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
- 3,464
- +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
- 1,366 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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 7,743 | $625.3K | 0.05% | 00.0% | Unchanged |
| LWMG, LLC | 7,754 | $626.2K | 0.12% | +278+3.7% | Added |
| Oddo BHF Asset Management SAS | 7,755 | $626.2K | 0.03% | +7,755 | New |
| Capital Markets Trading UK LLP | 7,780 | $628.0K | 0.58% | +4,691+151.9% | Added |
| Paragon Capital Management LLC | 7,778 | $628.1K | 0.32% | +734+10.4% | Added |
| Source Financial Advisors LLC | 7,786 | $628.8K | 0.19% | −383−4.7% | Reduced |
| Van Cleef Asset Management,Inc | 7,800 | $629.9K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 7,834 | $632.6K | 0.04% | +631+8.8% | Added |
| McLean Asset Management Corp | 7,831 | $633.8K | 0.19% | +26+0.3% | Added |
| Precedent Wealth Partners, LLC | 7,864 | $635.0K | 0.21% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 7,899 | $638.0K | 0.10% | −150−1.9% | Reduced |
| MKT Advisors LLC | 7,937 | $638.4K | 0.30% | −69−0.9% | Reduced |
| Olistico Wealth, LLC | 7,907 | $638.5K | 0.39% | −1,995−20.1% | Reduced |
| Traveka Wealth, LLC | 7,909 | $638.6K | 0.32% | +518+7.0% | Added |
| New England Research & Management, Inc. | 7,923 | $640.0K | 0.30% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 7,942 | $641.3K | 0.09% | +59+0.7% | Added |
| Cove Private Wealth, LLC | 7,950 | $642.0K | 0.50% | −492−5.8% | Reduced |
| CWC Advisors, LLC. | 7,955 | $642.4K | 0.63% | +7,955 | New |
| Capstone Wealth Management Group, LLC | 7,970 | $643.6K | 0.38% | +17+0.2% | Added |
| Retireful, LLC | 7,980 | $644.4K | 0.48% | +7,980 | New |
| Umpqua Bank | 7,981 | $644.5K | 0.24% | +1,189+17.5% | Added |
| GM Advisory Group, Inc. | 7,986 | $644.9K | 0.04% | +1,940+32.1% | Added |
| Shay Capital LLC | 8,000 | $646.0K | 0.19% | +8,000 | New |
| Perissos Private Wealth Management, LLC | 8,000 | $646.0K | 0.52% | +17+0.2% | Added |
| LVZ Advisors, Inc. | 8,001 | $646.0K | 0.08% | +177+2.3% | Added |
| Beta Wealth Group, Inc. | 8,011 | $646.9K | 0.29% | +102+1.3% | Added |
| Caldwell Sutter Capital, Inc. | 8,032 | $648.6K | 0.30% | −122−1.5% | Reduced |
| First Business Financial Services, Inc. | 8,056 | $650.5K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8,058 | $650.7K | 0.26% | +6,471+407.8% | Added |
| M3 Advisory Group, LLC | 8,073 | $651.9K | 0.48% | +632+8.5% | Added |
| Walker Financial Services, Inc. | 8,074 | $651.9K | 0.44% | +166+2.1% | Added |
| New England Capital Financial Advisors LLC | 8,098 | $653.9K | 0.34% | +18+0.2% | Added |
| Advisory Resource Group | 8,099 | $654.0K | 0.14% | +10.0% | Added |
| David J Yvars Group | 8,110 | $654.9K | 0.41% | +115+1.4% | Added |
| Redwood Investment Management, LLC | 8,108 | $655.0K | 0.06% | −99−1.2% | Reduced |
| Power Wealth Management LLC | 8,121 | $655.8K | 0.28% | +348+4.5% | Added |
| Hubbell Strickland Wealth Management, LLC | 8,128 | $656.4K | 0.31% | +6+0.1% | Added |
| Lakeridge Wealth Management LLC | 8,131 | $656.5K | 0.36% | +46+0.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 8,133 | $656.7K | 0.13% | −196−2.4% | Reduced |
| Granite Harbor Advisors, Inc. | 8,136 | $657.0K | 0.38% | +1,831+29.0% | Added |
| LifeSteps Financial, Inc. | 8,138 | $657.1K | 0.51% | +10+0.1% | Added |
| Addison Advisors LLC | 8,144 | $657.6K | 0.18% | −860−9.6% | Reduced |
| Global Financial Private Client, LLC | 8,150 | $658.1K | 0.26% | +812+11.1% | Added |
| One Wealth Advisors, LLC | 8,157 | $658.7K | 0.10% | −1,342−14.1% | Reduced |
| Significant Wealth Partners LLC | 8,158 | $658.7K | 0.34% | +1,191+17.1% | Added |
| Full Sail Capital, LLC | 8,161 | $659.0K | 0.04% | +9+0.1% | Added |
| Commonwealth Retirement Investments LLC | 8,167 | $659.5K | 0.28% | +415+5.4% | Added |
| NDVR, Inc. | 8,287 | $661.1K | 0.68% | −633−7.1% | Reduced |
| Austin Asset Management Co Inc | 8,190 | $661.3K | 0.13% | −117−1.4% | Reduced |
