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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 12,228 | $828.0K | 0.34% | +522+4.5% | Added |
| Altshuler Shaham Ltd | 12,211 | $826.8K | 0.03% | −25,958−68.0% | Reduced |
| Heck Capital Advisors, LLC | 12,196 | $825.8K | 0.10% | −9−0.1% | Reduced |
| Florida Financial Advisors, LLC | 12,182 | $824.9K | 0.49% | −840−6.5% | Reduced |
| Paragon Capital Management Ltd | 12,177 | $824.5K | 0.15% | +60+0.5% | Added |
| Angeles Wealth Management, LLC | 12,173 | $824.2K | 0.08% | +1,691+16.1% | Added |
| Cowa, LLC | 12,168 | $823.9K | 0.44% | −3,582−22.7% | Reduced |
| Garrison Asset Management, LLC | 12,163 | $823.6K | 0.43% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 12,156 | $823.1K | 0.21% | −45−0.4% | Reduced |
| San Luis Wealth Advisors LLC | 12,151 | $823.0K | 0.20% | +12,151 | New |
| Trueblood Wealth Management, LLC | 12,152 | $822.8K | 0.46% | +79+0.7% | Added |
| Townsend Asset Management Corp | 12,135 | $821.7K | 0.32% | +10.0% | Added |
| Arnhold LLC | 12,114 | $820.2K | 0.09% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 12,037 | $819.4K | 0.13% | +945+8.5% | Added |
| Hendershot Investments Inc. | 12,073 | $817.5K | 0.12% | −1,250−9.4% | Reduced |
| Aprio Wealth Management, LLC | 12,064 | $816.8K | 0.15% | +3,060+34.0% | Added |
| Sivia Capital Partners, LLC | 12,056 | $816.3K | 0.55% | −589−4.7% | Reduced |
| Indiana Trust & Investment Management CO | 12,050 | $815.9K | 0.30% | −85−0.7% | Reduced |
| Sweet Financial Partners, LLC | 12,034 | $814.8K | 0.19% | +7+0.1% | Added |
| Moseley Investment Management Inc | 12,020 | $813.9K | 0.38% | +49+0.4% | Added |
| Matisse Capital | 12,017 | $813.7K | 0.40% | +900+8.1% | Added |
| American Capital Advisory, LLC | 5,152 | $812.2K | 0.58% | +1,029+25.0% | Added |
| Beacon Financial Advisory LLC | 11,970 | $810.5K | 0.30% | +5,918+97.8% | Added |
| DF Dent & Co Inc | 11,963 | $810.0K | 0.01% | −1,500−11.1% | Reduced |
| BLB&B Advisors, LLC | 11,954 | $809.4K | 0.04% | +2,889+31.9% | Added |
| Absolute Capital Management, LLC | 11,945 | $808.8K | 0.49% | +5,799+94.4% | Added |
| Blueshift Asset Management, LLC | 11,901 | $805.8K | 0.27% | −5,403−31.2% | Reduced |
| ICA Group Wealth Management, LLC | 11,900 | $805.8K | 0.48% | −6,837−36.5% | Reduced |
| Seamount Financial Group Inc | 11,847 | $802.2K | 0.65% | +198+1.7% | Added |
| United Bank | 11,844 | $802.0K | 0.10% | −915−7.2% | Reduced |
| Aveo Capital Partners, LLC | 11,803 | $799.2K | 0.09% | −2,421−17.0% | Reduced |
| Slocum, Gordon & Co LLP | 11,759 | $796.2K | 0.59% | +300+2.6% | Added |
| BluePath Capital Management, LLC | 11,732 | $794.4K | 0.57% | +1,750+17.5% | Added |
| UMA Financial Services, Inc. | 11,346 | $794.1K | 0.15% | +633+5.9% | Added |
| Cahaba Wealth Management, Inc. | 11,698 | $792.1K | 0.07% | −1,362−10.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,700 | $792.0K | 0.12% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 11,684 | $791.1K | 0.12% | +46+0.4% | Added |
| Cromwell Holdings LLC | 11,664 | $789.8K | 0.47% | +11,664 | New |
| Foster Dykema Cabot & Partners, LLC | 11,652 | $789.0K | 0.07% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 11,648 | $788.7K | 0.33% | +11,648 | New |
| Stone Point Wealth LLC | 11,610 | $786.1K | 0.28% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 11,585 | $784.4K | 0.41% | +50.0% | Added |
| BSW Wealth Partners | 11,567 | $783.2K | 0.13% | +304+2.7% | Added |
| Bellwether Advisors, LLC | 11,563 | $782.9K | 0.16% | +11,563 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 11,550 | $782.0K | 0.05% | 00.0% | Unchanged |
| Marest Capital, LLC | 11,544 | $781.7K | 0.69% | +77+0.7% | Added |
| Moody Lynn & Lieberson, LLC | 11,520 | $780.0K | 0.05% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 11,521 | $780.0K | 0.14% | −1,575−12.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,502 | $778.8K | 0.36% | +10+0.1% | Added |
| Spotlight Asset Group, Inc. | 11,501 | $778.7K | 0.54% | +1,520+15.2% | Added |
