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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 23,276 | $1.88M | 0.32% | −2,387−9.3% | Reduced |
| CWS Financial Advisors, LLC | 23,390 | $1.89M | 0.67% | +60.0% | Added |
| Disciplined Investments, LLC | 23,428 | $1.89M | 0.93% | +348+1.5% | Added |
| Central Pacific Bank - Trust Division | 23,439 | $1.89M | 0.24% | 00.0% | Unchanged |
| Quent Capital, LLC | 23,549 | $1.90M | 0.19% | +1,311+5.9% | Added |
| Eqis Capital Management, Inc. | 23,523 | $1.90M | 0.15% | −928−3.8% | Reduced |
| Focused Wealth Management, Inc | 23,590 | $1.90M | 0.26% | −235−1.0% | Reduced |
| Sound Income Strategies, LLC | 23,612 | $1.91M | 0.12% | −1,197−4.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 23,659 | $1.91M | 0.28% | −43−0.2% | Reduced |
| TBH Global Asset Management, LLC | 23,711 | $1.91M | 0.42% | +2,948+14.2% | Added |
| River & Mercantile Asset Management LLP | 23,713 | $1.91M | 0.41% | +837+3.7% | Added |
| Chilton Capital Management LLC | 23,719 | $1.92M | 0.08% | −1,082−4.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 23,720 | $1.92M | 0.36% | +118+0.5% | Added |
| Baker Avenue Asset Management, LP | 23,757 | $1.92M | 0.06% | +3,045+14.7% | Added |
| Tradition Wealth Management, LLC | 23,792 | $1.92M | 0.17% | +608+2.6% | Added |
| KFG Wealth Management, LLC | 23,815 | $1.92M | 0.42% | +1,673+7.6% | Added |
| Davis Capital Management | 23,860 | $1.93M | 1.52% | −492−2.0% | Reduced |
| Certified Advisory Corp | 23,875 | $1.93M | 0.21% | −68−0.3% | Reduced |
| KC Investment Advisors, LLC | 23,877 | $1.93M | 0.81% | +729+3.1% | Added |
| Boxwood Ventures, Inc. | 23,991 | $1.94M | 3.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 23,996 | $1.94M | 0.54% | +70+0.3% | Added |
| RDA Financial Network | 24,042 | $1.94M | 0.60% | +339+1.4% | Added |
| Tempus Wealth Planning, LLC | 24,061 | $1.94M | 0.71% | +233+1.0% | Added |
| Kiley Juergens Wealth Management, LLC | 24,079 | $1.94M | 0.50% | +896+3.9% | Added |
| Fiduciary Family Office, LLC | 24,164 | $1.95M | 0.64% | +7,251+42.9% | Added |
| Keebeck Wealth Management, LLC | 24,177 | $1.95M | 0.28% | +58+0.2% | Added |
| Pitcairn Co | 24,223 | $1.96M | 0.12% | −6,061−20.0% | Reduced |
| SWS Partners | 24,226 | $1.96M | 0.62% | −4,026−14.3% | Reduced |
| WMS Partners, LLC | 24,247 | $1.96M | 0.11% | −524−2.1% | Reduced |
| Vigilare Wealth Management | 24,289 | $1.96M | 0.79% | −449−1.8% | Reduced |
| Burford Brothers, Inc. | 24,300 | $1.96M | 1.02% | +815+3.5% | Added |
| Blue Chip Partners, Inc. | 24,324 | $1.96M | 0.17% | +65+0.3% | Added |
| Kingfisher Capital LLC | 24,342 | $1.97M | 0.45% | +278+1.2% | Added |
| Hollencrest Capital Management | 24,345 | $1.97M | 0.08% | −58−0.2% | Reduced |
| First Commonwealth Financial Corp | 24,434 | $1.97M | 0.47% | +159+0.7% | Added |
| RMB Capital Management, LLC | 24,450 | $1.97M | 0.04% | +7,381+43.2% | Added |
| Old Port Advisors | 24,453 | $1.97M | 0.55% | −438−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,513 | $1.98M | 0.21% | −12,317−33.4% | Reduced |
| Heartland Bank & Trust Co | 24,515 | $1.98M | 1.07% | −2,139−8.0% | Reduced |
| XML Financial, LLC | 24,515 | $1.98M | 0.18% | −566−2.3% | Reduced |
| Brown Financial Advisors | 24,520 | $1.98M | 0.82% | −712−2.8% | Reduced |
| Atom Investors LP | 24,546 | $1.98M | 0.21% | −20,832−45.9% | Reduced |
| Legacy Advisors, LLC | 24,551 | $1.98M | 0.21% | +17+0.1% | Added |
| Wealth Alliance | 24,589 | $1.99M | 0.24% | −2,265−8.4% | Reduced |
| Logan Capital Management Inc | 24,614 | $1.99M | 0.08% | +188+0.8% | Added |
| 44 Wealth Management LLC | 23,878 | $1.99M | 0.70% | +23,878 | New |
| Adirondack Trust Co | 24,656 | $1.99M | 0.77% | +78+0.3% | Added |
| Ignite Planners, LLC | 24,663 | $1.99M | 0.46% | −4,828−16.4% | Reduced |
| LVW Advisors, LLC | 24,689 | $1.99M | 0.26% | −944−3.7% | Reduced |
| Secure Asset Management, LLC | 24,744 | $2.00M | 0.34% | −4,605−15.7% | Reduced |
