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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 19,390 | $1.31M | 0.34% | −252−1.3% | Reduced |
| Diversify Advisory Services, LLC | 18,651 | $1.30M | 0.07% | +1,765+10.5% | Added |
| Security Financial Services, INC. | 19,170 | $1.30M | 0.28% | +150+0.8% | Added |
| SRN Advisors, LLC | 19,150 | $1.30M | 1.08% | +522+2.8% | Added |
| Retirement Planning Group | 19,148 | $1.30M | 0.08% | −2,520−11.6% | Reduced |
| Towerpoint Wealth, LLC | 19,120 | $1.29M | 0.65% | −644−3.3% | Reduced |
| Tevis Investment Management | 19,083 | $1.29M | 1.04% | +165+0.9% | Added |
| Banco BTG Pactual S.A. | 18,715 | $1.29M | 0.33% | +4,180+28.8% | Added |
| Charles Schwab Trust Co | 19,027 | $1.29M | 0.12% | −2,510−11.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 18,994 | $1.29M | 0.44% | −9,991−34.5% | Reduced |
| Principle Wealth Partners LLC | 18,945 | $1.28M | 0.10% | +258+1.4% | Added |
| TCI Wealth Advisors, Inc. | 18,888 | $1.28M | 0.12% | +536+2.9% | Added |
| Financial Advocates Investment Management | 18,835 | $1.28M | 0.08% | −8,499−31.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 18,834 | $1.28M | 0.27% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 18,826 | $1.27M | 0.81% | +5,227+38.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,823 | $1.27M | 0.21% | +561+3.1% | Added |
| Coastal Investment Advisors, Inc. | 18,797 | $1.27M | 0.25% | +937+5.2% | Added |
| My Legacy Advisors, LLC | 18,793 | $1.27M | 0.41% | +444+2.4% | Added |
| Maven Securities LTD | 18,774 | $1.27M | 0.20% | +12,622+205.2% | Added |
| MJP Associates Inc | 18,759 | $1.27M | 0.26% | −900−4.6% | Reduced |
| Private Wealth Partners, LLC | 18,753 | $1.27M | 0.10% | +1,161+6.6% | Added |
| KMG Fiduciary Partners, LLC | 18,626 | $1.26M | 0.12% | +299+1.6% | Added |
| Costello Asset Management, INC | 18,619 | $1.26M | 0.94% | −257−1.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 18,576 | $1.26M | 0.05% | +8,654+87.2% | Added |
| Beaton Management Co. Inc. | 18,557 | $1.26M | 0.68% | +200+1.1% | Added |
| W.H. Cornerstone Investments Inc. | 18,527 | $1.25M | 0.89% | +123+0.7% | Added |
| Colton Groome Financial Advisors, LLC | 18,516 | $1.25M | 0.49% | −1,688−8.4% | Reduced |
| Peak Planning Group, LLC | 18,420 | $1.25M | 0.61% | +3,372+22.4% | Added |
| St. Louis Trust Co | 18,411 | $1.25M | 0.19% | 00.0% | Unchanged |
| FCG Investment Co | 18,377 | $1.24M | 0.94% | +954+5.5% | Added |
| Benin Management CORP | 18,372 | $1.24M | 0.38% | +345+1.9% | Added |
| Great Lakes Retirement, Inc. | 18,366 | $1.24M | 0.17% | +1,596+9.5% | Added |
| Grove Bank & Trust | 18,336 | $1.24M | 0.20% | −93−0.5% | Reduced |
| KWB Wealth | 20,612 | $1.24M | 0.17% | −273−1.3% | Reduced |
| Paloma Partners Management Co | 18,310 | $1.24M | 0.11% | +18,310 | New |
| Pin Oak Investment Advisors Inc | 18,275 | $1.24M | 1.18% | +438+2.5% | Added |
| Helen Stephens Group, LLC | 18,245 | $1.24M | 0.43% | −48−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 18,235 | $1.23M | 0.53% | −845−4.4% | Reduced |
| CNB Bank | 18,208 | $1.23M | 0.59% | +8,967+97.0% | Added |
| MB, Levis & Associates, LLC | 18,159 | $1.23M | 0.65% | +204+1.1% | Added |
| Magnus Financial Group LLC | 18,114 | $1.23M | 0.14% | +156+0.9% | Added |
| Willis Johnson & Associates, Inc. | 18,082 | $1.22M | 0.10% | +1,079+6.3% | Added |
| Nebula Research & Development LLC | 18,076 | $1.22M | 0.20% | −4,583−20.2% | Reduced |
| MCF Advisors LLC | 17,993 | $1.22M | 0.09% | +523+3.0% | Added |
| Southeast Asset Advisors Inc. | 17,968 | $1.22M | 0.15% | +31+0.2% | Added |
| Sunburst Financial Group, LLC | 17,938 | $1.21M | 0.33% | +824+4.8% | Added |
| Viawealth, LLC | 17,866 | $1.21M | 0.75% | −497−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 17,860 | $1.21M | 0.19% | +395+2.3% | Added |
| Papp L Roy & Associates | 17,805 | $1.21M | 0.15% | +1,116+6.7% | Added |
| Delap Wealth Advisory, LLC | 17,798 | $1.21M | 0.55% | −19,262−52.0% | Reduced |
