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; 4,426 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
- 3,465
- +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
- 1,367 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 923 | $74.6K | 0.18% | +2+0.2% | Added |
| Union Savings Bank | 973 | $78.6K | 0.04% | +100+11.5% | Added |
| Morton Brown Family Wealth, LLC | 978 | $78.9K | 0.03% | +300+44.2% | Added |
| Criterion Capital Advisors, LLC | 1,212 | $82.1K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,023 | $82.6K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,062 | $85.8K | 0.03% | +420+65.4% | Added |
| Sit Investment Associates Inc | 1,062 | $86.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,059 | $86.0K | 0.03% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 1,066 | $86.1K | 0.03% | +1,066 | New |
| Valued Wealth Advisors LLC | 1,128 | $91.1K | 0.06% | +214+23.4% | Added |
| Cape Investment Advisory, Inc. | 1,183 | $95.5K | 0.04% | −39−3.2% | Reduced |
| Optiver Holding B.V. | 1,216 | $98.2K | 0.00% | −137,461−99.1% | Reduced |
| Providence Capital Advisors, LLC | 1,224 | $98.8K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,232 | $99.6K | 0.05% | +797+183.2% | Added |
| POM Investment Strategies, LLC | 1,324 | $106.9K | 0.08% | −340−20.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,332 | $107.6K | 0.06% | −117−8.1% | Reduced |
| Clear Point Advisors Inc. | 1,358 | $109.7K | 0.08% | +54+4.1% | Added |
| Tower View Investment Management & Research LLC | 1,375 | $111.0K | 0.06% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,381 | $111.5K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,383 | $111.7K | 0.04% | +1,383 | New |
| REAP Financial Group, LLC | 1,386 | $111.9K | 0.03% | +288+26.2% | Added |
| State of Wyoming | 1,435 | $115.9K | 0.02% | +688+92.1% | Added |
| VitalStone Financial, LLC | 1,440 | $116.3K | 0.08% | +3+0.2% | Added |
| Spectrum Wealth Counsel, LLC | 1,446 | $116.8K | 0.01% | −1,031−41.6% | Reduced |
| Red Tortoise LLC | 1,449 | $117.0K | 0.06% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,455 | $117.5K | 0.04% | −16−1.1% | Reduced |
| Dunhill Financial, LLC | 1,459 | $117.8K | 0.06% | +625+74.9% | Added |
| Ritter Daniher Financial Advisory LLC | 1,467 | $118.5K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $121.0K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,584 | $125.3K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,574 | $127.1K | 0.02% | +820+108.8% | Added |
| Perkins Coie Trust Co | 1,579 | $127.5K | 0.03% | +265+20.2% | Added |
| Activest Wealth Management | 1,610 | $130.0K | 0.04% | −109−6.3% | Reduced |
| Luken Investment Analytics, LLC | 1,638 | $132.3K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,684 | $136.0K | 0.03% | −107−6.0% | Reduced |
| CGC Financial Services, LLC | 1,726 | $139.4K | 0.06% | −272−13.6% | Reduced |
| Alpine Bank Wealth Management | 1,771 | $143.0K | 0.02% | +1,771 | New |
| SJS Investment Consulting Inc. | 1,788 | $144.4K | 0.03% | +28+1.6% | Added |
| Beach Investment Counsel Inc | 1,800 | $145.0K | 0.02% | −699−28.0% | Reduced |
| Islay Capital Management, LLC | 1,800 | $145.3K | 0.10% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,806 | $145.8K | 0.13% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,846 | $149.1K | 0.05% | +76+4.3% | Added |
| Centiva Capital, LP | 1,898 | $153.3K | 0.01% | −8,354−81.5% | Reduced |
| Breakwater Investment Management | 1,946 | $157.1K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 1,950 | $157.5K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,968 | $158.9K | 0.03% | +1+0.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,987 | $160.5K | 0.05% | −281−12.4% | Reduced |
| Silicon Valley Capital Partners | 1,992 | $160.8K | 0.02% | +602+43.3% | Added |
