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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 50,450 | $3.42M | 0.76% | +5,169+11.4% | Added |
| Alpha DNA Investment Management LLC | 50,377 | $3.41M | 1.94% | +8,620+20.6% | Added |
| Capital Investment Advisory Services, LLC | 50,355 | $3.41M | 0.35% | −3,320−6.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,348 | $3.41M | 1.98% | +40.0% | Added |
| AIMZ Investment Advisors, LLC | 50,325 | $3.41M | 1.22% | −194−0.4% | Reduced |
| Wunderlich Capital Managemnt | 50,257 | $3.40M | 1.52% | −784−1.5% | Reduced |
| Profund Advisors LLC | 50,062 | $3.39M | 0.13% | −1,084−2.1% | Reduced |
| Harvey Capital Management Inc | 49,950 | $3.38M | 0.89% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 49,863 | $3.38M | 0.21% | +26,379+112.3% | Added |
| Snider Financial Group | 49,853 | $3.38M | 1.30% | +347+0.7% | Added |
| Krilogy Financial LLC | 49,852 | $3.38M | 0.25% | −19,849−28.5% | Reduced |
| Naviter Wealth, LLC | 49,690 | $3.36M | 0.50% | +1,521+3.2% | Added |
| Harbour Investments, Inc. | 49,513 | $3.35M | 0.11% | +2,799+6.0% | Added |
| Dividend Assets Capital, LLC | 49,379 | $3.34M | 0.68% | 00.0% | Unchanged |
| New Hampshire Trust | 49,232 | $3.33M | 0.76% | +1,109+2.3% | Added |
| Mission Wealth Management, LP | 49,187 | $3.33M | 0.09% | +6,928+16.4% | Added |
| Atomi Financial Group, Inc. | 49,136 | $3.33M | 0.25% | +10,334+26.6% | Added |
| Pine Valley Investments Ltd Liability Co | 49,120 | $3.33M | 0.25% | −1,438−2.8% | Reduced |
| Duncker Streett & Co Inc | 48,919 | $3.31M | 0.64% | +2,300+4.9% | Added |
| Bryn Mawr Trust Co | 48,859 | $3.31M | 0.13% | +325+0.7% | Added |
| BBR Partners, LLC | 48,762 | $3.30M | 0.27% | +1,131+2.4% | Added |
| Golden State Equity Partners | 48,684 | $3.30M | 0.69% | +48,684 | New |
| Weaver Capital Management LLC | 48,678 | $3.30M | 1.06% | −1,505−3.0% | Reduced |
| Arlington Partners LLC | 48,481 | $3.28M | 1.63% | −6,923−12.5% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 48,456 | $3.28M | 1.36% | 00.0% | Unchanged |
| Miller Investment Management, LP | 48,450 | $3.28M | 0.39% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 48,341 | $3.27M | 0.33% | −875−1.8% | Reduced |
| Ledyard National Bank | 48,264 | $3.27M | 0.32% | +67+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 48,180 | $3.26M | 0.30% | −13,931−22.4% | Reduced |
| SageView Advisory Group, LLC | 48,013 | $3.25M | 0.15% | +48,013 | New |
| Security National Bank of So Dak | 48,006 | $3.25M | 1.94% | +665+1.4% | Added |
| Finer Wealth Management, Inc. | 47,918 | $3.24M | 2.09% | −1,399−2.8% | Reduced |
| Northern Financial Advisors Inc | 47,901 | $3.24M | 2.60% | +14,161+42.0% | Added |
| Silverleafe Capital Partners, LLC | 47,896 | $3.24M | 1.12% | −873−1.8% | Reduced |
| Gold Investment Management Ltd. | 47,866 | $3.24M | 1.37% | −1,707−3.4% | Reduced |
| Shepherd Financial Partners LLC | 47,856 | $3.24M | 0.42% | +127+0.3% | Added |
| Delos Wealth Advisors, LLC | 47,815 | $3.24M | 3.13% | +6,916+16.9% | Added |
| Burke & Herbert Bank & Trust Co | 47,732 | $3.23M | 0.79% | +13,274+38.5% | Added |
| Amussen Hunsaker Associates LLC | 47,640 | $3.23M | 0.54% | −603−1.2% | Reduced |
| Prelude Capital Management, LLC | 47,547 | $3.22M | 0.27% | +35,289+287.9% | Added |
| Spears Abacus Advisors LLC | 47,293 | $3.20M | 0.07% | +14,400+43.8% | Added |
| Dorsey & Whitney Trust CO LLC | 47,118 | $3.19M | 0.22% | −570−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 46,991 | $3.18M | 0.24% | −11,676−19.9% | Reduced |
| StoneX Group Inc. | 46,777 | $3.17M | 0.25% | +7,209+18.2% | Added |
| Kanawha Capital Management LLC | 46,769 | $3.17M | 0.25% | +3,443+7.9% | Added |
| Harbor Investment Advisory, LLC | 46,590 | $3.15M | 0.33% | +2,546+5.8% | Added |
| Insigneo Advisory Services, LLC | 46,540 | $3.15M | 0.35% | −7,445−13.8% | Reduced |
| Old Second National Bank of Aurora | 46,438 | $3.14M | 0.81% | −1,250−2.6% | Reduced |
| Eads & Heald Wealth Management | 46,434 | $3.14M | 1.52% | −1,762−3.7% | Reduced |
