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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 34,560 | $2.34M | 0.33% | −439−1.3% | Reduced |
| Owen LaRue, LLC | 34,553 | $2.34M | 1.45% | +28,850+505.9% | Added |
| Powers Advisory Group, LLC | 34,540 | $2.34M | 1.28% | +1,089+3.3% | Added |
| Verdad Advisers, LP | 34,529 | $2.34M | 2.70% | +2,313+7.2% | Added |
| Etesian Wealth Advisors, Inc. | 34,500 | $2.34M | 1.31% | −25−0.1% | Reduced |
| Doliver Advisors, LP | 34,457 | $2.33M | 0.65% | −2,075−5.7% | Reduced |
| CoreFirst Bank & Trust | 34,312 | $2.32M | 1.56% | −612−1.8% | Reduced |
| Modern Wealth Management, LLC | 34,228 | $2.32M | 0.17% | +5,737+20.1% | Added |
| Sterling Investment Management, Inc. | 34,203 | $2.32M | 1.76% | −2,403−6.6% | Reduced |
| Legacy Bridge, LLC | 34,153 | $2.31M | 1.36% | +215+0.6% | Added |
| Pettee Investors, Inc. | 34,017 | $2.30M | 1.11% | −3,000−8.1% | Reduced |
| Arcadia Investment Management Corp | 33,918 | $2.30M | 0.39% | +8,150+31.6% | Added |
| RFP Financial Group LLC | 33,780 | $2.29M | 0.85% | +210+0.6% | Added |
| Global Trust Asset Management, LLC | 33,782 | $2.29M | 0.92% | +436+1.3% | Added |
| Vestmark Advisory Solutions, Inc. | 33,721 | $2.28M | 0.10% | +17,577+108.9% | Added |
| RB Capital Management, LLC | 33,689 | $2.28M | 0.58% | +921+2.8% | Added |
| Highview Capital Management LLC | 33,652 | $2.28M | 0.95% | +2,028+6.4% | Added |
| Trust Co of Oklahoma | 33,464 | $2.27M | 0.80% | −10.0% | Reduced |
| Wolff Wiese Magana LLC | 33,437 | $2.26M | 1.80% | −1,218−3.5% | Reduced |
| X-Square Capital, LLC | 33,428 | $2.26M | 1.05% | −439−1.3% | Reduced |
| Solidarilty Wealth, LLC | 33,317 | $2.26M | 0.68% | +15,700+89.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,306 | $2.26M | 0.23% | +413+1.3% | Added |
| Founders Financial Securities LLC | 33,258 | $2.25M | 0.21% | +1,123+3.5% | Added |
| Key Client Fiduciary Advisors, LLC | 33,234 | $2.25M | 1.14% | +829+2.6% | Added |
| Procyon Private Wealth Partners, LLC | 33,182 | $2.25M | 0.17% | +1,335+4.2% | Added |
| MGB Wealth Management, LLC | 32,352 | $2.24M | 0.84% | 00.0% | Unchanged |
| Cooper Financial Group | 33,102 | $2.24M | 0.33% | +8,548+34.8% | Added |
| Harbor Advisors LLC | 33,000 | $2.23M | 0.41% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 32,955 | $2.23M | 0.69% | +32,955 | New |
| Aviance Capital Partners, LLC | 32,932 | $2.23M | 0.32% | −110−0.3% | Reduced |
| Bank & Trust Co | 32,888 | $2.23M | 1.89% | +32,888 | New |
| Wellington Shields & Co., LLC | 32,866 | $2.23M | 0.72% | +582+1.8% | Added |
| Greatmark Investment Partners, Inc. | 32,845 | $2.22M | 0.32% | −50−0.2% | Reduced |
| Peterson Wealth Services | 32,770 | $2.22M | 0.78% | +1,203+3.8% | Added |
| Argent Advisors, Inc. | 32,708 | $2.21M | 0.88% | −7,841−19.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 32,696 | $2.21M | 0.51% | +452+1.4% | Added |
| Formidable Asset Management, LLC | 32,684 | $2.21M | 0.36% | +419+1.3% | Added |
| Congress Park Capital LLC | 32,665 | $2.21M | 0.89% | +228+0.7% | Added |
| Kesler, Norman & Wride, LLC | 32,569 | $2.21M | 0.47% | −4,170−11.4% | Reduced |
| 3Chopt Investment Partners, LLC | 32,509 | $2.20M | 0.67% | +817+2.6% | Added |
| TruWealth Advisors, LLC | 32,423 | $2.20M | 0.15% | +557+1.7% | Added |
| Godsey & Gibb Associates | 32,335 | $2.19M | 0.23% | +736+2.3% | Added |
| Lindbrook Capital, LLC | 32,330 | $2.19M | 0.21% | +2,053+6.8% | Added |
| Smith Anglin Financial, LLC | 32,284 | $2.19M | 0.22% | −88−0.3% | Reduced |
| FinTrust Capital Advisors, LLC | 32,246 | $2.18M | 0.41% | +1,954+6.5% | Added |
| Southern Capital Advisors, LLC | 32,229 | $2.18M | 1.35% | +32,229 | New |
| Dudley Capital Management, LLC | 32,187 | $2.18M | 1.22% | +40.0% | Added |
| Nikulski Financial, Inc. | 32,182 | $2.18M | 0.69% | +1,960+6.5% | Added |
| Canopy Partners, LLC | 31,860 | $2.16M | 1.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 31,848 | $2.16M | 0.15% | −3,476−9.8% | Reduced |
