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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| LSV Asset Management | 70,300 | $4.76M | 0.01% | −126,520−64.3% | Reduced |
| Sarasin & Partners LLP | 70,000 | $4.74M | 0.04% | +70,000 | New |
| Nvest Financial, LLC | 69,887 | $4.73M | 2.91% | −2,928−4.0% | Reduced |
| LaFleur & Godfrey LLC | 69,857 | $4.73M | 0.69% | −6,211−8.2% | Reduced |
| Forum Financial Management, LP | 69,726 | $4.72M | 0.09% | −2,797−3.9% | Reduced |
| Beck Capital Management, LLC | 69,472 | $4.70M | 1.30% | +12,104+21.1% | Added |
| Keene & Associates, Inc. | 69,410 | $4.70M | 3.83% | −2,404−3.3% | Reduced |
| Means Investment Co., Inc. | 69,240 | $4.69M | 0.56% | −1,608−2.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 69,208 | $4.69M | 0.26% | −37,155−34.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 68,708 | $4.65M | 0.64% | +910+1.3% | Added |
| Kampmann Melissa S. | 68,582 | $4.64M | 3.39% | −168−0.2% | Reduced |
| Diversified Investment Strategies, LLC | 68,385 | $4.63M | 3.24% | −350−0.5% | Reduced |
| AlphaCore Capital LLC | 68,249 | $4.62M | 1.12% | +10,766+18.7% | Added |
| J. Goldman & Co LP | 68,238 | $4.62M | 0.17% | +38,097+126.4% | Added |
| Institutional & Family Asset Management, LLC | 68,070 | $4.61M | 0.71% | −2,573−3.6% | Reduced |
| Family Legacy, Inc. | 67,855 | $4.59M | 1.65% | −1,330−1.9% | Reduced |
| Roman Butler Fullerton & Co | 65,233 | $4.59M | 1.49% | +279+0.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 67,831 | $4.59M | 1.07% | +1,692+2.6% | Added |
| Wambolt & Associates, LLC | 68,022 | $4.59M | 1.33% | +482+0.7% | Added |
| Spring Capital Management, LLC | 29,181 | $4.59M | 3.62% | −55,578−65.6% | Reduced |
| Ameritas Investment Partners, Inc. | 67,594 | $4.58M | 0.16% | −1,555−2.2% | Reduced |
| Appleton Partners Inc | 67,574 | $4.58M | 0.35% | −1,001−1.5% | Reduced |
| Confluence Wealth Services, Inc. | 67,469 | $4.57M | 0.36% | +331+0.5% | Added |
| Tabor Asset Management, LP | 66,340 | $4.55M | 2.44% | +66,340 | New |
| Paradigm Financial Partners, LLC | 67,175 | $4.55M | 0.68% | −2,261−3.3% | Reduced |
| Fort Washington Investment Advisors Inc | 67,159 | $4.55M | 0.03% | +1,999+3.1% | Added |
| Compass Wealth Management LLC | 66,635 | $4.51M | 1.11% | +30,425+84.0% | Added |
| 180 Wealth Advisors, LLC | 64,270 | $4.49M | 0.73% | +679+1.1% | Added |
| Fluent Financial, LLC | 66,218 | $4.48M | 2.26% | +2,545+4.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 66,137 | $4.48M | 0.87% | −11,504−14.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 66,129 | $4.48M | 0.09% | +9,369+16.5% | Added |
| Hutner Capital Management Inc | 65,987 | $4.47M | 2.45% | −1,325−2.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 65,934 | $4.46M | 0.69% | +3,748+6.0% | Added |
| Blue Fin Capital, Inc. | 65,881 | $4.46M | 0.89% | +36+0.1% | Added |
| Occidental Asset Management, LLC | 65,807 | $4.46M | 0.78% | +5,885+9.8% | Added |
| GYL Financial Synergies, LLC | 65,658 | $4.45M | 0.34% | +2,753+4.4% | Added |
| Gifford Fong Associates | 65,550 | $4.44M | 1.18% | 00.0% | Unchanged |
| Game Creek Capital, LP | 65,475 | $4.43M | 2.47% | −6,375−8.9% | Reduced |
| Claret Asset Management Corp | 65,467 | $4.43M | 0.79% | −3,390−4.9% | Reduced |
| Integrated Advisors Network LLC | 65,398 | $4.43M | 0.23% | +2,132+3.4% | Added |
| West Branch Capital LLC | 65,284 | $4.42M | 1.64% | +818+1.3% | Added |
| Jamison Private Wealth Management, Inc. | 65,273 | $4.42M | 0.73% | −475−0.7% | Reduced |
| Syon Capital LLC | 65,237 | $4.42M | 0.41% | +1,851+2.9% | Added |
| Citizens National Bank Trust Department | 65,127 | $4.41M | 0.98% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 65,089 | $4.41M | 0.28% | +4,300+7.1% | Added |
| Legato Capital Management LLC | 64,833 | $4.39M | 0.59% | −22,866−26.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 64,698 | $4.38M | 1.72% | +3,510+5.7% | Added |
| Ingalls & Snyder LLC | 64,694 | $4.38M | 0.19% | +85+0.1% | Added |
| Rossmore Private Capital | 64,358 | $4.36M | 0.57% | +731+1.1% | Added |
