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
- 3,320
- +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
- 1,508 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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 84,203 | $5.70M | 1.08% | −4,726−5.3% | Reduced |
| Regal Investment Advisors LLC | 84,178 | $5.70M | 0.38% | +4,564+5.7% | Added |
| Exeter Financial, LLC | 84,157 | $5.70M | 2.72% | −6,382−7.0% | Reduced |
| Evercore Wealth Management, LLC | 84,029 | $5.69M | 0.09% | +1,566+1.9% | Added |
| Legacy Wealth Management, LLC | 83,517 | $5.65M | 2.39% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 83,377 | $5.64M | 0.61% | −1,473−1.7% | Reduced |
| Stablepoint Partners, LLC | 81,063 | $5.64M | 1.09% | −8,780−9.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 83,267 | $5.64M | 0.58% | −479−0.6% | Reduced |
| LGT Fund Management Co Ltd. | 83,083 | $5.63M | 0.70% | +15,703+23.3% | Added |
| Principal Securities, Inc. | 82,951 | $5.62M | 0.15% | +10,400+14.3% | Added |
| Capital City Trust Co | 82,917 | $5.61M | 1.52% | +904+1.1% | Added |
| Heritage Wealth Management, Inc. | 80,053 | $5.61M | 1.88% | +80,053 | New |
| Estabrook Capital Management | 82,752 | $5.60M | 0.86% | −997−1.2% | Reduced |
| CX Institutional | 82,730 | $5.60M | 0.26% | −656−0.8% | Reduced |
| Herold Advisors, Inc. | 82,702 | $5.60M | 1.30% | −205−0.2% | Reduced |
| Bridges Investment Management Inc | 82,667 | $5.60M | 0.09% | +25,316+44.1% | Added |
| Strategy Asset Managers LLC | 35,570 | $5.59M | 1.25% | −61,090−63.2% | Reduced |
| Mitchell Capital Management Co | 82,380 | $5.58M | 0.98% | +6,192+8.1% | Added |
| New England Asset Management Inc | 82,210 | $5.57M | 0.92% | −1,995−2.4% | Reduced |
| Guardian Investment Management | 82,037 | $5.55M | 4.05% | +17,692+27.5% | Added |
| Journey Advisory Group, LLC | 81,851 | $5.54M | 0.66% | −7,450−8.3% | Reduced |
| Legacy CG, LLC | 81,731 | $5.53M | 1.88% | +10,497+14.7% | Added |
| Hourglass Capital, LLC | 81,503 | $5.52M | 1.64% | −625−0.8% | Reduced |
| Kavar Capital Partners Group, LLC | 81,246 | $5.50M | 0.99% | +1,819+2.3% | Added |
| Colonial Trust Co | 81,215 | $5.50M | 0.97% | +4,370+5.7% | Added |
| Ar Asset Management Inc | 81,000 | $5.49M | 1.32% | 00.0% | Unchanged |
| Windward Capital Management Co | 80,961 | $5.48M | 0.46% | −2,176−2.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 80,462 | $5.45M | 2.92% | −13,042−13.9% | Reduced |
| Alerus Financial NA | 80,447 | $5.45M | 0.41% | −1,615−2.0% | Reduced |
| Meeder Advisory Services, Inc. | 80,382 | $5.44M | 0.39% | +23,029+40.2% | Added |
| Brighton Jones LLC | 80,261 | $5.43M | 0.18% | +5,008+6.7% | Added |
| Cordatus Wealth Management LLC | 80,258 | $5.43M | 2.04% | +80,258 | New |
| Johnson Financial Group, Inc. | 80,144 | $5.43M | 0.26% | +35,751+80.5% | Added |
| Keeler Thomas Management LLC | 79,953 | $5.41M | 1.84% | −342−0.4% | Reduced |
| Bank of Hawaii | 79,919 | $5.41M | 0.25% | −3,167−3.8% | Reduced |
| Keel Point, LLC | 79,386 | $5.41M | 0.49% | −5,022−5.9% | Reduced |
| Silvant Capital Management LLC | 79,842 | $5.41M | 0.24% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 79,830 | $5.41M | 0.91% | −5,540−6.5% | Reduced |
| Quest Investment Management LLC | 79,740 | $5.40M | 0.60% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 77,223 | $5.40M | 0.50% | +26,943+53.6% | Added |
| Hixon Zuercher, LLC | 79,581 | $5.39M | 2.27% | −5,252−6.2% | Reduced |
| Fulton Bank, N.A. | 78,930 | $5.34M | 0.22% | −3,258−4.0% | Reduced |
| Waldron Private Wealth LLC | 78,809 | $5.34M | 0.24% | +288+0.4% | Added |
| Horan Capital Advisors, LLC. | 78,499 | $5.32M | 1.87% | −685−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 75,939 | $5.31M | 0.29% | +1,718+2.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 78,351 | $5.31M | 2.45% | −172−0.2% | Reduced |
| Ballentine Partners, LLC | 78,276 | $5.30M | 0.10% | +5,712+7.9% | Added |
| International Assets Investment Management, LLC | 78,112 | $5.29M | 0.50% | +816+1.1% | Added |
| Rehmann Capital Advisory Group | 78,088 | $5.29M | 0.38% | +4,907+6.7% | Added |
