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 |
|---|---|---|---|---|---|
| Birmingham Capital Management Co Inc | 25,537 | $1.73M | 0.68% | +940+3.8% | Added |
| Trust Co of the South | 25,509 | $1.73M | 0.41% | +156+0.6% | Added |
| Exencial Wealth Advisors, LLC | 25,500 | $1.73M | 0.07% | +3,805+17.5% | Added |
| Platform Technology Partners | 25,492 | $1.73M | 0.59% | +25,492 | New |
| DeDora Capital, Inc. | 25,455 | $1.72M | 0.53% | +476+1.9% | Added |
| Grace & White Inc | 25,350 | $1.72M | 0.32% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,291 | $1.71M | 0.19% | −13,620−35.0% | Reduced |
| Commonwealth Financial Services, LLC | 24,544 | $1.71M | 0.35% | +15,091+159.6% | Added |
| Triton Wealth Management, PLLC | 24,203 | $1.71M | 1.00% | +3,527+17.1% | Added |
| Marcum Wealth, LLC | 25,239 | $1.71M | 0.17% | −3,147−11.1% | Reduced |
| Brown Financial Advisors | 25,232 | $1.71M | 0.76% | +25,232 | New |
| Hilltop National Bank | 25,140 | $1.70M | 0.55% | +255+1.0% | Added |
| TLWM | 25,122 | $1.70M | 0.37% | +106+0.4% | Added |
| XML Financial, LLC | 25,081 | $1.70M | 0.17% | +455+1.8% | Added |
| Premier Path Wealth Partners, LLC | 25,023 | $1.69M | 0.29% | +1,612+6.9% | Added |
| Gilbert & Cook, Inc. | 25,000 | $1.69M | 0.25% | −1,552−5.8% | Reduced |
| Winthrop Advisory Group LLC | 24,970 | $1.69M | 0.23% | −1,930−7.2% | Reduced |
| Lokken Investment Group LLC | 24,940 | $1.69M | 0.79% | +1,804+7.8% | Added |
| GoalVest Advisory LLC | 24,922 | $1.69M | 0.54% | −103−0.4% | Reduced |
| Old Port Advisors | 24,891 | $1.69M | 0.50% | +174+0.7% | Added |
| Harvest Fund Management Co., Ltd | 24,891 | $1.69M | 0.12% | +18,162+269.9% | Added |
| Sound Income Strategies, LLC | 24,809 | $1.68M | 0.10% | +1,089+4.6% | Added |
| Chilton Capital Management LLC | 24,801 | $1.68M | 0.08% | −1,476−5.6% | Reduced |
| Beacon Capital Management, LLC | 24,784 | $1.68M | 0.31% | +281+1.1% | Added |
| WMS Partners, LLC | 24,771 | $1.68M | 0.11% | −13−0.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 24,752 | $1.68M | 0.05% | −2,644−9.7% | Reduced |
| Vigilare Wealth Management | 24,738 | $1.67M | 0.74% | +13+0.1% | Added |
| DRW Securities, LLC | 24,717 | $1.67M | 0.10% | +7,130+40.5% | Added |
| Wellington Shields Capital Management, LLC | 24,670 | $1.67M | 0.30% | +1,000+4.2% | Added |
| Massachusetts Wealth Management | 24,654 | $1.67M | 1.12% | +975+4.1% | Added |
| Legacy Financial Advisors, Inc. | 24,615 | $1.67M | 0.30% | +812+3.4% | Added |
| GPS Wealth Strategies Group, LLC | 24,607 | $1.67M | 0.25% | −363−1.5% | Reduced |
| Adirondack Trust Co | 24,578 | $1.66M | 0.68% | −28−0.1% | Reduced |
| Legacy Advisors, LLC | 24,534 | $1.66M | 0.20% | +11,531+88.7% | Added |
| Connective Portfolio Management, LLC | 24,525 | $1.66M | 2.70% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 24,451 | $1.66M | 0.14% | +4,610+23.2% | Added |
| Logan Capital Management Inc | 24,426 | $1.65M | 0.07% | +40.0% | Added |
| Hollencrest Capital Management | 24,403 | $1.65M | 0.07% | +52+0.2% | Added |
| Trust Co of Toledo NA | 24,285 | $1.64M | 0.24% | +78+0.3% | Added |
| First Commonwealth Financial Corp | 24,275 | $1.64M | 0.42% | −2,631−9.8% | Reduced |
| Davis Capital Management | 24,352 | $1.64M | 1.43% | −260−1.1% | Reduced |
| Blue Chip Partners, Inc. | 24,259 | $1.64M | 0.15% | −20.0% | Reduced |
| Keebeck Wealth Management, LLC | 24,119 | $1.63M | 0.24% | −1,040−4.1% | Reduced |
| Kingfisher Capital LLC | 24,064 | $1.63M | 0.38% | −396−1.6% | Reduced |
| CMT Capital Markets Trading GmbH | 24,000 | $1.63M | 0.46% | +24,000 | New |
| Boxwood Ventures, Inc. | 23,991 | $1.62M | 2.61% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 23,943 | $1.62M | 0.45% | −3,560−12.9% | Reduced |
| Certified Advisory Corp | 23,943 | $1.62M | 0.20% | −69−0.3% | Reduced |
| High Net Worth Advisory Group LLC | 23,926 | $1.62M | 0.49% | +1,469+6.5% | Added |
| Tempus Wealth Planning, LLC | 23,828 | $1.61M | 0.67% | +895+3.9% | Added |