| Peninsula Asset Management Inc | 64,220 | $4.35M | 2.39% | +1,640+2.6% | Added |
| NorthRock Partners, LLC | 64,204 | $4.35M | 0.16% | −11,101−14.7% | Reduced |
| MainStreet Investment Advisors LLC | 64,143 | $4.34M | 0.53% | +47,021+274.6% | Added |
| 1st Source Bank | 64,135 | $4.34M | 0.25% | +847+1.3% | Added |
| Frank, Rimerman Advisors LLC | 64,123 | $4.34M | 0.31% | +63,202+6,862.3% | Added |
| Xcel Wealth Management, LLC | 63,963 | $4.33M | 1.36% | −1,000−1.5% | Reduced |
| SPC Financial, Inc. | 63,895 | $4.33M | 0.40% | +504+0.8% | Added |
| Smith, Salley & Associates | 63,763 | $4.32M | 0.31% | +1,701+2.7% | Added |
| Mather Group, LLC. | 71,696 | $4.31M | 0.05% | +53,402+291.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 63,616 | $4.31M | 1.74% | −430−0.7% | Reduced |
| Mitchell Sinkler & Starr | 60,720 | $4.30M | 1.10% | +315+0.5% | Added |
| SeaBridge Investment Advisors LLC | 63,447 | $4.30M | 1.11% | +2,399+3.9% | Added |
| HBK Sorce Advisory LLC | 63,339 | $4.29M | 0.15% | −1,882−2.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 63,301 | $4.29M | 0.22% | +3,854+6.5% | Added |
| Finivi Inc. | 63,237 | $4.28M | 3.55% | +1,410+2.3% | Added |
| Flagship Harbor Advisors, LLC | 63,207 | $4.28M | 0.26% | +3,498+5.9% | Added |
| Diversify Wealth Management, LLC | 63,202 | $4.27M | 0.53% | +63,202 | New |
| Campbell & CO Investment Adviser LLC | 63,013 | $4.27M | 0.36% | +51,319+438.8% | Added |
| TCW Group Inc | 62,938 | $4.26M | 0.04% | +2,041+3.4% | Added |
| Bridge Creek Capital Management LLC | 62,815 | $4.25M | 1.37% | −80−0.1% | Reduced |
| Greenline Partners, LLC | 62,469 | $4.22M | 0.64% | −63,594−50.4% | Reduced |
| Councilmark Asset Management, LLC | 62,220 | $4.21M | 2.99% | −150−0.2% | Reduced |
| LGT Group Foundation | 62,093 | $4.20M | 0.07% | +630+1.0% | Added |
| Quadrant Capital Group LLC | 61,934 | $4.19M | 0.31% | +2,014+3.4% | Added |
| Smith, Moore & Co. | 61,909 | $4.19M | 0.43% | −782−1.2% | Reduced |
| Berry Wealth Group, LP | 61,862 | $4.19M | 3.35% | −143−0.2% | Reduced |
| Arrow Financial Corp | 61,744 | $4.18M | 0.41% | −157−0.3% | Reduced |
| High Note Wealth, LLC | 61,686 | $4.18M | 1.28% | +2,371+4.0% | Added |
| ORG Partners LLC | 61,822 | $4.17M | 0.52% | +60,067+3,422.6% | Added |
| Financial Advisory Partners, LLC | 61,561 | $4.17M | 1.56% | −2,330−3.6% | Reduced |
| Pacifica Partners Inc. | 61,020 | $4.16M | 1.79% | −709−1.1% | Reduced |
| Hengehold Capital Management LLC | 61,377 | $4.16M | 0.43% | −259−0.4% | Reduced |
| Hudson Bay Capital Management LP | 61,327 | $4.15M | 0.03% | +61,327 | New |
| Telos Capital Management, Inc. | 61,285 | $4.15M | 0.46% | +8,517+16.1% | Added |
| Palisade Asset Management, LLC | 61,089 | $4.14M | 0.43% | −195−0.3% | Reduced |
| Concentric Capital Strategies, LP | 61,043 | $4.13M | 0.26% | −199,281−76.6% | Reduced |
| Liberty One Investment Management, LLC | 60,957 | $4.13M | 0.47% | −1,216−2.0% | Reduced |
| Equitable Trust Co | 60,892 | $4.12M | 0.28% | +2,296+3.9% | Added |
| GeoWealth Management, LLC | 60,736 | $4.11M | 0.18% | +10,344+20.5% | Added |
| Argonautica Private Wealth Management, Inc | 60,675 | $4.11M | 1.41% | −164−0.3% | Reduced |
| Capital Planning Advisors, LLC | 60,082 | $4.07M | 0.70% | +12,983+27.6% | Added |
| Essex Financial Services, Inc. | 60,057 | $4.06M | 0.30% | +24,878+70.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $4.06M | 0.92% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 59,949 | $4.06M | 1.28% | 00.0% | Unchanged |
| Capital Advisors Inc | 59,896 | $4.06M | 0.08% | −10,551−15.0% | Reduced |
| Centerstone Investors, LLC | 59,888 | $4.06M | 3.38% | −820−1.4% | Reduced |
| Ostrum Asset Management | 59,870 | $4.05M | 0.35% | −5,446−8.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,850 | $4.05M | 1.00% | 00.0% | Unchanged |
| Aries Wealth Management | 59,842 | $4.05M | 1.28% | −130.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 59,805 | $4.05M | 0.36% | +6,398+12.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 59,705 | $4.04M | 0.92% | +1,415+2.4% | Added |