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 |
|---|---|---|---|---|---|
| Kraft, Davis & Associates, LLC | 6,929 | $482.4K | 0.15% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 7,131 | $482.8K | 0.43% | 00.0% | Unchanged |
| 25 LLC | 7,144 | $483.7K | 0.23% | +13+0.2% | Added |
| Alpha Omega Wealth Management LLC | 7,161 | $484.9K | 0.09% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 7,173 | $485.7K | 0.21% | +24+0.3% | Added |
| Etfidea, LLC | 7,174 | $485.8K | 0.16% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 7,180 | $486.2K | 0.07% | −548−7.1% | Reduced |
| Mizuho Securities Co. Ltd. | 7,180 | $486.2K | 1.13% | +7,180 | New |
| United Bank | 7,185 | $486.5K | 0.24% | +264+3.8% | Added |
| Cross Staff Investments Inc | 7,185 | $486.5K | 0.41% | 00.0% | Unchanged |
| Private Client Services, LLC | 7,192 | $486.9K | 0.31% | +604+9.2% | Added |
| Vista Wealth Management Group, LLC | 7,203 | $487.7K | 0.04% | +2,261+45.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,209 | $488.1K | 0.09% | +846+13.3% | Added |
| AXS Investments LLC | 7,222 | $489.0K | 0.14% | −355−4.7% | Reduced |
| 1620 Investment Advisors, Inc. | 7,252 | $491.0K | 0.38% | +25+0.3% | Added |
| Financial Engines Advisors L.L.C. | 7,259 | $491.5K | 0.00% | +1,794+32.8% | Added |
| Epic Trust Investment Advisors, LLC | 7,269 | $492.2K | 0.54% | +1,217+20.1% | Added |
| Warwick Investment Management, Inc. | 7,283 | $493.1K | 0.12% | −1,441−16.5% | Reduced |
| New Republic Capital, LLC | 7,284 | $493.2K | 0.25% | +68+0.9% | Added |
| SRS Capital Advisors, Inc. | 7,306 | $494.7K | 0.05% | +2,948+67.6% | Added |
| First City Capital Management, Inc. | 7,307 | $494.8K | 0.28% | −52−0.7% | Reduced |
| Legacy Advisory Services, LLC | 7,312 | $495.1K | 0.45% | +31+0.4% | Added |
| Levy Wealth Management Group, LLC | 7,327 | $496.1K | 0.13% | +4,904+202.4% | Added |
| Global Financial Private Client, LLC | 7,338 | $496.9K | 0.21% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 7,343 | $497.2K | 0.10% | +207+2.9% | Added |
| Accent Capital Management, LLC | 7,365 | $498.7K | 0.31% | +525+7.7% | Added |
| Carlson Capital Management | 7,365 | $498.7K | 0.02% | +26+0.4% | Added |
| Sweeney & Michel, LLC | 7,148 | $499.6K | 0.21% | +14+0.2% | Added |
| Cedrus LLC | 7,382 | $499.8K | 0.25% | +1,071+17.0% | Added |
| Traveka Wealth, LLC | 7,391 | $500.4K | 0.24% | +141+1.9% | Added |
| Sharp Financial Services, LLC | 7,395 | $500.7K | 0.43% | −1,734−19.0% | Reduced |
| Apella Capital, LLC | 7,190 | $502.6K | 0.02% | +447+6.6% | Added |
| Triad Wealth Partners, LLC | 7,425 | $502.7K | 0.26% | +3,915+111.5% | Added |
| Jupiter Wealth Management LLC | 7,340 | $503.8K | 0.27% | +2,765+60.4% | Added |
| M3 Advisory Group, LLC | 7,441 | $503.8K | 0.41% | +1,516+25.6% | Added |
| LWMG, LLC | 7,476 | $506.2K | 0.11% | +411+5.8% | Added |
| S&CO Inc | 7,500 | $507.0K | 0.04% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 7,500 | $507.8K | 0.29% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 7,500 | $507.9K | 0.09% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 7,501 | $507.9K | 0.10% | +675+9.9% | Added |
| Stonebridge Capital Management Inc | 7,500 | $508.0K | 0.22% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,507 | $508.3K | 0.29% | −246−3.2% | Reduced |
| Fernwood Investment Management, LLC | 7,516 | $508.9K | 0.16% | −3,794−33.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,520 | $509.2K | 0.15% | +222+3.0% | Added |
| Williamson Legacy Group, LLC | 7,526 | $509.6K | 0.38% | +383+5.4% | Added |
| Worth Asset Management, LLC | 7,529 | $509.8K | 0.30% | +2,743+57.3% | Added |
| Maia Wealth LLC | 7,324 | $509.8K | 0.15% | +7,324 | New |
| Allen Wealth Management, LLC | 7,547 | $511.0K | 0.45% | +931+14.1% | Added |
| Oak Hill Wealth Advisors, LLC | 7,562 | $512.0K | 0.16% | +7,562 | New |
| China Universal Asset Management Co., Ltd. | 7,592 | $514.1K | 0.07% | −2,055−21.3% | Reduced |
