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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 59,440 | $4.02M | 0.85% | +116+0.2% | Added |
| Meritage Portfolio Management | 59,405 | $4.02M | 0.25% | −873−1.4% | Reduced |
| MV Capital Management, Inc. | 59,298 | $4.02M | 0.45% | +467+0.8% | Added |
| Peterson Wealth Management | 59,191 | $4.01M | 2.47% | +8,735+17.3% | Added |
| ClariVest Asset Management LLC | 58,947 | $3.99M | 0.41% | −564−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 58,753 | $3.98M | 0.07% | −18,664−24.1% | Reduced |
| Brendel Financial Advisors LLC | 58,452 | $3.96M | 2.52% | +58,452 | New |
| Aaron Wealth Advisors | 58,180 | $3.94M | 0.55% | +2,985+5.4% | Added |
| Vickerman Investment Advisors, Inc. | 58,078 | $3.93M | 1.26% | −740−1.3% | Reduced |
| Kinloch Capital, LLC | 57,995 | $3.93M | 2.05% | −72−0.1% | Reduced |
| Geneos Wealth Management Inc. | 57,954 | $3.92M | 0.17% | −2,275−3.8% | Reduced |
| Banque Pictet & Cie SA | 57,927 | $3.92M | 0.04% | −41,688−41.8% | Reduced |
| Moody National Bank Trust Division | 57,898 | $3.92M | 0.30% | +1,800+3.2% | Added |
| Garrett Investment Advisors LLC | 57,790 | $3.91M | 0.46% | −1,081−1.8% | Reduced |
| CFO4Life Group, LLC | 57,678 | $3.91M | 0.73% | +413+0.7% | Added |
| Foundations Investment Advisors, LLC | 57,580 | $3.90M | 0.09% | +4,804+9.1% | Added |
| Phoenix Wealth Advisors | 57,479 | $3.89M | 1.95% | −746−1.3% | Reduced |
| Benedict Financial Advisors Inc | 57,471 | $3.89M | 0.99% | −1,213−2.1% | Reduced |
| Lakeview Capital Partners, LLC | 64,496 | $3.88M | 0.63% | 00.0% | Unchanged |
| CIC Wealth, LLC | 57,276 | $3.88M | 1.07% | −129−0.2% | Reduced |
| Abn Amro Investment Solutions | 57,241 | $3.88M | 0.07% | +35,247+160.3% | Added |
| Qtron Investments LLC | 56,982 | $3.86M | 0.56% | −4,158−6.8% | Reduced |
| Capstone Triton Financial Group, LLC | 56,910 | $3.85M | 2.70% | −674−1.2% | Reduced |
| Ethic Inc. | 56,855 | $3.85M | 0.09% | +19,850+53.6% | Added |
| WealthShield Partners, LLC | 56,567 | $3.83M | 0.58% | −2,414−4.1% | Reduced |
| Good Life Advisors, LLC | 56,525 | $3.83M | 0.32% | −301−0.5% | Reduced |
| Kensington Investment Counsel, LLC | 56,525 | $3.83M | 1.69% | +1,785+3.3% | Added |
| Stratos Wealth Advisors, LLC | 56,489 | $3.82M | 0.19% | −9,257−14.1% | Reduced |
| Buckhead Capital Management LLC | 56,469 | $3.82M | 1.30% | +51+0.1% | Added |
| Checchi Capital Advisers, LLC | 56,230 | $3.81M | 0.30% | −882−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 56,076 | $3.80M | 0.43% | +1,364+2.5% | Added |
| Change Path, LLC | 56,020 | $3.79M | 0.19% | −2,765−4.7% | Reduced |
| Bowen Hanes & Co Inc | 55,980 | $3.79M | 0.10% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 48,515 | $3.77M | 0.22% | −3,612−6.9% | Reduced |
| Ameliora Wealth Management Ltd. | 55,624 | $3.77M | 1.71% | −23,397−29.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 55,458 | $3.76M | 0.05% | −6,378−10.3% | Reduced |
| Hollow Brook Wealth Management LLC | 55,333 | $3.75M | 1.27% | +3,703+7.2% | Added |
| Deane Retirement Strategies, Inc. | 55,333 | $3.74M | 1.92% | −1,312−2.3% | Reduced |
| AMJ Financial Wealth Management | 55,161 | $3.73M | 1.16% | +1,119+2.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 55,154 | $3.73M | 1.63% | −277−0.5% | Reduced |
| Resources Management Corp | 55,116 | $3.73M | 0.54% | −603−1.1% | Reduced |
| Riverview Capital Advisers, LLC | 55,074 | $3.73M | 1.26% | −947−1.7% | Reduced |
| Parkside Financial Bank & Trust | 55,058 | $3.73M | 0.58% | −2,032−3.6% | Reduced |
| Trust Point Inc. | 54,897 | $3.72M | 0.30% | −1,017−1.8% | Reduced |
| Cullen Capital Management LLC | 54,872 | $3.72M | 0.04% | −768−1.4% | Reduced |
| Reuter James Wealth Management, LLC | 54,866 | $3.71M | 2.75% | +90.0% | Added |
| Shayne & Co., LLC | 54,852 | $3.71M | 1.03% | −750−1.3% | Reduced |
| Cozad Asset Management Inc | 54,811 | $3.71M | 0.37% | −2,571−4.5% | Reduced |
| Mattern Wealth Management LLC | 54,748 | $3.71M | 0.89% | −2,236−3.9% | Reduced |
