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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 20,201 | $1.63M | 0.54% | −828−3.9% | Reduced |
| Bridgewater Advisors Inc. | 19,968 | $1.63M | 0.17% | +317+1.6% | Added |
| White Lighthouse Investment Management Inc. | 20,221 | $1.63M | 0.29% | +52+0.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,242 | $1.63M | 0.63% | −35−0.2% | Reduced |
| Concord Asset Management, LLC | 20,300 | $1.64M | 0.37% | +5,547+37.6% | Added |
| Keystone Financial Group | 20,338 | $1.64M | 0.21% | +476+2.4% | Added |
| Strategic Wealth Partners, Ltd. | 20,347 | $1.64M | 0.16% | −51−0.3% | Reduced |
| Everpar Advisors LLC | 20,373 | $1.65M | 0.85% | +449+2.3% | Added |
| Birchbrook, Inc. | 20,385 | $1.65M | 0.91% | −1,079−5.0% | Reduced |
| Evoke Wealth, LLC | 20,425 | $1.65M | 0.04% | +20,425 | New |
| Brady Family Wealth, LLC | 20,426 | $1.65M | 0.50% | −786−3.7% | Reduced |
| Neville Rodie & Shaw Inc | 20,504 | $1.66M | 0.12% | +356+1.8% | Added |
| Harvest Fund Management Co., Ltd | 20,516 | $1.66M | 0.10% | −4,375−17.6% | Reduced |
| TCI Wealth Advisors, Inc. | 20,591 | $1.66M | 0.14% | +1,703+9.0% | Added |
| Lincoln Capital LLC | 20,598 | $1.66M | 0.35% | 00.0% | Unchanged |
| Sky Investment Group LLC | 20,613 | $1.66M | 0.30% | −105−0.5% | Reduced |
| Prostatis Group LLC | 20,633 | $1.67M | 0.55% | −645−3.0% | Reduced |
| ProVise Management Group, LLC | 20,657 | $1.67M | 0.13% | −1,098−5.0% | Reduced |
| MJP Associates Inc | 20,694 | $1.67M | 0.32% | +1,935+10.3% | Added |
| Hurlow Wealth Management Group, Inc. | 20,695 | $1.67M | 0.52% | +72+0.3% | Added |
| Deseret Mutual Benefit Administrators | 20,727 | $1.67M | 0.85% | −1,987−8.7% | Reduced |
| Gladius Capital Management LP | 20,729 | $1.67M | 1.00% | +11,750+130.9% | Added |
| United Asset Strategies, Inc. | 20,753 | $1.68M | 0.16% | −750−3.5% | Reduced |
| Accent Capital Management, LLC | 20,816 | $1.68M | 0.97% | +13,451+182.6% | Added |
| Humankind Investments LLC | 20,838 | $1.68M | 0.61% | −1,428−6.4% | Reduced |
| Boston Family Office LLC | 20,842 | $1.68M | 0.11% | −306−1.4% | Reduced |
| Altfest L J & Co Inc | 20,899 | $1.69M | 0.22% | −96−0.5% | Reduced |
| Nicolet Bankshares Inc | 20,905 | $1.69M | 0.41% | −372−1.7% | Reduced |
| Arlington Trust Co LLC | 20,913 | $1.69M | 0.37% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 20,870 | $1.69M | 0.82% | +336+1.6% | Added |
| Sheets Smith Wealth Management | 20,984 | $1.69M | 0.21% | −461−2.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 21,012 | $1.70M | 0.20% | +381+1.8% | Added |
| Intellectus Partners, LLC | 21,146 | $1.71M | 0.44% | −1,842−8.0% | Reduced |
| Intact Investment Management Inc. | 21,160 | $1.71M | 0.06% | +4,830+29.6% | Added |
| GFG Capital, LLC | 36,315 | $1.71M | 0.69% | −1,533−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 21,170 | $1.71M | 0.02% | +1,372+6.9% | Added |
| Institute for Wealth Management, LLC. | 21,217 | $1.71M | 0.22% | −338−1.6% | Reduced |
| Enterprise Financial Services Corp | 21,283 | $1.72M | 1.00% | −140−0.7% | Reduced |
| Shum Financial Group, Inc. | 20,544 | $1.72M | 1.43% | +20,544 | New |
| Dynasty Wealth Management, LLC | 21,291 | $1.72M | 0.05% | −6,026−22.1% | Reduced |
| Missouri Trust & Investment Co | 21,305 | $1.72M | 0.60% | −325−1.5% | Reduced |
| LongView Wealth Management | 21,341 | $1.72M | 0.55% | +977+4.8% | Added |
| Aberdeen Wealth Management LLC | 21,347 | $1.72M | 1.13% | −2,408−10.1% | Reduced |
| Liberty Capital Management, Inc. | 21,372 | $1.73M | 0.38% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 21,402 | $1.73M | 0.53% | +2,008+10.4% | Added |
| Blueprint Investment Partners LLC | 21,407 | $1.73M | 0.31% | −586−2.7% | Reduced |
| First Financial Bank - Trust Division | 21,439 | $1.73M | 0.16% | −910−4.1% | Reduced |
| First Foundation Advisors | 21,464 | $1.73M | 0.07% | +173+0.8% | Added |
| Nova R Wealth, Inc. | 21,572 | $1.74M | 0.86% | +5,992+38.5% | Added |
