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 |
|---|---|---|---|---|---|
| Barr E S & Co | 22,460 | $1.52M | 0.10% | 00.0% | Unchanged |
| Bank Ozk | 22,399 | $1.52M | 0.66% | +1,777+8.6% | Added |
| Next Capital Management LLC | 22,396 | $1.52M | 0.64% | −374−1.6% | Reduced |
| First Financial Bank - Trust Division | 22,349 | $1.51M | 0.15% | −5,074−18.5% | Reduced |
| TD Capital Management LLC | 22,347 | $1.51M | 0.16% | −9,941−30.8% | Reduced |
| Humankind Investments LLC | 22,266 | $1.51M | 0.40% | −5,883−20.9% | Reduced |
| Quent Capital, LLC | 22,238 | $1.51M | 0.17% | −108−0.5% | Reduced |
| JJJ Advisors Inc. | 22,224 | $1.50M | 0.32% | +728+3.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 22,200 | $1.50M | 0.59% | −1,443−6.1% | Reduced |
| Capital Management Associates | 22,200 | $1.50M | 1.78% | 00.0% | Unchanged |
| Archetype Wealth Partners | 22,184 | $1.50M | 0.24% | +1,605+7.8% | Added |
| Boomfish Wealth Group, LLC | 22,165 | $1.50M | 0.97% | +458+2.1% | Added |
| PDS Planning, Inc | 22,160 | $1.50M | 0.15% | +3,438+18.4% | Added |
| KFG Wealth Management, LLC | 22,142 | $1.50M | 0.59% | +70.0% | Added |
| Am Investment Strategies LLC | 22,104 | $1.50M | 0.37% | +28+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 22,061 | $1.49M | 1.03% | +1,142+5.5% | Added |
| Kowal Investment Group, LLC | 22,052 | $1.49M | 0.30% | +976+4.6% | Added |
| Blueprint Investment Partners LLC | 21,993 | $1.49M | 0.32% | +61+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 21,940 | $1.49M | 0.14% | +2,169+11.0% | Added |
| Inlet Private Wealth, LLC | 21,900 | $1.48M | 0.41% | +300+1.4% | Added |
| Ridgepath Capital Management LLC | 21,882 | $1.48M | 1.45% | +7,776+55.1% | Added |
| Rocky Mountain Advisers, LLC | 21,868 | $1.48M | 0.50% | −33,044−60.2% | Reduced |
| First Western Trust Bank | 21,853 | $1.48M | 0.07% | −341−1.5% | Reduced |
| ProVise Management Group, LLC | 21,755 | $1.47M | 0.13% | +72+0.3% | Added |
| Professional Financial Advisors, LLC | 21,702 | $1.47M | 0.41% | +284+1.3% | Added |
| Missouri Trust & Investment Co | 21,630 | $1.46M | 0.55% | −101−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 21,555 | $1.46M | 0.20% | +2,119+10.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 21,549 | $1.46M | 0.38% | +752+3.6% | Added |
| Prostatis Group LLC | 21,278 | $1.46M | 0.51% | −633−2.9% | Reduced |
| United Asset Strategies, Inc. | 21,503 | $1.46M | 0.14% | −1,979−8.4% | Reduced |
| Birchbrook, Inc. | 21,464 | $1.45M | 0.87% | −884−4.0% | Reduced |
| Sheets Smith Wealth Management | 21,445 | $1.45M | 0.17% | +312+1.5% | Added |
| Enterprise Financial Services Corp | 21,423 | $1.45M | 0.89% | −45−0.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 21,411 | $1.45M | 0.73% | +9,400+78.3% | Added |
| Liberty Capital Management, Inc. | 21,372 | $1.45M | 0.34% | +408+1.9% | Added |
| Old Mission Investment Co LLC | 21,355 | $1.45M | 0.47% | +583+2.8% | Added |
| Gryphon Financial Partners LLC | 21,345 | $1.45M | 0.22% | +1,709+8.7% | Added |
| First Foundation Advisors | 21,291 | $1.44M | 0.06% | −1,072−4.8% | Reduced |
| Nicolet Bankshares Inc | 21,277 | $1.44M | 0.36% | −455−2.1% | Reduced |
| TCM Advisors, LLC | – | $1.44M | 1.26% | – | – |
| Brady Family Wealth, LLC | 21,212 | $1.44M | 0.46% | −369−1.7% | Reduced |
| AdvisorNet Financial, Inc | 21,203 | $1.44M | 0.13% | +700+3.4% | Added |
| Cyndeo Wealth Partners, LLC | 21,168 | $1.43M | 0.11% | +3,627+20.7% | Added |
| Boston Family Office LLC | 21,148 | $1.43M | 0.10% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 20,534 | $1.43M | 0.73% | +879+4.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 21,114 | $1.43M | 0.55% | +21,114 | New |
| General Partner, Inc. | 21,030 | $1.42M | 0.91% | +138+0.7% | Added |
| Legacy Capital Group California, Inc. | 21,029 | $1.42M | 0.51% | +449+2.2% | Added |
| Altfest L J & Co Inc | 20,995 | $1.42M | 0.19% | −96−0.5% | Reduced |
| Atlas Brown,Inc. | 20,972 | $1.42M | 0.51% | +138+0.7% | Added |
