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 |
|---|---|---|---|---|---|
| San Luis Wealth Advisors LLC | 14,923 | $1.21M | 0.25% | +2,772+22.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 15,005 | $1.21M | 0.35% | −465−3.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $1.21M | 0.62% | +15,000 | New |
| St. Louis Trust Co | 15,000 | $1.21M | 0.17% | −3,411−18.5% | Reduced |
| Monetta Financial Services Inc | 15,000 | $1.21M | 1.03% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 15,028 | $1.21M | 0.20% | +1,396+10.2% | Added |
| Grimes & Company, Inc. | 15,055 | $1.22M | 0.03% | +528+3.6% | Added |
| CRA Financial Services, LLC | 15,080 | $1.22M | 0.22% | −619−3.9% | Reduced |
| Ethos Financial Group, LLC | 15,087 | $1.22M | 0.20% | +3,566+31.0% | Added |
| TFB Advisors LLC | 15,086 | $1.22M | 0.36% | +52+0.3% | Added |
| Foster Group, Inc. | 15,088 | $1.22M | 0.05% | −1,109−6.8% | Reduced |
| Compass Financial Group, INC | 15,171 | $1.23M | 0.24% | −50−0.3% | Reduced |
| Indiana Trust & Investment Management CO | 15,200 | $1.23M | 0.42% | +3,150+26.1% | Added |
| Morris Retirement Advisors, LLC | 15,277 | $1.23M | 0.67% | +65+0.4% | Added |
| Prentice Wealth Management LLC | 15,281 | $1.23M | 0.37% | −570−3.6% | Reduced |
| LCNB Corp | 15,284 | $1.23M | 0.44% | −116−0.8% | Reduced |
| Symmetry Partners, LLC | 15,307 | $1.24M | 0.29% | −77,101−83.4% | Reduced |
| Fulcrum Equity Management | 15,329 | $1.24M | 1.05% | +37+0.2% | Added |
| Silvia McColl Wealth Management, LLC | 15,331 | $1.24M | 0.93% | 00.0% | Unchanged |
| MBL Wealth, LLC | 15,372 | $1.24M | 0.13% | −61−0.4% | Reduced |
| Marino, Stram & Associates LLC | 15,373 | $1.24M | 0.28% | +2,412+18.6% | Added |
| Chapin Davis, Inc. | 15,404 | $1.24M | 0.40% | −152−1.0% | Reduced |
| Prudent Man Advisors, LLC | 15,435 | $1.25M | 0.42% | −467−2.9% | Reduced |
| Tevis Investment Management | 15,447 | $1.25M | 0.92% | −3,636−19.1% | Reduced |
| American Capital Advisory, LLC | 15,456 | $1.25M | 0.72% | +10,304+200.0% | Added |
| EHP Funds Inc. | 15,500 | $1.25M | 0.88% | +8,600+124.6% | Added |
| Perennial Investment Advisors, LLC | 15,507 | $1.25M | 0.16% | +305+2.0% | Added |
| Accredited Investors Inc. | 15,518 | $1.25M | 0.07% | +1,227+8.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 15,534 | $1.25M | 0.00% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 15,579 | $1.26M | 0.65% | −610−3.8% | Reduced |
| First Financial Corp | 15,591 | $1.26M | 0.60% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 15,605 | $1.26M | 0.55% | −882−5.3% | Reduced |
| Integrated Investment Consultants, LLC | 15,623 | $1.26M | 0.27% | +5,298+51.3% | Added |
| Royal Capital Wealth Management, LLC | 15,637 | $1.26M | 0.89% | +5,090+48.3% | Added |
| Alera Investment Advisors, LLC | 15,648 | $1.26M | 0.15% | +169+1.1% | Added |
| Narwhal Capital Management | 15,697 | $1.27M | 0.11% | +247+1.6% | Added |
| Abbot Financial Management, Inc. | 15,741 | $1.27M | 0.64% | −150−0.9% | Reduced |
| First Trust Investment Solutions L.P. | 15,763 | $1.27M | 0.14% | +10,509+200.0% | Added |
| Wilkins Investment Counsel Inc | 15,864 | $1.28M | 0.18% | +1,650+11.6% | Added |
| Centerstone Investors, LLC | 15,896 | $1.28M | 1.25% | −43,992−73.5% | Reduced |
| Bellwether Advisors, LLC | 15,907 | $1.28M | 0.25% | +4,344+37.6% | Added |
| Pin Oak Investment Advisors Inc | 15,937 | $1.29M | 1.17% | −2,338−12.8% | Reduced |
| Annex Advisory Services, LLC | 15,960 | $1.29M | 0.04% | −520−3.2% | Reduced |
| Delap Wealth Advisory, LLC | 16,034 | $1.29M | 0.82% | −1,764−9.9% | Reduced |
| Revisor Wealth Management LLC | 16,062 | $1.30M | 0.81% | −679−4.1% | Reduced |
| Hartford Financial Management Inc. | 16,122 | $1.30M | 0.27% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 16,144 | $1.30M | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 16,149 | $1.30M | 0.19% | −13,480−45.5% | Reduced |
| Dillon & Associates Inc | 16,104 | $1.30M | 0.18% | −150−0.9% | Reduced |