| Winthrop Advisory Group LLC | 24,784 | $2.00M | 0.25% | −186−0.7% | Reduced |
| TLWM | 24,907 | $2.01M | 0.41% | −215−0.9% | Reduced |
| Trust Co of Toledo NA | 24,935 | $2.01M | 0.27% | +650+2.7% | Added |
| Quotient Wealth Partners, LLC | 24,959 | $2.02M | 0.07% | −3,793−13.2% | Reduced |
| Beacon Capital Management, LLC | 24,992 | $2.02M | 0.29% | +208+0.8% | Added |
| Legacy Financial Advisors, Inc. | 25,072 | $2.02M | 0.34% | +457+1.9% | Added |
| Premier Path Wealth Partners, LLC | 25,092 | $2.03M | 0.32% | +69+0.3% | Added |
| Hilltop National Bank | 25,092 | $2.03M | 0.62% | −48−0.2% | Reduced |
| Gilbert & Cook, Inc. | 25,118 | $2.03M | 0.28% | +118+0.5% | Added |
| DeDora Capital, Inc. | 25,222 | $2.04M | 0.57% | −233−0.9% | Reduced |
| WBH Advisory Inc | 25,241 | $2.04M | 0.19% | −1,371−5.2% | Reduced |
| GoalVest Advisory LLC | 25,293 | $2.04M | 0.59% | +371+1.5% | Added |
| Callan Capital, LLC | 25,336 | $2.05M | 0.14% | +1,677+7.1% | Added |
| Journey Strategic Wealth LLC | 25,337 | $2.05M | 0.07% | +7,709+43.7% | Added |
| IPG Investment Advisors LLC | 25,352 | $2.05M | 0.45% | −622−2.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,403 | $2.05M | 0.28% | −283−1.1% | Reduced |
| Birmingham Capital Management Co Inc | 25,437 | $2.05M | 0.75% | −100−0.4% | Reduced |
| Resurgent Financial Advisors LLC | 25,495 | $2.06M | 1.20% | −658−2.5% | Reduced |
| Platform Technology Partners | 25,497 | $2.06M | 0.65% | +50.0% | Added |
| Cassaday & Co Wealth Management LLC | 25,500 | $2.06M | 0.06% | +748+3.0% | Added |
| Kesler, Norman & Wride, LLC | 25,497 | $2.06M | 0.40% | −7,072−21.7% | Reduced |
| Marcum Wealth, LLC | 25,536 | $2.06M | 0.19% | +297+1.2% | Added |
| Insight Wealth Strategies, LLC | 25,573 | $2.07M | 0.27% | −136−0.5% | Reduced |
| Colonial River Wealth Management, LLC | 25,592 | $2.07M | 1.03% | +9,285+56.9% | Added |
| Cyndeo Wealth Partners, LLC | 25,623 | $2.07M | 0.14% | +4,455+21.0% | Added |
| Trust Co of the South | 25,647 | $2.07M | 0.44% | +138+0.5% | Added |
| Brophy Wealth Management, LLC | 25,661 | $2.07M | 0.74% | +25,661 | New |
| Portside Wealth Group, LLC | 25,665 | $2.07M | 0.35% | −4,977−16.2% | Reduced |
| Chesapeake Wealth Management | 25,678 | $2.07M | 0.71% | −117−0.5% | Reduced |
| Triton Wealth Management, PLLC | 25,626 | $2.08M | 1.18% | +1,423+5.9% | Added |
| Samjo Management, LLC | 25,890 | $2.09M | 0.72% | 00.0% | Unchanged |
| Shell Asset Management Co | 25,906 | $2.09M | 0.09% | +25,906 | New |
| BOK Financial Private Wealth, Inc. | 25,940 | $2.09M | 0.15% | −2,497−8.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 26,024 | $2.10M | 0.28% | +1,417+5.8% | Added |
| Orser Capital Management, LLC | 26,028 | $2.10M | 1.63% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 26,036 | $2.10M | 0.94% | +26,036 | New |
| Hoey Investments, Inc | 31,239 | $2.12M | 0.40% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 26,234 | $2.12M | 0.03% | +26,234 | New |
| Private Harbour Investment Management & Counsel, LLC | 26,253 | $2.12M | 2.23% | −361−1.4% | Reduced |
| Park National Corp | 26,317 | $2.13M | 0.07% | −78−0.3% | Reduced |
| OMC Financial Services LTD | 31,424 | $2.13M | 1.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 26,216 | $2.13M | 0.42% | +1,672+6.8% | Added |
| Diamant Asset Management, Inc. | 26,421 | $2.13M | 1.34% | −650−2.4% | Reduced |
| Valley Brook Capital Group | 26,477 | $2.14M | 1.54% | +225+0.9% | Added |
| Beaumont Asset Management, L.L.C. | 26,538 | $2.14M | 1.25% | +916+3.6% | Added |
| Register Financial Advisors LLC | 26,651 | $2.15M | 1.10% | −703−2.6% | Reduced |
| Lokken Investment Group LLC | 26,704 | $2.16M | 0.90% | +1,764+7.1% | Added |
| Prestige Wealth Management Group LLC | 26,801 | $2.16M | 0.45% | +199+0.7% | Added |
| Massachusetts Wealth Management | 26,804 | $2.16M | 1.36% | +2,150+8.7% | Added |
| Morningstar Investment Services LLC | 27,140 | $2.17M | 0.02% | +4,040+17.5% | Added |