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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Facet Wealth, Inc. | 6,634 | $545.2K | 0.02% | +1,028+18.3% | Added |
| Interchange Capital Partners, LLC | 6,753 | $545.3K | 0.19% | +50+0.7% | Added |
| Inspirion Wealth Advisors, LLC | 6,759 | $545.8K | 0.08% | −200−2.9% | Reduced |
| Bernardo Wealth Planning LLC | 6,764 | $547.0K | 0.13% | +300+4.6% | Added |
| Western Pacific Wealth Management, LP | 6,783 | $547.7K | 0.36% | +1,107+19.5% | Added |
| Thrive Wealth Management, LLC | 6,796 | $548.8K | 0.10% | −180−2.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 6,797 | $548.9K | 0.07% | +69+1.0% | Added |
| InTrack Investment Management Inc | 6,806 | $549.6K | 0.39% | −1,091−13.8% | Reduced |
| Hobart Private Capital, LLC | 6,815 | $550.3K | 0.14% | +614+9.9% | Added |
| Capula Management Ltd | 6,818 | $550.6K | 0.01% | +5,481+409.9% | Added |
| Atlas Private Wealth Advisors | 6,818 | $550.6K | 0.08% | +10+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 6,479 | $550.6K | 0.33% | +549+9.3% | Added |
| Solidarilty Wealth, LLC | 6,823 | $551.0K | 0.15% | −26,494−79.5% | Reduced |
| Cannon Financial Strategists, Inc. | 6,867 | $554.5K | 0.10% | +297+4.5% | Added |
| Blossom Wealth Management | 6,880 | $555.5K | 1.12% | −150−2.1% | Reduced |
| Heck Capital Advisors, LLC | 6,888 | $556.2K | 0.06% | −5,308−43.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,893 | $556.6K | 0.04% | −925−11.8% | Reduced |
| EPG Wealth Management LLC | 6,910 | $558.0K | 0.14% | +6,910 | Added |
| Great Diamond Partners, LLC | 6,911 | $558.1K | 0.14% | −3,762−35.2% | Reduced |
| Apollon Financial, LLC | 6,930 | $559.6K | 0.16% | +1,694+32.4% | Added |
| Clear Harbor Asset Management, LLC | 6,939 | $560.3K | 0.05% | +15+0.2% | Added |
| Mondrian Investment Partners LTD | 6,962 | $562.2K | 0.01% | −1,364,618−99.5% | Reduced |
| Wealth Architects, LLC | 6,969 | $562.7K | 0.06% | +376+5.7% | Added |
| Sovereign Financial Group, Inc. | 6,977 | $563.4K | 0.13% | +344+5.2% | Added |
| Creative Financial Designs Inc | 6,987 | $564.2K | 0.05% | +137+2.0% | Added |
| Mayflower Financial Advisors, LLC | 6,987 | $564.2K | 0.09% | +75+1.1% | Added |
| Contravisory Investment Management, Inc. | 6,994 | $564.8K | 0.12% | −67−0.9% | Reduced |
| Tufton Capital Management | 7,009 | $566.0K | 0.11% | +138+2.0% | Added |
| Holland Advisory Services, Inc. | 7,028 | $567.5K | 0.74% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 3,493 | $567.8K | 1.08% | +3,493 | New |
| Cutter & CO Brokerage, Inc. | 7,031 | $567.8K | 0.13% | +764+12.2% | Added |
| Kraft, Davis & Associates, LLC | 6,929 | $568.3K | 0.17% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 7,052 | $569.4K | 0.35% | +300+4.4% | Added |
| Altus Wealth Group LLC | 7,068 | $570.7K | 0.24% | +235+3.4% | Added |
| Sunflower Bank, N.A. | 7,069 | $570.8K | 0.16% | +558+8.6% | Added |
| Nadler Financial Group, Inc. | 7,076 | $571.4K | 0.06% | +2,785+64.9% | Added |
| United Bank | 7,083 | $572.0K | 0.26% | −102−1.4% | Reduced |
| LJI Wealth Management, LLC | 7,095 | $572.9K | 0.12% | +359+5.3% | Added |
| US Asset Management LLC | 6,718 | $574.0K | 0.51% | −193−2.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,113 | $574.0K | 0.24% | +7,113 | New |
| Arista Wealth Management, LLC | 7,110 | $574.1K | 0.14% | +20.0% | Added |
| Breed's Hill Capital LLC | 7,131 | $575.8K | 0.47% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 7,132 | $575.9K | 0.39% | −1,864−20.7% | Reduced |
| Acorns Advisers, LLC | 7,137 | $576.0K | 0.01% | +578+8.8% | Added |
| Phillips Financial Management, LLC | 7,137 | $576.3K | 0.04% | +89+1.3% | Added |
| Aspire Private Capital, LLC | 7,142 | $576.7K | 0.14% | +76+1.1% | Added |
| Fernwood Investment Management, LLC | 7,156 | $577.9K | 0.19% | −360−4.8% | Reduced |
| Maia Wealth LLC | 6,973 | $579.0K | 0.14% | −351−4.8% | Reduced |
