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 |
|---|---|---|---|---|---|
| Anderson Hoagland & Co | 40,556 | $2.83M | 0.30% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 41,813 | $2.83M | 0.62% | +148+0.4% | Added |
| Kercheville Advisors, LLC | 41,669 | $2.82M | 1.22% | +16,104+63.0% | Added |
| Engineers Gate Manager LP | 41,575 | $2.82M | 0.06% | −273−0.7% | Reduced |
| Bridgefront Capital, LLC | 41,398 | $2.80M | 1.17% | +41,398 | New |
| Invst, LLC | 41,525 | $2.80M | 0.31% | +3,132+8.2% | Added |
| Central Valley Advisors, LLC | 38,543 | $2.80M | 1.54% | −4,568−10.6% | Reduced |
| Bank of Stockton | 41,230 | $2.79M | 0.88% | +1,808+4.6% | Added |
| Abbrea Capital, LLC | 41,140 | $2.79M | 0.37% | −958−2.3% | Reduced |
| Sunbelt Securities, Inc. | 40,993 | $2.78M | 0.28% | +620+1.5% | Added |
| Avidian Wealth Solutions, LLC | 40,913 | $2.77M | 0.13% | +678+1.7% | Added |
| St. Johns Investment Management Company, LLC | 40,857 | $2.77M | 1.31% | +1,174+3.0% | Added |
| Freedom Day Solutions, LLC | 40,818 | $2.76M | 0.93% | −400−1.0% | Reduced |
| Cidel Asset Management Inc | 40,755 | $2.76M | 0.21% | −1,166−2.8% | Reduced |
| Symphony Financial, Ltd. Co. | 40,439 | $2.74M | 0.50% | +1,399+3.6% | Added |
| Landscape Capital Management, L.L.C. | 40,297 | $2.73M | 0.23% | −59,145−59.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 40,296 | $2.73M | 1.59% | +85+0.2% | Added |
| Fairfield, Bush & Co. | 40,296 | $2.73M | 1.63% | −4,595−10.2% | Reduced |
| Strengthening Families & Communities, LLC | 40,291 | $2.73M | 0.78% | +40,291 | New |
| 9258 Wealth Management, LLC | 40,265 | $2.73M | 0.42% | +958+2.4% | Added |
| Beverly Hills Private Wealth, LLC | 40,213 | $2.72M | 0.59% | −2,354−5.5% | Reduced |
| First Heartland Consultants, Inc. | 40,135 | $2.72M | 0.27% | −1,323−3.2% | Reduced |
| Smithfield Trust Co | 40,190 | $2.72M | 0.14% | −1,456−3.5% | Reduced |
| Agf Management Ltd | 40,053 | $2.71M | 0.02% | −212,076−84.1% | Reduced |
| Schwab Charitable Fund | 40,000 | $2.71M | 0.06% | +40,000 | New |
| Great Lakes Advisors, LLC | 39,996 | $2.71M | 0.02% | −23,756−37.3% | Reduced |
| Bowman & Co S.C. | 39,990 | $2.71M | 1.56% | +3,466+9.5% | Added |
| Alaska Permanent Fund Corp | 39,419 | $2.71M | 0.04% | +7,962+25.3% | Added |
| NTV Asset Management LLC | 39,893 | $2.70M | 0.39% | −932−2.3% | Reduced |
| Zullo Investment Group, Inc. | 39,870 | $2.70M | 1.19% | +399+1.0% | Added |
| Oarsman Capital, Inc. | 39,654 | $2.69M | 0.59% | +4,311+12.2% | Added |
| White Pine Capital LLC | 39,643 | $2.68M | 1.02% | +847+2.2% | Added |
| Y.D. More Investments Ltd | 39,517 | $2.68M | 0.27% | +9,347+31.0% | Added |
| Kovack Advisors, Inc. | 39,438 | $2.67M | 0.29% | +2,021+5.4% | Added |
| Midland Wealth Advisors LLC | 39,164 | $2.65M | 0.16% | +338+0.9% | Added |
| Wintrust Investments LLC | 39,152 | $2.65M | 0.22% | −637−1.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 39,000 | $2.64M | 0.81% | 00.0% | Unchanged |
| Scalar Gauge Management, LLC | 39,000 | $2.64M | 1.54% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 38,928 | $2.64M | 0.90% | −9,144−19.0% | Reduced |
| Miracle Mile Advisors, LLC | 38,864 | $2.63M | 0.06% | +3,598+10.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 38,762 | $2.62M | 0.20% | +2,682+7.4% | Added |
| Tilia Fiduciary Partners, Inc. | 38,760 | $2.62M | 2.05% | +1,915+5.2% | Added |
| Security National Bank of Sioux City Iowa | 38,721 | $2.62M | 1.89% | −552−1.4% | Reduced |
| Monetary Management Group Inc | 38,708 | $2.62M | 0.69% | −121−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 38,540 | $2.61M | 0.08% | +1,825+5.0% | Added |
| Fragasso Group Inc. | 38,525 | $2.61M | 0.22% | −58,456−60.3% | Reduced |
| Hemenway Trust Co LLC | 38,523 | $2.61M | 0.22% | −3,708−8.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 38,516 | $2.61M | 0.59% | +2,338+6.5% | Added |
| Catalytic Wealth RIA, LLC | 38,450 | $2.60M | 0.51% | +2,626+7.3% | Added |
