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 |
|---|---|---|---|---|---|
| Wealth Advisors of Tampa Bay, LLC | 107,462 | $7.28M | 3.39% | −668−0.6% | Reduced |
| Tradewinds, LLC. | 107,364 | $7.27M | 2.23% | +107,364 | New |
| Weik Capital Management | 106,695 | $7.22M | 3.09% | −2,240−2.1% | Reduced |
| Kinsale Capital Group, Inc. | 106,556 | $7.21M | 2.50% | +18,185+20.6% | Added |
| United Capital Management of KS, Inc. | 106,501 | $7.21M | 1.59% | +160.0% | Added |
| HTLF Bank | 106,230 | $7.19M | 0.82% | −2,945−2.7% | Reduced |
| BCJ Capital Management, LLC | 105,905 | $7.17M | 0.57% | +97,111+1,104.3% | Added |
| Consolidated Planning Corp | 105,865 | $7.17M | 1.18% | +5,814+5.8% | Added |
| Proequities, Inc. | 105,863 | $7.17M | 0.45% | −5,730−5.1% | Reduced |
| First Interstate Bank | 105,755 | $7.16M | 0.48% | −4,083−3.7% | Reduced |
| Ameritas Advisory Services, LLC | 105,620 | $7.15M | 0.27% | +8,933+9.2% | Added |
| Mizuho Markets Americas LLC | 105,146 | $7.12M | 0.20% | −92,472−46.8% | Reduced |
| Baugh & Associates, LLC | 100,849 | $7.10M | 3.69% | −4,292−4.1% | Reduced |
| Wedbush Securities Inc | 104,541 | $7.08M | 0.25% | −2,402−2.2% | Reduced |
| Scissortail Wealth Management, LLC | 104,182 | $7.06M | 1.80% | +4,043+4.0% | Added |
| Financial & Tax Architects, LLC | 103,978 | $7.04M | 1.89% | −2,135−2.0% | Reduced |
| Twin Capital Management Inc | 103,275 | $6.99M | 0.82% | +1,453+1.4% | Added |
| Merit Financial Group, LLC | 103,098 | $6.98M | 0.15% | +1,034+1.0% | Added |
| Pinnbrook Capital Management LP | 103,043 | $6.98M | 2.11% | −96,402−48.3% | Reduced |
| Baker Chad R | 103,020 | $6.98M | 1.46% | 00.0% | Unchanged |
| Grassi Investment Management | 102,922 | $6.97M | 0.62% | −6,000−5.5% | Reduced |
| First National Bank of Omaha | 102,911 | $6.97M | 0.46% | +37,265+56.8% | Added |
| Capital Investment Counsel, LLC | 102,828 | $6.96M | 1.37% | +5,114+5.2% | Added |
| PFG Investments, LLC | 102,785 | $6.96M | 0.50% | −1,488−1.4% | Reduced |
| Commerzbank Aktiengesellschaft | 101,991 | $6.91M | 0.23% | +7,620+8.1% | Added |
| Hilton Capital Management, LLC | 101,851 | $6.90M | 0.58% | +4,082+4.2% | Added |
| Harrell Investment Partners, LLC | 100,795 | $6.82M | 1.98% | −2,470−2.4% | Reduced |
| Cornerstone Wealth Group, LLC | 100,763 | $6.82M | 0.61% | +435+0.4% | Added |
| Freestone Capital Holdings, LLC | 100,407 | $6.80M | 0.24% | +890+0.9% | Added |
| Pensionmark Financial Group, LLC | 100,332 | $6.79M | 0.42% | +41,565+70.7% | Added |
| DLK Investment Management, LLC | 99,962 | $6.77M | 2.80% | −895−0.9% | Reduced |
| Texas Yale Capital Corp. | 99,735 | $6.75M | 0.32% | +2,070+2.1% | Added |
| Plimoth Trust Co LLC | 99,548 | $6.74M | 1.80% | −1,912−1.9% | Reduced |
| Saranac Partners Ltd | 99,392 | $6.73M | 4.00% | −4,158−4.0% | Reduced |
| Entropy Technologies, LP | 99,084 | $6.71M | 0.73% | +99,084 | New |
| Asset Planning Services Inc | 98,995 | $6.70M | 3.54% | +150+0.2% | Added |
| Boothbay Fund Management, LLC | 98,388 | $6.66M | 0.22% | +75,374+327.5% | Added |
| Silphium Asset Management Ltd | 98,259 | $6.65M | 3.18% | +459+0.5% | Added |
| Equitable Holdings, Inc. | 98,144 | $6.65M | 0.07% | +11,394+13.1% | Added |
| CFS Investment Advisory Services, LLC | 97,824 | $6.62M | 0.54% | +97,824 | New |
| NewEdge Wealth, LLC | 97,479 | $6.60M | 0.14% | −1,222−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 97,290 | $6.59M | 1.76% | −304−0.3% | Reduced |
| Plato Investment Management Ltd | 96,932 | $6.56M | 0.61% | +4,893+5.3% | Added |
| Neo Ivy Capital Management | 96,764 | $6.55M | 1.29% | +96,764 | New |
| Opus Investment Management Inc | 96,000 | $6.50M | 4.20% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 95,976 | $6.50M | 0.20% | +23,931+33.2% | Added |
| Benjamin Edwards Inc | 95,509 | $6.47M | 1.24% | +18,666+24.3% | Added |
| Loomis Sayles & Co L P | 95,381 | $6.46M | 0.01% | +5,721+6.4% | Added |
| Busey Wealth Management | 95,321 | $6.45M | 0.22% | +3,285+3.6% | Added |
| Horrell Capital Management, Inc. | 95,315 | $6.45M | 1.87% | +572+0.6% | Added |