| Hofer & Associates. Inc | 7,596 | $514.3K | 0.40% | +4,126+118.9% | Added |
| Live Oak Investment Partners | – | $514.5K | 0.43% | – | New |
| WESPAC Advisors, LLC | 7,617 | $515.7K | 0.40% | −2,208−22.5% | Reduced |
| BOS Asset Management, LLC | 7,650 | $518.0K | 0.24% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 7,644 | $518.0K | 0.18% | +1,047+15.9% | Added |
| Indie Asset Partners, LLC | 7,675 | $519.7K | 0.41% | +906+13.4% | Added |
| Baron Wealth Management LLC | 7,676 | $519.8K | 0.27% | +724+10.4% | Added |
| West Coast Financial LLC | 7,691 | $520.8K | 0.06% | +30+0.4% | Added |
| Castleview Partners, LLC | 7,694 | $521.0K | 0.30% | +61+0.8% | Added |
| DDFG, Inc | 7,738 | $524.0K | 0.16% | +737+10.5% | Added |
| Bristlecone Advisors, LLC | 7,743 | $524.3K | 0.04% | −95−1.2% | Reduced |
| Commonwealth Retirement Investments LLC | 7,752 | $524.9K | 0.24% | −730−8.6% | Reduced |
| Gimbal Financial | 7,524 | $525.2K | 0.39% | −199−2.6% | Reduced |
| EPG Wealth Management LLC | 0 | $526.0K | 0.12% | −7,134−100.0% | Reduced |
| Power Wealth Management LLC | 7,773 | $526.3K | 0.25% | −3,696−32.2% | Reduced |
| BancFirst Trust & Investment Management | 7,761 | $526.8K | 0.25% | +177+2.3% | Added |
| Van Cleef Asset Management,Inc | 7,800 | $528.1K | 0.07% | −6,000−43.5% | Reduced |
| KFA Private Wealth Group, LLC | 7,801 | $528.2K | 0.27% | −6,866−46.8% | Reduced |
| STAR Financial Bank | 7,804 | $528.4K | 0.41% | −1,355−14.8% | Reduced |
| Heartwood Wealth Advisors LLC | 7,806 | $528.5K | 0.06% | +3,702+90.2% | Added |
| Gillespie Robinson & Grimm Inc | 7,818 | $529.4K | 0.04% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 7,821 | $529.6K | 0.06% | +7,821 | New |
| LVZ Advisors, Inc. | 7,824 | $529.7K | 0.07% | +143+1.9% | Added |
| Sciencast Management LP | 7,834 | $530.4K | 0.18% | +7,834 | New |
| LaSalle St. Investment Advisors, LLC | 7,848 | $531.0K | 0.27% | +3,907+99.1% | Added |
| Precedent Wealth Partners, LLC | 7,864 | $532.5K | 0.21% | −326−4.0% | Reduced |
| First United Bank Trust | 7,870 | $532.9K | 0.20% | +5,635+252.1% | Added |
| Wedge Capital Management L L P | 7,876 | $533.3K | 0.01% | +113+1.5% | Added |
| Global Wealth Strategies & Associates | 7,883 | $533.8K | 0.19% | −600−7.1% | Reduced |
| Teamwork Financial Advisors, LLC | 7,883 | $533.8K | 0.08% | +270+3.5% | Added |
| InTrack Investment Management Inc | 7,897 | $534.7K | 0.38% | +1,340+20.4% | Added |
| ABN AMRO Bank N.V. | 7,835 | $535.3K | 0.01% | +335+4.5% | Added |
| Walker Financial Services, Inc. | 7,908 | $535.5K | 0.42% | −910−10.3% | Reduced |
| Beta Wealth Group, Inc. | 7,909 | $535.5K | 0.25% | +403+5.4% | Added |
| New England Research & Management, Inc. | 7,923 | $536.0K | 0.26% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 7,947 | $538.1K | 0.05% | +1,096+16.0% | Added |
| NorthCrest Asset Manangement, LLC | 7,949 | $538.3K | 0.02% | −1,294−14.0% | Reduced |
| Capstone Wealth Management Group, LLC | 7,953 | $538.5K | 0.35% | −176−2.2% | Reduced |
| Perissos Private Wealth Management, LLC | 7,983 | $540.5K | 0.48% | +327+4.3% | Added |
| David J Yvars Group | 7,995 | $541.4K | 0.34% | +462+6.1% | Added |
| Zevin Asset Management LLC | 8,049 | $545.0K | 0.09% | −1,818−18.4% | Reduced |
| First Business Financial Services, Inc. | 8,056 | $545.5K | 0.06% | +178+2.3% | Added |
| Garrison Point Advisors, LLC | 8,068 | $546.3K | 0.36% | −47−0.6% | Reduced |
| Fermata Advisors, LLC | 8,070 | $546.4K | 0.13% | +4,150+105.9% | Added |
| New England Capital Financial Advisors LLC | 8,080 | $547.1K | 0.31% | +45+0.6% | Added |
| Lakeridge Wealth Management LLC | 8,085 | $547.4K | 0.33% | +576+7.7% | Added |
| New Covenant Trust Company, N.A. | 7,739 | $547.5K | 0.63% | −452−5.5% | Reduced |
| Advisory Resource Group | 8,098 | $548.3K | 0.12% | −115−1.4% | Reduced |
| Capital Square, LLC | 7,798 | $548.8K | 0.36% | −180−2.3% | Reduced |
| McLean Asset Management Corp | 7,805 | $549.5K | 0.18% | +217+2.9% | Added |