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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 9,993 | $806.9K | 0.03% | +9,993 | New |
| Alta Capital Management LLC | 10,000 | $807.5K | 0.05% | −6,500−39.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 10,015 | $808.7K | 0.91% | +916+10.1% | Added |
| LexAurum Advisors, LLC | 10,019 | $809.0K | 0.18% | +110+1.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,041 | $810.8K | 0.04% | +1,823+22.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,045 | $811.2K | 0.27% | +54+0.5% | Added |
| Middleton & Co Inc | 10,071 | $813.2K | 0.09% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 10,082 | $814.1K | 0.42% | +2,742+37.4% | Added |
| Firethorn Wealth Partners, LLC | 10,115 | $816.7K | 0.41% | +1,452+16.8% | Added |
| Five Oceans Advisors | 10,120 | $817.2K | 0.39% | +54+0.5% | Added |
| SC&H Financial Advisors, Inc. | 10,129 | $817.9K | 0.18% | +50.0% | Added |
| Semus Wealth Partners LLC | 10,132 | $818.2K | 0.57% | +110+1.1% | Added |
| Center for Financial Planning, Inc. | 10,134 | $818.3K | 0.11% | +16+0.2% | Added |
| Signature Wealth Management Group | 10,141 | $818.9K | 0.33% | −369−3.5% | Reduced |
| Angeles Investment Advisors, LLC | 10,191 | $822.9K | 0.04% | +466+4.8% | Added |
| Private Portfolio Partners LLC | 10,215 | $824.9K | 0.15% | +10,215 | New |
| NorthCrest Asset Manangement, LLC | 10,221 | $825.3K | 0.02% | +2,272+28.6% | Added |
| North Star Asset Management Inc | 10,255 | $828.1K | 0.04% | +80+0.8% | Added |
| Capital Counsel LLC | 10,257 | $828.3K | 0.04% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 10,236 | $828.5K | 0.52% | 00.0% | Unchanged |
| TFC Financial Management | 10,279 | $830.0K | 0.13% | +1,297+14.4% | Added |
| Quantum Financial Advisors, LLC | 10,298 | $831.6K | 0.13% | +600+6.2% | Added |
| Corundum Group, Inc. | 10,304 | $832.0K | 0.38% | −10,317−50.0% | Reduced |
| Heritage Wealth Management, Inc. | 10,340 | $835.0K | 0.75% | +93+0.9% | Added |
| Norris Perne & French LLP | 10,342 | $835.1K | 0.06% | +175+1.7% | Added |
| Alhambra Investment Partners LLC | 10,356 | $836.2K | 0.43% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,365 | $837.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Partners LLC | 10,371 | $837.5K | 0.28% | +10,371 | New |
| CapWealth Advisors, LLC | 10,373 | $837.7K | 0.09% | +1,388+15.4% | Added |
| Castle Wealth Management LLC | 10,374 | $837.7K | 0.33% | −148−1.4% | Reduced |
| TrueWealth Advisors, LLC | 10,380 | $838.2K | 0.28% | +232+2.3% | Added |
| Winch Advisory Services, LLC | 10,387 | $838.8K | 0.23% | −93−0.9% | Reduced |
| Bright Futures Wealth Management, LLC. | 10,306 | $838.8K | 0.41% | +35+0.3% | Added |
| Masso Torrence Wealth Management Inc. | 10,414 | $840.9K | 0.45% | −34−0.3% | Reduced |
| Sara-Bay Financial | 10,416 | $841.1K | 0.35% | 00.0% | Unchanged |
| KKM Financial LLC | 10,419 | $841.3K | 0.42% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,428 | $842.1K | 0.22% | +429+4.3% | Added |
| Carson Advisory Inc. | 10,533 | $850.6K | 0.53% | −388−3.6% | Reduced |
| Syverson Strege & Co | 10,539 | $851.0K | 0.29% | −3,060−22.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,547 | $851.7K | 0.42% | −41−0.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,559 | $852.6K | 0.17% | +752+7.7% | Added |
| Seeds Investor LLC | 10,573 | $853.7K | 0.32% | +2,274+27.4% | Added |
| Old Point Trust & Financial Services N A | 10,594 | $855.5K | 0.31% | −328−3.0% | Reduced |
| Matisse Capital | 10,617 | $857.3K | 0.42% | −1,400−11.7% | Reduced |
| Rather & Kittrell, Inc. | 10,654 | $860.3K | 0.21% | +1,902+21.7% | Added |
| Ransom Advisory, Ltd | 10,662 | $861.0K | 0.40% | −450−4.0% | Reduced |
| Fort Pitt Capital Group, LLC | 10,677 | $862.2K | 0.02% | +469+4.6% | Added |
| Avondale Wealth Management | 10,700 | $864.0K | 0.56% | 00.0% | Unchanged |
| True North Advisors, LLC | 10,704 | $864.4K | 0.23% | −2,216−17.2% | Reduced |
