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Livermore
Livermore
ZHEN

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 8 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, Q3 2024

Institutional positions in Walmart Inc. as of Sep 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
3,465
+185 vs. Q2 2024
Shares held
2.79B
+319.0M (+12.9%) vs. Q2 2024
Total value
$225.1B
+$56.9B (+33.8%) vs. Q2 2024
New holders
279
1,456 more added
Sold out
94
1,367 more reduced

41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 3,465 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,426 institutions
Value heldQ3 2024: $225.1B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,426$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2024.

Institutions holding WMT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Evergreen Private Wealth LLC1$810.00%+1New
Kessler Investment Group, LLC6$4850.00%00.0%Unchanged
Mendota Financial Group, LLC8$6460.00%+8New
SYSTM Wealth Solutions LLC11$8890.03%−317−96.6%Reduced
Syntax Research, Inc.15$1.21K0.00%+15New
Horizon Financial Services, LLC26$2.10K0.00%−100−79.4%Reduced
Insight Financial Services30$2.42K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC32$2.58K0.00%+32New
Studio Investment Management LLC33$2.67K0.00%+33New
Perritt Capital Management Inc33$2.70K0.00%−3,011−98.9%Reduced
Morse Asset Management, Inc35$2.85K0.00%+35New
Longfellow Investment Management Co LLC87$7.03K0.00%00.0%Unchanged
PayPay Securities Corp87$7.03K0.63%+42+93.3%Added
PFS Partners, LLC87$7.04K0.00%00.0%Unchanged
Bray Capital Advisors94$7.58K0.00%00.0%Unchanged
Roble, Belko & Company, Inc97$8.00K0.00%−291−75.0%Reduced
EnRich Financial Partners LLC102$8.25K0.00%00.0%Unchanged
ESL Trust Services, LLC115$9.29K0.00%00.0%Unchanged
Wells Financial Advisors INC118$9.51K0.01%+118New
Westend Capital Management, LLC132$10.7K0.00%00.0%Unchanged
Pinpoint Asset Management Ltd132$10.7K0.00%+132New
Barrett & Company, Inc.138$11.1K0.00%+57+70.4%Added
Robinswood Financial LLC140$11.3K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co141$11.4K0.01%+141New
Bear Mountain Capital, Inc.150$12.2K0.00%00.0%Unchanged
WFA of San Diego, LLC161$13.0K0.01%00.0%Unchanged
Lam Group, Inc.183$14.8K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.186$15.0K0.00%00.0%Unchanged
BBJS Financial Advisors, LLC195$15.7K0.01%00.0%Unchanged
Cypress Capital Management LLC (WY)200$16.1K0.02%−145−42.0%Reduced
PFG Private Wealth Management, LLC202$16.3K0.01%+1+0.5%Added
HighMark Wealth Management LLC204$16.5K0.01%00.0%Unchanged
Lummis Asset Management, LP234$18.9K0.02%00.0%Unchanged
DecisionPoint Financial, LLC256$20.7K0.01%+256New
Sanctuary Wealth Management, L.L.C.270$21.8K0.02%00.0%Unchanged
Redmont Wealth Advisors LLC288$23.3K0.04%00.0%Unchanged
Mascoma Wealth Management LLC312$25.2K0.01%00.0%Unchanged
Halpern Financial, Inc.320$25.7K0.01%+20+6.7%Added
Chesapeake Asset Management LLC319$25.8K0.02%+76+31.3%Added
Peterson Financial Group, Inc.324$26.2K0.10%+324New
Tortoise Investment Management, LLC329$26.6K0.00%+47+16.7%Added
Knights of Columbus Asset Advisors LLC344$27.8K0.00%+344New