| Argent Capital Management LLC | 31,725 | $2.15M | 0.06% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 31,698 | $2.15M | 0.72% | −533−1.7% | Reduced |
| Manchester Capital Management LLC | 31,660 | $2.14M | 0.26% | +236+0.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31,623 | $2.14M | 0.46% | −144−0.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,579 | $2.14M | 0.06% | −1,211−3.7% | Reduced |
| MTM Investment Management, LLC | 31,495 | $2.13M | 0.87% | +18+0.1% | Added |
| Verdence Capital Advisors LLC | 31,490 | $2.13M | 0.19% | +1,200+4.0% | Added |
| Bailard, Inc. | 31,490 | $2.13M | 0.06% | −99−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 31,477 | $2.13M | 0.18% | −392−1.2% | Reduced |
| OMC Financial Services LTD | 31,424 | $2.13M | 1.00% | −537−1.7% | Reduced |
| Lincoln Capital Corp | 31,404 | $2.13M | 0.91% | −7,384−19.0% | Reduced |
| PFC Capital Group, Inc. | 31,389 | $2.13M | 1.06% | +3,275+11.6% | Added |
| Pinnacle West Asset Management, Inc. | 31,280 | $2.12M | 1.65% | +365+1.2% | Added |
| Hoey Investments, Inc | 31,239 | $2.12M | 0.40% | +4,461+16.7% | Added |
| SOL Capital Management CO | 31,190 | $2.11M | 0.25% | −25−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 31,154 | $2.11M | 0.10% | +848+2.8% | Added |
| Vista Investment Partners LLC | 31,019 | $2.10M | 0.70% | +612+2.0% | Added |
| Prosperity Consulting Group, LLC | 30,955 | $2.10M | 0.28% | +697+2.3% | Added |
| McDonald Partners LLC | 30,950 | $2.10M | 0.56% | +292+1.0% | Added |
| RMR Capital Management, LLC | 30,815 | $2.09M | 1.90% | −175−0.6% | Reduced |
| Twin Tree Management, LP | 30,789 | $2.08M | 0.06% | +30,789 | New |
| Crestwood Advisors Group LLC | 30,770 | $2.08M | 0.04% | +2,095+7.3% | Added |
| Quad-Cities Investment Group, LLC | 30,741 | $2.08M | 1.15% | −271−0.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 30,698 | $2.08M | 0.55% | +284+0.9% | Added |
| WR Wealth Planners, LLC | 30,696 | $2.08M | 0.63% | +535+1.8% | Added |
| Optimum Investment Advisors | 30,687 | $2.08M | 0.93% | −1,284−4.0% | Reduced |
| AIA Group Ltd | 30,651 | $2.08M | 0.06% | −5,493−15.2% | Reduced |
| Portside Wealth Group, LLC | 30,642 | $2.07M | 0.40% | +786+2.6% | Added |
| Fox Run Management, L.L.C. | 30,622 | $2.07M | 0.39% | +22,034+256.6% | Added |
| Money Concepts Capital Corp | 30,539 | $2.07M | 0.17% | +580+1.9% | Added |
| Detalus Advisors, LLC | 30,510 | $2.07M | 0.71% | +103+0.3% | Added |
| Ignite Planners, LLC | 29,491 | $2.07M | 0.50% | +273+0.9% | Added |
| Larson Financial Group LLC | 30,448 | $2.06M | 0.14% | +2,853+10.3% | Added |
| MidWestOne Financial Group, Inc. | 30,376 | $2.06M | 0.37% | −636−2.1% | Reduced |
| Geneva Capital Management LLC | 30,350 | $2.05M | 0.04% | −7,556−19.9% | Reduced |
| Sage Mountain Advisors LLC | 30,296 | $2.05M | 0.19% | +3,801+14.3% | Added |
| Pitcairn Co | 30,284 | $2.05M | 0.13% | +3,069+11.3% | Added |
| Meridian Wealth Advisors, LLC | 30,248 | $2.05M | 0.37% | +270+0.9% | Added |
| Sterling Investment Counsel, LLC | 30,182 | $2.04M | 0.80% | −3,011−9.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,175 | $2.04M | 0.32% | +3,448+12.9% | Added |
| PBMares Wealth Management LLC | 30,102 | $2.04M | 0.50% | +1,715+6.0% | Added |
| Spreng Capital Management, Inc. | 30,077 | $2.04M | 1.06% | +26+0.1% | Added |
| LCM Capital Management Inc | 30,045 | $2.03M | 1.27% | +496+1.7% | Added |
| St. Louis Financial Planners Asset Management, LLC | 30,050 | $2.03M | 1.74% | −2,888−8.8% | Reduced |
| Accretive Wealth Partners, LLC | 29,900 | $2.02M | 0.85% | +160+0.5% | Added |
| Ausdal Financial Partners, Inc. | 29,796 | $2.02M | 0.22% | +609+2.1% | Added |
| Chicago Capital, LLC | 29,787 | $2.02M | 0.06% | +2,172+7.9% | Added |
| Nicholas Hoffman & Company, LLC. | 29,768 | $2.02M | 0.09% | +429+1.5% | Added |
| Joel Isaacson & Co., LLC | 29,713 | $2.01M | 0.11% | +481+1.6% | Added |
| Jeppson Wealth Management, LLC | 29,679 | $2.01M | 0.77% | 00.0% | Unchanged |