| Williamson Legacy Group, LLC | 16,178 | $1.31M | 0.87% | +8,652+115.0% | Added |
| BIP Wealth, LLC | 16,194 | $1.31M | 0.09% | +1,496+10.2% | Added |
| McKinley Carter Wealth Services, Inc. | 16,203 | $1.31M | 0.08% | −32−0.2% | Reduced |
| Inceptionr LLC | 16,247 | $1.31M | 0.32% | +16,247 | New |
| Fortem Financial Group, LLC | 16,253 | $1.31M | 0.53% | −3,494−17.7% | Reduced |
| Laraway Financial Inc | 16,254 | $1.31M | 1.05% | −23−0.1% | Reduced |
| Argus Investors' Counsel, Inc. | 16,264 | $1.31M | 0.86% | −7,521−31.6% | Reduced |
| Proffitt & Goodson Inc | 16,283 | $1.31M | 0.22% | −841−4.9% | Reduced |
| Gould Asset Management LLC | 16,285 | $1.32M | 0.28% | +975+6.4% | Added |
| Probity Advisors, Inc. | 16,298 | $1.32M | 0.25% | −418−2.5% | Reduced |
| TCM Advisors, LLC | – | $1.32M | 1.09% | – | – |
| Transatlantique Private Wealth LLC | 16,372 | $1.32M | 0.51% | −980−5.6% | Reduced |
| Founders Financial Alliance, LLC | 16,425 | $1.33M | 0.37% | +574+3.6% | Added |
| Columbus Macro, LLC | 16,491 | $1.33M | 0.48% | −346−2.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 16,449 | $1.33M | 0.49% | −26−0.2% | Reduced |
| Abacus Planning Group, Inc. | 16,456 | $1.33M | 0.24% | +507+3.2% | Added |
| Peoples Financial Services Corp. | 16,458 | $1.33M | 0.60% | −26−0.2% | Reduced |
| Drive Wealth Management, LLC | 16,491 | $1.33M | 0.35% | +147+0.9% | Added |
| Viawealth, LLC | 16,543 | $1.34M | 0.78% | −1,323−7.4% | Reduced |
| AlphaStar Capital Management, LLC | 16,546 | $1.34M | 0.11% | +1,756+11.9% | Added |
| Archetype Wealth Partners | 16,579 | $1.34M | 0.19% | −5,605−25.3% | Reduced |
| My Legacy Advisors, LLC | 16,591 | $1.34M | 0.53% | −2,202−11.7% | Reduced |
| Atlas Capital Advisors LLC | 16,608 | $1.34M | 0.21% | +1,830+12.4% | Added |
| Summa Corp. | 16,612 | $1.34M | 0.64% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 16,620 | $1.34M | 0.88% | −20−0.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 16,678 | $1.35M | 0.50% | +40.0% | Added |
| Romano Brothers and Company | 16,685 | $1.35M | 0.17% | −150−0.9% | Reduced |
| OneAscent Financial Services LLC | 16,700 | $1.35M | 0.97% | +16,700 | New |
| Cim Investment Mangement Inc | 16,741 | $1.35M | 0.40% | −295−1.7% | Reduced |
| Byrne Asset Management LLC | 16,750 | $1.35M | 0.92% | +25+0.1% | Added |
| Gordian Capital Singapore Pte Ltd | 16,803 | $1.36M | 0.52% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 16,827 | $1.36M | 1.12% | +16,827 | New |
| CMT Capital Markets Trading GmbH | 16,900 | $1.36M | 0.62% | −7,100−29.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,908 | $1.37M | 0.51% | −1,608−8.7% | Reduced |
| First National Bank of Hutchinson | 16,919 | $1.37M | 0.88% | −1,907−10.1% | Reduced |
| Allied Investment Advisors, LLC | 16,986 | $1.37M | 0.27% | 00.0% | Unchanged |
| Intrua Financial, LLC | 16,992 | $1.37M | 0.22% | +4,342+34.3% | Added |
| Hudson Bay Capital Management LP | 17,000 | $1.37M | 0.01% | −44,327−72.3% | Reduced |
| Sunpointe, LLC | 17,012 | $1.37M | 1.13% | +3,811+28.9% | Added |
| Donaldson Capital Management, LLC | 17,088 | $1.38M | 0.05% | −502−2.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 17,091 | $1.38M | 0.26% | +176+1.0% | Added |
| Baker Ellis Asset Management LLC | 17,097 | $1.38M | 0.20% | +1,125+7.0% | Added |
| Regent Peak Wealth Advisors LLC | 17,099 | $1.38M | 0.32% | +107+0.6% | Added |
| Louisbourg Investments Inc. | 17,150 | $1.38M | 0.35% | 00.0% | Unchanged |
| Red Wave Investments LLC | 17,175 | $1.39M | 0.48% | +26+0.2% | Added |
| Personal Cfo Solutions, LLC | 17,205 | $1.39M | 0.19% | +281+1.7% | Added |
| Souders Financial Advisors | 17,219 | $1.39M | 0.19% | −72−0.4% | Reduced |
| Aspen Wealth Strategies, LLC | 17,273 | $1.39M | 0.90% | −4,588−21.0% | Reduced |
| Austin Private Wealth, LLC | 17,294 | $1.40M | 0.14% | +843+5.1% | Added |
| Canvas Wealth Advisors, LLC | 17,298 | $1.40M | 0.39% | +2,043+13.4% | Added |
| Tandem Investment Advisors, Inc. | 17,294 | $1.40M | 0.05% | +3,208+22.8% | Added |