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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 135,411 | $9.17M | 0.31% | +25,031+22.7% | Added |
| HRT Financial LP | 135,032 | $9.14M | 0.05% | −219,339−61.9% | Reduced |
| GLOBALT Investments LLC | 134,476 | $9.11M | 0.36% | −1,420−1.0% | Reduced |
| Sigma Planning Corp | 134,419 | $9.10M | 0.29% | −3,624−2.6% | Reduced |
| Hodges Capital Management Inc. | 133,957 | $9.07M | 0.61% | +14,359+12.0% | Added |
| Northwest Bancshares, Inc. | 133,875 | $9.06M | 1.54% | −10,587−7.3% | Reduced |
| Greenwood Capital Associates LLC | 133,070 | $9.01M | 1.18% | −287−0.2% | Reduced |
| Ancora Advisors, LLC | 132,860 | $9.00M | 0.22% | −1,855−1.4% | Reduced |
| Cypress Capital Group | 132,847 | $9.00M | 1.08% | +360.0% | Added |
| Polar Asset Management Partners Inc. | 132,500 | $8.97M | 0.23% | +132,500 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 132,287 | $8.96M | 0.92% | −982−0.7% | Reduced |
| Symmetry Investments LP | 131,850 | $8.93M | 1.12% | −240,400−64.6% | Reduced |
| Kingdon Capital Management, L.L.C. | 130,500 | $8.84M | 1.36% | 00.0% | Unchanged |
| Maplelane Capital, LLC | 130,000 | $8.80M | 0.66% | −870,000−87.0% | Reduced |
| Canal Insurance CO | 130,000 | $8.80M | 2.33% | −50,000−27.8% | Reduced |
| O'Brien Greene & Co. Inc | 129,701 | $8.78M | 2.78% | +179+0.1% | Added |
| JGP Wealth Management, LLC | 129,262 | $8.75M | 1.25% | +959+0.7% | Added |
| Hayek Kallen Investment Management | 128,967 | $8.73M | 3.26% | +202+0.2% | Added |
| Legacy Private Trust Co. | 128,722 | $8.72M | 0.62% | −3,342−2.5% | Reduced |
| CAPROCK Group, Inc. | 128,712 | $8.72M | 0.35% | +69,680+118.0% | Added |
| Ascent Group, LLC | 128,570 | $8.71M | 0.71% | −2,990−2.3% | Reduced |
| Bogart Wealth, LLC | 128,536 | $8.70M | 0.44% | −18,556−12.6% | Reduced |
| Coston, McIsaac & Partners | 127,917 | $8.66M | 2.73% | +779+0.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 127,842 | $8.66M | 3.11% | +1,544+1.2% | Added |
| Iyo Bank, Ltd. | 127,620 | $8.64M | 3.07% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 127,232 | $8.61M | 5.80% | −1,689−1.3% | Reduced |
| Carret Asset Management, LLC | 127,012 | $8.60M | 1.00% | −571−0.4% | Reduced |
| Capital Investment Advisors, LLC | 126,999 | $8.60M | 0.19% | +2,578+2.1% | Added |
| Fiduciary Trust Co | 126,903 | $8.59M | 0.13% | −3,320−2.5% | Reduced |
| Venture Visionary Partners LLC | 126,872 | $8.59M | 0.40% | +7,437+6.2% | Added |
| Chemung Canal Trust Co | 126,683 | $8.58M | 1.66% | −9,050−6.7% | Reduced |
| Ascent Wealth Partners, LLC | 126,452 | $8.56M | 1.25% | −735−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 126,229 | $8.55M | 0.09% | −10,697−7.8% | Reduced |
| Laffer Tengler Investments | 126,102 | $8.54M | 1.84% | +18,166+16.8% | Added |
| Roundview Capital LLC | 126,079 | $8.54M | 0.67% | −1,138−0.9% | Reduced |
| Wetherby Asset Management Inc | 126,023 | $8.53M | 0.40% | −1,877−1.5% | Reduced |
| Cornerstone Wealth Management, LLC | 125,797 | $8.52M | 0.66% | +5,666+4.7% | Added |
| Sowell Financial Services LLC | 125,172 | $8.47M | 0.40% | −6,714−5.1% | Reduced |
| Spire Wealth Management | 125,082 | $8.47M | 0.30% | −299−0.2% | Reduced |
| Caldwell Trust Co | 124,319 | $8.42M | 0.93% | +1,002+0.8% | Added |
| Addenda Capital Inc. | 124,092 | $8.40M | 0.33% | −270.0% | Reduced |
| Jacobi Capital Management LLC | 123,602 | $8.37M | 0.73% | +1,314+1.1% | Added |
| Red Door Wealth Management, LLC | 123,583 | $8.37M | 1.47% | +6,235+5.3% | Added |
| Gilliland Jeter Wealth Management LLC | 123,513 | $8.36M | 2.82% | −343−0.3% | Reduced |
| Diversified Trust Co | 123,466 | $8.36M | 0.24% | +25,775+26.4% | Added |
| Goelzer Investment Management, Inc. | 122,568 | $8.30M | 0.46% | −1,327−1.1% | Reduced |
| Field & Main Bank | 122,321 | $8.28M | 3.10% | +545+0.4% | Added |
| Csenge Advisory Group | 122,173 | $8.27M | 0.47% | +1,344+1.1% | Added |
| Assetmark, Inc | 122,090 | $8.27M | 0.03% | +11,363+10.3% | Added |
| Laurel Wealth Advisors LLC | 122,065 | $8.27M | 1.45% | −5,825−4.6% | Reduced |
