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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Adviser L.P. | 37,143 | $3.00M | 0.20% | −1,619−4.2% | Reduced |
| Martin & Co Inc | 37,181 | $3.00M | 0.71% | −162−0.4% | Reduced |
| Front Row Advisors LLC | 37,424 | $3.02M | 1.08% | +82+0.2% | Added |
| China Universal Asset Management Co., Ltd. | 37,545 | $3.03M | 0.33% | +29,953+394.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,563 | $3.03M | 0.12% | −262−0.7% | Reduced |
| Gibraltar Capital Management, Inc. | 37,797 | $3.05M | 1.37% | +1,431+3.9% | Added |
| Gen-Wealth Partners Inc | 37,521 | $3.05M | 1.33% | −417−1.1% | Reduced |
| FLC Capital Advisors | 37,875 | $3.06M | 0.71% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 37,893 | $3.06M | 1.82% | −2,403−6.0% | Reduced |
| Waddell & Associates, LLC | 37,953 | $3.06M | 0.37% | +39+0.1% | Added |
| Security National Bank of Sioux City Iowa | 38,501 | $3.11M | 1.90% | −220−0.6% | Reduced |
| Altman Advisors, Inc. | 38,512 | $3.11M | 1.38% | +9,104+31.0% | Added |
| Larson Financial Group LLC | 38,525 | $3.11M | 0.18% | +8,077+26.5% | Added |
| Smartleaf Asset Management LLC | 39,132 | $3.12M | 0.38% | +11,016+39.2% | Added |
| Cidel Asset Management Inc | 38,663 | $3.12M | 0.22% | −2,092−5.1% | Reduced |
| Chicago Partners Investment Group LLC | 37,713 | $3.14M | 0.11% | +828+2.2% | Added |
| Continuum Advisory, LLC | 37,179 | $3.14M | 0.40% | +1,611+4.5% | Added |
| Central Valley Advisors, LLC | 38,891 | $3.14M | 1.77% | +348+0.9% | Added |
| Holderness Investments Co | 38,957 | $3.15M | 0.69% | +1,871+5.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 39,000 | $3.15M | 0.93% | 00.0% | Unchanged |
| Scalar Gauge Management, LLC | 39,000 | $3.15M | 1.67% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 39,026 | $3.15M | 2.18% | +4,314+12.4% | Added |
| Archford Capital Strategies, LLC | 39,254 | $3.15M | 0.47% | −3,657−8.5% | Reduced |
| Symphony Financial, Ltd. Co. | 39,592 | $3.16M | 0.52% | −847−2.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 39,215 | $3.17M | 0.92% | −2,937−7.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 39,281 | $3.17M | 0.67% | +765+2.0% | Added |
| Tilia Fiduciary Partners, Inc. | 39,284 | $3.17M | 2.20% | +524+1.4% | Added |
| Belpointe Asset Management LLC | 39,292 | $3.17M | 0.19% | +7,444+23.4% | Added |
| St. Johns Investment Management Company, LLC | 39,297 | $3.17M | 1.49% | −1,560−3.8% | Reduced |
| Independence Bank of Kentucky | 39,300 | $3.17M | 0.68% | +11,586+41.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 39,409 | $3.18M | 0.01% | +3,064+8.4% | Added |
| Alaska Permanent Fund Corp | 39,419 | $3.18M | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 39,451 | $3.19M | 0.09% | +7,872+24.9% | Added |
| Avidian Wealth Solutions, LLC | 39,519 | $3.19M | 0.14% | −1,394−3.4% | Reduced |
| Arcadia Investment Management Corp | 39,533 | $3.19M | 0.52% | +5,615+16.6% | Added |
| Modern Wealth Management, LLC | 39,613 | $3.20M | 0.20% | +5,385+15.7% | Added |
| First Heartland Consultants, Inc. | 39,750 | $3.21M | 0.35% | −385−1.0% | Reduced |
| NTV Asset Management LLC | 39,915 | $3.22M | 0.43% | +22+0.1% | Added |
| Catalytic Wealth RIA, LLC | 39,949 | $3.23M | 0.56% | +1,499+3.9% | Added |
| 9258 Wealth Management, LLC | 39,964 | $3.23M | 0.48% | −301−0.7% | Reduced |
| FWL Investment Management, LLC | 39,999 | $3.23M | 1.24% | +37,974+1,875.3% | Added |
| Schwab Charitable Fund | 40,000 | $3.23M | 0.08% | 00.0% | Unchanged |
| Invst, LLC | 40,051 | $3.23M | 0.39% | −1,474−3.5% | Reduced |
| Sunbelt Securities, Inc. | 40,077 | $3.24M | 0.32% | −916−2.2% | Reduced |
| Bank of Stockton | 40,089 | $3.24M | 0.98% | −1,141−2.8% | Reduced |
| Owen LaRue, LLC | 40,112 | $3.24M | 1.72% | +5,559+16.1% | Added |
| Zullo Investment Group, Inc. | 40,132 | $3.24M | 1.35% | +262+0.7% | Added |
| Hudson Value Partners, LLC | 40,480 | $3.27M | 1.27% | −2,410−5.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 40,509 | $3.27M | 0.36% | +25,284+166.1% | Added |
