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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 349,026 | $23.6M | 0.09% | +15,344+4.6% | Added |
| Lido Advisors, LLC | 348,702 | $23.6M | 0.19% | +35,780+11.4% | Added |
| D.A. Davidson & Co. | 343,976 | $23.3M | 0.21% | −1,231−0.4% | Reduced |
| Hook Mill Capital Partners, LP | 343,819 | $23.3M | 3.48% | +150,444+77.8% | Added |
| Teachers Retirement System of the State of Kentucky | 343,160 | $23.2M | 0.21% | −9,564−2.7% | Reduced |
| Northeast Investment Management | 340,292 | $23.0M | 1.08% | +8,722+2.6% | Added |
| HB Wealth Management, LLC | 340,222 | $23.0M | 0.27% | +34,369+11.2% | Added |
| Maryland State Retirement & Pension System | 338,336 | $22.9M | 0.42% | +2,803+0.8% | Added |
| Salem Investment Counselors Inc | 333,185 | $22.6M | 0.73% | +278+0.1% | Added |
| Lathrop Investment Management Corp | 332,427 | $22.5M | 4.40% | −10,334−3.0% | Reduced |
| Quadrature Capital Ltd | 331,128 | $22.4M | 0.38% | +122,140+58.4% | Added |
| Capital Investment Counsel, Inc | 329,875 | $22.3M | 3.36% | +23,627+7.7% | Added |
| Independent Advisor Alliance | 329,512 | $22.3M | 0.76% | +4,368+1.3% | Added |
| Mizuho Securities USA LLC | 329,365 | $22.3M | 0.49% | +329,365 | New |
| Beck Mack & Oliver LLC | 329,112 | $22.3M | 0.46% | −1,750−0.5% | Reduced |
| Kames Capital plc | 326,777 | $22.1M | 0.31% | +326,777 | New |
| Cullen Investment Group, Ltd. | 326,077 | $22.1M | 3.52% | −5,205−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 325,851 | $22.1M | 0.19% | +94,071+40.6% | Added |
| Kentucky Retirement Systems | 321,899 | $21.8M | 0.63% | −3,186−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 321,131 | $21.7M | 0.17% | +140,381+77.7% | Added |
| South Dakota Investment Council | 319,990 | $21.7M | 0.44% | −4,444−1.4% | Reduced |
| First National Trust Co | 318,397 | $21.6M | 0.89% | −11,051−3.4% | Reduced |
| Baader Bank INC | 317,945 | $21.5M | 1.68% | −49,141−13.4% | Reduced |
| Managed Asset Portfolios, LLC | 317,273 | $21.5M | 3.18% | −20,823−6.2% | Reduced |
| Whittier Trust Co | 316,131 | $21.4M | 0.30% | −4,860−1.5% | Reduced |
| Asset Advisors Investment Management, LLC | 315,566 | $21.4M | 2.33% | +1,124+0.4% | Added |
| Edgar Lomax Co | 314,680 | $21.3M | 1.38% | −5,490−1.7% | Reduced |
| Azimuth Capital Investment Management LLC | 314,639 | $21.3M | 0.87% | −10,223−3.1% | Reduced |
| MBB Public Markets I LLC | 314,186 | $21.3M | 0.44% | +300,720+2,233.2% | Added |
| Bollard Group LLC | 314,010 | $21.3M | 0.60% | +2,433+0.8% | Added |
| Wesbanco Bank Inc | 313,726 | $21.2M | 0.79% | +36,376+13.1% | Added |
| Washington Trust Co | 310,521 | $21.0M | 0.77% | −11,971−3.7% | Reduced |
| Shellback Capital, LP | 310,000 | $21.0M | 1.54% | −68,300−18.1% | Reduced |
| New Wave Wealth Advisors LLC | 307,540 | $20.8M | 11.19% | +307,540 | New |
| Rheos Capital Works Inc. | 306,400 | $20.7M | 1.09% | +115,000+60.1% | Added |
| TCG Advisory Services, LLC | 304,479 | $20.6M | 0.99% | +12,887+4.4% | Added |
| Edge Capital Group, LLC | 301,866 | $20.4M | 0.99% | +9,352+3.2% | Added |
| Ofi Invest Asset Management | 323,192 | $20.4M | 0.54% | −1,619−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 300,632 | $20.4M | 0.58% | −45,576−13.2% | Reduced |
| Oppenheimer Asset Management Inc. | 300,548 | $20.4M | 0.26% | +41,272+15.9% | Added |
| Brookstone Capital Management | 283,489 | $20.1M | 0.33% | +1,993+0.7% | Added |
| Eagle Asset Management Inc | 297,540 | $20.1M | 0.11% | +80,069+36.8% | Added |
| Prospera Financial Services Inc | 295,898 | $20.0M | 0.56% | +1,934+0.7% | Added |
| Howland Capital Management LLC | 295,466 | $20.0M | 0.96% | +107,911+57.5% | Added |
| Meiji Yasuda Life Insurance Co | 292,966 | $19.8M | 0.40% | +23,450+8.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 292,078 | $19.8M | 2.39% | +7,222+2.5% | Added |
| Calamos Wealth Management LLC | 290,752 | $19.7M | 1.05% | +5,411+1.9% | Added |
| FineMark National Bank & Trust | 289,531 | $19.6M | 0.72% | −4,336−1.5% | Reduced |
| Synovus Financial Corp | 288,309 | $19.5M | 0.26% | −5,517−1.9% | Reduced |