| Wealthspan Partners, LLC | 17,763 | $1.20M | 0.66% | −27−0.2% | Reduced |
| Concord Wealth Partners | 17,747 | $1.20M | 0.21% | +2,093+13.4% | Added |
| MWA Asset Management | 17,730 | $1.20M | 0.86% | −39−0.2% | Reduced |
| PFW Advisors LLC | 17,634 | $1.19M | 0.38% | −1,226−6.5% | Reduced |
| Journey Strategic Wealth LLC | 17,628 | $1.19M | 0.05% | +6,073+52.6% | Added |
| Donaldson Capital Management, LLC | 17,590 | $1.19M | 0.05% | +22+0.1% | Added |
| Strait & Sound Wealth Management LLC | 17,583 | $1.19M | 0.61% | +426+2.5% | Added |
| Fort Point Capital Partners LLC | 17,482 | $1.18M | 0.15% | +235+1.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 17,997 | $1.18M | 0.00% | −2,052,768−99.1% | Reduced |
| Resolute Wealth Strategies, LLC | 17,416 | $1.18M | 0.68% | −237−1.3% | Reduced |
| Icon Wealth Advisors, LLC | 17,169 | $1.18M | 0.10% | −853−4.7% | Reduced |
| Sym Financial Corp | 17,404 | $1.18M | 0.19% | +2,456+16.4% | Added |
| Merriman Wealth Management, LLC | 17,382 | $1.18M | 0.05% | −352−2.0% | Reduced |
| Transatlantique Private Wealth LLC | 17,352 | $1.17M | 0.48% | −1,165−6.3% | Reduced |
| Savoie Capital LLC | 17,334 | $1.17M | 0.15% | 00.0% | Unchanged |
| Souders Financial Advisors | 17,291 | $1.17M | 0.18% | −9,989−36.6% | Reduced |
| Simon Quick Advisors, LLC | 17,209 | $1.17M | 0.08% | +4,605+36.5% | Added |
| Arthur M. Cohen & Associates, LLC | 17,213 | $1.17M | 0.21% | 00.0% | Unchanged |
| Slagle Financial, LLC | 17,204 | $1.16M | 0.60% | +9,695+129.1% | Added |
| Louisbourg Investments Inc. | 17,150 | $1.16M | 0.33% | −6,100−26.2% | Reduced |
| Red Wave Investments LLC | 17,149 | $1.16M | 0.43% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 17,124 | $1.16M | 0.20% | −408−2.3% | Reduced |
| Evernest Financial Advisors, LLC | 17,109 | $1.16M | 0.52% | −256−1.5% | Reduced |
| RMB Capital Management, LLC | 17,069 | $1.16M | 0.03% | −1,999−10.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,065 | $1.16M | 0.09% | −141−0.8% | Reduced |
| Cim Investment Mangement Inc | 17,036 | $1.15M | 0.36% | −97−0.6% | Reduced |
| Columbus Macro, LLC | 16,837 | $1.15M | 0.44% | −177−1.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 16,992 | $1.15M | 0.29% | +151+0.9% | Added |
| Allied Investment Advisors, LLC | 16,986 | $1.15M | 0.27% | −780−4.4% | Reduced |
| Personal Cfo Solutions, LLC | 16,924 | $1.15M | 0.18% | −36−0.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 16,915 | $1.15M | 0.24% | −808−4.6% | Reduced |
| Fiduciary Family Office, LLC | 16,913 | $1.15M | 0.45% | +832+5.2% | Added |
| Valley National Advisers Inc | 16,851 | $1.14M | 0.17% | −1,356−7.4% | Reduced |
| Romano Brothers and Company | 16,835 | $1.14M | 0.16% | −1,225−6.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 16,803 | $1.14M | 0.65% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 16,778 | $1.14M | 0.21% | +45+0.3% | Added |
| Byrne Asset Management LLC | 16,725 | $1.14M | 0.81% | −625−3.6% | Reduced |
| Revisor Wealth Management LLC | 16,741 | $1.13M | 0.79% | +1,466+9.6% | Added |
| Probity Advisors, Inc. | 16,716 | $1.13M | 0.23% | +819+5.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16,674 | $1.13M | 0.46% | +50.0% | Added |
| Catalina Capital Group, LLC | 16,665 | $1.13M | 0.43% | +826+5.2% | Added |
| Clarus Group, Inc. | 16,656 | $1.13M | 0.50% | +4,617+38.4% | Added |
| Smith Thornton Advisors LLC | 16,640 | $1.13M | 0.83% | +16,640 | New |
| Summa Corp. | 16,612 | $1.12M | 0.55% | +75+0.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,582 | $1.12M | 0.02% | −421−2.5% | Reduced |
| DGS Capital Management, LLC | 16,532 | $1.12M | 0.31% | +488+3.0% | Added |
| Alta Capital Management LLC | 16,500 | $1.12M | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 16,487 | $1.12M | 0.52% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 16,484 | $1.12M | 0.50% | −318−1.9% | Reduced |
| Annex Advisory Services, LLC | 16,480 | $1.12M | 0.04% | −2,187−11.7% | Reduced |