| Canton Hathaway, LLC | 2,016 | $163.0K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,051 | $165.6K | 0.10% | +62+3.1% | Added |
| Garde Capital, Inc. | 2,080 | $168.0K | 0.01% | +154+8.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,100 | $169.6K | 0.09% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,100 | $169.6K | 0.10% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,112 | $170.5K | 0.09% | +6+0.3% | Added |
| Abound Wealth Management | 2,162 | $174.6K | 0.06% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 2,183 | $176.0K | 0.09% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 2,187 | $176.6K | 0.12% | −50−2.2% | Reduced |
| New Potomac Partners, LLC | 2,230 | $180.1K | 0.09% | +2,230 | New |
| Global Wealth Strategies & Associates | 2,247 | $181.4K | 0.06% | −5,636−71.5% | Reduced |
| Bruce G. Allen Investments, LLC | 2,303 | $186.0K | 0.14% | −458−16.6% | Reduced |
| Cornerstone Planning Group LLC | 2,285 | $186.7K | 0.05% | −84−3.5% | Reduced |
| Frazier Financial Advisors, LLC | 2,331 | $188.2K | 0.15% | −198−7.8% | Reduced |
| Security National Bank | 2,343 | $189.2K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,401 | $193.9K | 0.04% | +24+1.0% | Added |
| Creative Capital Management Investments LLC | 2,460 | $198.6K | 0.08% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,475 | $199.9K | 0.09% | +1,539+164.4% | Added |
| BCU Wealth Advisors, LLC | 2,480 | $200.2K | 0.12% | +2,480 | New |
| Cosner Financial Group, LLC | 2,484 | $200.6K | 0.13% | +2,484 | New |
| J.Safra Asset Management Corp | 2,517 | $200.8K | 0.02% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 2,493 | $201.3K | 0.05% | +2,493 | New |
| American Investment Services, Inc. | 2,496 | $201.6K | 0.03% | +2,496 | New |
| Gouws Capital LLC | 2,500 | $201.9K | 0.14% | +2,500 | New |
| DHJJ Financial Advisors, Ltd. | 2,502 | $202.0K | 0.08% | −60−2.3% | Reduced |
| Northstar Advisory Group, LLC | 2,507 | $202.5K | 0.11% | +2,507 | New |
| Trillium Asset Management, LLC | 2,510 | $203.0K | 0.00% | +2,510 | New |
| Eldridge Investment Advisors, Inc. | 2,511 | $203.0K | 0.05% | +2,511 | New |
| Dempze Nancy E | 2,517 | $203.2K | 0.11% | +2,517 | New |
| Elevated Capital Advisors, LLC | 2,520 | $203.5K | 0.05% | −566−18.3% | Reduced |
| Litman Gregory Asset Management LLC | 2,527 | $204.1K | 0.02% | +2,527 | New |
| Barton Investment Management | 2,535 | $204.7K | 0.03% | +2,535 | New |
| G&S Capital LLC | 2,536 | $204.8K | 0.09% | +2,536 | New |
| Virtus Investment Advisers, Inc. | 2,542 | $205.3K | 0.16% | −2,608−50.6% | Reduced |
| Greater Midwest Financial Group, LLC | 2,543 | $205.3K | 0.12% | +2,543 | New |
| Kraft Asset Management, LLC | 2,545 | $205.5K | 0.16% | +2,545 | New |
| Hanover Advisors Inc | 2,550 | $205.9K | 0.09% | +2,550 | New |
| Ade, LLC | 2,557 | $206.5K | 0.13% | +2,557 | New |
| Riverstone Advisors, LLC | 2,562 | $206.9K | 0.12% | +2,562 | New |
| Clear Investment Research, LLC | 2,565 | $207.2K | 0.27% | +171+7.1% | Added |
| Opus Capital Group, LLC | 2,582 | $208.0K | 0.03% | +2,582 | New |
| LWM Advisory Services, LLC | 2,579 | $208.3K | 0.15% | +2,579 | New |
| Macroview Investment Management LLC | 2,580 | $208.3K | 0.20% | +28+1.1% | Added |
| Main Street Group, LTD | 2,584 | $208.6K | 0.08% | −185−6.7% | Reduced |
| Leslie Global Wealth, LLC | 2,586 | $208.8K | 0.10% | +2,586 | New |
| Westshore Wealth, LLC | 2,587 | $208.9K | 0.09% | +2,587 | New |
| North Point Portfolio Managers Corp | 2,589 | $209.1K | 0.03% | +2,589 | New |
| Marotta Asset Management | 2,591 | $209.2K | 0.04% | +2,591 | New |
| Cadent Capital Advisors, LLC | 2,601 | $210.0K | 0.07% | +2,601 | New |
| Camelot Portfolios, LLC | 2,604 | $210.3K | 0.21% | −96−3.6% | Reduced |
| Arbor Investment Advisors, LLC | 2,604 | $210.3K | 0.03% | +2,604 | New |
| Rodgers Brothers Inc. | 2,607 | $210.5K | 0.03% | +2,607 | New |