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 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 52,490 | $4.24M | 2.60% | −1,177−2.2% | Reduced |
| Mather Group, LLC. | 52,526 | $4.24M | 0.05% | −19,170−26.7% | Reduced |
| Guardian Wealth Advisors, LLC | 52,574 | $4.25M | 0.46% | +933+1.8% | Added |
| Trifecta Capital Advisors, LLC | 52,599 | $4.25M | 0.89% | +2,149+4.3% | Added |
| Harbour Investments, Inc. | 52,709 | $4.26M | 0.13% | +3,196+6.5% | Added |
| Madden Securities Corp | 52,743 | $4.26M | 1.84% | −132−0.2% | Reduced |
| Financial Security Advisor, Inc. | 52,757 | $4.26M | 1.06% | −1,441−2.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 52,829 | $4.27M | 2.52% | −600−1.1% | Reduced |
| Broadwater Capital Management LLC | 52,942 | $4.28M | 3.15% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 53,030 | $4.28M | 2.87% | +448+0.9% | Added |
| Private Trust Co NA | 53,049 | $4.28M | 0.43% | +1,592+3.1% | Added |
| JT Stratford LLC | 53,049 | $4.28M | 0.73% | +514+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 53,216 | $4.30M | 0.07% | −5,537−9.4% | Reduced |
| Game Creek Capital, LP | 53,225 | $4.30M | 2.31% | −12,250−18.7% | Reduced |
| Essex Financial Services, Inc. | 52,432 | $4.30M | 0.31% | −7,625−12.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 53,283 | $4.30M | 2.48% | −257−0.5% | Reduced |
| Univest Financial Corp | 53,478 | $4.32M | 0.28% | +49,118+1,126.6% | Added |
| Penobscot Investment Management Company, Inc. | 53,513 | $4.32M | 0.39% | +2,165+4.2% | Added |
| Moloney Securities Asset Management, LLC | 53,549 | $4.32M | 0.58% | −976−1.8% | Reduced |
| Naviter Wealth, LLC | 53,558 | $4.32M | 0.60% | +3,868+7.8% | Added |
| Northstar Group, Inc. | 53,750 | $4.34M | 0.76% | +160.0% | Added |
| Delta Financial Advisors LLC | 53,795 | $4.34M | 1.58% | −438−0.8% | Reduced |
| Qtron Investments LLC | 53,812 | $4.35M | 0.59% | −3,170−5.6% | Reduced |
| Plancorp, LLC | 53,822 | $4.35M | 0.18% | +1,540+2.9% | Added |
| Comgest Global Investors S.A.S. | 54,045 | $4.36M | 0.06% | 00.0% | Unchanged |
| Arlington Partners LLC | 54,209 | $4.38M | 1.71% | +5,728+11.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 54,296 | $4.38M | 0.59% | +816+1.5% | Added |
| Lakeview Capital Partners, LLC | 54,405 | $4.39M | 0.70% | −10,091−15.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 54,505 | $4.40M | 0.25% | +5,990+12.3% | Added |
| Mattern Wealth Management LLC | 54,623 | $4.41M | 0.97% | −125−0.2% | Reduced |
| Thomasville National Bank | 54,680 | $4.42M | 0.33% | +1,266+2.4% | Added |
| Wedmont Private Capital | 55,842 | $4.42M | 0.25% | +2,320+4.3% | Added |
| Cullen Capital Management LLC | 54,707 | $4.42M | 0.05% | −165−0.3% | Reduced |
| Ameliora Wealth Management Ltd. | 54,738 | $4.42M | 1.84% | −886−1.6% | Reduced |
| Resources Management Corp | 54,934 | $4.44M | 0.60% | −182−0.3% | Reduced |
| Deane Retirement Strategies, Inc. | 54,976 | $4.44M | 2.16% | −357−0.6% | Reduced |
| Westmount Partners, LLC | 54,944 | $4.44M | 1.33% | +45+0.1% | Added |
| Riverview Capital Advisers, LLC | 55,080 | $4.45M | 1.37% | +60.0% | Added |
| Checchi Capital Advisers, LLC | 55,085 | $4.45M | 0.33% | −1,145−2.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 55,120 | $4.45M | 0.05% | −338−0.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 55,129 | $4.45M | 1.74% | −250.0% | Reduced |
| Trust Point Inc. | 55,135 | $4.45M | 0.33% | +238+0.4% | Added |
| Alps Advisors Inc | 55,247 | $4.46M | 0.03% | −87,065−61.2% | Reduced |
| SeaCrest Wealth Management, LLC | 55,299 | $4.47M | 0.48% | −777−1.4% | Reduced |
| Paloma Partners Management Co | 55,674 | $4.50M | 0.24% | +37,364+204.1% | Added |
| Stratos Wealth Advisors, LLC | 55,887 | $4.51M | 0.21% | −602−1.1% | Reduced |
| Allen Capital Group, LLC | 55,971 | $4.52M | 0.57% | +1,937+3.6% | Added |
| Bowen Hanes & Co Inc | 55,980 | $4.52M | 0.12% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 56,141 | $4.53M | 1.07% | −1,330−2.3% | Reduced |