| Per Stirling Capital Management, LLC. | 11,492 | $778.1K | 0.13% | −321−2.7% | Reduced |
| Tributary Capital Management, LLC | 11,430 | $773.9K | 0.06% | −440−3.7% | Reduced |
| First International Bank & Trust | 11,430 | $773.9K | 0.27% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 11,414 | $772.8K | 0.64% | +837+7.9% | Added |
| Montgomery Investment Management Inc | 11,413 | $772.8K | 0.31% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 11,403 | $772.1K | 0.74% | −1,347−10.6% | Reduced |
| KPP Advisory Services LLC | 11,385 | $770.9K | 0.20% | −286−2.5% | Reduced |
| Main Street Research LLC | 11,315 | $766.2K | 0.05% | −1,516−11.8% | Reduced |
| Alta Advisers Ltd | 11,300 | $765.1K | 0.37% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 11,312 | $765.0K | 0.43% | −719−6.0% | Reduced |
| SS&H Financial Advisors, Inc. | 11,295 | $765.0K | 0.30% | +6,987+162.2% | Added |
| Seven Mile Advisory | 11,295 | $764.8K | 0.56% | −596−5.0% | Reduced |
| Kelman-Lazarov, Inc. | 11,287 | $764.3K | 0.14% | −560−4.7% | Reduced |
| Private Wealth Strategies, L.L.C. | 11,276 | $763.5K | 0.15% | +36+0.3% | Added |
| Diversified, LLC | 11,254 | $762.0K | 0.09% | +500+4.6% | Added |
| Pacific Sage Partners, LLC | 11,253 | $761.9K | 0.19% | +106+1.0% | Added |
| Harbert Fund Advisors, Inc. | 11,250 | $761.7K | 0.61% | −5,300−32.0% | Reduced |
| Lodestar Private Asset Management LLC | 11,216 | $759.4K | 0.10% | −135−1.2% | Reduced |
| Athena Investment Management | 11,203 | $758.5K | 0.46% | −699−5.9% | Reduced |
| Onefund, LLC | 11,202 | $758.5K | 0.83% | +185+1.7% | Added |
| Leibman Financial Services, Inc. | 11,182 | $757.1K | 0.56% | 00.0% | Unchanged |
| Davis R M Inc | 11,135 | $753.9K | 0.02% | −183−1.6% | Reduced |
| Hunter Associates Investment Management LLC | 11,120 | $753.0K | 0.13% | +590+5.6% | Added |
| Ransom Advisory, Ltd | 11,112 | $752.4K | 0.38% | +402+3.8% | Added |
| Coerente Capital Management | 11,100 | $751.6K | 0.15% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 11,067 | $749.3K | 0.51% | +2,393+27.6% | Added |
| MN Wealth Advisors, LLC | 9,655 | $749.3K | 0.43% | −1,175−10.8% | Reduced |
| Silverlake Wealth Management LLC | 11,055 | $748.5K | 0.31% | −118−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 11,028 | $746.7K | 0.22% | +1,020+10.2% | Added |
| Alpine Global Management, LLC | 11,002 | $744.9K | 0.13% | +11,002 | New |
| Carr Financial Group Corp | 10,998 | $744.7K | 0.24% | −402−3.5% | Reduced |
| Lazari Capital Management, Inc. | 10,997 | $744.6K | 0.34% | +947+9.4% | Added |
| Schear Investment Advisers, LLC | 10,996 | $744.5K | 0.54% | +1,636+17.5% | Added |
| Patrick M Sweeney & Associates, Inc | 10,992 | $743.6K | 0.60% | +151+1.4% | Added |
| Old Point Trust & Financial Services N A | 10,922 | $739.5K | 0.29% | −566−4.9% | Reduced |
| Carson Advisory Inc. | 10,921 | $739.4K | 0.52% | +777+7.7% | Added |
| Spinnaker Investment Group, LLC | 10,911 | $738.8K | 0.20% | −1,389−11.3% | Reduced |
| Strategic Advisors LLC | 10,895 | $737.7K | 0.14% | +1,167+12.0% | Added |
| Geller Advisors LLC | 10,888 | $737.3K | 0.05% | +2,905+36.4% | Added |
| Clough Capital Partners L P | 10,875 | $736.3K | 0.08% | +10,875 | New |
| Primoris Wealth Advisors, LLC | 10,874 | $736.3K | 0.59% | −250−2.2% | Reduced |
| Milestone Asset Management, LLC | 10,848 | $734.5K | 0.18% | +1,383+14.6% | Added |
| Mystic Asset Management, Inc. | 10,844 | $734.2K | 0.30% | +6+0.1% | Added |
| American Trust | 10,833 | $733.5K | 0.06% | +252+2.4% | Added |
| Cornerstone Advisory, LLC | 10,831 | $733.4K | 0.10% | −1,759−14.0% | Reduced |
| Invesco, LLC | 10,826 | $733.0K | 0.31% | −15−0.1% | Reduced |
| Well Done, LLC | 10,817 | $732.4K | 0.15% | +381+3.7% | Added |
| E&G Advisors, LP | 10,791 | $730.7K | 0.21% | +100+0.9% | Added |
| Shufro Rose & Co LLC | 10,707 | $724.9K | 0.06% | +810+8.2% | Added |
| Avondale Wealth Management | 10,700 | $724.5K | 0.50% | 00.0% | Unchanged |