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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 16,475 | $1.12M | 0.45% | −2,958−15.2% | Reduced |
| Austin Private Wealth, LLC | 16,451 | $1.11M | 0.12% | −1,572−8.7% | Reduced |
| BKM Wealth Management, LLC | 16,394 | $1.11M | 0.53% | −6,621−28.8% | Reduced |
| Drive Wealth Management, LLC | 16,344 | $1.11M | 0.30% | +333+2.1% | Added |
| Intact Investment Management Inc. | 16,330 | $1.11M | 0.04% | +4,930+43.2% | Added |
| Norden Group LLC | 16,329 | $1.11M | 0.22% | −249−1.5% | Reduced |
| Dillon & Associates Inc | 16,254 | $1.10M | 0.16% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 16,307 | $1.10M | 0.59% | −733−4.3% | Reduced |
| Laraway Financial Inc | 16,277 | $1.10M | 0.94% | +70.0% | Added |
| Alliance Wealth Advisors, LLC | 16,273 | $1.10M | 0.32% | +1,173+7.8% | Added |
| McKinley Carter Wealth Services, Inc. | 16,235 | $1.10M | 0.07% | +109+0.7% | Added |
| Foster Group, Inc. | 16,197 | $1.10M | 0.04% | +788+5.1% | Added |
| Blackston Financial Advisory Group, LLC | 16,189 | $1.10M | 0.61% | +2,221+15.9% | Added |
| Oxford Financial Group Ltd | 16,168 | $1.09M | 0.07% | +922+6.0% | Added |
| Fukoku Mutual Life Insurance Co | 16,144 | $1.09M | 0.08% | −533−3.2% | Reduced |
| Hartford Financial Management Inc. | 16,122 | $1.09M | 0.23% | −807−4.8% | Reduced |
| Trust Co | 16,090 | $1.09M | 0.14% | +3,343+26.2% | Added |
| Okabena Investment Services Inc | 16,020 | $1.08M | 0.34% | +8,343+108.7% | Added |
| Moss Adams Wealth Advisors LLC | 16,004 | $1.08M | 0.15% | +1,832+12.9% | Added |
| Baker Ellis Asset Management LLC | 15,972 | $1.08M | 0.16% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 15,949 | $1.08M | 0.21% | +1,150+7.8% | Added |
| Prudent Man Advisors, LLC | 15,902 | $1.08M | 0.38% | +617+4.0% | Added |
| Abbot Financial Management, Inc. | 15,891 | $1.08M | 0.58% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 15,880 | $1.08M | 0.24% | +762+5.0% | Added |
| Prentice Wealth Management LLC | 15,851 | $1.07M | 0.35% | +111+0.7% | Added |
| Founders Financial Alliance, LLC | 15,851 | $1.07M | 0.32% | +1,279+8.8% | Added |
| Wetzel Investment Advisors, Inc. | 17,811 | $1.07M | 0.61% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 15,808 | $1.07M | 0.92% | +268+1.7% | Added |
| Proquility Private Wealth Partners, LLC | 15,738 | $1.07M | 0.36% | −16,309−50.9% | Reduced |
| CRA Financial Services, LLC | 15,699 | $1.06M | 0.21% | +67+0.4% | Added |
| Chicago Trust Co NA | 15,610 | $1.06M | 0.21% | +88+0.6% | Added |
| First Financial Corp | 15,591 | $1.06M | 0.54% | −174−1.1% | Reduced |
| Canvas Wealth Advisors, LLC | 15,255 | $1.06M | 0.33% | +111+0.7% | Added |
| Nova R Wealth, Inc. | 15,580 | $1.05M | 0.54% | +10+0.1% | Added |
| Chapin Davis, Inc. | 15,556 | $1.05M | 0.36% | −1,894−10.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 15,534 | $1.05M | 0.00% | 00.0% | Unchanged |
| ASB Consultores, LLC | 15,487 | $1.05M | 0.38% | −3,348−17.8% | Reduced |
| Alera Investment Advisors, LLC | 15,479 | $1.05M | 0.13% | +9,177+145.6% | Added |
| Iron Financial, LLC | 15,466 | $1.05M | 0.59% | +266+1.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 15,470 | $1.05M | 0.29% | +1,035+7.2% | Added |
| Permanent Capital Management, LP | 10,700 | $1.05M | 0.22% | +10,700 | New |
| Pioneer Trust Bank N A | 15,450 | $1.05M | 0.28% | 00.0% | Unchanged |
| Narwhal Capital Management | 15,450 | $1.05M | 0.10% | +1,546+11.1% | Added |
| Pecaut & Co. | 15,435 | $1.05M | 0.40% | 00.0% | Unchanged |
| MBL Wealth, LLC | 15,433 | $1.04M | 0.12% | −3,238−17.3% | Reduced |
| LCNB Corp | 15,400 | $1.04M | 0.39% | −226−1.4% | Reduced |
| Boston Trust Walden Corp | 15,366 | $1.04M | 0.01% | +69+0.5% | Added |
| Silvia McColl Wealth Management, LLC | 15,331 | $1.04M | 0.86% | +75+0.5% | Added |
| ISAM Funds (UK) Ltd | 15,330 | $1.04M | 0.78% | +9,635+169.2% | Added |
| Verity & Verity, LLC | 15,325 | $1.04M | 0.11% | +4,852+46.3% | Added |