| Dakota Wealth Management | 77,872 | $5.27M | 0.12% | −166−0.2% | Reduced |
| First National Advisers, LLC | 77,764 | $5.26M | 0.96% | +20,929+36.8% | Added |
| Vectors Research Management, LLC | 77,371 | $5.24M | 1.61% | +4,952+6.8% | Added |
| Leelyn Smith, LLC | 77,297 | $5.23M | 1.01% | +350.0% | Added |
| Royal Fund Management, LLC | 76,458 | $5.20M | 0.70% | −19,068−20.0% | Reduced |
| Convergence Investment Partners, LLC | 76,872 | $5.20M | 1.52% | +18,194+31.0% | Added |
| Easterly Investment Partners LLC | 76,565 | $5.18M | 0.46% | −40,674−34.7% | Reduced |
| Flputnam Investment Management Co | 76,466 | $5.18M | 0.10% | −21,755−22.1% | Reduced |
| Financial Advisory Service, Inc. | 75,809 | $5.13M | 0.44% | +2,259+3.1% | Added |
| Haverford Trust Co | 75,785 | $5.13M | 0.05% | +8,852+13.2% | Added |
| AMG National Trust Bank | 75,562 | $5.12M | 0.14% | +13,741+22.2% | Added |
| Arete Wealth Advisors, LLC | 75,618 | $5.11M | 0.42% | −16,285−17.7% | Reduced |
| Somerset Trust Co | 75,428 | $5.11M | 2.09% | +169+0.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 75,310 | $5.10M | 3.35% | −5,990−7.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 75,159 | $5.09M | 1.52% | −15,205−16.8% | Reduced |
| Redwood Investments, LLC | 85,535 | $5.08M | 1.73% | −2,642−3.0% | Reduced |
| NovaPoint Capital, LLC | 74,887 | $5.07M | 1.72% | +2,153+3.0% | Added |
| Sentry LLC | 74,678 | $5.06M | 0.93% | +10.0% | Added |
| Hudson Capital Management LLC | 74,640 | $5.05M | 1.70% | +1,363+1.9% | Added |
| SevenBridge Financial Group, LLC | 74,549 | $5.05M | 1.12% | +2,066+2.9% | Added |
| Northcape Wealth Management, LLC | 74,329 | $5.03M | 1.81% | −1,169−1.5% | Reduced |
| Lyell Wealth Management, LP | 74,156 | $5.02M | 0.48% | +68,349+1,177.0% | Added |
| Wealthspire Advisors, LLC | 74,143 | $5.02M | 0.06% | +358+0.5% | Added |
| TrinityPoint Wealth, LLC | 73,910 | $5.00M | 0.78% | +13,580+22.5% | Added |
| Allianz SE | 73,885 | $5.00M | 0.15% | +61,795+511.1% | Added |
| Planning Capital Management Corp | 73,732 | $4.99M | 3.52% | +1,519+2.1% | Added |
| Stonebrook Private Inc. | 73,345 | $4.97M | 1.43% | −3,291−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 72,345 | $4.97M | 0.33% | +11,268+18.4% | Added |
| Gamco Investors, Inc. Et Al | 72,983 | $4.94M | 0.05% | −1,212−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 72,829 | $4.93M | 0.15% | +2,788+4.0% | Added |
| We Are One Seven, LLC | 72,582 | $4.91M | 0.23% | +654+0.9% | Added |
| Bensler, LLC | 72,226 | $4.89M | 0.66% | +3,557+5.2% | Added |
| NWF Advisory Services Inc. | 72,085 | $4.88M | 0.78% | +657+0.9% | Added |
| BFSG, LLC | 72,031 | $4.88M | 0.62% | −2,308−3.1% | Reduced |
| Alexander Labrunerie & Co., Inc. | 71,582 | $4.85M | 2.60% | +6,885+10.6% | Added |
| Hall Capital Management Co Inc | 71,470 | $4.84M | 2.31% | −3,937−5.2% | Reduced |
| Graypoint LLC | 71,318 | $4.83M | 0.33% | −10,314−12.6% | Reduced |
| Meeder Asset Management Inc | 71,252 | $4.82M | 0.34% | −72,720−50.5% | Reduced |
| Spirepoint Private Client, LLC | 71,209 | $4.82M | 0.68% | +2,360+3.4% | Added |
| Sargent Investment Group, LLC | 71,203 | $4.82M | 0.98% | +4,677+7.0% | Added |
| Longbow Finance SA | 71,091 | $4.81M | 0.50% | −3,915−5.2% | Reduced |
| William B. Walkup & Associates, Inc. | 71,070 | $4.81M | 3.15% | +71,070 | New |
| Slow Capital, Inc. | 70,980 | $4.81M | 0.78% | −4,524−6.0% | Reduced |
| Woodmont Investment Counsel LLC | 70,906 | $4.80M | 0.39% | +1,534+2.2% | Added |
| Berkshire Bank | 70,799 | $4.79M | 1.21% | −2,942−4.0% | Reduced |
| All Terrain Financial Advisors, LLC | 70,785 | $4.79M | 2.02% | +113+0.2% | Added |
| Nations Financial Group Inc, | 70,762 | $4.79M | 0.39% | +728+1.0% | Added |
| Hyman Charles D | 70,612 | $4.78M | 0.27% | −350.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 70,486 | $4.77M | 0.97% | +2,388+3.5% | Added |
| Wexford Capital LP | 70,414 | $4.77M | 1.21% | +1,069+1.5% | Added |
| Northwest Investment Counselors, LLC | 70,374 | $4.76M | 1.19% | +373+0.5% | Added |