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 |
|---|---|---|---|---|---|
| Trust Co | 12,955 | $1.05M | 0.13% | −3,135−19.5% | Reduced |
| BluePath Capital Management, LLC | 12,960 | $1.05M | 0.66% | +1,228+10.5% | Added |
| Asset Management Group, Inc. | 12,993 | $1.05M | 0.18% | −1,095−7.8% | Reduced |
| First County Bank | 13,014 | $1.05M | 0.52% | +190+1.5% | Added |
| Emprise Bank | 13,024 | $1.05M | 0.61% | −1,000−7.1% | Reduced |
| Ullmann Financial Group, Inc. | 13,036 | $1.05M | 0.14% | +147+1.1% | Added |
| Hudock, Inc. | 13,039 | $1.05M | 0.18% | +158+1.2% | Added |
| Net Worth Advisory Group | 13,040 | $1.05M | 0.31% | +13,040 | New |
| Paladin Wealth, LLC | 13,044 | $1.05M | 0.92% | +13,044 | New |
| O'Rourke & Company, Inc | 13,048 | $1.05M | 0.53% | +378+3.0% | Added |
| Eagle Rock Investment Company, LLC | 13,069 | $1.06M | 0.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 13,102 | $1.06M | 0.02% | −1,548,225−99.2% | Reduced |
| CCG Wealth Management, LLC | 13,078 | $1.06M | 0.59% | −76−0.6% | Reduced |
| Proathlete Wealth Management LLC | 13,096 | $1.06M | 0.44% | +34+0.3% | Added |
| Raleigh Capital Management Inc. | 13,114 | $1.06M | 0.41% | −241−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,117 | $1.06M | 0.10% | −3,948−23.1% | Reduced |
| Waycross Investment Management Co | 13,124 | $1.06M | 0.98% | −1,049−7.4% | Reduced |
| MONECO Advisors, LLC | 13,130 | $1.06M | 0.13% | −262−2.0% | Reduced |
| MEMBERS Trust Co | 13,154 | $1.06M | 0.03% | +42+0.3% | Added |
| Violich Capital Management, Inc. | 13,175 | $1.06M | 0.14% | +200+1.5% | Added |
| Cypress Wealth Services, LLC | 13,186 | $1.06M | 0.22% | +7+0.1% | Added |
| W Advisors, LLC | 13,188 | $1.06M | 0.66% | +197+1.5% | Added |
| Wulff, Hansen & Co. | 13,221 | $1.07M | 1.00% | −717−5.1% | Reduced |
| Armstrong Advisory Group, Inc | 13,229 | $1.07M | 0.09% | −555−4.0% | Reduced |
| Fort Sheridan Advisors LLC | 13,235 | $1.07M | 0.16% | −529−3.8% | Reduced |
| Aprio Wealth Management, LLC | 13,261 | $1.07M | 0.17% | +1,197+9.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,270 | $1.07M | 0.68% | −100−0.7% | Reduced |
| Puzo Michael J | 13,302 | $1.07M | 0.28% | −1,197−8.3% | Reduced |
| Financial Insights, Inc. | 13,305 | $1.07M | 0.34% | −7,557−36.2% | Reduced |
| Wiser Advisor Group LLC | 13,319 | $1.08M | 1.61% | −215−1.6% | Reduced |
| Patriot Investment Management Inc. | 13,329 | $1.08M | 0.08% | −1,458−9.9% | Reduced |
| HHM Wealth Advisors, LLC | 13,341 | $1.08M | 0.15% | −447−3.2% | Reduced |
| WESPAC Advisors, LLC | 13,361 | $1.08M | 0.80% | +5,744+75.4% | Added |
| Global Assets Advisory, LLC | 13,308 | $1.08M | 0.59% | +13,308 | New |
| Apeiron RIA LLC | 13,396 | $1.08M | 0.31% | −95−0.7% | Reduced |
| Cladis Investment Advisory, LLC | 13,419 | $1.08M | 0.75% | −224−1.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 13,428 | $1.08M | 0.64% | −88−0.7% | Reduced |
| Centennial Bank | 13,432 | $1.08M | 0.50% | −881−6.2% | Reduced |
| Ambassador Advisors, LLC | 13,463 | $1.09M | 0.19% | −542−3.9% | Reduced |
| Jarislowsky, Fraser Ltd | 13,493 | $1.09M | 0.01% | −405−2.9% | Reduced |
| Plan Group Financial, LLC | 13,498 | $1.09M | 0.58% | +10.0% | Added |
| Crestline Management, LP | 13,627 | $1.10M | 0.06% | +13,627 | New |
| Pecaut & Co. | 13,635 | $1.10M | 0.39% | −1,800−11.7% | Reduced |
| Cercano Management LLC | 13,635 | $1.10M | 0.03% | +13,635 | New |
| Proquility Private Wealth Partners, LLC | 13,664 | $1.10M | 0.35% | −2,074−13.2% | Reduced |
| Ellenbecker Investment Group | 13,728 | $1.11M | 0.21% | +315+2.3% | Added |
| Moody Lynn & Lieberson, LLC | 13,782 | $1.11M | 0.07% | +2,262+19.6% | Added |
| Bullock Wealth Management Group | 13,708 | $1.11M | 0.67% | +267+2.0% | Added |
| Smith Shellnut Wilson LLC | 13,800 | $1.11M | 0.50% | −70−0.5% | Reduced |
