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 |
|---|---|---|---|---|---|
| Emprise Bank | 14,024 | $949.6K | 0.59% | −2,633−15.8% | Reduced |
| Ambassador Advisors, LLC | 14,005 | $948.3K | 0.17% | +946+7.2% | Added |
| Curbstone Financial Management Corp | 14,004 | $948.2K | 0.21% | −750−5.1% | Reduced |
| Congress Wealth Management LLC | 13,999 | $947.9K | 0.02% | +1,472+11.8% | Added |
| Vivaldi Capital Management, LLC | 13,990 | $947.3K | 0.27% | +530+3.9% | Added |
| Patron Partners Advisors, LLC | 13,986 | $947.0K | 0.56% | +289+2.1% | Added |
| Titleist Asset Management, LLC | 13,949 | $944.5K | 0.14% | −359−2.5% | Reduced |
| Wulff, Hansen & Co. | 13,938 | $943.7K | 0.93% | 00.0% | Unchanged |
| Cadinha & Co LLC | 13,905 | $941.5K | 0.17% | +771+5.9% | Added |
| TRUE Private Wealth Advisors | 13,899 | $941.1K | 0.11% | +497+3.7% | Added |
| Jarislowsky, Fraser Ltd | 13,898 | $941.0K | 0.01% | −3,645−20.8% | Reduced |
| Oak Asset Management, LLC | 13,893 | $940.7K | 0.34% | 00.0% | Unchanged |
| Veracity Capital LLC | 13,891 | $940.5K | 0.39% | −686−4.7% | Reduced |
| Smith Shellnut Wilson LLC | 13,870 | $939.1K | 0.46% | +17+0.1% | Added |
| Old North State Trust, LLC | 13,872 | $939.0K | 0.81% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 13,857 | $938.3K | 0.10% | +114+0.8% | Added |
| Reynders McVeigh Capital Management, LLC | 13,798 | $934.0K | 0.05% | +538+4.1% | Added |
| HHM Wealth Advisors, LLC | 13,788 | $933.6K | 0.14% | +5,948+75.9% | Added |
| Armstrong Advisory Group, Inc | 13,784 | $933.3K | 0.08% | +9,358+211.4% | Added |
| Fort Sheridan Advisors LLC | 13,764 | $932.0K | 0.15% | +771+5.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 13,708 | $930.0K | 0.02% | +2,434+21.6% | Added |
| JFS Wealth Advisors, LLC | 13,724 | $929.2K | 0.07% | −328−2.3% | Reduced |
| Rezny Wealth Management, Inc. | 13,672 | $925.7K | 0.25% | +13,672 | New |
| Cladis Investment Advisory, LLC | 13,643 | $923.8K | 0.67% | +10.0% | Added |
| Connecticut Wealth Management, LLC | 13,640 | $923.6K | 0.05% | +87+0.6% | Added |
| Buffington Mohr McNeal | 13,632 | $923.0K | 0.16% | −5,286−27.9% | Reduced |
| Triangle Securities Wealth Management | 13,622 | $922.3K | 0.26% | −30−0.2% | Reduced |
| Mairs & Power Inc | 13,618 | $922.1K | 0.01% | −4,381−24.3% | Reduced |
| Syverson Strege & Co | 13,599 | $920.8K | 0.31% | +2,624+23.9% | Added |
| 626 Financial, LLC | 13,568 | $918.7K | 0.53% | −98−0.7% | Reduced |
| Wiser Advisor Group LLC | 13,534 | $916.4K | 1.44% | −112−0.8% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 13,516 | $915.2K | 0.64% | −901−6.2% | Reduced |
| Plan Group Financial, LLC | 13,497 | $913.9K | 0.56% | −428−3.1% | Reduced |
| Apeiron RIA LLC | 13,491 | $913.5K | 0.28% | +50.0% | Added |
| Virtue Capital Management, LLC | 12,955 | $911.7K | 0.16% | −395−3.0% | Reduced |
| Driehaus Capital Management LLC | 13,461 | $911.4K | 0.01% | +2,706+25.2% | Added |
| Ellenbecker Investment Group | 13,413 | $908.3K | 0.18% | +40.0% | Added |
| Bullock Wealth Management Group | 13,441 | $907.0K | 0.59% | −126−0.9% | Reduced |
| MONECO Advisors, LLC | 13,392 | $906.8K | 0.13% | +499+3.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,370 | $905.3K | 0.60% | −100−0.7% | Reduced |
| Raleigh Capital Management Inc. | 13,355 | $904.2K | 0.38% | +6,608+97.9% | Added |
| Nilsine Partners, LLC | 13,349 | $903.9K | 0.12% | +84+0.6% | Added |
| Pinnacle Holdings, LLC | 13,324 | $902.2K | 0.37% | −375−2.7% | Reduced |
| Intrepid Capital Management Inc | 13,285 | $899.5K | 0.57% | +9,199+225.1% | Added |
| Auxano Advisors, LLC | 13,281 | $899.3K | 0.25% | −1,004−7.0% | Reduced |
| WNY Asset Management, LLC | 13,281 | $899.2K | 0.12% | −9,517−41.7% | Reduced |
| Koa Wealth Management, LLC | 13,268 | $898.4K | 0.76% | −8,995−40.4% | Reduced |
| Alta Wealth Advisors LLC | 13,263 | $898.1K | 0.45% | −30.0% | Reduced |
| Sunpointe, LLC | 13,201 | $893.8K | 0.58% | +509+4.0% | Added |
