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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| KLCM Advisors, Inc. | 8,746 | $706.2K | 0.08% | +1,927+28.3% | Added |
| Samalin Investment Counsel, LLC | 8,794 | $710.1K | 0.31% | −233−2.6% | Reduced |
| Prosperity Financial Group, Inc. | 8,824 | $712.6K | 0.40% | −1,875−17.5% | Reduced |
| Trilogy Capital Inc. | 8,844 | $714.1K | 0.04% | −142−1.6% | Reduced |
| Sirios Capital Management L P | 8,875 | $716.7K | 0.13% | −4,294−32.6% | Reduced |
| New Covenant Trust Company, N.A. | 8,985 | $716.8K | 0.69% | +1,246+16.1% | Added |
| Klingman & Associates, LLC | 8,897 | $718.4K | 0.04% | +52+0.6% | Added |
| Jackson Wealth Management, LLC | 8,901 | $719.0K | 0.09% | +300+3.5% | Added |
| Oxinas Partners Wealth Management LLC | 8,935 | $721.5K | 0.44% | −480−5.1% | Reduced |
| Centric Wealth Management | 8,654 | $722.1K | 0.19% | −73−0.8% | Reduced |
| Clay Northam Wealth Management, LLC | 8,943 | $722.1K | 0.50% | −120−1.3% | Reduced |
| Tributary Capital Management, LLC | 8,955 | $723.1K | 0.06% | −2,475−21.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,955 | $723.1K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 10,707 | $724.9K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 9,006 | $727.2K | 0.06% | +375+4.3% | Added |
| First Bank & Trust | 9,017 | $728.1K | 0.14% | +30+0.3% | Added |
| Fermata Advisors, LLC | 9,037 | $729.7K | 0.15% | +967+12.0% | Added |
| Private Wealth Advisors | 8,988 | $730.4K | 0.30% | +18+0.2% | Added |
| Ironwood Financial, llc | 9,049 | $730.7K | 0.15% | −458−4.8% | Reduced |
| SOA Wealth Advisors, LLC. | 9,052 | $731.0K | 0.14% | +364+4.2% | Added |
| Builder Investment Group Inc | 9,061 | $731.7K | 0.20% | 00.0% | Unchanged |
| Sabal Trust CO | 9,063 | $731.8K | 0.04% | +54+0.6% | Added |
| FSB Premier Wealth Management, Inc. | 9,080 | $733.2K | 0.30% | +15+0.2% | Added |
| Chilton Investment Co LLC | 9,097 | $734.6K | 0.02% | +60+0.7% | Added |
| Braun-Bostich & Associates Inc. | 9,099 | $734.7K | 0.51% | +328+3.7% | Added |
| Embree Financial Group | 9,134 | $737.6K | 0.13% | +10.0% | Added |
| Aull & Monroe Investment Management Corp | 9,141 | $738.1K | 0.34% | +10.0% | Added |
| Affinity Wealth Management LLC | 9,235 | $745.8K | 0.13% | −54−0.6% | Reduced |
| Advisors Management Group Inc | 9,240 | $746.0K | 0.18% | −72−0.8% | Reduced |
| Balentine LLC | 9,242 | $746.3K | 0.03% | +32+0.3% | Added |
| Cobblestone Capital Advisors LLC | 9,251 | $747.0K | 0.04% | +980+11.8% | Added |
| Somerville Kurt F | 9,254 | $747.3K | 0.12% | −897−8.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 9,256 | $747.5K | 0.27% | +9,256 | New |
| Safeguard Investment Advisory Group, LLC | 9,303 | $751.4K | 0.21% | +186+2.0% | Added |
| Hills Bank & Trust Co | 9,305 | $751.4K | 0.06% | −156−1.6% | Reduced |
| Sterling Investment Advisors LLC | 9,330 | $753.5K | 0.42% | +25+0.3% | Added |
| Sax Wealth Advisors, LLC | 9,336 | $753.9K | 0.07% | +1,389+17.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 9,337 | $754.0K | 1.19% | −348−3.6% | Reduced |
| Investors Research Corp | 9,349 | $754.9K | 0.16% | −726−7.2% | Reduced |
| One Charles Private Wealth Services, LLC | 9,351 | $755.1K | 0.29% | −106−1.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 9,357 | $756.0K | 0.15% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9,364 | $756.1K | 0.29% | −27−0.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 9,366 | $756.3K | 0.14% | 00.0% | Unchanged |
| James Hambro & Partners | 9,372 | $756.8K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 9,375 | $757.0K | 0.04% | 00.0% | Unchanged |
| Smart Money Group LLC | 9,273 | $759.9K | 0.27% | −202−2.1% | Reduced |
| Jag Capital Management, LLC | 9,413 | $760.1K | 0.09% | +132+1.4% | Added |
| Eagle Ridge Investment Management | 9,432 | $761.6K | 0.07% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9,564 | $762.4K | 0.32% | −182−1.9% | Reduced |
