance Capital Management, Inc. | 6,797 | $460.3K | 0.02% | +249+3.8% | Added |
| Opal Wealth Advisors, LLC | 6,806 | $460.8K | 0.15% | +1,122+19.7% | Added |
| Atlas Private Wealth Advisors | 6,808 | $460.9K | 0.07% | +2,660+64.1% | Added |
| KLCM Advisors, Inc. | 6,819 | $461.7K | 0.06% | +2,035+42.5% | Added |
| Flynn Zito Capital Management, LLC | 6,824 | $462.1K | 0.24% | +280+4.3% | Added |
| Fortis Advisors, LLC | 6,825 | $462.1K | 0.33% | −552−7.5% | Reduced |
| Altus Wealth Group LLC | 6,833 | $462.7K | 0.23% | −10−0.1% | Reduced |
| Centerpoint Advisors, LLC | 6,843 | $463.0K | 0.17% | +468+7.3% | Added |
| Wellspring Financial Advisors, LLC | 6,838 | $463.0K | 0.06% | +262+4.0% | Added |
| Optivise Advisory Services LLC | 6,849 | $463.7K | 0.25% | +6,849 | New |
| Creative Financial Designs Inc | 6,850 | $463.8K | 0.04% | +3,816+125.8% | Added |
| Pineridge Advisors LLC | 6,852 | $463.9K | 0.16% | −135−1.9% | Reduced |
| Tufton Capital Management | 6,871 | $465.2K | 0.09% | −50−0.7% | Reduced |
| EHP Funds Inc. | 6,900 | $467.2K | 0.23% | +6,900 | New |
| Fiducient Advisors LLC | 6,907 | $467.7K | 0.06% | −12,119−63.7% | Reduced |
| US Asset Management LLC | 6,911 | $468.0K | 0.42% | −260−3.6% | Reduced |
| Mayflower Financial Advisors, LLC | 6,912 | $468.0K | 0.08% | +1,115+19.2% | Added |
| Navellier & Associates Inc | 6,915 | $468.2K | 0.05% | −300−4.2% | Reduced |
| Clear Harbor Asset Management, LLC | 6,924 | $468.8K | 0.04% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 6,928 | $469.1K | 0.31% | +6,928 | New |
| Hall Laurie J Trustee | 6,945 | $470.0K | 0.16% | −600−8.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 6,959 | $471.2K | 0.07% | +175+2.6% | Added |
| Significant Wealth Partners LLC | 6,967 | $471.7K | 0.27% | +1,592+29.6% | Added |
| Thrive Wealth Management, LLC | 6,976 | $472.4K | 0.09% | −15−0.2% | Reduced |
| Independent Family Office, LLC | 7,020 | $475.3K | 0.27% | −600−7.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,023 | $475.6K | 0.04% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,028 | $475.8K | 0.59% | −4−0.1% | Reduced |
| Blossom Wealth Management | 7,030 | $476.0K | 1.04% | −125−1.7% | Reduced |
| Paragon Capital Management LLC | 7,044 | $476.9K | 0.26% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 7,048 | $477.2K | 0.04% | +589+9.1% | Added |
| Swisher Financial Concepts, Inc. | 7,015 | $478.0K | 0.48% | +30.0% | Added |
| Contravisory Investment Management, Inc. | 7,061 | $478.1K | 0.11% | −242−3.3% | Reduced |
| Aspire Private Capital, LLC | 7,066 | $478.4K | 0.12% | +3,958+127.3% | Added |
| Keynote Financial Services LLC | 7,097 | $480.5K | 0.40% | −25−0.4% | Reduced |
| Northwest Financial Advisors | 7,107 | $481.2K | 0.49% | +32+0.5% | Added |
| Arista Wealth Management, LLC | 7,108 | $481.3K | 0.13% | +7,108 | New |
| Blue Bell Private Wealth Management, LLC | 7,113 | $481.6K | 0.10% | 00.0% | Unchanged |