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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 31,523 | $2.55M | 0.22% | +1,227+4.1% | Added |
| Bailard, Inc. | 31,547 | $2.55M | 0.07% | +57+0.2% | Added |
| MTM Investment Management, LLC | 31,478 | $2.55M | 0.99% | −17−0.1% | Reduced |
| Manchester Capital Management LLC | 31,630 | $2.55M | 0.30% | −30−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 31,634 | $2.55M | 0.12% | +480+1.5% | Added |
| Fortis Group Advisors, LLC | 31,721 | $2.56M | 0.47% | +24,220+322.9% | Added |
| Argent Capital Management LLC | 31,725 | $2.56M | 0.07% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 31,779 | $2.57M | 0.65% | +1,081+3.5% | Added |
| NVWM, LLC | 31,800 | $2.57M | 0.65% | −5,627−15.0% | Reduced |
| Canopy Partners, LLC | 31,833 | $2.57M | 1.11% | −27−0.1% | Reduced |
| Lindbrook Capital, LLC | 31,981 | $2.58M | 0.23% | −349−1.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 32,005 | $2.58M | 1.85% | +725+2.3% | Added |
| Skopos Labs, Inc. | 32,097 | $2.59M | 0.85% | +318+1.0% | Added |
| Sterling Investment Management, Inc. | 32,177 | $2.60M | 1.97% | −2,026−5.9% | Reduced |
| Dudley Capital Management, LLC | 32,190 | $2.60M | 1.36% | +30.0% | Added |
| Wellington Shields & Co., LLC | 32,215 | $2.60M | 0.79% | −651−2.0% | Reduced |
| Sterling Investment Counsel, LLC | 32,250 | $2.60M | 0.93% | +2,068+6.9% | Added |
| Formidable Asset Management, LLC | 32,261 | $2.61M | 0.42% | −423−1.3% | Reduced |
| Gray Wealth Management Inc. | 32,300 | $2.61M | 1.03% | +5,045+18.5% | Added |
| MGB Wealth Management, LLC | 32,352 | $2.61M | 0.95% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 32,367 | $2.61M | 0.27% | +2,571+8.6% | Added |
| Bank & Trust Co | 32,418 | $2.62M | 2.12% | −470−1.4% | Reduced |
| Congress Park Capital LLC | 32,457 | $2.62M | 0.97% | −208−0.6% | Reduced |
| TruWealth Advisors, LLC | 32,483 | $2.62M | 0.16% | +60+0.2% | Added |
| 3Chopt Investment Partners, LLC | 32,633 | $2.64M | 0.94% | +124+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 32,687 | $2.64M | 0.20% | +1,210+3.8% | Added |
| Verdad Advisers, LP | 32,691 | $2.64M | 3.52% | −1,838−5.3% | Reduced |
| FCG Investment Co | 32,779 | $2.65M | 1.74% | +14,402+78.4% | Added |
| Smith Anglin Financial, LLC | 32,786 | $2.65M | 0.25% | +502+1.6% | Added |
| Aviance Capital Partners, LLC | 32,913 | $2.66M | 0.35% | −19−0.1% | Reduced |
| Norden Group LLC | 32,917 | $2.66M | 0.31% | +16,588+101.6% | Added |
| Argent Advisors, Inc. | 32,920 | $2.66M | 0.99% | +212+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 32,974 | $2.66M | 0.18% | −208−0.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 32,960 | $2.66M | 0.66% | +264+0.8% | Added |
| Harbor Advisors LLC | 33,000 | $2.66M | 0.45% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33,017 | $2.67M | 1.82% | −420−1.3% | Reduced |
| Agf Management Ltd | 33,046 | $2.67M | 0.01% | −7,007−17.5% | Reduced |
| PFC Capital Group, Inc. | 33,064 | $2.67M | 1.29% | +1,675+5.3% | Added |
| Southern Capital Advisors, LLC | 33,134 | $2.68M | 1.51% | +905+2.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,272 | $2.69M | 0.27% | −34−0.1% | Reduced |
| Trust Co of Oklahoma | 33,462 | $2.70M | 0.88% | −20.0% | Reduced |
| Insight Inv LLC | 33,801 | $2.73M | 2.29% | −4,565−11.9% | Reduced |
| Nikulski Financial, Inc. | 33,802 | $2.73M | 0.82% | +1,620+5.0% | Added |
| Avantax Planning Partners, Inc. | 33,854 | $2.73M | 0.10% | −4,686−12.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 33,910 | $2.74M | 1.24% | −590−1.7% | Reduced |
| Darwin Advisors, LLC | 33,933 | $2.74M | 0.75% | +33,933 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33,943 | $2.74M | 0.76% | +988+3.0% | Added |
| Crestwood Advisors Group LLC | 34,001 | $2.75M | 0.05% | +3,231+10.5% | Added |
| Pettee Investors, Inc. | 34,017 | $2.75M | 1.34% | 00.0% | Unchanged |
| RB Capital Management, LLC | 34,053 | $2.75M | 0.65% | +364+1.1% | Added |
