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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 26,815 | $2.17M | 0.34% | −26,637−49.8% | Reduced |
| Bedel Financial Consulting, Inc. | 26,823 | $2.17M | 0.31% | +969+3.7% | Added |
| Nilsine Partners, LLC | 26,847 | $2.17M | 0.28% | +13,498+101.1% | Added |
| Capstone Investment Advisors, LLC | 26,916 | $2.17M | 0.04% | −24,975−48.1% | Reduced |
| ZWJ Investment Counsel Inc | 27,050 | $2.18M | 0.09% | −2,375−8.1% | Reduced |
| CMG Global Holdings, LLC | 27,077 | $2.19M | 1.23% | −614−2.2% | Reduced |
| Painted Porch Advisors LLC | 27,078 | $2.19M | 1.11% | −101−0.4% | Reduced |
| Fragasso Group Inc. | 27,083 | $2.19M | 0.17% | −11,442−29.7% | Reduced |
| Westpac Banking Corp | 27,158 | $2.19M | 0.15% | +950+3.6% | Added |
| Edgestream Partners, L.P. | 27,175 | $2.19M | 0.10% | −109−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 27,262 | $2.20M | 1.75% | +1,237+4.8% | Added |
| CVA Family Office, LLC | 27,344 | $2.21M | 0.36% | −535−1.9% | Reduced |
| Ballast, Inc. | 27,372 | $2.21M | 0.63% | −489−1.8% | Reduced |
| Wynn Capital, LLC | 27,405 | $2.21M | 1.45% | +415+1.5% | Added |
| Savvy Advisors, Inc. | 27,479 | $2.22M | 0.45% | +1,598+6.2% | Added |
| Fidelis Capital Partners, LLC | 26,666 | $2.22M | 0.26% | +51+0.2% | Added |
| Ethic Inc. | 37,005 | $2.23M | 0.06% | −19,850−34.9% | Reduced |
| Park Place Capital Corp | 27,592 | $2.23M | 0.64% | +1,227+4.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,041 | $2.23M | 0.85% | −526−1.9% | Reduced |
| RMR Wealth Builders | 27,618 | $2.23M | 0.24% | +34+0.1% | Added |
| Main Street Financial Solutions, LLC | 27,647 | $2.23M | 0.20% | +4,482+19.3% | Added |
| Home Federal Bank of Tennessee | 27,647 | $2.23M | 0.64% | +448+1.6% | Added |
| First National Bank & Trust Co of Newtown | 27,692 | $2.24M | 0.43% | −360−1.3% | Reduced |
| LRI Investments, LLC | 26,495 | $2.24M | 0.22% | −120.0% | Reduced |
| Summit X, LLC | 33,030 | $2.24M | 0.54% | −2,601−7.3% | Reduced |
| Navalign, LLC | 27,742 | $2.24M | 0.66% | −1,129−3.9% | Reduced |
| Pure Financial Advisors, Inc. | 27,869 | $2.25M | 0.05% | +4,174+17.6% | Added |
| BEAM Asset Management, LLC | 27,904 | $2.25M | 0.68% | −830−2.9% | Reduced |
| Geneva Capital Management LLC | 27,930 | $2.26M | 0.04% | −2,420−8.0% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 27,867 | $2.26M | 1.79% | −2,183−7.3% | Reduced |
| Patten Group, Inc. | 28,022 | $2.26M | 0.50% | −106−0.4% | Reduced |
| Coastal Bridge Advisors, LLC | 28,068 | $2.27M | 0.56% | +16+0.1% | Added |
| Jmac Enterprises LLC | 28,289 | $2.28M | 0.36% | +98+0.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28,324 | $2.29M | 0.19% | +3,033+12.0% | Added |
| Monument Capital Management | 28,348 | $2.29M | 0.63% | +793+2.9% | Added |
| First PREMIER Bank | 28,403 | $2.29M | 0.57% | −679−2.3% | Reduced |
| SOL Capital Management CO | 28,410 | $2.29M | 0.25% | −2,780−8.9% | Reduced |
| Meridian Wealth Advisors, LLC | 28,420 | $2.29M | 0.38% | −1,828−6.0% | Reduced |
| Advisory Alpha, LLC | 28,420 | $2.30M | 0.08% | +1,075+3.9% | Added |
| Oxbow Advisors, LLC | 28,453 | $2.30M | 0.23% | +8,834+45.0% | Added |
| Highland Capital Management, LLC | 28,519 | $2.30M | 0.13% | +2,000+7.5% | Added |
| MRP Capital Investments, LLC | 28,548 | $2.31M | 2.19% | −664−2.3% | Reduced |
| Napa Wealth Management | 28,569 | $2.31M | 1.09% | +28,569 | New |
| Bridgefront Capital, LLC | 28,624 | $2.31M | 0.89% | −12,774−30.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 28,730 | $2.32M | 0.92% | −110−0.4% | Reduced |
| CV Advisors LLC | 28,748 | $2.32M | 1.19% | 00.0% | Unchanged |
| West Family Investments, Inc. | 28,872 | $2.33M | 0.79% | +1,528+5.6% | Added |
| Peoples Bank | 28,899 | $2.33M | 1.57% | −350−1.2% | Reduced |
| Archer Investment Corp | 28,970 | $2.34M | 0.63% | +651+2.3% | Added |
| Optimum Investment Advisors | 29,037 | $2.34M | 1.01% | −1,650−5.4% | Reduced |
