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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 62,234 | $5.03M | 0.19% | −1,067−1.7% | Reduced |
| Equitable Trust Co | 62,278 | $5.03M | 0.32% | +1,386+2.3% | Added |
| Hengehold Capital Management LLC | 62,435 | $5.04M | 0.48% | +1,058+1.7% | Added |
| Greenline Partners, LLC | 62,469 | $5.04M | 0.72% | 00.0% | Unchanged |
| BFSG, LLC | 62,502 | $5.05M | 0.59% | −9,529−13.2% | Reduced |
| Smith, Moore & Co. | 62,553 | $5.05M | 0.48% | +644+1.0% | Added |
| Bridge Creek Capital Management LLC | 62,590 | $5.05M | 1.52% | −225−0.4% | Reduced |
| Berry Wealth Group, LP | 62,751 | $5.07M | 3.63% | +889+1.4% | Added |
| Guardian Investment Management | 62,795 | $5.07M | 4.40% | −19,242−23.5% | Reduced |
| Aaron Wealth Advisors | 63,024 | $5.09M | 0.61% | +4,844+8.3% | Added |
| Liberty One Investment Management, LLC | 63,076 | $5.09M | 0.52% | +2,119+3.5% | Added |
| Xcel Wealth Management, LLC | 63,313 | $5.11M | 1.50% | −650−1.0% | Reduced |
| Confluence Wealth Services, Inc. | 63,354 | $5.12M | 0.37% | −4,115−6.1% | Reduced |
| Flagship Harbor Advisors, LLC | 63,410 | $5.12M | 0.28% | +203+0.3% | Added |
| Talon Private Wealth, LLC | 63,521 | $5.13M | 1.08% | +63,521 | New |
| AMG National Trust Bank | 63,562 | $5.13M | 0.14% | −12,000−15.9% | Reduced |
| Rossmore Private Capital | 63,590 | $5.13M | 0.63% | −768−1.2% | Reduced |
| Blue Fin Capital, Inc. | 63,790 | $5.15M | 0.98% | −2,091−3.2% | Reduced |
| Planning Capital Management Corp | 63,957 | $5.16M | 3.42% | −9,775−13.3% | Reduced |
| Appleton Partners Inc | 64,010 | $5.17M | 0.38% | −3,564−5.3% | Reduced |
| Wambolt & Associates, LLC | 63,662 | $5.17M | 1.41% | −4,360−6.4% | Reduced |
| Peninsula Asset Management Inc | 64,132 | $5.18M | 2.61% | −88−0.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 64,165 | $5.18M | 1.12% | −3,666−5.4% | Reduced |
| Ocean Capital Management, LLC | 64,532 | $5.21M | 1.22% | +64,532 | New |
| Compass Wealth Management LLC | 64,565 | $5.21M | 1.23% | −2,070−3.1% | Reduced |
| Claret Asset Management Corp | 64,736 | $5.23M | 0.86% | −731−1.1% | Reduced |
| 180 Wealth Advisors, LLC | 64,732 | $5.23M | 0.82% | +462+0.7% | Added |
| Capital Planning Advisors, LLC | 64,935 | $5.24M | 0.79% | +4,853+8.1% | Added |
| HBK Sorce Advisory LLC | 64,963 | $5.25M | 0.16% | +1,624+2.6% | Added |
| Sarasin & Partners LLP | 65,000 | $5.25M | 0.05% | −5,000−7.1% | Reduced |
| Citizens National Bank Trust Department | 65,127 | $5.26M | 1.11% | 00.0% | Unchanged |
| 1st Source Bank | 65,133 | $5.26M | 0.30% | +998+1.6% | Added |
| Ingalls & Snyder LLC | 65,324 | $5.28M | 0.21% | +630+1.0% | Added |
| Douglass Winthrop Advisors, LLC | 65,350 | $5.28M | 0.10% | −779−1.2% | Reduced |
| Tabor Asset Management, LP | 65,484 | $5.29M | 2.54% | −856−1.3% | Reduced |
| Gifford Fong Associates | 65,550 | $5.29M | 1.32% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 65,563 | $5.29M | 0.32% | +474+0.7% | Added |
| Diversify Wealth Management, LLC | 63,616 | $5.30M | 0.51% | +414+0.7% | Added |
| Hutner Capital Management Inc | 65,602 | $5.30M | 2.64% | −385−0.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 65,650 | $5.30M | 1.00% | −487−0.7% | Reduced |
| GYL Financial Synergies, LLC | 65,728 | $5.31M | 0.40% | +70+0.1% | Added |
| Abn Amro Investment Solutions | 66,370 | $5.36M | 0.09% | +9,129+15.9% | Added |
| Paradigm Financial Partners, LLC | 62,857 | $5.37M | 0.75% | −4,318−6.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 66,555 | $5.37M | 0.78% | +621+0.9% | Added |
| Roman Butler Fullerton & Co | 65,893 | $5.38M | 1.62% | +660+1.0% | Added |
| Integrated Advisors Network LLC | 66,880 | $5.40M | 0.26% | +1,482+2.3% | Added |
| West Branch Capital LLC | 66,881 | $5.40M | 1.87% | +1,597+2.4% | Added |
| Family Legacy, Inc. | 67,363 | $5.44M | 1.81% | −492−0.7% | Reduced |
| BBR Partners, LLC | 67,398 | $5.44M | 0.41% | +18,636+38.2% | Added |
| Moody National Bank Trust Division | 67,408 | $5.44M | 0.58% | +9,510+16.4% | Added |