| Primoris Wealth Advisors, LLC | 10,724 | $866.0K | 0.63% | −150−1.4% | Reduced |
| Advisor Resource Council | 10,746 | $867.7K | 0.39% | +10,746 | New |
| DRW Securities, LLC | 10,755 | $868.5K | 0.05% | −13,962−56.5% | Reduced |
| Mainstream Capital Management LLC | 10,758 | $868.7K | 0.74% | +10,758 | New |
| SRS Capital Advisors, Inc. | 10,781 | $870.6K | 0.08% | +3,475+47.6% | Added |
| Lake Street Financial LLC | 10,793 | $871.5K | 0.14% | −14,868−57.9% | Reduced |
| Duncan Williams Asset Management, LLC | 10,804 | $872.5K | 0.48% | +2,058+23.5% | Added |
| Legacy Financial Group, Inc. | 10,649 | $872.7K | 0.30% | +2,071+24.1% | Added |
| Invesco, LLC | 10,826 | $874.2K | 0.35% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 10,286 | $874.2K | 0.24% | +111+1.1% | Added |
| Waterway Wealth Management, LLC | 10,832 | $874.7K | 0.38% | +608+5.9% | Added |
| Athena Investment Management | 10,850 | $876.1K | 0.50% | −353−3.2% | Reduced |
| Aveo Capital Partners, LLC | 10,860 | $876.9K | 0.09% | −943−8.0% | Reduced |
| MN Wealth Advisors, LLC | 9,452 | $877.5K | 0.50% | −203−2.1% | Reduced |
| Leibman Financial Services, Inc. | 10,897 | $879.9K | 0.62% | −285−2.5% | Reduced |
| Strategic Investment Advisors | 10,929 | $882.5K | 0.10% | +512+4.9% | Added |
| Auxano Advisors, LLC | 10,931 | $882.7K | 0.23% | −2,350−17.7% | Reduced |
| USAdvisors Wealth Management, LLC | 11,071 | $883.0K | 0.31% | +2,547+29.9% | Added |
| Mystic Asset Management, Inc. | 10,936 | $883.1K | 0.33% | +92+0.8% | Added |
| Patrick M Sweeney & Associates, Inc | 10,948 | $884.1K | 0.65% | −44−0.4% | Reduced |
| Cornerstone Advisory, LLC | 10,983 | $886.9K | 0.12% | +152+1.4% | Added |
| E&G Advisors, LP | 10,991 | $887.5K | 0.25% | +200+1.9% | Added |
| Crescent Sterling, Ltd. | 11,018 | $889.7K | 0.85% | −385−3.4% | Reduced |
| Silverlake Wealth Management LLC | 11,036 | $891.1K | 0.34% | −19−0.2% | Reduced |
| Washington Trust Bank | 11,044 | $891.8K | 0.09% | +1,554+16.4% | Added |
| Garrett Wealth Advisory Group, LLC | 11,051 | $892.4K | 0.22% | +759+7.4% | Added |
| Spinnaker Investment Group, LLC | 11,067 | $893.7K | 0.22% | +156+1.4% | Added |
| Pinnacle Bancorp, Inc. | 11,069 | $893.8K | 0.24% | +41+0.4% | Added |
| American Trust | 11,085 | $895.1K | 0.07% | +252+2.3% | Added |
| Coerente Capital Management | 11,100 | $896.3K | 0.17% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 11,122 | $897.0K | 0.14% | +20.0% | Added |
| Lazari Capital Management, Inc. | 11,120 | $897.9K | 0.38% | +123+1.1% | Added |
| 49 Wealth Management, LLC | 11,156 | $900.9K | 0.15% | +2,371+27.0% | Added |
| Lodestar Private Asset Management LLC | 11,216 | $905.7K | 0.12% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 11,247 | $908.2K | 0.66% | −167−1.5% | Reduced |
| Pacific Sage Partners, LLC | 11,255 | $908.8K | 0.22% | +20.0% | Added |
| Kelman-Lazarov, Inc. | 11,290 | $911.7K | 0.16% | +30.0% | Added |
| SS&H Financial Advisors, Inc. | 11,295 | $912.0K | 0.33% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 11,320 | $914.0K | 0.68% | +8+0.1% | Added |
| KPP Advisory Services LLC | 11,342 | $915.9K | 0.22% | −43−0.4% | Reduced |
| Per Stirling Capital Management, LLC. | 11,345 | $916.1K | 0.13% | −147−1.3% | Reduced |
| Integral Investment Advisors, Inc. | 11,355 | $916.9K | 0.31% | −1,453−11.3% | Reduced |
| Onefund, LLC | 11,403 | $920.8K | 0.93% | +201+1.8% | Added |
| Dark Forest Capital Management LP | 11,411 | $921.4K | 0.12% | +11,411 | New |
| Montgomery Investment Management Inc | 11,413 | $921.6K | 0.33% | 00.0% | Unchanged |
| Modus Advisors, LLC | 11,444 | $924.1K | 0.30% | +3,085+36.9% | Added |
| Maiden Cove Capital, LLC | 11,447 | $924.4K | 1.44% | +586+5.4% | Added |
| REDW Wealth LLC | 11,468 | $926.0K | 0.24% | −3,138−21.5% | Reduced |
| TSFG, LLC | 11,485 | $927.0K | 0.20% | +1,832+19.0% | Added |
| Keudell/Morrison Wealth Management | 11,487 | $927.6K | 0.25% | −1,021−8.2% | Reduced |
| Gilman Hill Asset Management, LLC | 11,491 | $927.9K | 0.16% | +7,500+187.9% | Added |