| WealthPLAN Partners, LLC | 121,938 | $8.26M | 0.89% | +4,105+3.5% | Added |
| Schnieders Capital Management LLC | 121,734 | $8.24M | 1.66% | −150−0.1% | Reduced |
| Strategic Blueprint, LLC | 121,548 | $8.23M | 0.56% | −1,075−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 121,360 | $8.22M | 0.39% | +33,329+37.9% | Added |
| Cohen Klingenstein LLC | 120,900 | $8.19M | 0.30% | 00.0% | Unchanged |
| Headinvest, LLC | 120,690 | $8.17M | 1.61% | −2,920−2.4% | Reduced |
| First Citizens Bank & Trust Co | 120,449 | $8.16M | 0.15% | +3,016+2.6% | Added |
| Tudor Investment Corp Et Al | 120,105 | $8.13M | 0.09% | +62,548+108.7% | Added |
| NJ State Employees Deferred Compensation Plan | 120,000 | $8.13M | 1.01% | 00.0% | Unchanged |
| Nwi Management LP | 120,000 | $8.13M | 1.04% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 119,625 | $8.10M | 0.05% | +3,556+3.1% | Added |
| Covington Investment Advisors Inc. | 119,609 | $8.10M | 1.30% | −7,671−6.0% | Reduced |
| Canal Capital Management, LLC | 119,604 | $8.10M | 1.38% | −964−0.8% | Reduced |
| King Wealth | 119,586 | $8.10M | 1.35% | −270−0.2% | Reduced |
| Asset Dedication, LLC | 119,414 | $8.09M | 0.56% | +19,324+19.3% | Added |
| Community Bank & Trust, Waco, Texas | 119,035 | $8.06M | 2.01% | −610−0.5% | Reduced |
| Foster & Motley Inc | 118,506 | $8.02M | 0.55% | −10,094−7.8% | Reduced |
| Fundamentun, LLC | 117,661 | $7.97M | 0.66% | +6,435+5.8% | Added |
| SFMG, LLC | 117,609 | $7.96M | 0.69% | −955−0.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 117,406 | $7.95M | 0.13% | −1,945−1.6% | Reduced |
| Investment House LLC | 117,078 | $7.93M | 0.45% | −1,035−0.9% | Reduced |
| Community Bank, N.A. | 117,028 | $7.92M | 1.04% | −4,617−3.8% | Reduced |
| Graham Capital Management, L.P. | 116,679 | $7.90M | 0.27% | −163,974−58.4% | Reduced |
| Patton Albertson Miller Group, LLC | 115,901 | $7.85M | 1.12% | +3,566+3.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 115,607 | $7.83M | 1.89% | −7,484−6.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 115,434 | $7.82M | 0.37% | +5,898+5.4% | Added |
| Moneta Group Investment Advisors LLC | 115,274 | $7.81M | 0.12% | +6,355+5.8% | Added |
| Independent Financial Group, LLC | 114,608 | $7.76M | 0.31% | −17,513−13.3% | Reduced |
| Little House Capital LLC | 114,413 | $7.75M | 2.42% | +6,236+5.8% | Added |
| Oak Family Advisors, LLC | 114,045 | $7.72M | 2.94% | +1,229+1.1% | Added |
| Stock Yards Bank & Trust Co | 113,575 | $7.69M | 0.25% | −1,694−1.5% | Reduced |
| Community Financial Services Group, LLC | 113,479 | $7.68M | 1.65% | +23,122+25.6% | Added |
| NBC Securities, Inc. | 113,246 | $7.67M | 0.70% | +4,036+3.7% | Added |
| Advanced Asset Management Advisors Inc | 112,765 | $7.64M | 2.03% | −80−0.1% | Reduced |
| Sitrin Capital Management LLC | 112,598 | $7.62M | 4.05% | +312+0.3% | Added |
| Farther Finance Advisors, LLC | 112,876 | $7.62M | 0.37% | +10,372+10.1% | Added |
| Berger Financial Group, Inc | 111,822 | $7.57M | 0.60% | −1,838−1.6% | Reduced |
| Jones Financial Companies LLLP | 111,290 | $7.54M | 0.01% | +66,067+146.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 111,279 | $7.53M | 5.57% | +266+0.2% | Added |
| Everence Capital Management Inc | 126,900 | $7.53M | 0.52% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 110,687 | $7.49M | 2.75% | −2,289−2.0% | Reduced |
| Summit Global Investments | 110,238 | $7.46M | 0.50% | −1,257−1.1% | Reduced |
| TD Private Client Wealth LLC | 110,141 | $7.46M | 0.23% | +1,795+1.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 110,054 | $7.45M | 1.45% | +19,923+22.1% | Added |
| Buck Wealth Strategies, LLC | 109,885 | $7.44M | 2.20% | +109,885 | New |
| Trexquant Investment LP | 109,481 | $7.41M | 0.11% | −185,390−62.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 108,483 | $7.35M | 1.44% | +31,122+40.2% | Added |
| Pavion Blue Capital, LLC | 108,428 | $7.34M | 3.61% | −586−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 108,352 | $7.34M | 1.34% | +406+0.4% | Added |
| First Personal Financial Services | 107,596 | $7.29M | 1.65% | −633−0.6% | Reduced |