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 |
|---|---|---|---|---|---|
| RBA Wealth Management, LLC | 11,511 | $929.5K | 0.36% | −78,644−87.2% | Reduced |
| First International Bank & Trust | 11,522 | $930.4K | 0.30% | +92+0.8% | Added |
| Grant/GrossMendelsohn, LLC | 11,523 | $930.5K | 0.40% | +21+0.2% | Added |
| UMA Financial Services, Inc. | 11,398 | $930.7K | 0.17% | +52+0.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 11,550 | $933.0K | 0.05% | 00.0% | Unchanged |
| Marest Capital, LLC | 11,575 | $934.7K | 0.79% | +31+0.3% | Added |
| Strategic Advisors LLC | 11,586 | $935.6K | 0.17% | +691+6.3% | Added |
| BSW Wealth Partners | 11,609 | $937.4K | 0.14% | +42+0.4% | Added |
| Stone Point Wealth LLC | 11,610 | $937.5K | 0.30% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 11,623 | $938.6K | 0.71% | −224−1.9% | Reduced |
| Mainsail Financial Group, LLC | 11,702 | $940.9K | 0.56% | −2,884−19.8% | Reduced |
| Oak Asset Management, LLC | 11,668 | $942.2K | 0.33% | −2,225−16.0% | Reduced |
| Geller Advisors LLC | 11,681 | $943.3K | 0.07% | +793+7.3% | Added |
| Prescott Group Capital Management, L.L.C. | 11,700 | $944.8K | 0.14% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 11,716 | $946.0K | 0.09% | +2,831+31.9% | Added |
| Ninepoint Partners LP | 11,726 | $946.9K | 0.12% | −934−7.4% | Reduced |
| Pallas Capital Advisors LLC | 11,403 | $946.9K | 0.04% | +1,705+17.6% | Added |
| Maripau Wealth Management LLC | 11,741 | $948.1K | 0.82% | +674+6.1% | Added |
| Seven Mile Advisory | 11,742 | $948.2K | 0.63% | +447+4.0% | Added |
| Ashton Thomas Securities, LLC | 11,744 | $948.3K | 0.18% | +1,601+15.8% | Added |
| Virtue Capital Management, LLC | 11,753 | $949.0K | 0.19% | −1,202−9.3% | Reduced |
| S.E.E.D. Planning Group LLC | 11,779 | $951.2K | 0.32% | −902−7.1% | Reduced |
| Strategic Investment Solutions, Inc. | 11,785 | $951.6K | 0.29% | +18+0.2% | Added |
| Milestone Asset Management, LLC | 11,798 | $952.7K | 0.21% | +950+8.8% | Added |
| Alta Advisers Ltd | 11,800 | $952.9K | 0.44% | +500+4.4% | Added |
| Excalibur Management Corp | 11,812 | $953.8K | 0.36% | −416−3.4% | Reduced |
| Cromwell Holdings LLC | 11,819 | $954.4K | 0.61% | +155+1.3% | Added |
| Resonant Capital Advisors, LLC | 11,824 | $954.8K | 0.07% | +1,867+18.8% | Added |
| Koa Wealth Management, LLC | 11,832 | $955.4K | 0.74% | −1,436−10.8% | Reduced |
| AA Financial Advisors, LLC | 11,833 | $955.5K | 0.28% | +1,433+13.8% | Added |
| United Bank | 11,844 | $956.4K | 0.11% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11,856 | $957.0K | 0.17% | −4,995−29.6% | Reduced |
| Florida Financial Advisors, LLC | 11,867 | $958.3K | 0.49% | −315−2.6% | Reduced |
| Schear Investment Advisers, LLC | 11,868 | $958.3K | 0.59% | +872+7.9% | Added |
| Main Street Research LLC | 11,874 | $958.9K | 0.06% | +559+4.9% | Added |
| Total Clarity Wealth Management, Inc. | 11,894 | $960.4K | 0.31% | +1,760+17.4% | Added |
| Core Wealth Partners LLC | 11,905 | $961.4K | 0.58% | +2,345+24.5% | Added |
| McAdam, LLC | 11,942 | $964.3K | 0.05% | +2,844+31.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,949 | $964.9K | 0.20% | −3,931−24.8% | Reduced |
| Tiemann Investment Advisors, LLC | 11,954 | $965.3K | 0.42% | −299−2.4% | Reduced |
| Slocum, Gordon & Co LLP | 11,959 | $965.7K | 0.39% | +200+1.7% | Added |
| DF Dent & Co Inc | 11,963 | $966.0K | 0.01% | 00.0% | Unchanged |
| Stableford Capital II LLC | 12,063 | $966.2K | 0.39% | −2,019−14.3% | Reduced |
| Sweet Financial Partners, LLC | 12,036 | $971.9K | 0.21% | +20.0% | Added |
| OmniStar Financial Group, Inc. | 12,025 | $972.7K | 0.73% | +12,025 | New |
| Howard Capital Management Group, LLC | 12,081 | $975.5K | 0.07% | −900−6.9% | Reduced |
| Townsend Asset Management Corp | 12,104 | $977.4K | 0.36% | −31−0.3% | Reduced |
| Arnhold LLC | 12,114 | $978.2K | 0.09% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 12,121 | $978.7K | 0.39% | +101+0.8% | Added |