| Seed Wealth Management, Inc. | 8,190 | $661.3K | 0.53% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 8,199 | $662.1K | 0.16% | +916+12.6% | Added |
| Wolverine Trading, LLC | 8,312 | $663.1K | 0.02% | −20,310−71.0% | Reduced |
| Westside Investment Management, Inc. | 8,510 | $666.5K | 0.14% | +10.0% | Added |
| Bordeaux Wealth Advisors LLC | 8,260 | $667.0K | 0.12% | +2,630+46.7% | Added |
| Baron Wealth Management LLC | 8,262 | $667.2K | 0.32% | +586+7.6% | Added |
| First National Bank | 8,275 | $668.2K | 0.46% | −59−0.7% | Reduced |
| Crewe Advisors LLC | 8,292 | $669.6K | 0.08% | −321−3.7% | Reduced |
| Arkansas Financial Group, Inc. | 8,293 | $669.7K | 0.11% | −601−6.8% | Reduced |
| Revolve Wealth Partners, LLC | 8,364 | $675.4K | 0.10% | −141−1.7% | Reduced |
| Garrison Point Advisors, LLC | 8,369 | $675.8K | 0.42% | +301+3.7% | Added |
| Gentry Private Wealth, LLC | 8,373 | $676.1K | 0.55% | −283−3.3% | Reduced |
| TFG Advisers LLC | 8,387 | $677.2K | 0.24% | −98−1.2% | Reduced |
| Jacobsen Capital Management | 8,390 | $677.5K | 0.29% | +261+3.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,397 | $678.0K | 0.15% | +30+0.4% | Added |
| Charter Research & Investment Group, Inc. | 8,412 | $679.3K | 0.50% | −60−0.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 8,414 | $679.4K | 0.35% | −30.0% | Reduced |
| Tennessee Valley Asset Management Partners | 8,392 | $680.5K | 0.11% | −19−0.2% | Reduced |
| Fusion Capital, LLC | 8,438 | $681.4K | 0.29% | −601−6.6% | Reduced |
| Heartwood Wealth Advisors LLC | 8,448 | $682.2K | 0.08% | +642+8.2% | Added |
| Ruggaard & Associates LLC | 8,477 | $684.5K | 0.30% | +200+2.4% | Added |
| LBMC Investment Advisors, LLC | 8,483 | $685.0K | 0.05% | +171+2.1% | Added |
| LaSalle St. Investment Advisors, LLC | 8,511 | $687.0K | 0.27% | +663+8.4% | Added |
| Mechanics Financial Corp | 8,511 | $687.3K | 0.30% | +360+4.4% | Added |
| Guyasuta Investment Advisors Inc | 8,516 | $687.7K | 0.04% | +6,294+283.3% | Added |
| Sage Private Wealth Group, LLC | 8,533 | $689.1K | 0.54% | −385−4.3% | Reduced |
| Iowa State Bank | 8,544 | $689.9K | 0.14% | −138−1.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 8,551 | $690.5K | 0.06% | −426−4.7% | Reduced |
| Bell Bank | 8,554 | $690.7K | 0.08% | +38+0.4% | Added |
| First United Bank Trust | 8,555 | $690.8K | 0.25% | +685+8.7% | Added |
| Hofer & Associates. Inc | 8,556 | $690.9K | 0.48% | +960+12.6% | Added |
| Sepio Capital, LP | 8,573 | $692.3K | 0.05% | −230−2.6% | Reduced |
| Columbia Asset Management | 8,584 | $693.0K | 0.12% | +20.0% | Added |
| Leelyn Smith, LLC | 8,586 | $693.3K | 0.13% | −68,711−88.9% | Reduced |
| Howard Financial Services, Ltd. | 8,607 | $695.0K | 0.10% | +317+3.8% | Added |
| Worth Financial Advisory Group, LLC | 8,626 | $696.6K | 0.41% | −379−4.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,627 | $696.6K | 0.11% | +2,061+31.4% | Added |
| Falcon Wealth Planning | 8,629 | $696.8K | 0.08% | +193+2.3% | Added |
| Kuhn & Co Investment Counsel | 8,634 | $697.2K | 0.59% | 00.0% | Unchanged |
| Bath Savings Trust Co | 8,637 | $697.4K | 0.07% | 00.0% | Unchanged |
| Balboa Wealth Partners | 8,639 | $697.6K | 0.17% | +363+4.4% | Added |
| Concentrum Wealth Management | 8,648 | $698.3K | 0.27% | +174+2.1% | Added |
| Essential Planning, LLC. | 8,661 | $699.4K | 0.29% | 00.0% | Unchanged |
| Ewa, LLC | 8,306 | $701.6K | 0.25% | +429+5.4% | Added |
| Bremer Bank National Association | 8,696 | $702.2K | 0.13% | −1,300−13.0% | Reduced |
| Safe Harbor Fiduciary, LLC | 8,710 | $703.3K | 0.66% | +8,710 | New |
| Burt Wealth Advisors | 8,712 | $703.5K | 0.17% | −178−2.0% | Reduced |
| Trinity Financial Advisors LLC | 8,923 | $704.8K | 0.32% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 8,741 | $705.9K | 0.26% | −273−3.0% | Reduced |
| Willner & Heller, LLC | 8,741 | $705.9K | 0.63% | +22+0.3% | Added |
| Baldwin Investment Management, LLC | 8,745 | $706.2K | 0.09% | 00.0% | Unchanged |