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 7 sales; 4,426 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
- 3,321
- +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
- 1,509 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 598,268 | $40.5M | 0.53% | −7,573−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 595,653 | $40.3M | 0.71% | +365,914+159.3% | Added |
| Steadfast Capital Management LP | 594,330 | $40.2M | 0.96% | −126,000−17.5% | Reduced |
| KCM Investment Advisors LLC | 593,804 | $40.2M | 1.44% | +7,722+1.3% | Added |
| Raymond James Trust N.A. | 593,026 | $40.2M | 0.94% | +29,035+5.1% | Added |
| Xponance, Inc. | 590,872 | $40.0M | 0.41% | −1,509−0.3% | Reduced |
| Eastern Bank | 590,833 | $40.0M | 1.62% | +1780.0% | Added |
| New York Life Investment Management LLC | 587,534 | $39.8M | 0.40% | +1,883+0.3% | Added |
| Mutual of America Capital Management LLC | 568,899 | $38.5M | 0.42% | −24,798−4.2% | Reduced |
| Capital Fund Management S.A. | 567,067 | $38.4M | 0.44% | +219,842+63.3% | Added |
| State of Alaska, Department of Revenue | 565,033 | $38.3M | 0.43% | +13,640+2.5% | Added |
| Heritage Wealth Advisors | 559,810 | $37.9M | 1.71% | +11,062+2.0% | Added |
| Heritage Investors Management Corp | 558,105 | $37.8M | 1.32% | −16,225−2.8% | Reduced |
| Ossiam | 555,254 | $37.6M | 0.71% | −403,701−42.1% | Reduced |
| Delta Asset Management LLC | 554,458 | $37.5M | 3.39% | −7,333−1.3% | Reduced |
| Kornitzer Capital Management Inc | 552,616 | $37.4M | 0.71% | +590.0% | Added |
| Quantinno Capital Management LP | 544,140 | $36.8M | 0.66% | +32,312+6.3% | Added |
| Brinker Capital Investments, LLC | 541,654 | $36.7M | 0.39% | +36,339+7.2% | Added |
| Orion Portfolio Solutions, LLC | 541,654 | $36.7M | 0.39% | +36,339+7.2% | Added |
| United Services Automobile Association | 537,978 | $36.4M | 0.92% | −3,470−0.6% | Reduced |
| Two Sigma Advisers, LP | 532,000 | $36.0M | 0.08% | −7,121,900−93.0% | Reduced |
| Central Trust Co | 531,471 | $36.0M | 0.88% | −8,406−1.6% | Reduced |
| Banco Santander, S.A. | 523,426 | $35.4M | 0.44% | +9,065+1.8% | Added |
| RiverFront Investment Group, LLC | 516,256 | $35.0M | 0.93% | +26,258+5.4% | Added |
| Prime Capital Investment Advisors, LLC | 515,949 | $34.9M | 0.52% | −69,223−11.8% | Reduced |
| Welch & Forbes LLC | 506,711 | $34.8M | 0.46% | −3,542−0.7% | Reduced |
| First Financial Bankshares Inc | 512,795 | $34.7M | 0.80% | −5,940−1.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 509,246 | $34.5M | 0.84% | −60,593−10.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 507,000 | $34.3M | 0.40% | +27,500+5.7% | Added |
| Adams Diversified Equity Fund, Inc. | 506,943 | $34.3M | 1.17% | 00.0% | Unchanged |
| Dearborn Partners LLC | 505,527 | $34.2M | 1.48% | +457,045+942.7% | Added |
| Beacon Pointe Advisors, LLC | 502,421 | $34.0M | 0.40% | −45,741−8.3% | Reduced |
| Oppenheimer & Co Inc | 501,755 | $34.0M | 0.54% | +8,997+1.8% | Added |
| Vestcor Inc | 495,409 | $33.5M | 1.13% | −31,637−6.0% | Reduced |
| Paralel Advisors LLC | 495,000 | $33.5M | 1.60% | 00.0% | Unchanged |
| Great West Life Assurance Co | 495,381 | $33.5M | 0.06% | −3,803−0.8% | Reduced |
| First Horizon Advisors, Inc. | 492,099 | $33.3M | 1.01% | −7,231−1.4% | Reduced |
| Tiaa Trust, National Association | 490,346 | $33.2M | 0.10% | +728+0.1% | Added |
| Argent Trust Co | 489,711 | $33.2M | 1.46% | −3,504−0.7% | Reduced |
| Pathstone Holdings, LLC | 481,865 | $32.6M | 0.15% | +827+0.2% | Added |
| Crossmark Global Holdings, Inc. | 481,571 | $32.6M | 0.62% | +65,299+15.7% | Added |
| Farmers & Merchants Investments Inc | 478,901 | $32.4M | 1.08% | +5,118+1.1% | Added |
| iA Global Asset Management Inc. | 478,348 | $32.4M | 0.62% | +278,533+139.4% | Added |
| Jefferies Financial Group Inc. | 477,644 | $32.3M | 0.64% | +327,347+217.8% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 473,100 | $32.0M | 0.32% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 472,293 | $32.0M | 8.15% | +469,880+19,472.9% | Added |
| MAI Capital Management | 468,585 | $31.7M | 0.31% | +12,692+2.8% | Added |
| Gratus Capital LLC | 467,519 | $31.7M | 1.28% | +10,869+2.4% | Added |
