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; 4,426 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
- 3,465
- +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
- 1,367 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Carroll Investors, Inc | 2,654 | $212.1K | 0.14% | +2,654 | New |
| FOCUS Wealth Advisors, LLC | 2,636 | $212.9K | 0.11% | +2,636 | New |
| Apriem Advisors | 2,638 | $213.0K | 0.02% | +2,638 | New |
| Aspire Capital Advisors LLC | 2,643 | $213.4K | 0.06% | +2,643 | New |
| Vista Investment Management | 2,643 | $213.5K | 0.08% | −997−27.4% | Reduced |
| Community Bank of Raymore | 2,646 | $213.7K | 0.16% | +2,646 | New |
| Elios Financial Group Inc. | 2,651 | $214.1K | 0.10% | +2,651 | New |
| Halbert Hargrove Global Advisors, LLC | 2,654 | $214.3K | 0.01% | +2,654 | New |
| Sollinda Capital Management LLC | 2,660 | $214.8K | 0.06% | +2,660 | New |
| Garrison Bradford & Associates Inc | 2,664 | $215.0K | 0.21% | +2,664 | New |
| Websterrogers Financial Advisors, LLC | 2,662 | $215.0K | 0.08% | +2,662 | New |
| Smallwood Wealth Investment Management, LLC | 2,665 | $215.2K | 0.15% | +2,665 | New |
| Sightline Wealth Advisors, LLC | 2,666 | $215.3K | 0.12% | +2,666 | New |
| Intrinsic Value Partners, LLC | 2,670 | $215.6K | 0.22% | +2,670 | New |
| Howard Bailey Securities, LLC | 2,674 | $215.9K | 0.08% | +2,674 | New |
| WealthCollab, LLC | 2,682 | $216.6K | 0.14% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 2,687 | $217.0K | 0.02% | +2,687 | New |
| Citizens & Northern Corp | 2,688 | $217.1K | 0.07% | +2,688 | New |
| Voya Financial Advisors, Inc. | 2,721 | $217.1K | 0.02% | +2,721 | New |
| Pacific Center for Financial Services | 2,691 | $217.3K | 0.06% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,700 | $218.0K | 0.05% | +2,700 | New |
| Wealth Advisors of Iowa, LLC | 2,702 | $218.2K | 0.11% | +2,702 | New |
| Sage Investment Advisers LLC | 2,708 | $218.7K | 0.23% | +2,708 | New |
| Colorado Capital Management, Inc. | 2,711 | $219.0K | 0.11% | +2,711 | New |
| Sterling Manor Financial, LLC | 2,714 | $219.1K | 0.15% | +2,714 | New |
| Brio Consultants, LLC | 2,716 | $219.3K | 0.03% | +2,716 | New |
| Lynx Capital Group Ltd | 2,722 | $219.8K | 0.14% | +2,722 | New |
| Covestor Ltd | 2,727 | $220.0K | 0.14% | +75+2.8% | Added |
| JNBA Financial Advisors | 2,727 | $220.2K | 0.02% | −2,139−44.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,729 | $220.4K | 0.02% | +2,729 | New |
| Jackson Thornton Asset Management, LLC | 2,730 | $220.4K | 0.03% | +2,730 | New |
| Wick Capital Partners, LLC | 2,733 | $220.7K | 0.07% | +2,733 | New |
| Miller Wealth Advisors, LLC | 2,736 | $221.3K | 0.12% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,741 | $221.3K | 0.14% | −3,466−55.8% | Reduced |
| MGO Private Wealth, LLC | 2,742 | $221.4K | 0.16% | −1,609−37.0% | Reduced |
| Quaker Wealth Management, LLC | 2,744 | $221.6K | 0.08% | +2,744 | New |
| Talbot Financial, LLC | 2,745 | $221.7K | 0.03% | +2,745 | New |
| Elyxium Wealth, LLC | 2,746 | $221.7K | 0.12% | +2,746 | New |
| West Oak Capital, LLC | 2,750 | $222.1K | 0.04% | −250−8.3% | Reduced |
| Horizon Investment Services, LLC | 2,751 | $222.1K | 0.09% | +2,751 | New |
| Seldon Capital LP | 2,754 | $222.4K | 0.13% | +2,754 | New |
| Darrow Company, Inc. | 2,754 | $222.4K | 0.13% | +2,754 | New |
| New Millennium Group LLC | 2,756 | $222.6K | 0.14% | −279−9.2% | Reduced |