| Cross Staff Investments Inc | 7,185 | $580.2K | 0.45% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 7,213 | $582.5K | 0.07% | +366+5.3% | Added |
| 25 LLC | 7,229 | $583.8K | 0.25% | +85+1.2% | Added |
| Hillsdale Investment Management Inc. | 7,257 | $586.0K | 0.05% | +1,091+17.7% | Added |
| Live Oak Investment Partners | – | $587.6K | 0.46% | – | – |
| Flynn Zito Capital Management, LLC | 7,281 | $587.9K | 0.28% | +457+6.7% | Added |
| Etfidea, LLC | 7,286 | $588.3K | 0.19% | +112+1.6% | Added |
| Legacy Advisory Services, LLC | 7,325 | $591.5K | 0.51% | +13+0.2% | Added |
| Berkeley Capital Partners, LLC | 7,328 | $591.7K | 0.17% | +1,545+26.7% | Added |
| 1620 Investment Advisors, Inc. | 7,342 | $592.9K | 0.43% | +90+1.2% | Added |
| Wedge Capital Management L L P | 7,355 | $593.9K | 0.01% | −521−6.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,363 | $594.6K | 0.11% | +250+3.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,367 | $594.9K | 0.24% | +194+2.7% | Added |
| Clayton Financial Group LLC | 7,376 | $595.6K | 0.22% | +2,719+58.4% | Added |
| Forte Capital LLC | 7,380 | $595.9K | 0.07% | −1,972−21.1% | Reduced |
| Richardson Financial Services Inc. | 8,808 | $596.4K | 0.38% | 00.0% | Unchanged |
| Private Client Services, LLC | 7,421 | $599.2K | 0.32% | +229+3.2% | Added |
| Element Wealth, LLC | 7,434 | $600.3K | 0.32% | −73−1.0% | Reduced |
| Founders Capital Management, LLC | 7,440 | $600.8K | 0.10% | −60−0.8% | Reduced |
| West Bancorporation Inc | 7,440 | $600.8K | 0.40% | +7,440 | New |
| Worth Asset Management, LLC | 7,447 | $601.3K | 0.33% | −82−1.1% | Reduced |
| Gimbal Financial | 7,265 | $603.3K | 0.39% | −259−3.4% | Reduced |
| Grandfield & Dodd, LLC | 7,479 | $603.9K | 0.04% | −1,347−15.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 7,486 | $604.5K | 0.50% | −1,640−18.0% | Reduced |
| New Republic Capital, LLC | 7,487 | $604.6K | 0.35% | +203+2.8% | Added |
| S&CO Inc | 7,500 | $605.0K | 0.04% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,493 | $605.1K | 0.11% | +284+3.9% | Added |
| Carlson Capital Management | 7,499 | $605.6K | 0.03% | +134+1.8% | Added |
| Legal Advantage Investments, Inc. | 7,500 | $605.6K | 0.33% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 7,500 | $605.6K | 0.14% | +3,000+66.7% | Added |
| Allen Wealth Management, LLC | 7,502 | $605.8K | 0.42% | −45−0.6% | Reduced |
| Stonebridge Capital Management Inc | 7,500 | $606.0K | 0.24% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,548 | $607.1K | 0.02% | +358+5.0% | Added |
| Sweeney & Michel, LLC | 7,472 | $607.6K | 0.24% | +324+4.5% | Added |
| Capital Square, LLC | 7,526 | $607.7K | 0.37% | −272−3.5% | Reduced |
| ABN AMRO Bank N.V. | 7,596 | $608.1K | 0.01% | −239−3.1% | Reduced |
| Garden State Investment Advisory Services LLC | 7,568 | $611.7K | 0.20% | −76−1.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,592 | $613.0K | 0.16% | +72+1.0% | Added |
| Emergent Wealth Advisors, LLC | 7,616 | $615.0K | 0.45% | +1,456+23.6% | Added |
| Truvestments Capital LLC | 7,640 | $616.9K | 0.17% | +1,113+17.1% | Added |
| First City Capital Management, Inc. | 7,647 | $617.5K | 0.32% | +340+4.7% | Added |
| BOS Asset Management, LLC | 7,650 | $617.7K | 0.23% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 7,653 | $618.0K | 0.19% | +847+12.4% | Added |
| BancFirst Trust & Investment Management | 7,761 | $619.2K | 0.21% | 00.0% | Unchanged |
| Cedrus LLC | 7,674 | $619.7K | 0.23% | +292+4.0% | Added |
| Castleview Partners, LLC | 7,675 | $619.8K | 0.36% | −19−0.2% | Reduced |
| Okabena Investment Services Inc | 7,677 | $619.9K | 0.17% | −8,343−52.1% | Reduced |
| Sharp Financial Services, LLC | 7,682 | $620.3K | 0.48% | +287+3.9% | Added |
| Indie Asset Partners, LLC | 7,683 | $620.4K | 0.46% | +8+0.1% | Added |
| Foguth Wealth Management, LLC. | 7,785 | $620.5K | 0.23% | −2,865−26.9% | Reduced |
| Second Half Financial Partners, LLC | 7,691 | $621.0K | 0.33% | +7,691 | New |
| West Coast Financial LLC | 7,695 | $621.4K | 0.07% | +4+0.1% | Added |