| Capstone Triton Financial Group, LLC | 56,166 | $4.54M | 2.90% | −744−1.3% | Reduced |
| Parkside Financial Bank & Trust | 56,333 | $4.55M | 0.64% | +1,275+2.3% | Added |
| Aries Wealth Management | 56,504 | $4.56M | 1.25% | −3,338−5.6% | Reduced |
| Frank, Rimerman Advisors LLC | 56,755 | $4.58M | 0.33% | −7,368−11.5% | Reduced |
| Valmark Advisers, Inc. | 56,787 | $4.59M | 0.07% | +3,822+7.2% | Added |
| Kensington Investment Counsel, LLC | 56,997 | $4.60M | 1.92% | +472+0.8% | Added |
| CIC Wealth, LLC | 57,137 | $4.61M | 1.19% | −139−0.2% | Reduced |
| Commerzbank Aktiengesellschaft | 57,303 | $4.63M | 0.12% | −44,688−43.8% | Reduced |
| Siemens Fonds Invest GmbH | 57,324 | $4.63M | 0.37% | +10,333+22.0% | Added |
| LGT Group Foundation | 57,561 | $4.63M | 0.08% | −4,532−7.3% | Reduced |
| RFP Financial Group LLC | 57,402 | $4.63M | 1.51% | +23,622+69.9% | Added |
| Kinloch Capital, LLC | 57,440 | $4.64M | 2.25% | −555−1.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 57,491 | $4.64M | 1.79% | −6,125−9.6% | Reduced |
| Rational Advisors LLC | 57,955 | $4.68M | 0.45% | +52,415+946.1% | Added |
| MV Capital Management, Inc. | 58,144 | $4.70M | 0.50% | −1,154−1.9% | Reduced |
| Buckhead Capital Management LLC | 58,160 | $4.70M | 1.49% | +1,691+3.0% | Added |
| Walleye Trading LLC | 58,195 | $4.70M | 0.11% | +58,195 | New |
| Keene & Associates, Inc. | 58,311 | $4.71M | 3.57% | −11,099−16.0% | Reduced |
| WealthShield Partners, LLC | 58,364 | $4.71M | 0.64% | +1,797+3.2% | Added |
| SeaBridge Investment Advisors LLC | 58,502 | $4.72M | 1.16% | −4,945−7.8% | Reduced |
| Meridian Investment Counsel Inc. | 58,573 | $4.73M | 1.43% | −1,376−2.3% | Reduced |
| Citizens Business Bank | 58,664 | $4.74M | 0.96% | −776−1.3% | Reduced |
| Hollow Brook Wealth Management LLC | 58,963 | $4.76M | 1.41% | +3,630+6.6% | Added |
| Brendel Financial Advisors LLC | 59,054 | $4.77M | 2.70% | +602+1.0% | Added |
| Pacifica Partners Inc. | 59,254 | $4.78M | 1.98% | −1,766−2.9% | Reduced |
| Meritage Portfolio Management | 59,405 | $4.80M | 0.29% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 59,639 | $4.82M | 1.01% | −66−0.1% | Reduced |
| Alpha DNA Investment Management LLC | 59,649 | $4.82M | 2.63% | +9,272+18.4% | Added |
| CWA Asset Management Group, LLC | 59,807 | $4.83M | 0.26% | +59,807 | New |
| Foyston, Gordon, & Payne Inc | 59,850 | $4.83M | 1.21% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $4.84M | 1.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 60,253 | $4.87M | 0.16% | −7,341−10.9% | Reduced |
| Garrett Investment Advisors LLC | 60,479 | $4.88M | 0.49% | +2,689+4.7% | Added |
| Golden State Equity Partners | 60,626 | $4.90M | 0.76% | +11,942+24.5% | Added |
| Argonautica Private Wealth Management, Inc | 60,969 | $4.92M | 1.63% | +294+0.5% | Added |
| Vestor Capital, LLC | 60,982 | $4.92M | 0.39% | +59,772+4,939.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 61,028 | $4.93M | 1.80% | −3,670−5.7% | Reduced |
| Trexquant Investment LP | 61,102 | $4.93M | 0.06% | −48,379−44.2% | Reduced |
| Good Life Advisors, LLC | 61,158 | $4.94M | 0.30% | +4,633+8.2% | Added |
| Palisade Asset Management, LLC | 61,372 | $4.96M | 0.49% | +283+0.5% | Added |
| Arrow Financial Corp | 61,425 | $4.96M | 0.46% | −319−0.5% | Reduced |
| SPC Financial, Inc. | 61,430 | $4.96M | 0.44% | −2,465−3.9% | Reduced |
| Capital Advisors Inc | 61,529 | $4.97M | 0.10% | +1,633+2.7% | Added |
| Financial Advisory Partners, LLC | 61,627 | $4.98M | 1.65% | +66+0.1% | Added |
| Quadrant Capital Group LLC | 61,653 | $4.98M | 0.35% | −281−0.5% | Reduced |
| Telos Capital Management, Inc. | 61,974 | $5.00M | 0.53% | +689+1.1% | Added |
| Finivi Inc. | 62,031 | $5.01M | 4.06% | −1,206−1.9% | Reduced |
| Chemung Canal Trust Co | 62,062 | $5.01M | 1.01% | −64,621−51.0% | Reduced |
| Mitchell Sinkler & Starr | 62,109 | $5.02M | 1.26% | +1,389+2.3% | Added |
| High Note Wealth, LLC | 62,182 | $5.02M | 1.44% | +496+0.8% | Added |
| Councilmark Asset Management, LLC | 62,220 | $5.02M | 3.37% | 00.0% | Unchanged |