| Next Capital Management LLC | 21,692 | $1.75M | 0.71% | −704−3.1% | Reduced |
| Leo Wealth, LLC | 21,710 | $1.75M | 0.16% | −5,416−20.0% | Reduced |
| First Western Trust Bank | 21,782 | $1.76M | 0.08% | −71−0.3% | Reduced |
| Exencial Wealth Advisors, LLC | 21,825 | $1.76M | 0.06% | −3,675−14.4% | Reduced |
| Professional Financial Advisors, LLC | 21,839 | $1.76M | 0.46% | +137+0.6% | Added |
| Lifeworks Advisors, LLC | 21,871 | $1.77M | 0.35% | −2,072−8.7% | Reduced |
| Rocky Mountain Advisers, LLC | 21,893 | $1.77M | 0.54% | +25+0.1% | Added |
| Inlet Private Wealth, LLC | 21,900 | $1.77M | 0.45% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 21,984 | $1.78M | 0.26% | −478−2.1% | Reduced |
| Concord Wealth Partners | 22,016 | $1.78M | 0.30% | +4,269+24.1% | Added |
| Davies Financial Advisors, Inc. | 22,038 | $1.78M | 1.55% | −1,209−5.2% | Reduced |
| Am Investment Strategies LLC | 22,116 | $1.79M | 0.43% | +12+0.1% | Added |
| Orrstown Financial Services Inc | 22,160 | $1.79M | 0.53% | +10,575+91.3% | Added |
| Capital Management Associates | 22,200 | $1.79M | 2.00% | 00.0% | Unchanged |
| Bank Ozk | 22,221 | $1.79M | 0.74% | −178−0.8% | Reduced |
| Aldebaran Financial Inc. | 22,250 | $1.80M | 2.12% | +2,191+10.9% | Added |
| TD Capital Management LLC | 22,360 | $1.81M | 0.18% | +13+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 22,430 | $1.81M | 0.16% | +490+2.2% | Added |
| WMG Financial Advisors, LLC | 22,448 | $1.81M | 0.82% | −48−0.2% | Reduced |
| Fullcircle Wealth LLC | 21,924 | $1.81M | 0.81% | −2,687−10.9% | Reduced |
| Grace & White Inc | 22,500 | $1.82M | 0.33% | −2,850−11.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 22,521 | $1.82M | 0.74% | +22,521 | New |
| Investment Partners, Ltd. | 22,547 | $1.82M | 0.76% | −131−0.6% | Reduced |
| Barr E S & Co | 22,551 | $1.82M | 0.11% | +91+0.4% | Added |
| Live Oak Private Wealth LLC | 22,562 | $1.82M | 0.30% | −76−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 22,569 | $1.82M | 0.13% | −3,438−13.2% | Reduced |
| Saxon Interests, Inc. | 22,592 | $1.82M | 0.83% | −439−1.9% | Reduced |
| Ahl Investment Management, Inc. | 22,595 | $1.82M | 1.26% | −640−2.8% | Reduced |
| Paradigm Asset Management Co LLC | 22,636 | $1.83M | 0.48% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 22,698 | $1.83M | 0.56% | +1,343+6.3% | Added |
| HMS Capital Management, LLC | 22,707 | $1.83M | 0.90% | +40+0.2% | Added |
| Nwam LLC | 22,708 | $1.83M | 0.11% | −131−0.6% | Reduced |
| First Command Advisory Services, Inc. | 22,720 | $1.83M | 0.02% | −481−2.1% | Reduced |
| Douglas Lane & Associates, LLC | 22,755 | $1.84M | 0.03% | −3,401−13.0% | Reduced |
| Consilium Wealth Advisory, LLC | 22,818 | $1.84M | 1.01% | +13,948+157.2% | Added |
| Maven Securities LTD | 22,837 | $1.84M | 0.21% | +4,063+21.6% | Added |
| Trustco Bank Corp N Y | 22,837 | $1.84M | 1.85% | −341−1.5% | Reduced |
| American State Bank (Iowa) | 22,866 | $1.85M | 1.12% | −272−1.2% | Reduced |
| Catalyst Financial Partners LLC | 22,879 | $1.85M | 0.36% | +190+0.8% | Added |
| DT Investment Partners, LLC | 22,879 | $1.85M | 0.15% | +324+1.4% | Added |
| Northwest Wealth Management, LLC | 22,921 | $1.85M | 0.43% | −3,147−12.1% | Reduced |
| First Community Trust NA | 22,962 | $1.85M | 1.52% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 22,964 | $1.85M | 0.15% | +361+1.6% | Added |
| PDS Planning, Inc | 22,967 | $1.85M | 0.17% | +807+3.6% | Added |
| Prossimo Advisors, LLC | 22,971 | $1.85M | 1.35% | +68+0.3% | Added |
| Elgethun Capital Management | 23,002 | $1.86M | 0.44% | +35+0.2% | Added |
| Camden Capital, LLC | 22,992 | $1.86M | 0.20% | +153+0.7% | Added |
| Magnolia Capital Advisors LLC | 23,103 | $1.87M | 0.93% | −4,073−15.0% | Reduced |
| AdvisorNet Financial, Inc | 23,114 | $1.87M | 0.14% | +1,911+9.0% | Added |
| Mountain Pacific Investment Advisers Inc | 23,149 | $1.87M | 0.13% | −253−1.1% | Reduced |
| Uncommon Cents Investing LLC | 23,231 | $1.88M | 0.53% | +30+0.1% | Added |