| Gould Asset Management LLC | 15,310 | $1.04M | 0.24% | −25−0.2% | Reduced |
| Fulcrum Equity Management | 15,292 | $1.04M | 0.93% | +92+0.6% | Added |
| Aspiriant, LLC | 15,223 | $1.03M | 0.04% | −1,984−11.5% | Reduced |
| Compass Financial Group, INC | 15,221 | $1.03M | 0.22% | −69−0.5% | Reduced |
| Morris Retirement Advisors, LLC | 15,212 | $1.03M | 0.59% | −945−5.8% | Reduced |
| Perennial Investment Advisors, LLC | 15,202 | $1.03M | 0.15% | +640+4.4% | Added |
| Newbridge Financial Services Group, Inc. | 15,140 | $1.03M | 0.38% | +4,008+36.0% | Added |
| Kidder Stephen W | 15,065 | $1.02M | 0.32% | −715−4.5% | Reduced |
| TFB Advisors LLC | 15,034 | $1.02M | 0.33% | +1,141+8.2% | Added |
| Monetta Financial Services Inc | 15,000 | $1.02M | 0.88% | 00.0% | Unchanged |
| United Community Bank | 14,896 | $1.01M | 0.41% | −533−3.5% | Reduced |
| AlphaStar Capital Management, LLC | 14,790 | $1.00M | 0.09% | −1,581−9.7% | Reduced |
| Patriot Investment Management Inc. | 14,787 | $1.00M | 0.08% | −2,709−15.5% | Reduced |
| Atlas Capital Advisors LLC | 14,778 | $1.00M | 0.13% | −2,199−13.0% | Reduced |
| Stableford Capital II LLC | 14,082 | $1.00M | 0.39% | −983−6.5% | Reduced |
| Wealth Effects LLC | 14,753 | $998.9K | 0.36% | +590+4.2% | Added |
| Concord Asset Management, LLC | 14,753 | $998.9K | 0.25% | +2,338+18.8% | Added |
| Breakwater Capital Group | 14,710 | $996.0K | 0.23% | +1,501+11.4% | Added |
| BIP Wealth, LLC | 14,698 | $995.2K | 0.08% | −74−0.5% | Reduced |
| Fox Hill Wealth Management | 14,695 | $995.0K | 0.61% | +452+3.2% | Added |
| Renaissance Group LLC | 14,674 | $993.6K | 0.04% | −155−1.0% | Reduced |
| Allstate Corp | 14,660 | $992.6K | 0.08% | +122+0.8% | Added |
| Wealth Management Partners, LLC | 14,660 | $992.6K | 0.48% | +684+4.9% | Added |
| Sanders Morris Harris LLC | 14,607 | $989.0K | 0.16% | 00.0% | Unchanged |
| REDW Wealth LLC | 14,606 | $989.0K | 0.26% | −220−1.5% | Reduced |
| Mainsail Financial Group, LLC | 14,586 | $987.6K | 0.58% | +374+2.6% | Added |
| Crumly & Associates Inc. | 14,560 | $985.9K | 0.28% | +188+1.3% | Added |
| Grimes & Company, Inc. | 14,527 | $983.6K | 0.03% | +895+6.6% | Added |
| Puzo Michael J | 14,499 | $981.7K | 0.27% | −1,398−8.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,401 | $975.1K | 0.16% | +1,069+8.0% | Added |
| Alberta Investment Management Corp | 14,400 | $975.0K | 0.01% | −87,900−85.9% | Reduced |
| Augustine Asset Management Inc | 14,357 | $972.1K | 0.38% | −8−0.1% | Reduced |
| Perpetual Ltd | 14,355 | $972.0K | 0.01% | −14,879−50.9% | Reduced |
| Ami Investment Management Inc | 14,316 | $969.3K | 0.34% | −195−1.3% | Reduced |
| Centennial Bank | 14,313 | $969.1K | 0.47% | −5,490−27.7% | Reduced |
| Cardiff Park Advisors, LLC | 14,296 | $968.0K | 0.09% | −159−1.1% | Reduced |
| Accredited Investors Inc. | 14,291 | $967.6K | 0.06% | +1,863+15.0% | Added |
| Americana Partners, LLC | 14,278 | $966.8K | 0.08% | −575−3.9% | Reduced |
| Solstein Capital, LLC | 14,271 | $966.3K | 0.63% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 14,263 | $965.8K | 0.37% | +32+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 14,247 | $964.7K | 0.10% | −822−5.5% | Reduced |
| Wilkins Investment Counsel Inc | 14,214 | $962.4K | 0.14% | +930+7.0% | Added |
| Three Bridge Wealth Advisors, LLC | 14,211 | $962.2K | 0.38% | −276−1.9% | Reduced |
| Wimmer Associates 1, LLC | 14,177 | $959.9K | 0.49% | +215+1.5% | Added |
| Waycross Investment Management Co | 14,173 | $959.6K | 0.93% | −195−1.4% | Reduced |
| Knollwood Investment Advisory, LLC | 14,157 | $958.6K | 0.11% | +14,157 | New |
| Optas, LLC | 14,146 | $957.8K | 0.25% | −440−3.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,071 | $957.1K | 0.20% | −12,409−67.1% | Reduced |
| Tandem Investment Advisors, Inc. | 14,086 | $954.0K | 0.04% | −981−6.5% | Reduced |
| Asset Management Group, Inc. | 14,088 | $953.9K | 0.18% | +111+0.8% | Added |