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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 170,369 | $11.5M | 2.19% | −588−0.3% | Reduced |
| Empirical Capital Management, LLC | 170,000 | $11.5M | 8.21% | −22,000−11.5% | Reduced |
| Two Sigma Investments, LP | 169,654 | $11.5M | 0.03% | −3,741,129−95.7% | Reduced |
| Visionary Wealth Advisors | 169,603 | $11.5M | 0.75% | +111+0.1% | Added |
| RSM US Wealth Management LLC | 169,750 | $11.5M | 0.19% | +103,668+156.9% | Added |
| Clifford Swan Investment Counsel LLC | 169,292 | $11.5M | 0.43% | −1,136−0.7% | Reduced |
| Dorchester Wealth Management Co | 169,179 | $11.5M | 2.21% | −13,185−7.2% | Reduced |
| Charter Trust Co | 168,551 | $11.4M | 0.76% | −1,546−0.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 168,447 | $11.4M | 1.48% | −1,933−1.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 168,243 | $11.4M | 2.21% | −1,211−0.7% | Reduced |
| Mattern Capital Management, LLC | 168,133 | $11.4M | 1.57% | −1,736−1.0% | Reduced |
| Lockheed Martin Investment Management Co | 167,420 | $11.3M | 0.66% | −6,040−3.5% | Reduced |
| Lee Danner & Bass Inc | 167,010 | $11.3M | 0.87% | +167,010 | New |
| Moran Wealth Management, LLC | 166,795 | $11.3M | 0.37% | +1,166+0.7% | Added |
| Strategic Planning Group, LLC | 165,957 | $11.2M | 2.46% | +18,039+12.2% | Added |
| Citizens Financial Group Inc | 165,939 | $11.2M | 0.25% | +18,127+12.3% | Added |
| Shelter Mutual Insurance Co | 165,666 | $11.2M | 2.92% | 00.0% | Unchanged |
| Farmers Trust Co | 164,314 | $11.1M | 2.26% | −1,424−0.9% | Reduced |
| EP Wealth Advisors, LLC | 164,143 | $11.1M | 0.12% | +16,545+11.2% | Added |
| Zweig-DiMenna Associates LLC | 164,020 | $11.1M | 1.26% | −82,010−33.3% | Reduced |
| Atwater Malick LLC | 163,716 | $11.1M | 3.82% | +1,554+1.0% | Added |
| Cardinal Capital Management | 162,273 | $11.0M | 1.85% | +299+0.2% | Added |
| Physicians Financial Services, Inc. | 162,133 | $11.0M | 3.57% | +1,076+0.7% | Added |
| American Assets Investment Management, LLC | 162,000 | $11.0M | 1.03% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 161,891 | $11.0M | 1.61% | +507+0.3% | Added |
| Griffin Asset Management, Inc. | 161,319 | $10.9M | 1.27% | −3,306−2.0% | Reduced |
| Trust Co of Vermont | 161,306 | $10.9M | 0.59% | +9,096+6.0% | Added |
| Mach-1 Financial Group, Inc. | 161,277 | $10.9M | 7.69% | +1,135+0.7% | Added |
| Foster Victor Wealth Advisors, LLC | 155,885 | $10.9M | 0.91% | +747+0.5% | Added |
| Guardian Capital Advisors LP | 154,561 | $10.9M | 1.16% | −5,361−3.4% | Reduced |
| Norinchukin Bank, The | 160,111 | $10.8M | 0.31% | +1,290+0.8% | Added |
| Gabelli Funds LLC | 159,600 | $10.8M | 0.08% | −510−0.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 159,382 | $10.8M | 1.27% | −300−0.2% | Reduced |
| TLW Wealth Management, LLC | 159,082 | $10.8M | 6.71% | −2,772−1.7% | Reduced |
| Bright Rock Capital Management, LLC | 159,000 | $10.8M | 2.27% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 158,301 | $10.7M | 0.44% | +50,796+47.2% | Added |
| F/M Investments LLC | 157,198 | $10.7M | 0.38% | +152,736+3,423.0% | Added |
| Dynamic Advisor Solutions LLC | 156,553 | $10.6M | 0.33% | +3,279+2.1% | Added |
| Hancock Whitney Corp | 156,500 | $10.6M | 0.36% | −707−0.4% | Reduced |
| Summit Financial, LLC | 156,271 | $10.6M | 0.48% | +41,358+36.0% | Added |
| RBF Capital, LLC | 155,322 | $10.5M | 0.61% | 00.0% | Unchanged |
| WS Management LLLP | 155,304 | $10.5M | 0.99% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 154,768 | $10.5M | 1.63% | −1,868−1.2% | Reduced |
| Heritage Trust Co | 154,446 | $10.5M | 1.38% | +1,878+1.2% | Added |
| Shelton Capital Management | 154,027 | $10.4M | 0.28% | +14,597+10.5% | Added |
| Monarch Capital Management Inc | 152,969 | $10.4M | 3.04% | −1,875−1.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 152,780 | $10.3M | 0.69% | −5,840−3.7% | Reduced |
| Burney Co | 151,856 | $10.3M | 0.39% | +12,688+9.1% | Added |
| McGuire Investment Group, LLC | 151,680 | $10.3M | 1.47% | +1,663+1.1% | Added |