| Cullen/Frost Bankers, Inc. | 463,205 | $31.4M | 0.45% | −16,799−3.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 461,000 | $31.2M | 0.09% | −1,210,270−72.4% | Reduced |
| Wealthfront Advisers LLC | 453,010 | $30.7M | 0.10% | +12,534+2.8% | Added |
| JustInvest LLC | 462,051 | $30.6M | 0.58% | +74,494+19.2% | Added |
| Massachusetts Financial Services Co | 443,941 | $30.1M | 0.01% | −26,760−5.7% | Reduced |
| Crawford Investment Counsel Inc | 434,761 | $29.4M | 0.56% | −1,581−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 432,280 | $29.3M | 0.45% | −7,994−1.8% | Reduced |
| HighPoint Advisor Group LLC | 413,730 | $28.6M | 1.71% | +261,521+171.8% | Added |
| Greenwood Gearhart Inc | 421,744 | $28.6M | 2.69% | +23,239+5.8% | Added |
| Absher Wealth Management, LLC | 421,065 | $28.5M | 4.00% | −44,935−9.6% | Reduced |
| Oakworth Capital, Inc. | 419,077 | $28.4M | 2.07% | +5,226+1.3% | Added |
| Bartlett & Co. Wealth Management LLC | 417,755 | $28.3M | 0.43% | +6,675+1.6% | Added |
| Elo Mutual Pension Insurance Co | 415,675 | $28.1M | 0.66% | +9,784+2.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 413,849 | $28.0M | 0.07% | +413,849 | New |
| Verition Fund Management LLC | 411,195 | $27.8M | 0.22% | +219,953+115.0% | Added |
| Country Club Bank | 409,282 | $27.8M | 1.93% | −34,558−7.8% | Reduced |
| Aptus Capital Advisors, LLC | 408,950 | $27.7M | 0.53% | +48,540+13.5% | Added |
| Perfromance Wealth Partners, LLC | 407,274 | $27.6M | 1.02% | −9,945−2.4% | Reduced |
| Gradient Investments LLC | 402,600 | $27.3M | 0.61% | +20,225+5.3% | Added |
| Brown Advisory Inc | 401,469 | $27.2M | 0.04% | +20,960+5.5% | Added |
| Sapient Capital LLC | 399,491 | $27.0M | 0.56% | −518−0.1% | Reduced |
| Massmutual Trust Co FSB | 398,468 | $27.0M | 0.82% | +12,826+3.3% | Added |
| Novare Capital Management LLC | 398,172 | $27.0M | 2.42% | −12,504−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 395,521 | $26.8M | 0.13% | −200,327−33.6% | Reduced |
| BNP Paribas | 394,802 | $26.7M | 1.34% | −26,874−6.4% | Reduced |
| Lazard Asset Management LLC | 394,240 | $26.7M | 0.03% | −31,147−7.3% | Reduced |
| Clearstead Advisors, LLC | 391,817 | $26.5M | 0.45% | +298,411+319.5% | Added |
| Payden & Rygel Investment Group | 386,000 | $26.1M | 2.11% | −250,000−39.3% | Reduced |
| Payden & Rygel | 386,000 | $26.1M | 2.11% | −250,000−39.3% | Reduced |
| Willis Investment Counsel | 385,545 | $26.1M | 1.81% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 384,861 | $26.1M | 0.64% | +23,650+6.5% | Added |
| Pacer Advisors, Inc. | 383,412 | $26.0M | 0.06% | +11,816+3.2% | Added |
| Brandywine Global Investment Management, LLC | 381,188 | $25.8M | 0.19% | +18,064+5.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 380,538 | $25.8M | 1.48% | +368,780+3,136.4% | Added |
| Kestra Private Wealth Services, LLC | 377,787 | $25.6M | 0.51% | +2,040+0.5% | Added |
| Atria Investments LLC | 375,021 | $25.4M | 0.33% | +1,947+0.5% | Added |
| Community Trust & Investment Co | 373,319 | $25.3M | 1.73% | −13,974−3.6% | Reduced |
| Cornerstone Advisors, LLC | 372,800 | $25.2M | 1.03% | −200−0.1% | Reduced |
| Pinnacle Associates Ltd | 370,649 | $25.1M | 0.39% | −10,079−2.6% | Reduced |
| Guggenheim Capital LLC | 369,180 | $25.0M | 0.18% | +9,636+2.7% | Added |
| Winton Group Ltd | 367,886 | $24.9M | 1.68% | −174,732−32.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 367,327 | $24.9M | 0.10% | +22,921+6.7% | Added |
| Oregon Public Employees Retirement Fund | 366,926 | $24.8M | 0.49% | +1,000+0.3% | Added |
| Interval Partners, LP | 363,696 | $24.6M | 0.72% | +363,696 | New |
| Gulf International Bank (UK) Ltd | 363,220 | $24.6M | 0.62% | −17,175−4.5% | Reduced |
| Destination Wealth Management | 361,135 | $24.5M | 0.81% | −13,998−3.7% | Reduced |
| Polar Capital Holdings Plc | 359,752 | $24.4M | 0.14% | +58,027+19.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 359,148 | $24.3M | 0.40% | +170,836+90.7% | Added |
| Swiss Life Asset Management Ltd | 357,388 | $24.2M | 0.29% | +71,715+25.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 357,284 | $24.2M | 0.98% | +21,234+6.3% | Added |
| GW Henssler & Associates Ltd | 351,649 | $23.8M | 1.43% | −12,878−3.5% | Reduced |
| Groupama Asset Managment | 351,213 | $23.8M | 0.49% | +328,217+1,427.3% | Added |