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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 28,871 | $2.01M | 0.48% | −1,369−4.5% | Reduced |
| Stevens Capital Management LP | 29,629 | $2.01M | 0.68% | −42,188−58.7% | Reduced |
| Whalerock Point Partners, LLC | 29,613 | $2.01M | 0.54% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 29,612 | $2.01M | 0.52% | +5,545+23.0% | Added |
| Skye Global Management LP | 29,500 | $2.00M | 0.05% | +29,500 | New |
| ZWJ Investment Counsel Inc | 29,425 | $1.99M | 0.09% | +458+1.6% | Added |
| Altman Advisors, Inc. | 29,408 | $1.99M | 1.13% | −40.0% | Reduced |
| RF&L Wealth Management, LLC | 29,400 | $1.99M | 1.51% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 29,365 | $1.99M | 0.56% | −4,001−12.0% | Reduced |
| Secure Asset Management, LLC | 29,349 | $1.99M | 0.38% | −4,515−13.3% | Reduced |
| Peoples Bank | 29,249 | $1.98M | 1.54% | −280−0.9% | Reduced |
| Vaughan David Investments LLC | 29,210 | $1.98M | 0.05% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 29,212 | $1.98M | 1.85% | −698−2.3% | Reduced |
| Silver Oak Securities, Inc | 29,205 | $1.98M | 0.30% | +3,004+11.5% | Added |
| L.M. Kohn & Company | 29,191 | $1.98M | 0.54% | −1,355−4.4% | Reduced |
| First PREMIER Bank | 29,082 | $1.97M | 0.53% | −75−0.3% | Reduced |
| Ontario Teachers Pension Plan Board | 29,059 | $1.97M | 0.02% | +5,463+23.2% | Added |
| Navalign, LLC | 28,871 | $1.95M | 0.62% | +625+2.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 28,840 | $1.95M | 0.83% | +870+3.1% | Added |
| Retirement Guys Formula LLC | 28,792 | $1.95M | 0.93% | −2,256−7.3% | Reduced |
| Quotient Wealth Partners, LLC | 28,752 | $1.95M | 0.07% | −22,696−44.1% | Reduced |
| CV Advisors LLC | 28,748 | $1.95M | 1.09% | −55,071−65.7% | Reduced |
| BEAM Asset Management, LLC | 28,734 | $1.95M | 0.65% | +8,017+38.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 28,704 | $1.94M | 0.20% | −3,849−11.8% | Reduced |
| Wolverine Trading, LLC | 28,622 | $1.94M | 0.03% | −145−0.5% | Reduced |
| Bank of New Hampshire | 28,481 | $1.93M | 0.50% | −703−2.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 28,437 | $1.93M | 0.14% | +430+1.5% | Added |
| Archer Investment Corp | 28,319 | $1.92M | 0.56% | +1,675+6.3% | Added |
| Infusive Asset Management Inc. | 28,286 | $1.92M | 0.77% | +28,286 | New |
| SWS Partners | 28,252 | $1.91M | 0.57% | +28,252 | New |
| Boston Financial Mangement LLC | 28,233 | $1.91M | 0.06% | +2,386+9.2% | Added |
| Jmac Enterprises LLC | 28,191 | $1.91M | 0.34% | −366−1.3% | Reduced |
| Smartleaf Asset Management LLC | 28,116 | $1.91M | 0.31% | +6,314+29.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,567 | $1.91M | 0.75% | −60−0.2% | Reduced |
| Skopos Labs, Inc. | 31,779 | $1.91M | 0.82% | 00.0% | Unchanged |
| Patten Group, Inc. | 28,128 | $1.90M | 0.45% | +16+0.1% | Added |
| Coastal Bridge Advisors, LLC | 28,052 | $1.90M | 0.47% | +878+3.2% | Added |
| First National Bank & Trust Co of Newtown | 28,052 | $1.90M | 0.39% | −49−0.2% | Reduced |
| E Fund Management Co., Ltd. | 28,002 | $1.90M | 0.10% | +3,719+15.3% | Added |
| Provenance Wealth Advisors, LLC | 27,983 | $1.89M | 0.26% | −1,274−4.4% | Reduced |
| CVA Family Office, LLC | 27,879 | $1.89M | 0.34% | +638+2.3% | Added |
| Ballast, Inc. | 27,861 | $1.89M | 0.58% | −1,055−3.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,859 | $1.89M | 1.13% | +1,689+6.5% | Added |
| Avestar Capital, LLC | 27,858 | $1.89M | 0.21% | +1,847+7.1% | Added |
| Independence Bank of Kentucky | 27,714 | $1.88M | 0.50% | +1,481+5.6% | Added |
| CMG Global Holdings, LLC | 27,691 | $1.87M | 1.24% | −523−1.9% | Reduced |
| RMR Wealth Builders | 27,584 | $1.87M | 0.21% | +5,300+23.8% | Added |
| Monument Capital Management | 27,555 | $1.87M | 0.55% | −467−1.7% | Reduced |
| Strong Tower Advisory Services | 27,537 | $1.86M | 0.61% | +8,240+42.7% | Added |
| Register Financial Advisors LLC | 27,354 | $1.85M | 0.94% | +689+2.6% | Added |