| Strong Tower Advisory Services | 29,045 | $2.35M | 0.65% | +1,508+5.5% | Added |
| CoreFirst Bank & Trust | 29,062 | $2.35M | 1.36% | −5,250−15.3% | Reduced |
| Wellington Shields Capital Management, LLC | 29,101 | $2.35M | 0.41% | +4,431+18.0% | Added |
| Fortitude Advisory Group L.L.C. | 29,109 | $2.35M | 1.48% | +1,250+4.5% | Added |
| Accretive Wealth Partners, LLC | 29,111 | $2.35M | 0.98% | −789−2.6% | Reduced |
| Vaughan David Investments LLC | 29,210 | $2.36M | 0.05% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 29,274 | $2.36M | 0.07% | +1,041+3.7% | Added |
| Ridgepath Capital Management LLC | 29,329 | $2.37M | 1.89% | +7,447+34.0% | Added |
| Joel Isaacson & Co., LLC | 29,351 | $2.37M | 0.11% | −362−1.2% | Reduced |
| E Fund Management Co., Ltd. | 29,357 | $2.37M | 0.12% | +1,355+4.8% | Added |
| Avestar Capital, LLC | 29,372 | $2.37M | 0.26% | +1,514+5.4% | Added |
| RKL Wealth Management LLC | 29,382 | $2.37M | 0.21% | +2,412+8.9% | Added |
| RF&L Wealth Management, LLC | 29,400 | $2.37M | 1.68% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 29,411 | $2.37M | 0.99% | +2,602+9.7% | Added |
| Jeppson Wealth Management, LLC | 29,426 | $2.38M | 0.85% | −253−0.9% | Reduced |
| Alpha Cubed Investments, LLC | 29,451 | $2.38M | 0.11% | −7,502−20.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 29,511 | $2.38M | 1.08% | +8,100+37.8% | Added |
| Whalerock Point Partners, LLC | 29,613 | $2.39M | 0.57% | 00.0% | Unchanged |
| Chicago Capital, LLC | 29,637 | $2.39M | 0.07% | −150−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 29,679 | $2.40M | 0.10% | −89−0.3% | Reduced |
| Doliver Advisors, LP | 29,860 | $2.41M | 0.66% | −4,597−13.3% | Reduced |
| Everhart Financial Group, Inc. | 29,884 | $2.41M | 0.53% | +3,693+14.1% | Added |
| Godsey & Gibb Associates | 29,889 | $2.41M | 0.23% | −2,446−7.6% | Reduced |
| Retirement Guys Formula LLC | 29,928 | $2.42M | 1.12% | +1,136+3.9% | Added |
| Ifrah Financial Services, Inc. | 29,938 | $2.42M | 0.65% | +573+2.0% | Added |
| Vista Investment Partners LLC | 29,947 | $2.42M | 0.77% | −1,072−3.5% | Reduced |
| Accurate Wealth Management, LLC | 29,655 | $2.42M | 0.49% | +784+2.7% | Added |
| Financial Gravity Companies, Inc. | 29,984 | $2.42M | 0.65% | +29,984 | New |
| Lincoln Capital Corp | 30,053 | $2.43M | 0.99% | −1,351−4.3% | Reduced |
| Quad-Cities Investment Group, LLC | 30,069 | $2.43M | 1.22% | −672−2.2% | Reduced |
| Carnegie Lake Advisors LLC | 30,081 | $2.43M | 0.96% | +30,081 | New |
| MidWestOne Financial Group, Inc. | 30,144 | $2.43M | 0.34% | −232−0.8% | Reduced |
| Guardian Asset Advisors, LLC | 30,220 | $2.44M | 1.66% | +7,374+32.3% | Added |
| LCM Capital Management Inc | 30,238 | $2.44M | 1.40% | +193+0.6% | Added |
| Founders Financial Securities LLC | 30,419 | $2.46M | 0.23% | −2,839−8.5% | Reduced |
| Detalus Advisors, LLC | 30,522 | $2.46M | 0.82% | +120.0% | Added |
| PBMares Wealth Management LLC | 30,567 | $2.47M | 0.52% | +465+1.5% | Added |
| WR Wealth Planners, LLC | 30,596 | $2.47M | 0.69% | −100−0.3% | Reduced |
| Money Concepts Capital Corp | 30,641 | $2.47M | 0.19% | +102+0.3% | Added |
| RMR Capital Management, LLC | 30,815 | $2.49M | 2.12% | 00.0% | Unchanged |
| Clough Capital Partners L P | 30,887 | $2.49M | 0.26% | +20,012+184.0% | Added |
| Newbridge Financial Services Group, Inc. | 31,030 | $2.51M | 0.88% | +15,890+105.0% | Added |
| Advisor OS, LLC | 31,041 | $2.51M | 0.25% | +3,778+13.9% | Added |
| Provenance Wealth Advisors, LLC | 31,077 | $2.51M | 0.31% | +3,094+11.1% | Added |
| MSH Capital Advisors LLC | 31,077 | $2.51M | 0.77% | −621−2.0% | Reduced |
| L.M. Kohn & Company | 31,158 | $2.52M | 0.64% | +1,967+6.7% | Added |
| United Advisor Group, LLC | 31,184 | $2.52M | 0.57% | +4,106+15.2% | Added |
| Greatmark Investment Partners, Inc. | 31,300 | $2.53M | 0.34% | −1,545−4.7% | Reduced |
| McDonald Partners LLC | 31,346 | $2.53M | 0.63% | +396+1.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31,481 | $2.54M | 0.39% | −142−0.4% | Reduced |