| Oxford Financial Group Ltd | 13,841 | $1.12M | 0.07% | −2,327−14.4% | Reduced |
| Triangle Securities Wealth Management | 13,880 | $1.12M | 0.29% | +258+1.9% | Added |
| Verity & Verity, LLC | 13,882 | $1.12M | 0.11% | −1,443−9.4% | Reduced |
| Cowa, LLC | 13,900 | $1.12M | 0.53% | +1,732+14.2% | Added |
| Traphagen Investment Advisors LLC | 13,924 | $1.12M | 0.11% | +67+0.5% | Added |
| Cadinha & Co LLC | 13,952 | $1.13M | 0.19% | +47+0.3% | Added |
| Renaissance Group LLC | 13,963 | $1.13M | 0.05% | −711−4.8% | Reduced |
| Wealth Effects LLC | 13,993 | $1.13M | 0.40% | −760−5.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 14,004 | $1.13M | 0.06% | +206+1.5% | Added |
| Ami Investment Management Inc | 14,063 | $1.14M | 0.38% | −253−1.8% | Reduced |
| Lee Financial Co | 14,088 | $1.14M | 0.16% | +907+6.9% | Added |
| ASB Consultores, LLC | 14,125 | $1.14M | 0.45% | −1,362−8.8% | Reduced |
| Old North State Trust, LLC | 14,124 | $1.14M | 0.93% | +252+1.8% | Added |
| Banque Pictet & Cie SA | 14,135 | $1.14M | 0.01% | −43,792−75.6% | Reduced |
| Driehaus Capital Management LLC | 14,150 | $1.14M | 0.01% | +689+5.1% | Added |
| Knollwood Investment Advisory, LLC | 14,157 | $1.14M | 0.12% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 14,179 | $1.14M | 0.06% | +539+4.0% | Added |
| KWB Wealth | 16,911 | $1.15M | 0.15% | −3,701−18.0% | Reduced |
| New Century Financial Group, LLC | 14,200 | $1.15M | 0.42% | +1,222+9.4% | Added |
| Kidder Stephen W | 14,240 | $1.15M | 0.34% | −825−5.5% | Reduced |
| Intrepid Capital Management Inc | 14,240 | $1.15M | 0.64% | +955+7.2% | Added |
| Veracity Capital LLC | 14,240 | $1.15M | 0.44% | +349+2.5% | Added |
| Wrapmanager Inc | 14,258 | $1.15M | 0.30% | +1,291+10.0% | Added |
| Optas, LLC | 14,266 | $1.15M | 0.26% | +120+0.8% | Added |
| Solstein Capital, LLC | 14,271 | $1.15M | 0.61% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 14,280 | $1.15M | 0.38% | +14,280 | New |
| Cardiff Park Advisors, LLC | 14,320 | $1.16M | 0.10% | +24+0.2% | Added |
| Napatree Capital LLC | 14,331 | $1.16M | 0.81% | +1,798+14.3% | Added |
| Waterfront Wealth Inc. | 14,018 | $1.16M | 0.28% | +954+7.3% | Added |
| JSF Financial, LLC | 14,343 | $1.16M | 0.34% | +1,316+10.1% | Added |
| Brandywine Oak Private Wealth LLC | 14,364 | $1.16M | 0.11% | +117+0.8% | Added |
| CORDA Investment Management, LLC. | 14,382 | $1.16M | 0.09% | +14,382 | New |
| Vivaldi Capital Management, LLC | 14,383 | $1.16M | 0.34% | +393+2.8% | Added |
| Patron Partners Advisors, LLC | 14,389 | $1.16M | 0.64% | +403+2.9% | Added |
| Aspiriant, LLC | 14,450 | $1.17M | 0.04% | −773−5.1% | Reduced |
| Crumly & Associates Inc. | 14,461 | $1.17M | 0.32% | −99−0.7% | Reduced |
| Hendershot Investments Inc. | 14,473 | $1.17M | 0.16% | +2,400+19.9% | Added |
| Pioneer Trust Bank N A | 14,500 | $1.17M | 0.30% | −950−6.1% | Reduced |
| Curbstone Financial Management Corp | 14,598 | $1.18M | 0.25% | +594+4.2% | Added |
| Alta Wealth Advisors LLC | 14,602 | $1.18M | 0.54% | +1,339+10.1% | Added |
| Sanders Morris Harris LLC | 14,607 | $1.18M | 0.20% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 14,657 | $1.18M | 0.58% | +480+3.4% | Added |
| Wealth Management Partners, LLC | 14,660 | $1.18M | 0.55% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 14,669 | $1.18M | 0.65% | −26−0.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,754 | $1.19M | 0.18% | +353+2.5% | Added |
| USA Financial Portformulas Corp | 14,755 | $1.19M | 0.19% | +2,276+18.2% | Added |
| Outlook Wealth Advisors, LLC | 14,790 | $1.19M | 0.34% | +9,065+158.3% | Added |
| Augustine Asset Management Inc | 14,800 | $1.20M | 0.42% | +443+3.1% | Added |
| Breakwater Capital Group | 14,811 | $1.20M | 0.24% | +101+0.7% | Added |
| RIA Advisory Group LLC | 14,822 | $1.20M | 0.42% | +14,822 | New |
| Boston Trust Walden Corp | 14,916 | $1.20M | 0.01% | −450−2.9% | Reduced |