| Wedmont Private Capital | 53,522 | $3.71M | 0.23% | +4,508+9.2% | Added |
| Westmount Partners, LLC | 54,899 | $3.70M | 1.22% | −109−0.2% | Reduced |
| First Hawaiian Bank | 54,536 | $3.69M | 0.12% | −865−1.6% | Reduced |
| Moloney Securities Asset Management, LLC | 54,525 | $3.69M | 0.53% | −8,222−13.1% | Reduced |
| Motley Fool Wealth Management, LLC | 53,783 | $3.68M | 0.19% | −916−1.7% | Reduced |
| Delta Financial Advisors LLC | 54,233 | $3.67M | 1.42% | +33+0.1% | Added |
| Financial Security Advisor, Inc. | 54,198 | $3.67M | 1.23% | −1,903−3.4% | Reduced |
| KG&L Capital Management,LLC | 54,135 | $3.67M | 1.27% | −1,785−3.2% | Reduced |
| GAMMA Investing LLC | 54,091 | $3.66M | 0.50% | +22,053+68.8% | Added |
| Comgest Global Investors S.A.S. | 54,045 | $3.66M | 0.05% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 54,034 | $3.66M | 0.52% | +199+0.4% | Added |
| Northstar Group, Inc. | 53,734 | $3.64M | 0.69% | +38+0.1% | Added |
| Cito Capital Group, LLC | 53,700 | $3.64M | 1.41% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 53,667 | $3.63M | 2.35% | −486−0.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 53,540 | $3.63M | 2.23% | −254−0.5% | Reduced |
| Successful Portfolios LLC | 53,536 | $3.62M | 2.53% | +11,012+25.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 53,480 | $3.62M | 0.53% | +576+1.1% | Added |
| Quadcap Wealth Management, LLC | 53,452 | $3.62M | 0.65% | −246−0.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 53,429 | $3.62M | 2.33% | +150+0.3% | Added |
| Thomasville National Bank | 53,414 | $3.62M | 0.29% | −1,273−2.3% | Reduced |
| Valmark Advisers, Inc. | 52,965 | $3.59M | 0.06% | +3,799+7.7% | Added |
| Broadwater Capital Management LLC | 52,942 | $3.58M | 2.76% | +30.0% | Added |
| WT Wealth Management | 52,887 | $3.58M | 1.22% | −1,312−2.4% | Reduced |
| Madden Securities Corp | 52,875 | $3.58M | 1.59% | −37−0.1% | Reduced |
| IFP Advisors, Inc | 52,666 | $3.57M | 0.14% | +10,006+23.5% | Added |
| Summit Place Financial Advisors, LLC | 52,643 | $3.56M | 2.11% | −55−0.1% | Reduced |
| Wealth Group, Ltd. | 52,582 | $3.56M | 2.55% | −656−1.2% | Reduced |
| Octavia Wealth Advisors, LLC | 52,544 | $3.56M | 0.48% | +1,911+3.8% | Added |
| JT Stratford LLC | 52,535 | $3.56M | 0.66% | −888−1.7% | Reduced |
| Plancorp, LLC | 52,282 | $3.54M | 0.15% | +1,268+2.5% | Added |
| Schechter Investment Advisors, LLC | 51,896 | $3.51M | 0.26% | +1,027+2.0% | Added |
| Capstone Investment Advisors, LLC | 51,891 | $3.51M | 0.08% | −65,054−55.6% | Reduced |
| Robbins Farley LLC | 51,882 | $3.51M | 1.87% | −190−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 51,868 | $3.51M | 0.22% | +13,993+36.9% | Added |
| Guardian Wealth Advisors, LLC | 51,641 | $3.50M | 0.41% | +2,091+4.2% | Added |
| North Star Investment Management Corp. | 51,597 | $3.49M | 0.26% | −517−1.0% | Reduced |
| Private Trust Co NA | 51,457 | $3.48M | 0.38% | +1,658+3.3% | Added |
| Cary Street Partner Investment Advisory LLC | 51,454 | $3.48M | 0.14% | +3,349+7.0% | Added |
| Diligent Investors, LLC | 51,389 | $3.48M | 0.86% | +177+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 51,348 | $3.48M | 0.34% | +4,198+8.9% | Added |
| J. W. Coons Advisors, LLC | 51,293 | $3.47M | 0.84% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 51,102 | $3.46M | 0.72% | −477−0.9% | Reduced |
| Marshall Financial Group LLC | 51,090 | $3.46M | 0.97% | −509−1.0% | Reduced |
| J. Safra Sarasin Holding AG | 50,932 | $3.45M | 0.06% | +50,932 | New |
| Lincluden Management Ltd | 50,898 | $3.45M | 0.42% | −10,861−17.6% | Reduced |
| Hilltop Holdings Inc. | 50,804 | $3.44M | 0.40% | +1,961+4.0% | Added |
| Sterling Investment Advisors, Ltd. | 50,677 | $3.43M | 0.93% | −202−0.4% | Reduced |
| Western Wealth Management, LLC | 50,553 | $3.42M | 0.25% | +1,914+3.9% | Added |
| Pathway Financial Advisers, LLC | 50,596 | $3.42M | 1.23% | −75−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 50,493 | $3.42M | 0.88% | −2,378−4.5% | Reduced |
| Arvest Investments, Inc. | 50,461 | $3.42M | 0.55% | −438−0.9% | Reduced |