| Hilltop Holdings Inc. | 67,487 | $5.45M | 0.36% | +16,683+32.8% | Added |
| Syon Capital LLC | 67,505 | $5.45M | 0.48% | +2,268+3.5% | Added |
| NorthRock Partners, LLC | 67,785 | $5.46M | 0.18% | +3,581+5.6% | Added |
| Signal Advisors Wealth, LLC | 67,759 | $5.47M | 0.78% | +63,835+1,626.8% | Added |
| Diversified Investment Strategies, LLC | 67,915 | $5.48M | 3.62% | −470−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 68,082 | $5.50M | 0.29% | −1,126−1.6% | Reduced |
| Kampmann Melissa S. | 68,157 | $5.50M | 3.89% | −425−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 68,449 | $5.53M | 0.12% | +10,869+18.9% | Added |
| Ronald Blue Trust, Inc. | 81,690 | $5.53M | 0.07% | +32,300+65.4% | Added |
| LaFleur & Godfrey LLC | 68,550 | $5.54M | 0.76% | −1,307−1.9% | Reduced |
| NWF Advisory Services Inc. | 68,601 | $5.54M | 0.81% | −3,484−4.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 69,058 | $5.58M | 2.88% | +33,281+93.0% | Added |
| Northwest Investment Counselors, LLC | 69,073 | $5.58M | 1.26% | −1,301−1.8% | Reduced |
| Occidental Asset Management, LLC | 69,085 | $5.58M | 0.90% | +3,278+5.0% | Added |
| Arete Wealth Advisors, LLC | 69,291 | $5.59M | 0.48% | −6,327−8.4% | Reduced |
| Journey Advisory Group, LLC | 82,751 | $5.60M | 0.67% | +900+1.1% | Added |
| All Terrain Financial Advisors, LLC | 69,403 | $5.60M | 2.15% | −1,382−2.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 69,569 | $5.62M | 0.86% | +4,296+6.6% | Added |
| Nvest Financial, LLC | 69,576 | $5.62M | 3.21% | −311−0.4% | Reduced |
| Winton Group Ltd | 69,730 | $5.63M | 0.39% | −298,156−81.0% | Reduced |
| EverSource Wealth Advisors, LLC | 69,807 | $5.64M | 0.36% | −2,538−3.5% | Reduced |
| Means Investment Co., Inc. | 69,830 | $5.64M | 0.63% | +590+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 69,973 | $5.65M | 0.72% | +1,265+1.8% | Added |
| Smith, Salley & Associates | 70,107 | $5.66M | 0.37% | +6,344+9.9% | Added |
| We Are One Seven, LLC | 70,162 | $5.67M | 0.25% | −2,420−3.3% | Reduced |
| Geneos Wealth Management Inc. | 70,303 | $5.68M | 0.22% | +12,349+21.3% | Added |
| Sugarloaf Wealth Management, LLC | 70,356 | $5.68M | 1.07% | −130−0.2% | Reduced |
| GeoWealth Management, LLC | 70,550 | $5.70M | 0.20% | +9,814+16.2% | Added |
| William B. Walkup & Associates, Inc. | 70,772 | $5.71M | 3.54% | −298−0.4% | Reduced |
| First National Advisers, LLC | 70,846 | $5.72M | 0.91% | −6,918−8.9% | Reduced |
| Summit Global Investments | 70,939 | $5.73M | 0.37% | −39,299−35.6% | Reduced |
| Wealthspire Advisors, LLC | 70,949 | $5.73M | 0.06% | −3,194−4.3% | Reduced |
| AlphaCore Capital LLC | 70,990 | $5.73M | 1.29% | +2,741+4.0% | Added |
| Flputnam Investment Management Co | 72,384 | $5.75M | 0.10% | −4,082−5.3% | Reduced |
| Silvant Capital Management LLC | 71,257 | $5.75M | 0.25% | −8,585−10.8% | Reduced |
| Gamco Investors, Inc. Et Al | 71,387 | $5.76M | 0.06% | −1,596−2.2% | Reduced |
| Change Path, LLC | 71,558 | $5.78M | 0.20% | +15,538+27.7% | Added |
| Woodmont Investment Counsel LLC | 71,605 | $5.78M | 0.44% | +699+1.0% | Added |
| GAMMA Investing LLC | 71,684 | $5.79M | 0.57% | +17,593+32.5% | Added |
| Hudson Capital Management LLC | 71,922 | $5.81M | 1.85% | −2,718−3.6% | Reduced |
| Forum Financial Management, LP | 72,203 | $5.83M | 0.10% | +2,477+3.6% | Added |
| TrinityPoint Wealth, LLC | 72,395 | $5.85M | 0.84% | −1,515−2.0% | Reduced |
| Rehmann Capital Advisory Group | 72,298 | $5.85M | 0.38% | −5,790−7.4% | Reduced |
| Fort Washington Investment Advisors Inc | 72,561 | $5.86M | 0.04% | +5,402+8.0% | Added |
| Sompo Asset Management Co., Ltd. | 72,630 | $5.86M | 0.92% | −7,200−9.0% | Reduced |
| Slow Capital, Inc. | 72,636 | $5.87M | 0.90% | +1,656+2.3% | Added |
| Stonebrook Private Inc. | 72,769 | $5.88M | 1.55% | −576−0.8% | Reduced |
| Graypoint LLC | 72,878 | $5.88M | 0.38% | +1,560+2.2% | Added |
| Fulton Bank, N.A. | 73,000 | $5.89M | 0.23% | −5,930−7.5% | Reduced |
| Sentry LLC | 73,025 | $5.90M | 1.14% | −1,653−2.2% | Reduced |