| D.B. Root & Company, LLC | 34,054 | $2.75M | 0.91% | −4,874−12.5% | Reduced |
| Peterson Wealth Services | 34,162 | $2.76M | 0.88% | +1,392+4.2% | Added |
| Legacy Bridge, LLC | 34,182 | $2.76M | 1.49% | +29+0.1% | Added |
| Silver Oak Securities, Inc | 34,666 | $2.76M | 0.29% | +5,461+18.7% | Added |
| Creekmur Asset Management LLC | 34,239 | $2.76M | 0.65% | +4,627+15.6% | Added |
| Ironwood Investment Counsel, LLC | 34,328 | $2.77M | 0.46% | −362−1.0% | Reduced |
| Powers Advisory Group, LLC | 34,354 | $2.77M | 1.38% | −186−0.5% | Reduced |
| X-Square Capital, LLC | 34,460 | $2.78M | 1.22% | +1,032+3.1% | Added |
| PFG Advisors | 34,631 | $2.80M | 0.18% | −3,462−9.1% | Reduced |
| Verdence Capital Advisors LLC | 34,686 | $2.80M | 0.22% | +3,196+10.1% | Added |
| Midland Wealth Advisors LLC | 34,736 | $2.80M | 0.16% | −4,428−11.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 34,898 | $2.82M | 0.39% | +4,723+15.7% | Added |
| World Equity Group, Inc. | 34,941 | $2.82M | 1.02% | −720−2.0% | Reduced |
| HCR Wealth Advisors | 34,957 | $2.82M | 0.37% | +397+1.1% | Added |
| JFS Wealth Advisors, LLC | 34,962 | $2.82M | 0.19% | +21,238+154.8% | Added |
| Pensionfund Sabic | 35,000 | $2.83M | 0.88% | −10,100−22.4% | Reduced |
| Connective Portfolio Management, LLC | 17,025 | $2.83M | 5.53% | −7,500−30.6% | Reduced |
| Windsor Capital Management, LLC | 35,044 | $2.83M | 0.82% | −854−2.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 35,169 | $2.84M | 0.57% | −5,044−12.5% | Reduced |
| Focus Financial Network, Inc. | 35,216 | $2.84M | 0.12% | +795+2.3% | Added |
| Highview Capital Management LLC | 35,225 | $2.84M | 1.16% | +1,573+4.7% | Added |
| Global Trust Asset Management, LLC | 35,247 | $2.85M | 1.05% | +1,465+4.3% | Added |
| Mission Creek Capital Partners, Inc. | 35,280 | $2.85M | 0.66% | +558+1.6% | Added |
| New England Asset Management Inc | 35,285 | $2.85M | 0.44% | −46,925−57.1% | Reduced |
| Coastline Trust Co | 35,352 | $2.85M | 0.34% | +11,857+50.5% | Added |
| Kovack Advisors, Inc. | 35,361 | $2.86M | 0.30% | −4,077−10.3% | Reduced |
| FinTrust Capital Advisors, LLC | 35,561 | $2.87M | 0.49% | +3,315+10.3% | Added |
| Retirement Planning Group | 35,697 | $2.88M | 0.16% | +16,549+86.4% | Added |
| Trust Co of Virginia | 35,928 | $2.90M | 0.26% | −620−1.7% | Reduced |
| Mattson Financial Services, LLC | 42,901 | $2.90M | 1.04% | −280−0.6% | Reduced |
| Beacon Investment Advisors LLC | 36,021 | $2.91M | 1.38% | +68+0.2% | Added |
| Gables Capital Management Inc. | 36,034 | $2.91M | 1.47% | +124+0.3% | Added |
| Advocate Group LLC | 36,225 | $2.93M | 0.53% | −367−1.0% | Reduced |
| Clarius Group, LLC | 36,428 | $2.93M | 0.21% | −1,324−3.5% | Reduced |
| Union Heritage Capital, LLC | 36,342 | $2.93M | 1.08% | 00.0% | Unchanged |
| Exchange Bank | 36,377 | $2.94M | 2.40% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 36,412 | $2.94M | 0.15% | −17,371−32.3% | Reduced |
| Hemenway Trust Co LLC | 36,558 | $2.95M | 0.23% | −1,965−5.1% | Reduced |
| Central Bank & Trust Co | 36,569 | $2.95M | 0.41% | −692−1.9% | Reduced |
| Beech Hill Advisors, Inc. | 36,593 | $2.95M | 1.12% | −1,002−2.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 36,615 | $2.96M | 1.35% | +3,381+10.2% | Added |
| Riverbridge Partners LLC | 36,648 | $2.96M | 0.04% | −1,508−4.0% | Reduced |
| Monetary Management Group Inc | 36,708 | $2.96M | 0.76% | −2,000−5.2% | Reduced |
| Richard Bernstein Advisors LLC | 36,716 | $2.96M | 0.06% | −53,497−59.3% | Reduced |
| Naples Money Management LLC | 36,793 | $2.97M | 2.52% | −1,449−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 36,819 | $2.97M | 0.07% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 36,886 | $2.98M | 0.26% | +551+1.5% | Added |
| Icapital Wealth LLC | 36,937 | $2.98M | 1.63% | 00.0% | Unchanged |
| M&G Plc | 36,906 | $2.99M | 0.02% | 00.0% | Unchanged |
| Quilter Plc | 37,043 | $2.99M | 0.06% | −555−1.5% | Reduced |