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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 45,044 | $3.64M | 0.67% | +5,390+13.6% | Added |
| Evergreen Capital Management LLC | 45,097 | $3.64M | 0.12% | +541+1.2% | Added |
| David Loasby | 45,330 | $3.65M | 0.34% | +755+1.7% | Added |
| Old Second National Bank of Aurora | 45,195 | $3.65M | 0.88% | −1,243−2.7% | Reduced |
| Bangor Savings Bank | 45,202 | $3.65M | 0.34% | −1,031−2.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 45,289 | $3.66M | 0.97% | −45,400−50.1% | Reduced |
| Garner Asset Management Corp | 45,339 | $3.66M | 1.68% | −93−0.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 43,849 | $3.67M | 1.56% | +5,442+14.2% | Added |
| Essex Savings Bank | 45,463 | $3.67M | 0.92% | −533−1.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 45,500 | $3.67M | 2.93% | +7,949+21.2% | Added |
| Lester Murray Antman dba SimplyRich | 45,520 | $3.67M | 1.02% | +1,287+2.9% | Added |
| Pathway Financial Advisers, LLC | 45,544 | $3.68M | 1.66% | −5,052−10.0% | Reduced |
| WT Wealth Management | 45,305 | $3.68M | 1.18% | −7,582−14.3% | Reduced |
| Transcend Wealth Collective, LLC | 45,658 | $3.69M | 0.25% | −682−1.5% | Reduced |
| Congress Wealth Management LLC | 45,729 | $3.69M | 0.05% | +31,730+226.7% | Added |
| Wexford Capital LP | 45,730 | $3.69M | 0.88% | −24,684−35.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 45,765 | $3.70M | 0.63% | +298+0.7% | Added |
| SageView Advisory Group, LLC | 45,864 | $3.70M | 0.19% | −2,149−4.5% | Reduced |
| AIA Group Ltd | 46,074 | $3.72M | 0.10% | +15,423+50.3% | Added |
| Northstar Asset Management LLC | 46,180 | $3.73M | 0.85% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 46,311 | $3.74M | 0.87% | −1,421−3.0% | Reduced |
| Canandaigua National Bank & Trust Co | 46,319 | $3.74M | 0.36% | +70.0% | Added |
| Nebula Research & Development LLC | 46,414 | $3.75M | 0.45% | +28,338+156.8% | Added |
| Second Line Capital, LLC | 46,450 | $3.75M | 1.02% | +2,614+6.0% | Added |
| Robbins Farley LLC | 46,460 | $3.75M | 1.89% | −5,422−10.5% | Reduced |
| Peterson Wealth Management | 46,562 | $3.76M | 2.40% | −12,629−21.3% | Reduced |
| West Michigan Advisors, LLC | 46,870 | $3.78M | 1.14% | +1,101+2.4% | Added |
| ORG Partners LLC | 47,044 | $3.80M | 0.61% | −14,778−23.9% | Reduced |
| Spirit of America Management Corp | 47,052 | $3.80M | 0.76% | +1,800+4.0% | Added |
| Finer Wealth Management, Inc. | 47,243 | $3.81M | 2.35% | −675−1.4% | Reduced |
| Shayne & Co., LLC | 47,280 | $3.82M | 0.96% | −7,572−13.8% | Reduced |
| Spears Abacus Advisors LLC | 47,308 | $3.82M | 0.08% | +150.0% | Added |
| Weaver Capital Management LLC | 47,352 | $3.82M | 1.15% | −1,326−2.7% | Reduced |
| Arvest Investments, Inc. | 47,463 | $3.83M | 0.58% | −2,998−5.9% | Reduced |
| Great Lakes Advisors, LLC | 47,522 | $3.84M | 0.03% | +7,526+18.8% | Added |
| Welch Group, LLC | 47,529 | $3.84M | 0.17% | +3,537+8.0% | Added |
| Security National Bank of So Dak | 47,651 | $3.85M | 2.14% | −355−0.7% | Reduced |
| Amussen Hunsaker Associates LLC | 47,708 | $3.85M | 0.60% | +68+0.1% | Added |
| Northern Financial Advisors Inc | 47,733 | $3.85M | 2.92% | −168−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 47,775 | $3.86M | 0.27% | −1,345−2.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 47,774 | $3.86M | 0.15% | +29,198+157.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 47,905 | $3.87M | 0.34% | −275−0.6% | Reduced |
| Phoenix Wealth Advisors | 47,965 | $3.87M | 1.80% | −9,514−16.6% | Reduced |
| Naples Global Advisors, LLC | 48,094 | $3.88M | 0.36% | −247−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 48,097 | $3.88M | 0.38% | +1,507+3.2% | Added |
| Summit Place Financial Advisors, LLC | 48,163 | $3.89M | 2.17% | −4,480−8.5% | Reduced |
| Kanawha Capital Management LLC | 48,294 | $3.90M | 0.28% | +1,525+3.3% | Added |
| Shepherd Financial Partners LLC | 48,349 | $3.90M | 0.47% | +493+1.0% | Added |