| ABLE Financial Group, LLC | 9,447 | $762.8K | 0.24% | +147+1.6% | Added |
| Burkett Financial Services, LLC | 9,465 | $764.3K | 0.32% | +48+0.5% | Added |
| Advantage Trust Co | 9,468 | $764.5K | 0.52% | −3,300−25.8% | Reduced |
| Fairhaven Wealth Management, LLC | 9,476 | $765.2K | 0.23% | +132+1.4% | Added |
| First Affirmative Financial Network | 9,479 | $765.4K | 0.42% | +9,479 | New |
| Alpha Family Trust | 9,480 | $765.5K | 0.43% | 00.0% | Unchanged |
| Planning Directions Inc | 9,499 | $767.0K | 0.46% | −1,120−10.5% | Reduced |
| Watchman Group, Inc. | 9,499 | $767.1K | 0.20% | +123+1.3% | Added |
| Strategic Wealth Designers | 9,440 | $767.2K | 0.08% | −333−3.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 9,517 | $768.5K | 0.38% | −297−3.0% | Reduced |
| Lantz Financial LLC | 9,534 | $769.9K | 0.21% | +179+1.9% | Added |
| Horan Securities, Inc. | 9,543 | $770.6K | 0.30% | −239−2.4% | Reduced |
| Childress Capital Advisors, LLC | 9,553 | $771.4K | 0.21% | +373+4.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,570 | $772.8K | 0.14% | −25−0.3% | Reduced |
| Bluesphere Advisors, LLC | 9,576 | $773.3K | 0.38% | +10.0% | Added |
| Weaver Consulting Group | 9,588 | $774.3K | 0.25% | +301+3.2% | Added |
| Charter Oak Capital Management, LLC | 9,618 | $776.7K | 0.07% | +1,236+14.7% | Added |
| Financial Planning & Information Services, Inc. | 9,627 | $777.4K | 0.11% | −171−1.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,630 | $777.6K | 0.20% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 9,633 | $777.9K | 2.17% | −177−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,642 | $778.6K | 0.06% | −53,371−84.7% | Reduced |
| Kades & Cheifetz LLC | 9,660 | $780.0K | 0.45% | +36+0.4% | Added |
| McGowan Group Asset Management, Inc. | 9,677 | $781.4K | 0.10% | +10+0.1% | Added |
| Advance Capital Management, Inc. | 9,698 | $783.1K | 0.03% | +2,901+42.7% | Added |
| Well Done, LLC | 9,698 | $783.1K | 0.14% | −1,119−10.3% | Reduced |
| Culbertson A N & Co Inc | 9,712 | $784.2K | 0.13% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 9,720 | $784.9K | 0.14% | −655−6.3% | Reduced |
| WealthTrust Axiom LLC | 9,730 | $785.7K | 0.23% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 9,737 | $786.3K | 0.19% | +10+0.1% | Added |
| Monticello Wealth Management, LLC | 9,737 | $786.3K | 0.07% | +40.0% | Added |
| Polymer Capital Management (HK) LTD | 9,750 | $787.3K | 0.18% | +9,750 | New |
| Hobbs Group Advisors, LLC | 9,752 | $787.5K | 0.28% | +30+0.3% | Added |
| Versant Capital Management, Inc | 9,761 | $788.2K | 0.18% | +4,152+74.0% | Added |
| Sienna Gestion | 9,806 | $789.9K | 0.05% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 9,797 | $791.1K | 0.24% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 9,800 | $791.4K | 0.15% | +9,800 | New |
| Investors Asset Management of Georgia Inc | 9,808 | $792.0K | 0.37% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 9,810 | $792.2K | 0.76% | +105+1.1% | Added |
| J. L. Bainbridge & Co., Inc. | 9,816 | $792.6K | 0.08% | −14−0.1% | Reduced |
| Clearview Wealth Advisors LLC | 9,837 | $794.3K | 0.61% | −233−2.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 9,843 | $794.8K | 0.29% | −4,368−30.7% | Reduced |
| Aureus Asset Management, LLC | 9,850 | $795.4K | 0.05% | +249+2.6% | Added |
| Peterson Wealth Advisors, LLC | 9,865 | $796.6K | 0.15% | +349+3.7% | Added |
| Gibbs Wealth Management | 9,881 | $797.9K | 0.26% | +954+10.7% | Added |
| Cape Ann Savings Bank | 9,906 | $799.9K | 0.46% | +5,904+147.5% | Added |
| Ashford Capital Management Inc | 9,920 | $801.0K | 0.10% | +9,920 | New |
| Basepoint Wealth LLC | 9,928 | $801.7K | 0.59% | +76+0.8% | Added |
| Altshuler Shaham Ltd | 9,938 | $802.5K | 0.05% | −2,273−18.6% | Reduced |
| Convergence Financial, LLC | 9,939 | $802.6K | 0.17% | −206−2.0% | Reduced |
| Wealthquest Corp | 9,883 | $803.2K | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 9,956 | $803.9K | 0.05% | −115−1.1% | Reduced |