| Waters Parkerson & Co., LLC | 151,167 | $10.2M | 0.54% | −9,000−5.6% | Reduced |
| Valicenti Advisory Services Inc | 150,964 | $10.2M | 2.74% | −3,752−2.4% | Reduced |
| Osborne Partners Capital Management, LLC | 150,504 | $10.2M | 0.61% | +1,143+0.8% | Added |
| Level Four Advisory Services, LLC | 150,421 | $10.2M | 0.46% | +96,698+180.0% | Added |
| Keb Asset Management, LLC | 150,342 | $10.2M | 3.42% | −467−0.3% | Reduced |
| DoubleLine ETF Adviser LP | 150,116 | $10.2M | 2.68% | +69,693+86.7% | Added |
| Davidson Kempner Capital Management LP | 150,000 | $10.2M | 0.17% | +150,000 | New |
| Wesleyan Assurance Society | 149,250 | $10.1M | 0.88% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 145,087 | $10.1M | 0.30% | −247−0.2% | Reduced |
| Signaturefd, LLC | 148,689 | $10.1M | 0.20% | +6,550+4.6% | Added |
| SeaTown Holdings Pte. Ltd. | 148,000 | $10.0M | 7.26% | +148,000 | New |
| Auxier Asset Management | 147,474 | $9.99M | 1.58% | −324−0.2% | Reduced |
| Tritonpoint Wealth, LLC | 146,898 | $9.95M | 0.96% | +2,318+1.6% | Added |
| Trustmark National Bank Trust Department | 146,623 | $9.93M | 0.80% | +885+0.6% | Added |
| WoodTrust Financial Corp | 146,566 | $9.92M | 1.54% | +2,189+1.5% | Added |
| Generate Investment Management Ltd | 146,385 | $9.91M | 0.72% | +146,385 | New |
| AlTi Global, Inc. | 145,900 | $9.88M | 0.27% | +350+0.2% | Added |
| Pittenger & Anderson Inc | 145,686 | $9.86M | 0.41% | +725+0.5% | Added |
| IHT Wealth Management, LLC | 145,336 | $9.84M | 0.37% | −3,452−2.3% | Reduced |
| Parkside Investments, LLC | 145,129 | $9.83M | 1.55% | −5,677−3.8% | Reduced |
| Toth Financial Advisory Corp | 144,718 | $9.80M | 1.25% | −2,731−1.9% | Reduced |
| Barbara Oil Co. | 144,000 | $9.75M | 4.26% | 00.0% | Unchanged |
| First Manhattan Co | 143,983 | $9.75M | 0.03% | −1,975−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 143,786 | $9.74M | 0.30% | +397+0.3% | Added |
| LMR Partners LLP | 143,638 | $9.73M | 0.21% | −154,997−51.9% | Reduced |
| Daymark Wealth Partners, LLC | 143,636 | $9.73M | 0.45% | +12,691+9.7% | Added |
| Empirical Finance, LLC | 143,202 | $9.70M | 0.61% | −9,692−6.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 142,733 | $9.66M | 0.33% | +2,033+1.4% | Added |
| Invictus Private Wealth, LLC | 142,549 | $9.65M | 0.81% | −7,505−5.0% | Reduced |
| Alps Advisors Inc | 142,312 | $9.64M | 0.07% | −854−0.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 142,256 | $9.63M | 1.85% | −30,771−17.8% | Reduced |
| FRG Family Wealth Advisors LLC | 141,326 | $9.57M | 1.85% | −155−0.1% | Reduced |
| Parallel Advisors, LLC | 140,198 | $9.49M | 0.24% | +11,535+9.0% | Added |
| Whittier Trust Co of Nevada Inc | 139,987 | $9.48M | 0.26% | −917−0.7% | Reduced |
| Investment Management Corp of Ontario | 139,630 | $9.45M | 0.26% | −58,322−29.5% | Reduced |
| Pinnacle Financial Partners Inc | 140,376 | $9.45M | 0.20% | −1,757−1.2% | Reduced |
| Meridian Management Co | 139,517 | $9.45M | 2.59% | −1,363−1.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 139,407 | $9.44M | 2.84% | +15,710+12.7% | Added |
| Hantz Financial Services, Inc. | 139,401 | $9.44M | 0.18% | −9,240−6.2% | Reduced |
| Optiver Holding B.V. | 138,677 | $9.39M | 0.18% | +138,677 | New |
| Coldstream Capital Management Inc | 138,619 | $9.39M | 0.23% | −425−0.3% | Reduced |
| Adell Harriman & Carpenter Inc | 138,245 | $9.36M | 0.72% | +20,718+17.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 137,779 | $9.33M | 0.63% | −3,486−2.5% | Reduced |
| NBT Bank N A | 137,538 | $9.31M | 0.67% | −143,373−51.0% | Reduced |
| Boston Research & Management Inc | 137,368 | $9.30M | 2.35% | −3,235−2.3% | Reduced |
| Associated Banc-Corp | 137,323 | $9.30M | 0.29% | +645+0.5% | Added |
| Greenleaf Trust | 137,220 | $9.29M | 0.09% | −242−0.2% | Reduced |
| Rockland Trust Co | 136,643 | $9.25M | 0.49% | −11,990−8.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 135,941 | $9.20M | 0.24% | +109+0.1% | Added |
| Woodstock Corp | 135,512 | $9.18M | 0.93% | +2,305+1.7% | Added |
| Bleakley Financial Group, LLC | 135,484 | $9.17M | 0.26% | −19,007−12.3% | Reduced |