| Bellecapital International Ltd. | 285,808 | $19.4M | 4.10% | −7,429−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 285,714 | $19.3M | 0.45% | −151,706−34.7% | Reduced |
| Tompkins Financial Corp | 285,552 | $19.3M | 2.02% | −4,688−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 284,614 | $19.3M | 0.21% | −10,821−3.7% | Reduced |
| Candriam Luxembourg S.C.A. | 284,575 | $19.3M | 0.12% | −8,721−3.0% | Reduced |
| Mediolanum International Funds Ltd | 302,979 | $19.2M | 0.32% | −238,420−44.0% | Reduced |
| Harvest Portfolios Group Inc. | 282,368 | $19.1M | 0.73% | +282,368 | New |
| Concurrent Investment Advisors, LLC | 281,861 | $19.1M | 0.63% | +53,415+23.4% | Added |
| Toroso Investments, LLC | 281,826 | $19.1M | 0.26% | +13,753+5.1% | Added |
| Atwood & Palmer Inc | 281,262 | $19.0M | 1.44% | −1,107−0.4% | Reduced |
| Sandy Spring Bank | 280,461 | $19.0M | 0.84% | −5,535−1.9% | Reduced |
| Nicola Wealth Management Ltd. | 280,200 | $19.0M | 1.70% | 00.0% | Unchanged |
| HM Payson & Co | 279,749 | $18.9M | 0.34% | −6,551−2.3% | Reduced |
| Westchester Capital Management, Inc. | 279,496 | $18.9M | 4.78% | −6,219−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 276,184 | $18.7M | 0.48% | −12,393−4.3% | Reduced |
| Sonora Investment Management Group, LLC | 310,134 | $18.7M | 1.46% | 00.0% | Unchanged |
| Woodson Capital Management, LP | 275,000 | $18.6M | 3.64% | −20,000−6.8% | Reduced |
| Hartford Investment Management Co | 273,587 | $18.5M | 0.64% | −3,053−1.1% | Reduced |
| Moors & Cabot, Inc. | 272,769 | $18.5M | 0.98% | +9,094+3.4% | Added |
| Bragg Financial Advisors, Inc | 271,540 | $18.4M | 0.82% | −10,627−3.8% | Reduced |
| TCTC Holdings, LLC | 269,303 | $18.2M | 0.63% | −2,273−0.8% | Reduced |
| Marco Investment Management LLC | 267,827 | $18.1M | 1.67% | +3,331+1.3% | Added |
| South State Corp. | 266,033 | $18.0M | 1.32% | +1,803+0.7% | Added |
| Axxcess Wealth Management, LLC | 263,911 | $17.9M | 0.49% | +43,642+19.8% | Added |
| Snowden Capital Advisors LLC | 263,806 | $17.9M | 0.53% | +14,879+6.0% | Added |
| Phoenix Holdings Ltd. | 263,433 | $17.8M | 0.27% | +12,004+4.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 262,695 | $17.8M | 0.06% | −7,370−2.7% | Reduced |
| Stonebridge Capital Advisors LLC | 262,553 | $17.8M | 1.56% | +567+0.2% | Added |
| Van Eck Associates Corp | 262,107 | $17.7M | 0.03% | −9,399−3.5% | Reduced |
| Segment Wealth Management, LLC | 261,754 | $17.7M | 1.31% | +2,730+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 259,588 | $17.6M | 0.67% | −13,840−5.1% | Reduced |
| First Nebraska Trust Co | 259,022 | $17.5M | 1.81% | −1,185−0.5% | Reduced |
| GDS Wealth Management | 258,607 | $17.5M | 1.92% | +12,104+4.9% | Added |
| National Asset Management, Inc. | 258,248 | $17.5M | 0.45% | +154,641+149.3% | Added |
| Nemes Rush Group LLC | 258,242 | $17.5M | 2.40% | +6,081+2.4% | Added |
| Montag A & Associates Inc | 256,563 | $17.4M | 0.88% | −1,290−0.5% | Reduced |
| American National Bank | 255,638 | $17.3M | 2.16% | +14,629+6.1% | Added |
| Stillwater Capital Advisors, LLC | 254,607 | $17.2M | 2.41% | −3,000−1.2% | Reduced |
| Prana Capital Management, LP | 254,466 | $17.2M | 0.82% | −137,066−35.0% | Reduced |
| Cutler Investment Counsel LLC | 254,048 | $17.2M | 2.34% | −610.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 252,605 | $17.1M | 0.18% | −697−0.3% | Reduced |
| Capital Analysts, LLC | 251,500 | $17.0M | 0.75% | +3,897+1.6% | Added |
| BTC Capital Management, Inc. | 251,466 | $17.0M | 1.58% | −5,104−2.0% | Reduced |
| Venturi Wealth Management, LLC | 250,577 | $17.0M | 1.00% | +6,844+2.8% | Added |
| Anchor Capital Advisors LLC | 250,194 | $16.9M | 0.48% | −13,456−5.1% | Reduced |
| Choate Investment Advisors | 248,753 | $16.8M | 0.44% | +35,310+16.5% | Added |
| Advisors Capital Management, LLC | 248,433 | $16.8M | 0.29% | −534−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 247,594 | $16.8M | 1.12% | +64,333+35.1% | Added |
| Resources Investment Advisors, LLC. | 247,340 | $16.7M | 0.21% | +20,078+8.8% | Added |
| DuPont Capital Management Corp | 247,281 | $16.7M | 1.46% | −22,866−8.5% | Reduced |
| Janney Capital Management LLC | 245,834 | $16.6M | 1.17% | −7,662−3.0% | Reduced |