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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 245,626 | $16.6M | 0.49% | −6,502−2.6% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 245,566 | $16.6M | 0.34% | −2,678−1.1% | Reduced |
| Simmons Bank | 245,461 | $16.6M | 1.25% | +11,425+4.9% | Added |
| Louisiana State Employees Retirement System | 241,700 | $16.4M | 0.32% | −7,500−3.0% | Reduced |
| Unisphere Establishment | 240,000 | $16.3M | 0.16% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 239,904 | $16.2M | 0.37% | +17,171+7.7% | Added |
| Patten & Patten Inc | 239,053 | $16.2M | 1.13% | +3,428+1.5% | Added |
| Advisory Services Network, LLC | 238,490 | $16.1M | 0.33% | +2,552+1.1% | Added |
| Hamel Associates, Inc. | 237,323 | $16.1M | 5.06% | −1,735−0.7% | Reduced |
| Townsend & Associates, Inc | 229,934 | $16.0M | 1.78% | +5,556+2.5% | Added |
| Parthenon LLC | 235,492 | $15.9M | 2.03% | −5,438−2.3% | Reduced |
| Prudential PLC | 234,444 | $15.9M | 0.11% | +47,886+25.7% | Added |
| Credit Agricole S A | 233,096 | $15.8M | 0.10% | −97,504−29.5% | Reduced |
| Forbes J M & Co LLP | 232,942 | $15.8M | 1.62% | +5,030+2.2% | Added |
| Squarepoint Ops LLC | 230,467 | $15.6M | 0.06% | −383,931−62.5% | Reduced |
| Picton Mahoney Asset Management | 229,083 | $15.5M | 0.66% | −44,211−16.2% | Reduced |
| Erste Asset Management GmbH | 225,857 | $15.3M | 0.20% | +119,215+111.8% | Added |
| Boston Mountain Money Management Inc | 224,588 | $15.2M | 10.03% | −19,680−8.1% | Reduced |
| Terry L. Blaker | 223,890 | $15.2M | 0.61% | +26,056+13.2% | Added |
| Franklin Street Advisors Inc | 223,472 | $15.1M | 1.08% | −11,234−4.8% | Reduced |
| Edge Wealth Management LLC | 220,740 | $14.9M | 3.15% | −2,367−1.1% | Reduced |
| FIL Ltd | 220,241 | $14.9M | 0.01% | −159,408−42.0% | Reduced |
| Levin Capital Strategies, L.P. | 220,187 | $14.9M | 1.58% | −7,497−3.3% | Reduced |
| Savant Capital, LLC | 219,660 | $14.9M | 0.15% | +8,397+4.0% | Added |
| CSM Advisors, LLC | 219,043 | $14.8M | 1.05% | −3,410−1.5% | Reduced |
| Ieq Capital, LLC | 217,577 | $14.7M | 0.20% | +24,615+12.8% | Added |
| New Mexico Educational Retirement Board | 215,679 | $14.6M | 0.51% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 215,044 | $14.6M | 1.75% | +43,134+25.1% | Added |
| Boston Private Wealth LLC | 214,490 | $14.5M | 0.36% | +66,313+44.8% | Added |
| Jump Financial, LLC | 214,101 | $14.5M | 0.29% | +56,637+36.0% | Added |
| Lynch & Associates | 214,089 | $14.5M | 3.27% | +3,839+1.8% | Added |
| Carnegie Capital Asset Management, LLC | 213,022 | $14.4M | 0.45% | −5,669−2.6% | Reduced |
| AE Wealth Management LLC | 211,257 | $14.3M | 0.14% | +56,658+36.6% | Added |
| James Investment Research Inc | 208,217 | $14.1M | 1.68% | −6,847−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 206,105 | $14.0M | 0.19% | +20,716+11.2% | Added |
| Tower Research Capital LLC (TRC) | 205,304 | $13.9M | 0.23% | −48,118−19.0% | Reduced |
| Callahan Advisors, LLC | 205,134 | $13.9M | 1.44% | −4,612−2.2% | Reduced |
| Abner Herrman & Brock LLC | 204,357 | $13.8M | 1.75% | +189+0.1% | Added |
| Empowered Funds, LLC | 203,728 | $13.8M | 0.24% | +43,436+27.1% | Added |
| Hartline Investment Corp | 203,066 | $13.7M | 1.85% | +184,804+1,012.0% | Added |
| William Blair Investment Management, LLC | 202,506 | $13.7M | 0.04% | +152,845+307.8% | Added |
| CCM Investment Advisers LLC | 202,443 | $13.7M | 1.61% | +1,717+0.9% | Added |
| Whitener Capital Management, Inc. | 202,428 | $13.7M | 4.15% | +5,829+3.0% | Added |
| Bradley Foster & Sargent Inc | 202,427 | $13.7M | 0.25% | +9,275+4.8% | Added |
| LMCG Investments, LLC | 202,048 | $13.7M | 0.80% | −164−0.1% | Reduced |
| Dodge & Cox | 201,810 | $13.7M | 0.01% | −5,050−2.4% | Reduced |
| Arvest Trust Co N A | 200,869 | $13.6M | 0.81% | +1,153+0.6% | Added |
| Metis Global Partners, LLC | 198,744 | $13.5M | 0.46% | −3,425−1.7% | Reduced |
| Fiduciary Group LLC | 198,557 | $13.4M | 1.45% | −3,339−1.7% | Reduced |
| Nixon Peabody Trust Co | 194,349 | $13.2M | 1.17% | −7,009−3.5% | Reduced |