| Virginia Wealth Management Group, Inc. | 38,418 | $2.60M | 2.13% | −314−0.8% | Reduced |
| Maxwell Wealth Strategies Inc. | 38,407 | $2.60M | 1.27% | −370−1.0% | Reduced |
| Insight Inv LLC | 38,366 | $2.60M | 2.24% | +2,450+6.8% | Added |
| Riverbridge Partners LLC | 38,156 | $2.58M | 0.04% | −324−0.8% | Reduced |
| Naples Money Management LLC | 38,242 | $2.58M | 2.20% | −800−2.0% | Reduced |
| PFG Advisors | 38,093 | $2.58M | 0.17% | +4,545+13.5% | Added |
| Sumitomo Life Insurance Co | 38,023 | $2.57M | 0.06% | −5,705−13.0% | Reduced |
| Gen-Wealth Partners Inc | 37,938 | $2.57M | 1.24% | +3,326+9.6% | Added |
| Waddell & Associates, LLC | 37,914 | $2.57M | 0.34% | +131+0.3% | Added |
| Claro Advisors LLC | 37,906 | $2.57M | 0.40% | +2,394+6.7% | Added |
| FLC Capital Advisors | 37,875 | $2.56M | 0.63% | 00.0% | Unchanged |
| GFG Capital, LLC | 37,848 | $2.56M | 0.70% | +1,165+3.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,825 | $2.56M | 0.11% | −6,041−13.8% | Reduced |
| Clarius Group, LLC | 37,752 | $2.56M | 0.18% | −666−1.7% | Reduced |
| Chicago Partners Investment Group LLC | 36,885 | $2.55M | 0.10% | −759−2.0% | Reduced |
| Quilter Plc | 37,598 | $2.55M | 0.06% | −814−2.1% | Reduced |
| Beech Hill Advisors, Inc. | 37,595 | $2.55M | 1.05% | −1,553−4.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 37,551 | $2.54M | 2.19% | 00.0% | Unchanged |
| NVWM, LLC | 37,427 | $2.53M | 0.67% | −847−2.2% | Reduced |
| Martin & Co Inc | 37,343 | $2.53M | 0.64% | −300−0.8% | Reduced |
| Front Row Advisors LLC | 37,342 | $2.53M | 0.88% | +422+1.1% | Added |
| Central Bank & Trust Co | 37,261 | $2.52M | 0.35% | +5,947+19.0% | Added |
| Holderness Investments Co | 37,086 | $2.51M | 0.59% | −32−0.1% | Reduced |
| M&G Plc | 36,906 | $2.51M | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 36,953 | $2.50M | 0.12% | −2,674−6.7% | Reduced |
| Icapital Wealth LLC | 36,937 | $2.50M | 1.36% | +2,401+7.0% | Added |
| Dynamic Technology Lab Private Ltd | 36,830 | $2.49M | 0.28% | −19,415−34.5% | Reduced |
| Catalyst Capital Advisors LLC | 36,819 | $2.49M | 0.06% | 00.0% | Unchanged |
| Advocate Group LLC | 36,592 | $2.48M | 0.50% | −325−0.9% | Reduced |
| Trust Co of Virginia | 36,548 | $2.47M | 0.24% | −412−1.1% | Reduced |
| Exchange Bank | 36,377 | $2.46M | 2.09% | −487−1.3% | Reduced |
| Gibraltar Capital Management, Inc. | 36,366 | $2.46M | 1.11% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36,345 | $2.46M | 0.01% | −1,555−4.1% | Reduced |
| Union Heritage Capital, LLC | 36,342 | $2.46M | 0.97% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 36,335 | $2.46M | 0.23% | −179−0.5% | Reduced |
| Focus Financial Network, Inc. | 34,421 | $2.44M | 0.10% | +1,868+5.7% | Added |
| Beacon Investment Advisors LLC | 35,953 | $2.43M | 1.25% | +180+0.5% | Added |
| Gables Capital Management Inc. | 35,910 | $2.43M | 1.27% | −150−0.4% | Reduced |
| Windsor Capital Management, LLC | 35,898 | $2.43M | 0.75% | −805−2.2% | Reduced |
| Centaurus Financial, Inc. | 35,886 | $2.43M | 0.16% | −1,733−4.6% | Reduced |
| Summit Trail Advisors, LLC | 35,845 | $2.43M | 0.06% | +7,698+27.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 35,777 | $2.42M | 1.26% | +2,298+6.9% | Added |
| Summit X, LLC | 35,631 | $2.42M | 0.54% | +2,225+6.7% | Added |
| World Equity Group, Inc. | 35,661 | $2.41M | 0.72% | −42,343−54.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 15,225 | $2.41M | 0.31% | −28,768−65.4% | Reduced |
| Continuum Advisory, LLC | 35,568 | $2.41M | 0.35% | −162−0.5% | Reduced |
| Sofos Investments, Inc. | 35,318 | $2.39M | 0.60% | −9,949−22.0% | Reduced |
| Armor Investment Advisors, LLC | 35,128 | $2.38M | 1.10% | +1,753+5.3% | Added |
| Mission Creek Capital Partners, Inc. | 34,722 | $2.35M | 0.59% | +13,175+61.1% | Added |
| ROI Financial Advisors, LLC | 34,712 | $2.35M | 1.71% | +588+1.7% | Added |
| Ironwood Investment Counsel, LLC | 34,690 | $2.35M | 0.42% | −140−0.4% | Reduced |