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 |
|---|---|---|---|---|---|
| Concentric Capital Strategies, LP | 17,314 | $1.40M | 0.09% | −43,729−71.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 17,213 | $1.40M | 0.25% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 17,330 | $1.40M | 0.96% | −2,563−12.9% | Reduced |
| Savoie Capital LLC | 17,334 | $1.40M | 0.17% | 00.0% | Unchanged |
| Lavaca Capital LLC | 17,351 | $1.40M | 0.67% | −3,394−16.4% | Reduced |
| Resolute Wealth Strategies, LLC | 17,421 | $1.41M | 0.73% | +50.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,448 | $1.41M | 0.03% | +866+5.2% | Added |
| Merriman Wealth Management, LLC | 17,476 | $1.41M | 0.06% | +94+0.5% | Added |
| D'Orazio & Associates, Inc. | 17,531 | $1.42M | 0.20% | −329−1.8% | Reduced |
| Southeast Asset Advisors Inc. | 17,680 | $1.43M | 0.16% | −288−1.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 21,114 | $1.43M | 0.54% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 17,759 | $1.43M | 0.58% | +1,365+8.3% | Added |
| Moss Adams Wealth Advisors LLC | 17,836 | $1.44M | 0.16% | +1,832+11.4% | Added |
| Fiduciary Alliance LLC | 17,842 | $1.44M | 0.19% | +5,805+48.2% | Added |
| Wealthspan Partners, LLC | 17,846 | $1.44M | 0.71% | +83+0.5% | Added |
| Wetzel Investment Advisors, Inc. | 17,867 | $1.44M | 0.73% | +56+0.3% | Added |
| Linscomb & Williams, Inc. | 17,875 | $1.44M | 0.07% | −1,783−9.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 17,943 | $1.45M | 0.30% | +11,872+195.6% | Added |
| Tri Ri Asset Management Corp | 17,957 | $1.45M | 0.73% | +17,957 | New |
| MWA Asset Management | 17,961 | $1.45M | 0.96% | +231+1.3% | Added |
| Spreng Capital Management, Inc. | 17,987 | $1.45M | 0.68% | −12,090−40.2% | Reduced |
| Papp L Roy & Associates | 18,007 | $1.45M | 0.18% | +202+1.1% | Added |
| Sym Financial Corp | 18,018 | $1.45M | 0.19% | +614+3.5% | Added |
| Icon Wealth Advisors, LLC | 18,054 | $1.46M | 0.12% | +885+5.2% | Added |
| Murphy Pohlad Asset Management LLC | 18,085 | $1.46M | 0.61% | −150−0.8% | Reduced |
| Fort Point Capital Partners LLC | 18,093 | $1.46M | 0.18% | +611+3.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 18,091 | $1.46M | 0.03% | +4,383+32.0% | Added |
| Armor Investment Advisors, LLC | 18,104 | $1.46M | 0.61% | −17,024−48.5% | Reduced |
| Charles Schwab Trust Co | 18,173 | $1.47M | 0.13% | −854−4.5% | Reduced |
| Calton & Associates, Inc. | 18,216 | $1.47M | 0.56% | +13,372+276.1% | Added |
| Clarus Group, Inc. | 18,222 | $1.47M | 0.62% | +1,566+9.4% | Added |
| MB, Levis & Associates, LLC | 18,239 | $1.47M | 0.73% | +80+0.4% | Added |
| Helen Stephens Group, LLC | 18,245 | $1.47M | 0.45% | 00.0% | Unchanged |
| Slagle Financial, LLC | 18,301 | $1.48M | 0.66% | +1,097+6.4% | Added |
| Camden National Bank | 18,310 | $1.48M | 0.21% | −1,680−8.4% | Reduced |
| Principle Wealth Partners LLC | 18,343 | $1.48M | 0.10% | −602−3.2% | Reduced |
| Americana Partners, LLC | 18,499 | $1.49M | 0.10% | +4,221+29.6% | Added |
| Willis Johnson & Associates, Inc. | 18,513 | $1.49M | 0.11% | +431+2.4% | Added |
| W.H. Cornerstone Investments Inc. | 18,512 | $1.50M | 1.01% | −15−0.1% | Reduced |
| Beaton Management Co. Inc. | 18,557 | $1.50M | 0.76% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 18,621 | $1.50M | 0.38% | +683+3.8% | Added |
| Strait & Sound Wealth Management LLC | 18,651 | $1.51M | 0.73% | +1,068+6.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 18,679 | $1.51M | 0.91% | −3,382−15.3% | Reduced |
| Private Wealth Partners, LLC | 18,692 | $1.51M | 0.12% | −61−0.3% | Reduced |
| Grove Bank & Trust | 18,693 | $1.51M | 0.22% | +357+1.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 18,739 | $1.51M | 0.64% | −3,461−15.6% | Reduced |
| Renasant Bank | 18,782 | $1.52M | 1.00% | −2,073−9.9% | Reduced |
| Peak Planning Group, LLC | 18,813 | $1.52M | 0.67% | +393+2.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 18,820 | $1.52M | 0.50% | −174−0.9% | Reduced |