| David Loasby | 44,575 | $3.14M | 0.30% | +3,551+8.7% | Added |
| Transcend Wealth Collective, LLC | 46,340 | $3.14M | 0.23% | +7,904+20.6% | Added |
| Canandaigua National Bank & Trust Co | 46,312 | $3.14M | 0.34% | +1,246+2.8% | Added |
| Bangor Savings Bank | 46,233 | $3.13M | 0.31% | +1,162+2.6% | Added |
| Northstar Asset Management LLC | 46,180 | $3.13M | 0.76% | −100−0.2% | Reduced |
| Essex Savings Bank | 45,996 | $3.11M | 0.84% | +30,729+201.3% | Added |
| CFM Wealth Partners LLC | 45,834 | $3.10M | 0.57% | +1,447+3.3% | Added |
| West Michigan Advisors, LLC | 45,769 | $3.10M | 0.99% | +338+0.7% | Added |
| ICW Investment Advisors LLC | 45,630 | $3.09M | 1.40% | −891−1.9% | Reduced |
| Outfitter Financial LLC | 45,555 | $3.08M | 2.57% | −3,575−7.3% | Reduced |
| AllGen Financial Advisors, Inc. | 45,536 | $3.08M | 1.17% | −1,416−3.0% | Reduced |
| Cigna Investments Inc | 45,534 | $3.08M | 0.58% | −50−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 45,467 | $3.08M | 0.55% | +289+0.6% | Added |
| Garner Asset Management Corp | 45,432 | $3.08M | 1.50% | +4,133+10.0% | Added |
| Girard Partners Ltd. | 45,412 | $3.07M | 0.29% | −2,392−5.0% | Reduced |
| Atom Investors LP | 45,378 | $3.07M | 0.31% | +12,273+37.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,313 | $3.07M | 0.25% | −1,700−3.6% | Reduced |
| Cinctive Capital Management LP | 45,288 | $3.07M | 0.16% | −131,356−74.4% | Reduced |
| Spirit of America Management Corp | 45,252 | $3.06M | 0.62% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 45,144 | $3.06M | 0.36% | +2,229+5.2% | Added |
| Pensionfund Sabic | 45,100 | $3.05M | 0.90% | −1,000−2.2% | Reduced |
| JPL Wealth Management, LLC | 45,054 | $3.05M | 1.49% | +2,082+4.8% | Added |
| Kathmere Capital Management, LLC | 44,866 | $3.04M | 0.32% | +5,769+14.8% | Added |
| Cetera Trust Company, N.A | 44,827 | $3.04M | 1.91% | −4,631−9.4% | Reduced |
| Steel Peak Wealth Management LLC | 44,669 | $3.02M | 0.14% | +28,344+173.6% | Added |
| Westover Capital Advisors, LLC | 44,650 | $3.02M | 0.78% | +2,679+6.4% | Added |
| LM Advisors LLC | 44,565 | $3.02M | 0.00% | +505+1.1% | Added |
| Evergreen Capital Management LLC | 44,556 | $3.02M | 0.11% | +2,370+5.6% | Added |
| Mustard Seed Financial, LLC | 44,554 | $3.02M | 2.89% | −292−0.7% | Reduced |
| Allred Capital Management, LLC | 44,279 | $3.00M | 1.15% | −290−0.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 44,233 | $3.00M | 0.95% | +181+0.4% | Added |
| Systematic Alpha Investments, LLC | 44,100 | $2.99M | 0.11% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 44,076 | $2.98M | 1.23% | −749−1.7% | Reduced |
| Aspen Investment Management Inc | 44,070 | $2.98M | 1.49% | +503+1.2% | Added |
| Chatham Capital Group, Inc. | 44,002 | $2.98M | 0.52% | −575−1.3% | Reduced |
| Welch Group, LLC | 43,992 | $2.98M | 0.14% | +1,085+2.5% | Added |
| Ronald Blue Trust, Inc. | 49,390 | $2.97M | 0.04% | +13,200+36.5% | Added |
| Second Line Capital, LLC | 43,836 | $2.97M | 0.91% | +1,896+4.5% | Added |
| Parsons Capital Management Inc | 43,742 | $2.96M | 0.20% | +706+1.6% | Added |
| Pegasus Asset Management, Inc. | 43,597 | $2.95M | 1.13% | +2,508+6.1% | Added |
| Providence Wealth Advisors, LLC | 43,427 | $2.94M | 2.34% | −2,221−4.9% | Reduced |
| Beacon Financial Group | 43,373 | $2.94M | 0.33% | −397−0.9% | Reduced |
| Belmont Capital, LLC | 43,318 | $2.93M | 0.55% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 43,247 | $2.93M | 0.90% | +1,188+2.8% | Added |
| Roberts Glore & Co Inc | 43,194 | $2.92M | 0.88% | −694−1.6% | Reduced |
| Mattson Financial Services, LLC | 43,181 | $2.92M | 1.04% | +43,181 | New |
| Archford Capital Strategies, LLC | 42,911 | $2.91M | 0.47% | −200−0.5% | Reduced |
| Hudson Value Partners, LLC | 42,890 | $2.90M | 1.23% | −475−1.1% | Reduced |
| Intrust Bank NA | 42,163 | $2.85M | 0.30% | +1,327+3.2% | Added |
| Oak Harbor Wealth Partners, LLC | 42,152 | $2.85M | 0.90% | −26−0.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 42,150 | $2.85M | 1.83% | 00.0% | Unchanged |