| Focused Wealth Management, Inc | 23,825 | $1.61M | 0.24% | −59−0.2% | Reduced |
| Argus Investors' Counsel, Inc. | 23,785 | $1.61M | 0.99% | −2,314−8.9% | Reduced |
| Aberdeen Wealth Management LLC | 23,755 | $1.61M | 1.09% | −575−2.4% | Reduced |
| RDA Financial Network | 23,703 | $1.60M | 0.53% | −21−0.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 23,702 | $1.60M | 0.26% | −198−0.8% | Reduced |
| Pure Financial Advisors, Inc. | 23,695 | $1.60M | 0.04% | +1,296+5.8% | Added |
| Callan Capital, LLC | 23,659 | $1.60M | 0.13% | +1,694+7.7% | Added |
| Autumn Glory Partners, LLC | 23,644 | $1.60M | 0.82% | +1,402+6.3% | Added |
| Coppell Advisory Solutions LLC | 23,625 | $1.60M | 0.26% | +23,625 | New |
| Summit Financial Wealth Advisors, LLC | 23,602 | $1.60M | 0.32% | +66+0.3% | Added |
| Coastline Trust Co | 23,495 | $1.59M | 0.19% | +3,559+17.9% | Added |
| Burford Brothers, Inc. | 23,485 | $1.59M | 0.92% | −60.0% | Reduced |
| Central Pacific Bank - Trust Division | 23,439 | $1.59M | 0.19% | −600−2.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 23,402 | $1.58M | 0.12% | 00.0% | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 23,385 | $1.58M | 0.26% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 23,384 | $1.58M | 0.62% | +14,615+166.7% | Added |
| Davies Financial Advisors, Inc. | 23,247 | $1.57M | 1.47% | −754−3.1% | Reduced |
| Ahl Investment Management, Inc. | 23,235 | $1.57M | 1.15% | −765−3.2% | Reduced |
| First Command Advisory Services, Inc. | 23,201 | $1.57M | 0.02% | −845−3.5% | Reduced |
| Uncommon Cents Investing LLC | 23,201 | $1.57M | 0.49% | +970+4.4% | Added |
| Tradition Wealth Management, LLC | 23,184 | $1.57M | 0.15% | +383+1.7% | Added |
| Kiley Juergens Wealth Management, LLC | 23,183 | $1.57M | 0.44% | +7,863+51.3% | Added |
| Trustco Bank Corp N Y | 23,178 | $1.57M | 1.67% | +150+0.7% | Added |
| Main Street Financial Solutions, LLC | 23,165 | $1.57M | 0.15% | +283+1.2% | Added |
| Morningstar Investment Services LLC | 23,100 | $1.57M | 0.02% | +3,686+19.0% | Added |
| KC Investment Advisors, LLC | 23,148 | $1.57M | 0.78% | +241+1.1% | Added |
| American State Bank (Iowa) | 23,138 | $1.57M | 1.00% | −405−1.7% | Reduced |
| Disciplined Investments, LLC | 23,080 | $1.56M | 0.83% | +75+0.3% | Added |
| Saxon Interests, Inc. | 23,031 | $1.56M | 0.74% | −700−2.9% | Reduced |
| Intellectus Partners, LLC | 22,988 | $1.56M | 0.42% | −2,177−8.7% | Reduced |
| Elgethun Capital Management | 22,967 | $1.56M | 0.39% | +22+0.1% | Added |
| First Community Trust NA | 22,962 | $1.55M | 1.33% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 21,861 | $1.55M | 1.08% | −459−2.1% | Reduced |
| Prossimo Advisors, LLC | 22,903 | $1.55M | 1.40% | +22,903 | New |
| Camden Capital, LLC | 22,839 | $1.55M | 0.12% | +3,098+15.7% | Added |
| River & Mercantile Asset Management LLP | 22,876 | $1.55M | 0.43% | −293−1.3% | Reduced |
| Guardian Asset Advisors, LLC | 22,846 | $1.55M | 1.14% | +2,247+10.9% | Added |
| Nwam LLC | 22,839 | $1.55M | 0.45% | −1,559−6.4% | Reduced |
| Deseret Mutual Benefit Administrators | 22,714 | $1.54M | 0.71% | −897−3.8% | Reduced |
| Catalyst Financial Partners LLC | 22,689 | $1.54M | 0.34% | +363+1.6% | Added |
| Investment Partners, Ltd. | 22,678 | $1.54M | 0.69% | +16+0.1% | Added |
| HMS Capital Management, LLC | 22,667 | $1.53M | 0.80% | +1,536+7.3% | Added |
| Live Oak Private Wealth LLC | 22,638 | $1.53M | 0.26% | −1,524−6.3% | Reduced |
| Paradigm Asset Management Co LLC | 22,636 | $1.53M | 0.43% | −7,700−25.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 22,607 | $1.53M | 0.35% | −677−2.9% | Reduced |
| Traynor Capital Management, Inc. | 22,603 | $1.53M | 0.13% | +3,725+19.7% | Added |
| DT Investment Partners, LLC | 22,555 | $1.53M | 0.14% | −90−0.4% | Reduced |
| HighVista Strategies LLC | 22,500 | $1.52M | 0.56% | +4,400+24.3% | Added |
| WMG Financial Advisors, LLC | 22,496 | $1.52M | 0.81% | +10.0% | Added |
| Financial Partners Group, Inc | 22,462 | $1.52M | 0.24% | −312−1.4% | Reduced |