| Advisory Alpha, LLC | 27,345 | $1.85M | 0.07% | +539+2.0% | Added |
| West Family Investments, Inc. | 27,344 | $1.85M | 0.56% | +140+0.5% | Added |
| Dynasty Wealth Management, LLC | 27,317 | $1.85M | 0.05% | +1,781+7.0% | Added |
| Edgestream Partners, L.P. | 27,284 | $1.85M | 0.09% | −42,861−61.1% | Reduced |
| Advisor OS, LLC | 27,263 | $1.85M | 0.20% | −19−0.1% | Reduced |
| Gray Wealth Management Inc. | 27,255 | $1.85M | 0.80% | +633+2.4% | Added |
| Home Federal Bank of Tennessee | 27,199 | $1.84M | 0.56% | +417+1.6% | Added |
| Painted Porch Advisors LLC | 27,179 | $1.84M | 1.04% | −3,370−11.0% | Reduced |
| Magnolia Capital Advisors LLC | 27,176 | $1.84M | 1.03% | +27,176 | New |
| Hoylecohen, LLC | 27,117 | $1.84M | 0.14% | −441−1.6% | Reduced |
| United Advisor Group, LLC | 27,078 | $1.83M | 0.57% | +4,925+22.2% | Added |
| Diamant Asset Management, Inc. | 27,071 | $1.83M | 1.23% | +500+1.9% | Added |
| Leo Wealth, LLC | 27,126 | $1.83M | 0.19% | −1,430−5.0% | Reduced |
| Wynn Capital, LLC | 26,990 | $1.83M | 1.35% | +819+3.1% | Added |
| RKL Wealth Management LLC | 26,970 | $1.83M | 0.18% | +178+0.7% | Added |
| IMC-Chicago, LLC | 26,926 | $1.82M | 0.06% | +4,161+18.3% | Added |
| Wealth Alliance | 26,854 | $1.82M | 0.23% | −2,989−10.0% | Reduced |
| First Dallas Securities Inc. | 26,809 | $1.82M | 0.80% | +7,886+41.7% | Added |
| Heartland Bank & Trust Co | 26,654 | $1.80M | 1.02% | −351−1.3% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 26,614 | $1.80M | 1.89% | −690−2.5% | Reduced |
| WBH Advisory Inc | 26,612 | $1.80M | 0.18% | −1,120−4.0% | Reduced |
| Prestige Wealth Management Group LLC | 26,602 | $1.80M | 0.39% | −1,489−5.3% | Reduced |
| Highland Capital Management, LLC | 26,519 | $1.80M | 0.11% | +8,054+43.6% | Added |
| LRI Investments, LLC | 26,507 | $1.79M | 0.20% | 00.0% | Unchanged |
| Park National Corp | 26,395 | $1.79M | 0.07% | −1,667−5.9% | Reduced |
| Park Place Capital Corp | 26,365 | $1.79M | 0.57% | +3,556+15.6% | Added |
| Fidelis Capital Partners, LLC | 26,615 | $1.78M | 0.25% | −2,443−8.4% | Reduced |
| Valley Brook Capital Group | 26,252 | $1.78M | 1.39% | +123+0.5% | Added |
| Westpac Banking Corp | 26,208 | $1.77M | 0.14% | −15,395−37.0% | Reduced |
| Everhart Financial Group, Inc. | 26,191 | $1.77M | 0.46% | +2,781+11.9% | Added |
| Douglas Lane & Associates, LLC | 26,156 | $1.77M | 0.03% | −599−2.2% | Reduced |
| Resurgent Financial Advisors LLC | 26,153 | $1.77M | 1.10% | −1,706−6.1% | Reduced |
| Northwest Wealth Management, LLC | 26,068 | $1.77M | 0.46% | −59−0.2% | Reduced |
| Orser Capital Management, LLC | 26,028 | $1.76M | 1.43% | −225−0.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 26,025 | $1.76M | 1.67% | +666+2.6% | Added |
| Van Hulzen Asset Management, LLC | 26,007 | $1.76M | 0.12% | −886−3.3% | Reduced |
| IPG Investment Advisors LLC | 25,974 | $1.76M | 0.38% | 00.0% | Unchanged |
| Samjo Management, LLC | 25,890 | $1.75M | 0.65% | −2,250−8.0% | Reduced |
| Savvy Advisors, Inc. | 25,881 | $1.75M | 0.57% | +6,716+35.0% | Added |
| Bedel Financial Consulting, Inc. | 25,854 | $1.75M | 0.26% | −1,135−4.2% | Reduced |
| Chesapeake Wealth Management | 25,795 | $1.75M | 0.63% | +1,349+5.5% | Added |
| Insight Wealth Strategies, LLC | 25,709 | $1.74M | 0.25% | +267+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 25,686 | $1.74M | 0.25% | +422+1.7% | Added |
| Montecito Bank & Trust | 25,663 | $1.74M | 0.35% | −445−1.7% | Reduced |
| Lake Street Financial LLC | 25,661 | $1.74M | 0.22% | −1,494−5.5% | Reduced |
| Relative Value Partners Group, LLC | 25,661 | $1.74M | 0.22% | +20,980+448.2% | Added |
| Fullcircle Wealth LLC | 24,611 | $1.74M | 0.85% | +24,611 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,639 | $1.74M | 0.01% | −48,639−65.5% | Reduced |
| LVW Advisors, LLC | 25,633 | $1.74M | 0.26% | +1,037+4.2% | Added |
| Beaumont Asset Management, L.L.C. | 25,622 | $1.73M | 1.11% | +50+0.2% | Added |