Battery Global Advisors, LLC357$28.8K0.02%+357New
Transamerica Financial Advisors, Inc.354$29.0K0.00%−1,986−84.9%Reduced
Nordwand Advisors, LLC366$29.6K0.01%00.0%Unchanged
Matrix Trust Co369$30.0K0.01%+58+18.6%Added
ZRC Wealth Management, LLC375$30.3K0.01%00.0%Unchanged
New Age Alpha Advisors, LLC383$30.9K0.02%+223+139.4%Added
Voisard Asset Management Group, Inc.399$32.2K0.01%+174+77.3%Added
Raffa Wealth Management, LLC402$32.5K0.01%+1+0.2%Added
Hoese & Co LLP405$32.7K0.03%+405New
Bay Harbor Wealth Management, LLC412$33.3K0.01%+22+5.6%Added
Northwest Capital Management Inc441$35.6K0.01%00.0%Unchanged
Anfield Capital Management, LLC450$36.3K0.01%+195+76.5%Added
Osterweis Capital Management Inc450$36.3K0.00%+240+114.3%Added
Livelsberger Financial Advisory450$36.3K0.76%+450New
Hara Capital LLC456$36.8K0.02%+456New
Elequin Capital LP496$40.1K0.00%+496New
Ramirez Asset Management, Inc.500$40.4K0.01%+500New
Kozak & Associates, Inc.506$41.1K0.01%+1+0.2%Added
Legacy Investment Solutions, LLC505$43.2K0.03%+505New
Legacy Wealth Managment, LLC505$43.2K0.03%+505New
Partnership Wealth Management, LLC546$44.1K0.03%00.0%Unchanged
Mizuho Securities Co. Ltd.550$44.4K0.11%−6,630−92.3%Reduced
PrairieView Partners, LLC580$46.0K0.00%−17−2.8%Reduced
TruNorth Capital Management, LLC570$46.0K0.01%+141+32.9%Added
SWAN Capital LLC582$47.0K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC585$47.0K0.03%00.0%Unchanged
Financial Avengers, Inc.583$47.1K0.02%+1+0.2%Added
Highline Wealth Partners LLC600$48.4K0.02%+38+6.8%Added
Tacita Capital Inc600$48.5K0.03%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC600$48.5K0.04%00.0%Unchanged
Kings Path Partners LLC621$50.1K0.02%00.0%Unchanged
NCP Inc.627$50.6K0.03%00.0%Unchanged
Christopher J. Hasenberg, Inc647$51.6K0.02%+647New
Signature Resources Capital Management, LLC648$52.3K0.05%−12−1.8%Reduced
Caitlin John, LLC616$52.7K0.03%+379+159.9%Added
Lipe & Dalton660$53.0K0.03%00.0%Unchanged
JDM Financial Group LLC657$53.1K0.03%+58+9.7%Added
Aspect Partners, LLC663$53.5K0.03%00.0%Unchanged
Tanglewood Legacy Advisors, LLC669$54.0K0.02%00.0%Unchanged
Pingora Partners LLC675$54.5K0.04%00.0%Unchanged
Tucker Asset Management LLC676$54.6K0.01%−1,688−71.4%Reduced
Cedar Wealth Management, LLC678$54.7K0.02%00.0%Unchanged
Ogorek Anthony Joseph688$55.0K0.02%+1+0.1%Added
Investment Research & Advisory Group, Inc.687$55.5K0.02%+213+44.9%Added
Thompson Investment Management, Inc.744$60.1K0.01%00.0%Unchanged
Atlantic Private Wealth, LLC750$60.6K0.05%+600+400.0%Added
Tidemark, LLC754$60.9K0.02%+54+7.7%Added
NewSquare Capital LLC804$64.9K0.01%+804New
IAG Wealth Partners, LLC805$65.0K0.01%−108−11.8%Reduced
Horizon Bancorp Inc821$66.0K0.03%−81−9.0%Reduced
True Wealth Design, LLC836$67.5K0.03%00.0%Unchanged
Salomon & Ludwin, LLC843$68.1K0.01%−149−15.0%Reduced
Private Wealth Management Group, LLC852$68.8K0.03%00.0%Unchanged
FSC Wealth Advisors, LLC875$70.7K0.05%+275+45.8%Added
Grayhawk Investment Strategies Inc.894$72.2K0.11%00.0%Unchanged
Hanseatic Management Services Inc894$72.2K0.10%+894New
Lowe Wealth Advisors, LLC897$72.4K0.03%+165+22.5%Added
Piscataqua Savings Bank900$72.7K0.06%+105+13.2%Added