| Security Financial Services, INC. | 18,823 | $1.52M | 0.31% | −347−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,865 | $1.52M | 0.23% | +42+0.2% | Added |
| IMS Capital Management | 18,870 | $1.52M | 0.68% | +12+0.1% | Added |
| Costello Asset Management, INC | 18,894 | $1.53M | 1.02% | +275+1.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 18,972 | $1.53M | 0.38% | +138+0.7% | Added |
| GTS Securities LLC | 18,976 | $1.53M | 0.03% | −166,229−89.8% | Reduced |
| Woodward Diversified Capital, LLC | 18,977 | $1.53M | 0.97% | −552−2.8% | Reduced |
| Great Lakes Retirement, Inc. | 19,008 | $1.53M | 0.20% | +642+3.5% | Added |
| Bill Few Associates, Inc. | 19,029 | $1.54M | 0.55% | −1,470−7.2% | Reduced |
| Catalina Capital Group, LLC | 19,106 | $1.54M | 0.52% | +2,441+14.6% | Added |
| Towerpoint Wealth, LLC | 19,128 | $1.54M | 0.73% | +80.0% | Added |
| Chicago Trust Co NA | 19,133 | $1.54M | 0.27% | +3,523+22.6% | Added |
| Watts Gwilliam & Co., LLC | 19,454 | $1.55M | 0.34% | +19,454 | New |
| KMG Fiduciary Partners, LLC | 19,235 | $1.55M | 0.13% | +609+3.3% | Added |
| MCF Advisors LLC | 19,280 | $1.56M | 0.11% | +1,287+7.2% | Added |
| Financial Advocates Investment Management | 19,299 | $1.56M | 0.09% | +464+2.5% | Added |
| Kowal Investment Group, LLC | 19,310 | $1.56M | 0.29% | −2,742−12.4% | Reduced |
| Magnus Financial Group LLC | 19,310 | $1.56M | 0.16% | +1,196+6.6% | Added |
| Autumn Glory Partners, LLC | 19,312 | $1.56M | 0.60% | −4,332−18.3% | Reduced |
| Benin Management CORP | 19,327 | $1.56M | 0.44% | +955+5.2% | Added |
| Independent Solutions Wealth Management, LLC | 19,343 | $1.56M | 0.35% | −3,264−14.4% | Reduced |
| Strategic Financial Concepts, LLC | 19,356 | $1.56M | 0.50% | −1,286,395−98.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 19,414 | $1.57M | 0.38% | +24+0.1% | Added |
| Simon Quick Advisors, LLC | 19,454 | $1.57M | 0.10% | +2,245+13.0% | Added |
| Diversify Advisory Services, LLC | 19,158 | $1.57M | 0.08% | +507+2.7% | Added |
| Donoghue Forlines LLC | 19,460 | $1.57M | 0.45% | +19,460 | New |
| Transcendent Capital Group LLC | 19,475 | $1.57M | 0.81% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 19,489 | $1.57M | 0.82% | −105−0.5% | Reduced |
| Freemont Management S.A. | 19,500 | $1.57M | 0.82% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 19,526 | $1.58M | 0.24% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 19,530 | $1.58M | 0.55% | −1,442−6.9% | Reduced |
| Biltmore Family Office, LLC | 19,565 | $1.58M | 0.27% | +2,787+16.6% | Added |
| DGS Capital Management, LLC | 19,580 | $1.58M | 0.43% | +3,048+18.4% | Added |
| Sentry Investment Management LLC | 19,609 | $1.58M | 0.67% | −846−4.1% | Reduced |
| Eagle Global Advisors LLC | 19,743 | $1.59M | 0.08% | 00.0% | Unchanged |
| CNB Bank | 19,780 | $1.60M | 0.74% | +1,572+8.6% | Added |
| Holistic Planning, LLC | 19,838 | $1.60M | 0.68% | +8,425+73.8% | Added |
| Wilson & Boucher Capital Management, LLC | 19,862 | $1.60M | 1.10% | −356−1.8% | Reduced |
| BayBridge Capital Group, LLC | 19,969 | $1.61M | 1.16% | +214+1.1% | Added |
| UBS Oconnor LLC | 20,000 | $1.61M | 0.04% | 00.0% | Unchanged |
| Rice Partnership, LLC | 20,015 | $1.62M | 0.33% | −44−0.2% | Reduced |
| Empirical Asset Management, LLC | 20,021 | $1.62M | 0.58% | +17+0.1% | Added |
| Insight Advisors, LLC | 20,023 | $1.62M | 0.28% | +202+1.0% | Added |
| General Partner, Inc. | 20,030 | $1.62M | 1.00% | −1,000−4.8% | Reduced |
| LSV Asset Management | 20,100 | $1.62M | 0.00% | −50,200−71.4% | Reduced |
| Alberta Investment Management Corp | 20,100 | $1.62M | 0.01% | +5,700+39.6% | Added |
| Adamsbrown Wealth Consultants LLC | 20,121 | $1.62M | 0.56% | +525+2.7% | Added |
| Boltwood Capital Management | 20,137 | $1.63M | 0.48% | −610−2.9% | Reduced |
| Kennebec Savings Bank | 20,146 | $1.63M | 1.61% | +20,146 | New |
| N.E.W. Advisory Services LLC | 20,152 | $1.63M | 0.16% | +512+2.6% | Added |
| Park Edge Advisors, LLC | 20,190 | $1.63M | 0.47% | +10,991+119.5% | Added |