| Allen Investment Management LLC | 193,464 | $13.1M | 0.16% | −147−0.1% | Reduced |
| Modera Wealth Management, LLC | 193,214 | $13.1M | 0.19% | −6,402−3.2% | Reduced |
| Richard C. Young & CO., LTD. | 193,212 | $13.1M | 1.59% | +7,435+4.0% | Added |
| Compagnie Lombard Odier SCmA | 193,121 | $13.1M | 0.22% | +28,372+17.2% | Added |
| Rowland & Co Investment Counsel | 192,372 | $13.0M | 2.84% | −1,785−0.9% | Reduced |
| Allworth Financial LP | 183,900 | $13.0M | 0.08% | +9,159+5.2% | Added |
| Transform Wealth, LLC | 190,547 | $12.9M | 0.97% | +17,471+10.1% | Added |
| City Holding Co | 190,321 | $12.9M | 1.90% | −404−0.2% | Reduced |
| Natixis | 190,180 | $12.9M | 0.08% | −731,640−79.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 189,760 | $12.9M | 0.56% | +104,495+122.6% | Added |
| Ritholtz Wealth Management | 189,719 | $12.8M | 0.42% | +2,839+1.5% | Added |
| Simplicity Wealth,LLC | 189,709 | $12.8M | 0.29% | −13,983−6.9% | Reduced |
| JB Capital LLC | 189,480 | $12.8M | 0.80% | +5,441+3.0% | Added |
| Brown Brothers Harriman & Co | 188,797 | $12.8M | 0.10% | −6,967−3.6% | Reduced |
| Arkadios Wealth Advisors | 188,164 | $12.7M | 0.86% | +19,648+11.7% | Added |
| Veriti Management LLC | 187,736 | $12.7M | 0.79% | +25,498+15.7% | Added |
| First American Trust, FSB | 187,650 | $12.7M | 1.27% | +11,950+6.8% | Added |
| Great Valley Advisor Group, Inc. | 187,502 | $12.7M | 0.36% | +14,569+8.4% | Added |
| Trajan Wealth LLC | 186,729 | $12.6M | 0.81% | +29,713+18.9% | Added |
| Clarity Financial LLC | 186,067 | $12.6M | 1.90% | +54,038+40.9% | Added |
| WealthPlan Investment Management, LLC | 185,976 | $12.6M | 1.91% | +5,174+2.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 185,400 | $12.6M | 0.55% | +47,380+34.3% | Added |
| GTS Securities LLC | 185,205 | $12.5M | 0.26% | −73,189−28.3% | Reduced |
| Apollon Wealth Management, LLC | 184,816 | $12.5M | 0.38% | +699+0.4% | Added |
| Stratos Wealth Partners, LTD. | 183,877 | $12.5M | 0.20% | +23,584+14.7% | Added |
| Webster Bank, N. A. | 183,781 | $12.4M | 1.36% | −5,553−2.9% | Reduced |
| TownSquare Capital, LLC | 183,766 | $12.4M | 0.17% | +15,076+8.9% | Added |
| One Capital Management, LLC | 183,083 | $12.4M | 0.42% | +8,978+5.2% | Added |
| GFS Advisors, LLC | 65 | $12.4M | 2.04% | −185,396−100.0% | Reduced |
| SpiderRock Advisors, LLC | 181,825 | $12.3M | 0.32% | +22,284+14.0% | Added |
| Vinva Investment Management Ltd | 181,361 | $12.3M | 0.63% | +11,191+6.6% | Added |
| BancorpSouth Bank | 181,401 | $12.3M | 0.92% | −152,997−45.8% | Reduced |
| St Germain D J Co Inc | 181,014 | $12.3M | 0.59% | −1,121−0.6% | Reduced |
| Greystone Financial Group, LLC | 180,480 | $12.2M | 2.39% | −3,586−1.9% | Reduced |
| Warren Averett Asset Management, LLC | 180,029 | $12.2M | 0.24% | +108,645+152.2% | Added |
| Lighthouse Investment Partners, LLC | 180,000 | $12.2M | 0.68% | −203,000−53.0% | Reduced |
| LMG Wealth Partners, LLC | 179,308 | $12.1M | 3.03% | +268+0.1% | Added |
| Kingsview Wealth Management, LLC | 179,162 | $12.1M | 0.29% | +79,965+80.6% | Added |
| Parallax Volatility Advisers, L.P. | 178,588 | $12.1M | 0.31% | +64,143+56.0% | Added |
| Leavell Investment Management, Inc. | 178,309 | $12.1M | 0.67% | +9,542+5.7% | Added |
| Park Avenue Securities LLC | 178,140 | $12.1M | 0.15% | +13,361+8.1% | Added |
| Gotham Asset Management, LLC | 176,709 | $12.0M | 0.15% | +18,571+11.7% | Added |
| GHP Investment Advisors, Inc. | 176,680 | $12.0M | 0.60% | +3,686+2.1% | Added |
| Motco | 175,648 | $11.9M | 0.70% | −420−0.2% | Reduced |
| First American Bank | 174,448 | $11.8M | 0.88% | +10,199+6.2% | Added |
| WESPAC Advisors SoCal, LLC | 174,371 | $11.8M | 2.97% | −1,516−0.9% | Reduced |
| Oak Harvest Investment Services | 172,909 | $11.7M | 1.85% | +34,401+24.8% | Added |
| LS Investment Advisors, LLC | 172,780 | $11.7M | 1.83% | −2,249−1.3% | Reduced |
| Colonial Trust Advisors | 172,441 | $11.7M | 1.12% | +4,686+2.8% | Added |
| MMBG Investment Advisors Co. | 170,690 | $11.6M | 1.24% | −7,090−4.0% | Reduced |