| Arlington Trust Co LLC | 20,913 | $1.42M | 0.33% | +369+1.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 20,905 | $1.42M | 0.35% | −200−0.9% | Reduced |
| Financial Insights, Inc. | 20,862 | $1.41M | 0.39% | −3,174−13.2% | Reduced |
| Renasant Bank | 20,855 | $1.41M | 0.97% | +236+1.1% | Added |
| TBH Global Asset Management, LLC | 20,763 | $1.41M | 0.31% | −4,203−16.8% | Reduced |
| IMS Capital Management | 18,858 | $1.41M | 0.65% | −1,188−5.9% | Reduced |
| Boltwood Capital Management | 20,747 | $1.40M | 0.44% | −1,294−5.9% | Reduced |
| Lavaca Capital LLC | 20,745 | $1.40M | 0.77% | +324+1.6% | Added |
| Sky Investment Group LLC | 20,718 | $1.40M | 0.27% | −24−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 20,712 | $1.40M | 0.05% | +3,992+23.9% | Added |
| Syntegra Private Wealth Group, LLC | 20,631 | $1.40M | 0.18% | +101+0.5% | Added |
| Hurlow Wealth Management Group, Inc. | 20,623 | $1.40M | 0.48% | −83−0.4% | Reduced |
| Corundum Group, Inc. | 20,621 | $1.40M | 0.55% | +10,490+103.5% | Added |
| Lincoln Capital LLC | 20,598 | $1.39M | 0.31% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 20,499 | $1.39M | 0.53% | +677+3.4% | Added |
| Sentry Investment Management LLC | 20,455 | $1.39M | 0.62% | −4,190−17.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,398 | $1.38M | 0.14% | −756−3.6% | Reduced |
| LongView Wealth Management | 20,364 | $1.38M | 0.51% | +4,882+31.5% | Added |
| Bridgewater Advisors Inc. | 19,651 | $1.38M | 0.17% | +19,651 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,277 | $1.37M | 0.57% | −283−1.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 20,218 | $1.37M | 1.05% | −351−1.7% | Reduced |
| White Lighthouse Investment Management Inc. | 20,169 | $1.37M | 0.26% | +30.0% | Added |
| Neville Rodie & Shaw Inc | 20,148 | $1.36M | 0.10% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 20,059 | $1.36M | 1.88% | +1,981+11.0% | Added |
| Rice Partnership, LLC | 20,059 | $1.36M | 0.30% | −11−0.1% | Reduced |
| Empirical Asset Management, LLC | 20,004 | $1.35M | 0.51% | −4,657−18.9% | Reduced |
| UBS Oconnor LLC | 20,000 | $1.35M | 0.04% | +20,000 | New |
| Camden National Bank | 19,990 | $1.35M | 0.21% | +5,522+38.2% | Added |
| Castle Rock Wealth Management, LLC | 20,034 | $1.35M | 0.34% | −96−0.5% | Reduced |
| Everpar Advisors LLC | 19,924 | $1.35M | 0.68% | +1,706+9.4% | Added |
| Farmers National Bank | 19,902 | $1.35M | 0.41% | −450−2.2% | Reduced |
| Castlekeep Investment Advisors LLC | 19,893 | $1.35M | 1.04% | −61−0.3% | Reduced |
| Keystone Financial Group | 19,862 | $1.34M | 0.48% | +601+3.1% | Added |
| Insight Advisors, LLC | 19,821 | $1.34M | 0.25% | +24+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 19,798 | $1.34M | 0.02% | −3,017−13.2% | Reduced |
| BayBridge Capital Group, LLC | 19,755 | $1.34M | 1.05% | +431+2.2% | Added |
| Fortem Financial Group, LLC | 19,747 | $1.34M | 0.57% | +481+2.5% | Added |
| Eagle Global Advisors LLC | 19,743 | $1.34M | 0.07% | 00.0% | Unchanged |
| Courier Capital LLC | 19,735 | $1.34M | 0.11% | −68,367−77.6% | Reduced |
| Linscomb & Williams, Inc. | 19,658 | $1.33M | 0.07% | −336−1.7% | Reduced |
| N.E.W. Advisory Services LLC | 19,640 | $1.33M | 0.14% | +289+1.5% | Added |
| Oxbow Advisors, LLC | 19,619 | $1.33M | 0.16% | +703+3.7% | Added |
| Adamsbrown Wealth Consultants LLC | 19,596 | $1.33M | 0.52% | +305+1.6% | Added |
| Wealth Quarterback LLC | 19,594 | $1.33M | 0.75% | −378−1.9% | Reduced |
| Cyrus J. Lawrence, LLC | 19,560 | $1.32M | 0.27% | −9,000−31.5% | Reduced |
| Woodward Diversified Capital, LLC | 19,529 | $1.32M | 0.78% | +1,073+5.8% | Added |
| Foundation Resource Management Inc | 19,526 | $1.32M | 0.21% | −100−0.5% | Reduced |
| Freemont Management S.A. | 19,500 | $1.32M | 0.76% | −95,500−83.0% | Reduced |
| Transcendent Capital Group LLC | 19,475 | $1.32M | 0.76% | +26+0.1% | Added |
| Zimmermann Investment Management & Planning LLC | 19,394 | $1.31M | 0.44% | +1,526+8.5% | Added |