| Anderson Hoagland & Co | 40,556 | $3.28M | 0.33% | 00.0% | Unchanged |
| White Pine Capital LLC | 40,705 | $3.29M | 1.12% | +1,062+2.7% | Added |
| Y.D. More Investments Ltd | 40,983 | $3.31M | 0.35% | +1,466+3.7% | Added |
| Eagle Bluffs Wealth Management LLC | 41,085 | $3.32M | 1.79% | +789+2.0% | Added |
| Delta Investment Management, LLC | 41,558 | $3.36M | 0.68% | −255−0.6% | Reduced |
| Outfitter Financial LLC | 41,731 | $3.37M | 2.78% | −3,824−8.4% | Reduced |
| Roberts Glore & Co Inc | 42,149 | $3.40M | 0.98% | −1,045−2.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 42,150 | $3.40M | 2.13% | 00.0% | Unchanged |
| Bank of New Hampshire | 42,163 | $3.40M | 0.85% | +13,682+48.0% | Added |
| Freedom Day Solutions, LLC | 42,257 | $3.41M | 1.06% | +1,439+3.5% | Added |
| Kercheville Advisors, LLC | 42,339 | $3.42M | 1.44% | +670+1.6% | Added |
| Castle Rock Wealth Management, LLC | 42,726 | $3.42M | 0.82% | +22,692+113.3% | Added |
| Two Sigma Securities, LLC | 42,485 | $3.43M | 0.27% | −49,176−53.6% | Reduced |
| Strengthening Families & Communities, LLC | 42,494 | $3.43M | 0.88% | +2,203+5.5% | Added |
| Gold Investment Management Ltd. | 42,765 | $3.43M | 1.44% | −5,101−10.7% | Reduced |
| Parsons Capital Management Inc | 42,551 | $3.44M | 0.22% | −1,191−2.7% | Reduced |
| Smithfield Trust Co | 42,621 | $3.44M | 0.17% | +2,431+6.0% | Added |
| Axecap Investments, LLC | 42,632 | $3.44M | 2.61% | +42,632 | New |
| Westover Capital Advisors, LLC | 42,686 | $3.45M | 0.66% | −1,964−4.4% | Reduced |
| Claro Advisors LLC | 42,750 | $3.45M | 0.45% | +4,844+12.8% | Added |
| IMA Wealth, Inc. | 42,767 | $3.45M | 0.75% | +42,767 | New |
| Pegasus Asset Management, Inc. | 42,843 | $3.46M | 1.32% | −754−1.7% | Reduced |
| Cetera Trust Company, N.A | 43,127 | $3.48M | 2.13% | −1,700−3.8% | Reduced |
| Intrust Bank NA | 43,237 | $3.49M | 0.35% | +1,074+2.5% | Added |
| AllGen Financial Advisors, Inc. | 43,319 | $3.50M | 1.14% | −2,217−4.9% | Reduced |
| Beacon Financial Group | 43,364 | $3.50M | 0.38% | −90.0% | Reduced |
| Bowman & Co S.C. | 43,435 | $3.51M | 1.84% | +3,445+8.6% | Added |
| Miracle Mile Advisors, LLC | 43,617 | $3.52M | 0.08% | +4,753+12.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 43,643 | $3.52M | 0.86% | +22,094+102.5% | Added |
| Chatham Capital Group, Inc. | 43,839 | $3.54M | 0.58% | −163−0.4% | Reduced |
| Cooper Financial Group | 43,978 | $3.55M | 0.46% | +10,876+32.9% | Added |
| CFM Wealth Partners LLC | 44,053 | $3.56M | 0.62% | −1,781−3.9% | Reduced |
| Systematic Alpha Investments, LLC | 44,100 | $3.56M | 0.13% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 44,126 | $3.56M | 1.66% | +56+0.1% | Added |
| StoneX Group Inc. | 44,202 | $3.57M | 0.26% | −2,575−5.5% | Reduced |
| Schechter Investment Advisors, LLC | 44,235 | $3.57M | 0.26% | −7,661−14.8% | Reduced |
| ICW Investment Advisors LLC | 44,273 | $3.58M | 1.49% | −1,357−3.0% | Reduced |
| Mustard Seed Financial, LLC | 44,365 | $3.58M | 2.97% | −189−0.4% | Reduced |
| Cozad Asset Management Inc | 44,386 | $3.58M | 0.34% | −10,425−19.0% | Reduced |
| Providence Wealth Advisors, LLC | 43,549 | $3.59M | 2.66% | +122+0.3% | Added |
| LM Advisors LLC | 44,565 | $3.60M | 0.73% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 44,636 | $3.60M | 1.48% | +560+1.3% | Added |
| Eads & Heald Wealth Management | 44,704 | $3.61M | 1.71% | −1,730−3.7% | Reduced |
| Allred Capital Management, LLC | 44,714 | $3.61M | 1.42% | +435+1.0% | Added |
| Stokes Family Office, LLC | 44,751 | $3.61M | 0.40% | −393−0.9% | Reduced |
| Rockline Wealth Management, LLC | 44,760 | $3.61M | 1.02% | +1,513+3.5% | Added |
| Vickerman Investment Advisors, Inc. | 44,845 | $3.62M | 1.06% | −13,233−22.8% | Reduced |
| Summit Trail Advisors, LLC | 44,872 | $3.62M | 0.09% | +9,027+25.2% | Added |
| Prosperity Consulting Group, LLC | 44,876 | $3.62M | 0.28% | +13,921+45.0% | Added |
| Gryphon Financial Partners LLC | 44,876 | $3.62M | 0.49% | +23,531+110.2% | Added |
| Cigna Investments Inc | 44,896 | $3.63M | 0.64% | −638−1.4% | Reduced |