| Lee Financial Co | 13,181 | $892.5K | 0.15% | +424+3.3% | Added |
| Cypress Wealth Services, LLC | 13,179 | $892.4K | 0.20% | +201+1.5% | Added |
| Sirios Capital Management L P | 13,169 | $891.7K | 0.16% | +976+8.0% | Added |
| CCG Wealth Management, LLC | 13,154 | $890.7K | 0.50% | +108+0.8% | Added |
| Verus Capital Partners, LLC | 13,138 | $888.3K | 0.09% | −827−5.9% | Reduced |
| MEMBERS Trust Co | 13,112 | $887.8K | 0.03% | −418−3.1% | Reduced |
| Gleason Group, Inc. | 13,100 | $887.0K | 0.18% | −667−4.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 13,085 | $886.0K | 0.18% | +13,085 | New |
| Eagle Rock Investment Company, LLC | 13,069 | $884.9K | 0.16% | +253+2.0% | Added |
| Waterfront Wealth Inc. | 13,064 | $884.5K | 0.24% | +14+0.1% | Added |
| Proathlete Wealth Management LLC | 13,062 | $884.4K | 0.42% | +11+0.1% | Added |
| JSF Financial, LLC | 13,027 | $882.0K | 0.27% | +13,027 | New |
| Beaumont Financial Advisors, LLC | 12,998 | $880.1K | 0.07% | +415+3.3% | Added |
| W Advisors, LLC | 12,991 | $879.6K | 0.58% | +62+0.5% | Added |
| Violich Capital Management, Inc. | 12,975 | $879.0K | 0.12% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 12,981 | $878.9K | 0.06% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 12,978 | $878.7K | 0.37% | −367−2.8% | Reduced |
| Wrapmanager Inc | 12,967 | $878.0K | 0.24% | +1,569+13.8% | Added |
| Marino, Stram & Associates LLC | 12,961 | $877.6K | 0.21% | +17+0.1% | Added |
| City State Bank | 12,921 | $874.9K | 0.36% | −222−1.7% | Reduced |
| True North Advisors, LLC | 12,920 | $874.8K | 0.23% | −8,410−39.4% | Reduced |
| Ullmann Financial Group, Inc. | 12,889 | $872.7K | 0.12% | +552+4.5% | Added |
| Hudock, Inc. | 12,881 | $872.2K | 0.16% | +286+2.3% | Added |
| Family Management Corp | 12,852 | $870.2K | 0.15% | −60,776−82.5% | Reduced |
| Harbour Trust & Investment Management Co | 12,852 | $870.2K | 0.10% | +79+0.6% | Added |
| Integral Investment Advisors, Inc. | 12,808 | $869.4K | 0.32% | +492+4.0% | Added |
| First County Bank | 12,824 | $868.3K | 0.45% | −1,168−8.3% | Reduced |
| Copperwynd Financial, LLC | 12,605 | $865.2K | 0.28% | +12,605 | New |
| Advantage Trust Co | 12,768 | $864.5K | 0.62% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 12,681 | $858.6K | 0.31% | −200−1.6% | Reduced |
| O'Rourke & Company, Inc | 12,670 | $858.0K | 0.48% | +50.0% | Added |
| Clear Creek Financial Management, LLC | 12,367 | $858.0K | 0.10% | +121+1.0% | Added |
| Ninepoint Partners LP | 12,660 | $857.2K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,650 | $856.6K | 0.14% | −319−2.5% | Reduced |
| Hanson & Doremus Investment Management | 12,594 | $853.0K | 0.14% | −438−3.4% | Reduced |
| NFP Retirement, Inc. | 12,563 | $850.6K | 0.07% | −86−0.7% | Reduced |
| Tectonic Advisors LLC | 12,543 | $849.3K | 0.06% | +259+2.1% | Added |
| Napatree Capital LLC | 12,533 | $848.6K | 0.69% | −2,994−19.3% | Reduced |
| Evanson Asset Management, LLC | 12,525 | $848.0K | 0.07% | −129−1.0% | Reduced |
| Occudo Quantitative Strategies LP | 12,518 | $847.6K | 0.15% | +12,518 | New |
| Keudell/Morrison Wealth Management | 12,508 | $846.9K | 0.25% | −292−2.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 12,490 | $845.7K | 0.08% | +20.0% | Added |
| USA Financial Portformulas Corp | 12,479 | $845.0K | 0.14% | +6,164+97.6% | Added |
| RW Investment Management LLC | 12,409 | $840.2K | 0.11% | −441−3.4% | Reduced |
| River Street Advisors LLC | 12,381 | $838.3K | 0.52% | +389+3.2% | Added |
| Leonteq Securities AG | 12,359 | $836.8K | 0.12% | +1,896+18.1% | Added |
| Clare Market Investments LLC | 12,328 | $834.7K | 0.23% | +727+6.3% | Added |
| S.A. Mason LLC | 12,319 | $834.1K | 0.47% | +382+3.2% | Added |
| Greenfield Savings Bank | 12,283 | $831.7K | 0.43% | −1,900−13.4% | Reduced |
| Tiemann Investment Advisors, LLC | 12,253 | $829.7K | 0.37% | +35+0.3% | Added |
| Strategic Investment Solutions, Inc. | 11,767 | $828.5K | 0.27% | +11,767 | New |