| Miller Investment Management, LP | 48,450 | $3.91M | 0.41% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 48,456 | $3.91M | 1.53% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 48,475 | $3.91M | 0.48% | −4,069−7.7% | Reduced |
| Mirabaud & Cie SA | 48,485 | $3.92M | 1.14% | +43,213+819.7% | Added |
| New Hampshire Trust | 48,660 | $3.93M | 0.84% | −572−1.2% | Reduced |
| Cito Capital Group, LLC | 48,700 | $3.93M | 1.47% | −5,000−9.3% | Reduced |
| Mission Wealth Management, LP | 48,802 | $3.94M | 0.10% | −385−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 48,886 | $3.95M | 0.37% | −1,469−2.9% | Reduced |
| Dividend Assets Capital, LLC | 48,934 | $3.95M | 0.76% | −445−0.9% | Reduced |
| Evernest Financial Advisors, LLC | 49,020 | $3.96M | 1.07% | +31,911+186.5% | Added |
| ClariVest Asset Management LLC | 58,947 | $3.99M | 0.41% | 00.0% | Unchanged |
| Snider Financial Group | 49,464 | $3.99M | 1.46% | −389−0.8% | Reduced |
| MainStreet Investment Advisors LLC | 49,478 | $4.00M | 0.53% | −14,665−22.9% | Reduced |
| Ledyard National Bank | 49,510 | $4.00M | 0.37% | +1,246+2.6% | Added |
| Duncker Streett & Co Inc | 49,519 | $4.00M | 0.73% | +600+1.2% | Added |
| CFS Investment Advisory Services, LLC | 49,597 | $4.00M | 0.34% | −48,227−49.3% | Reduced |
| Two Sigma Advisers, LP | 49,600 | $4.01M | 0.01% | −482,400−90.7% | Reduced |
| AIMZ Investment Advisors, LLC | 49,802 | $4.02M | 1.37% | −523−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 49,837 | $4.02M | 0.21% | +2,719+5.8% | Added |
| Summit Asset Management, LLC | 49,857 | $4.03M | 0.76% | −1,245−2.4% | Reduced |
| Diligent Investors, LLC | 49,905 | $4.03M | 0.94% | −1,484−2.9% | Reduced |
| Harvey Capital Management Inc | 49,950 | $4.03M | 1.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 50,008 | $4.04M | 1.02% | −669−1.3% | Reduced |
| CoreCap Advisors, LLC | 50,061 | $4.04M | 0.19% | +50,061 | New |
| Delos Wealth Advisors, LLC | 50,159 | $4.05M | 3.54% | +2,344+4.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,256 | $4.06M | 0.01% | +24,617+96.0% | Added |
| Cary Street Partner Investment Advisory LLC | 50,281 | $4.06M | 0.15% | −1,173−2.3% | Reduced |
| J. W. Coons Advisors, LLC | 50,493 | $4.08M | 1.02% | −800−1.6% | Reduced |
| Insigneo Advisory Services, LLC | 50,604 | $4.09M | 0.41% | +4,064+8.7% | Added |
| Steel Peak Wealth Management LLC | 50,670 | $4.09M | 0.18% | +6,001+13.4% | Added |
| Peddock Capital Advisors, LLC | 50,827 | $4.10M | 0.99% | +334+0.7% | Added |
| Kathmere Capital Management, LLC | 50,903 | $4.11M | 0.39% | +6,037+13.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,962 | $4.12M | 2.22% | +614+1.2% | Added |
| First Hawaiian Bank | 51,215 | $4.14M | 0.13% | −3,321−6.1% | Reduced |
| Atomi Financial Group, Inc. | 51,388 | $4.15M | 0.26% | +2,252+4.6% | Added |
| Atlantic Union Bankshares Corp | 51,438 | $4.15M | 0.24% | −430−0.8% | Reduced |
| KG&L Capital Management,LLC | 51,450 | $4.15M | 1.34% | −2,685−5.0% | Reduced |
| Permanens Capital L.P. | 51,555 | $4.16M | 0.85% | −41,244−44.4% | Reduced |
| Centaurus Financial, Inc. | 51,567 | $4.16M | 0.26% | +15,681+43.7% | Added |
| Marshall Financial Group LLC | 51,635 | $4.17M | 1.00% | +545+1.1% | Added |
| Lincluden Management Ltd | 51,733 | $4.18M | 0.46% | +835+1.6% | Added |
| North Star Investment Management Corp. | 51,755 | $4.18M | 0.29% | +158+0.3% | Added |
| Rogco, LP | 51,757 | $4.18M | 1.64% | +45,143+682.5% | Added |
| Krilogy Financial LLC | 51,841 | $4.19M | 0.29% | +1,989+4.0% | Added |
| AMJ Financial Wealth Management | 51,857 | $4.19M | 1.21% | −3,304−6.0% | Reduced |
| Silverleafe Capital Partners, LLC | 51,899 | $4.19M | 1.48% | +4,003+8.4% | Added |
| Accuvest Global Advisors | 51,478 | $4.19M | 3.60% | +51,478 | New |
| Virginia Wealth Management Group, Inc. | 52,002 | $4.20M | 2.63% | +13,584+35.4% | Added |
| Simplicity Wealth,LLC | 52,026 | $4.20M | 0.39% | −137,683−72.6% | Reduced |
| Profund Advisors LLC | 52,169 | $4.21M | 0.16% | +2,107+4.2% | Added |
| Successful Portfolios LLC | 52,411 | $4.23M | 2.86% | −1,125−2.1% | Reduced |
| Legato Capital Management LLC | 52,412 | $4.23M | 0.52% | −12,421−19.2% | Reduced |