| Constitution Capital LLC | 95,231 | $6.45M | 3.40% | +3,335+3.6% | Added |
| Raab & Moskowitz Asset Management LLC | 94,920 | $6.43M | 1.75% | −1,255−1.3% | Reduced |
| Old National Bancorp | 94,853 | $6.42M | 0.15% | +1,871+2.0% | Added |
| Vise Technologies, Inc. | 94,516 | $6.40M | 1.12% | −4,579−4.6% | Reduced |
| WCG Wealth Advisors LLC | 94,503 | $6.40M | 0.47% | +2,134+2.3% | Added |
| IFG Advisory, LLC | 94,477 | $6.40M | 0.41% | +1,345+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 91,038 | $6.37M | 0.06% | +7,965+9.6% | Added |
| Deltec Asset Management LLC | 93,853 | $6.35M | 1.22% | +35,487+60.8% | Added |
| Acropolis Investment Management, LLC | 93,782 | $6.35M | 0.40% | +890+1.0% | Added |
| Silvercrest Asset Management Group LLC | 93,068 | $6.30M | 0.04% | −765−0.8% | Reduced |
| Permanens Capital L.P. | 92,799 | $6.28M | 0.64% | +9,630+11.6% | Added |
| Symmetry Partners, LLC | 92,408 | $6.26M | 0.32% | −3,448−3.6% | Reduced |
| Horizon Investments, LLC | 92,375 | $6.25M | 0.17% | −16,860−15.4% | Reduced |
| BKD Wealth Advisors, LLC | 92,362 | $6.25M | 0.16% | −3,887−4.0% | Reduced |
| L & S Advisors Inc | 92,100 | $6.24M | 0.71% | −17,862−16.2% | Reduced |
| Spinnaker Trust | 92,052 | $6.23M | 0.40% | −307−0.3% | Reduced |
| Chickasaw Capital Management LLC | 91,966 | $6.23M | 0.28% | +200+0.2% | Added |
| Hamilton Point Investment Advisors, LLC | 91,686 | $6.21M | 1.21% | +275+0.3% | Added |
| Two Sigma Securities, LLC | 91,661 | $6.21M | 0.30% | −63,252−40.8% | Reduced |
| Gladstone Institutional Advisory LLC | 91,410 | $6.19M | 0.32% | +5,145+6.0% | Added |
| Conning Inc. | 91,130 | $6.17M | 0.22% | −11,972−11.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 90,994 | $6.16M | 0.32% | −10,320−10.2% | Reduced |
| Rothschild Investment LLC | 90,895 | $6.15M | 0.43% | +3,775+4.3% | Added |
| Vident Advisory, LLC | 90,817 | $6.15M | 0.17% | +5,427+6.4% | Added |
| Dumont & Blake Investment Advisors LLC | 90,689 | $6.14M | 0.87% | +45,266+99.7% | Added |
| Richard Bernstein Advisors LLC | 90,213 | $6.11M | 0.14% | 00.0% | Unchanged |
| Inscription Capital, LLC | 90,199 | $6.11M | 0.98% | +237+0.3% | Added |
| RBA Wealth Management, LLC | 90,155 | $6.10M | 2.45% | −1,643−1.8% | Reduced |
| Wendell David Associates Inc | 89,676 | $6.07M | 0.62% | 00.0% | Unchanged |
| Jacobs & Co | 89,338 | $6.05M | 0.63% | −1,630−1.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 89,108 | $6.03M | 0.46% | +44,171+98.3% | Added |
| Core Alternative Capital | 88,864 | $6.02M | 1.20% | −100,475−53.1% | Reduced |
| Proficio Capital Partners LLC | 88,443 | $5.99M | 0.63% | +475+0.5% | Added |
| YHB Investment Advisors, Inc. | 87,946 | $5.95M | 0.51% | +567+0.6% | Added |
| Tower Bridge Advisors | 87,807 | $5.95M | 0.66% | −18,903−17.7% | Reduced |
| Summit Financial Strategies, Inc. | 87,149 | $5.90M | 0.73% | −794−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 86,972 | $5.89M | 1.30% | −1,184−1.3% | Reduced |
| Millennium Capital Advisors, LLC | 86,585 | $5.86M | 3.90% | −3,995−4.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 86,351 | $5.85M | 1.86% | −293−0.3% | Reduced |
| Verity Asset Management, Inc. | 86,278 | $5.84M | 2.29% | +49,844+136.8% | Added |
| Annandale Capital, LLC | 86,260 | $5.84M | 1.22% | −737−0.8% | Reduced |
| Buckingham Strategic Partners | 86,222 | $5.84M | 0.15% | −14,737−14.6% | Reduced |
| William Allan, LLC | 86,120 | $5.83M | 3.90% | +127+0.1% | Added |
| Tyche Wealth Partners LLC | 85,980 | $5.82M | 1.42% | −4,141−4.6% | Reduced |
| Birinyi Associates Inc | 85,830 | $5.81M | 1.74% | +4,175+5.1% | Added |
| RFG Advisory, LLC | 85,298 | $5.78M | 0.19% | +5,303+6.6% | Added |
| Anchor Investment Management, LLC | 85,145 | $5.77M | 0.59% | +5,194+6.5% | Added |
| Banque Cantonale Vaudoise | 84,497 | $5.72M | 0.23% | +5,838+7.4% | Added |
| Mechanics Bank Trust Department | 84,430 | $5.72M | 0.82% | −1,495−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 84,416 | $5.72M | 0.53% | −3,766−4.3% | Reduced |