| River Street Advisors LLC | 12,141 | $980.4K | 0.53% | −240−1.9% | Reduced |
| Landscape Capital Management, L.L.C. | 12,148 | $981.0K | 0.10% | −28,149−69.9% | Reduced |
| Verus Capital Partners, LLC | 12,162 | $982.1K | 0.10% | −976−7.4% | Reduced |
| Paragon Capital Management Ltd | 12,177 | $983.3K | 0.19% | 00.0% | Unchanged |
| United Community Bank | 12,181 | $983.6K | 0.38% | −2,715−18.2% | Reduced |
| Diversified, LLC | 12,210 | $985.9K | 0.11% | +956+8.5% | Added |
| Diversified Enterprises, LLC | 12,210 | $985.9K | 0.11% | +12,210 | New |
| Greenfield Savings Bank | 12,213 | $986.2K | 0.47% | −70−0.6% | Reduced |
| Angeles Wealth Management, LLC | 12,215 | $986.4K | 0.08% | +42+0.3% | Added |
| Sivia Capital Partners, LLC | 12,230 | $987.5K | 0.58% | +174+1.4% | Added |
| Beacon Financial Advisory LLC | 12,257 | $989.7K | 0.34% | +287+2.4% | Added |
| Garrison Asset Management, LLC | 12,308 | $993.9K | 0.50% | +145+1.2% | Added |
| Clear Creek Financial Management, LLC | 12,319 | $994.8K | 0.11% | −48−0.4% | Reduced |
| Clare Market Investments LLC | 12,344 | $996.8K | 0.26% | +16+0.1% | Added |
| S.A. Mason LLC | 12,346 | $997.0K | 0.53% | +27+0.2% | Added |
| Carr Financial Group Corp | 12,356 | $997.7K | 0.30% | +1,358+12.3% | Added |
| OneAscent Wealth Management LLC | 12,368 | $999.0K | 0.38% | +12,368 | New |
| Gleason Group, Inc. | 12,384 | $1.00M | 0.18% | −716−5.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,106 | $1.00M | 0.24% | −50−0.4% | Reduced |
| RW Investment Management LLC | 12,409 | $1.00M | 0.12% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 12,450 | $1.01M | 0.08% | +752+6.4% | Added |
| SRN Advisors, LLC | 12,474 | $1.01M | 0.89% | −6,676−34.9% | Reduced |
| Hanson & Doremus Investment Management | 12,489 | $1.01M | 0.16% | −105−0.8% | Reduced |
| Evanson Asset Management, LLC | 12,493 | $1.01M | 0.07% | −32−0.3% | Reduced |
| Red Mountain Financial, LLC | 12,514 | $1.01M | 1.07% | +2,847+29.5% | Added |
| NFP Retirement, Inc. | 12,517 | $1.01M | 0.08% | −46−0.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,538 | $1.01M | 0.14% | +854+7.3% | Added |
| Davis R M Inc | 12,548 | $1.01M | 0.02% | +1,413+12.7% | Added |
| Edgemoor Investment Advisors, Inc. | 12,568 | $1.01M | 0.09% | +78+0.6% | Added |
| Tectonic Advisors LLC | 12,576 | $1.02M | 0.07% | +33+0.3% | Added |
| Pflug Koory, LLC | 2,634 | $1.02M | 0.50% | +2,634 | New |
| Richard W. Paul & Associates, LLC | 12,649 | $1.02M | 0.37% | −1,614−11.3% | Reduced |
| Beaumont Financial Advisors, LLC | 12,654 | $1.02M | 0.08% | −344−2.6% | Reduced |
| Hardy Reed LLC | 12,657 | $1.02M | 0.09% | +2,436+23.8% | Added |
| WNY Asset Management, LLC | 12,671 | $1.02M | 0.12% | −610−4.6% | Reduced |
| Trueblood Wealth Management, LLC | 12,702 | $1.03M | 0.51% | +550+4.5% | Added |
| Titleist Asset Management, LLC | 12,707 | $1.03M | 0.15% | −1,242−8.9% | Reduced |
| Tang Capital Management LLC | 12,725 | $1.03M | 0.07% | +8,265+185.3% | Added |
| City State Bank | 12,741 | $1.03M | 0.37% | −180−1.4% | Reduced |
| Perpetual Ltd | 12,756 | $1.03M | 0.01% | −1,599−11.1% | Reduced |
| 626 Financial, LLC | 12,808 | $1.03M | 0.57% | −760−5.6% | Reduced |
| Harbour Trust & Investment Management Co | 12,812 | $1.03M | 0.12% | −40−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 12,815 | $1.03M | 0.27% | −3,458−21.2% | Reduced |
| Boulder Hill Capital Management LP | 115,760 | $1.04M | 2.39% | +115,760 | New |
| BLB&B Advisors, LLC | 12,873 | $1.04M | 0.05% | +919+7.7% | Added |
| Family Management Corp | 12,891 | $1.04M | 0.17% | +39+0.3% | Added |
| Swisher Financial Concepts, Inc. | 14,032 | $1.04M | 0.66% | +7,017+100.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 12,908 | $1.04M | 0.09% | +1,256+10.8% | Added |
| Mairs & Power Inc | 12,948 | $1.05M | 0.01% | −670−4.9% | Reduced |
| Hall Laurie J Trustee | 12,945 | $1.05M | 0.33% | +6,000+86.4% | Added |
| Pinnacle Holdings, LLC | 12,955 | $1.05M | 0.41% | −369−2.8% | Reduced |