| Dakota Community Bank & Trust NA | 2,769 | $223.6K | 1.12% | −18−0.6% | Reduced |
| Carolina Wealth Advisors, LLC | 2,769 | $223.6K | 0.11% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,775 | $224.1K | 0.07% | +2,775 | New |
| Next Level Private LLC | 2,777 | $224.2K | 0.09% | +2,777 | New |
| Schubert & Co | 2,788 | $225.2K | 0.16% | +2,788 | New |
| Coyle Financial Counsel LLC | 3,329 | $225.4K | 0.08% | +3,329 | New |
| PCG Wealth Advisors, LLC | 2,793 | $225.5K | 0.09% | +2,793 | New |
| Waller Financial Planning Group, Inc | 2,804 | $226.4K | 0.06% | +2,804 | New |
| Blume Capital Management, Inc. | 2,806 | $226.6K | 0.05% | +37+1.3% | Added |
| GW&K Investment Management, LLC | 2,808 | $227.0K | 0.00% | +292+11.6% | Added |
| Scott & Selber, Inc. | 2,815 | $227.0K | 0.07% | +2,815 | New |
| Fairscale Capital, LLC | 2,812 | $227.1K | 0.20% | 00.0% | Unchanged |
| Flagstone Financial Management | 2,815 | $227.3K | 0.08% | +2,815 | New |
| Affiance Financial, LLC | 2,817 | $227.5K | 0.06% | +2,817 | New |
| RWM Asset Management, LLC | 2,817 | $227.5K | 0.04% | +2,817 | New |
| Clarity Capital Partners LLC | 2,818 | $227.6K | 0.13% | +2,818 | New |
| Quartz Partners, LLC | 2,819 | $227.6K | 0.14% | +2,819 | New |
| Opes Wealth Management LLC | 2,820 | $227.7K | 0.04% | −492−14.9% | Reduced |
| Knightsbridge Asset Management, LLC | 2,821 | $227.8K | 0.05% | −1,277−31.2% | Reduced |
| Moore Capital Management, LP | 2,823 | $228.0K | 0.01% | +2,823 | New |
| Lakeshore Financial Planning, Inc. | 2,824 | $228.0K | 0.10% | +2,824 | New |
| O'Dell Group, LLC | 2,825 | $228.1K | 0.05% | +2,825 | New |
| Fiduciary Financial Group, LLC | 2,862 | $228.1K | 0.05% | −3−0.1% | Reduced |
| Elevate Wealth Advisory, Inc | 2,833 | $228.7K | 0.17% | +2,833 | New |
| Clifford Group, LLC | 2,833 | $228.8K | 0.18% | +2,833 | New |
| Traction Financial Partners, LLC | 2,846 | $229.8K | 0.18% | +7+0.2% | Added |
| Professional Advisory Services Inc | 2,850 | $230.0K | 0.03% | +2,850 | New |
| Montchanin Asset Management, LLC | 2,850 | $230.0K | 0.21% | +2,850 | New |
| Prairiewood Capital, LLC | 2,849 | $230.1K | 0.10% | +2,849 | New |
| Vestia Personal Wealth Advisors | 2,854 | $230.4K | 0.22% | +2,854 | New |
| ETF Portfolio Partners, Inc. | 2,859 | $230.9K | 0.07% | +2,859 | New |
| Versor Investments LP | 2,866 | $231.4K | 0.04% | +2,866 | New |
| Heritage Financial Services, LLC | 2,869 | $231.7K | 0.03% | +2,869 | New |
| Cherrydale Wealth Management, LLC | 2,874 | $232.0K | 0.09% | +2,874 | New |
| StoneCrest Wealth Management, Inc. | 2,884 | $232.9K | 0.17% | +2,884 | New |
| Werba Rubin Papier Wealth Management | 2,888 | $233.2K | 0.05% | +2,888 | New |
| Raymond James Trust Co. of NH | 2,892 | $233.5K | 1.92% | +2,892 | New |
| Capital Management Associates, Inc | 2,930 | $236.6K | 0.10% | +2,930 | New |
| Greenup Street Wealth Management LLC | 2,930 | $236.7K | 0.05% | +2,930 | New |
| Alesco Advisors LLC | 2,931 | $236.7K | 0.01% | +2,931 | New |
| Financial Advisory Corp | 2,941 | $237.0K | 0.09% | +2,941 | New |
| Provident Wealth Management, LLC | 2,937 | $237.2K | 0.08% | +2,937 | New |
| Francis Financial, Inc. | 2,939 | $237.3K | 0.06% | +2,939 | New |
| Centennial Wealth Advisory LLC | 2,943 | $237.6K | 0.09% | +2,943 | New |
| Bridge Advisory, LLC | 2,944 | $237.8K | 0.11% | −31−1.0% | Reduced |
| Evolution Wealth Advisors, LLC | 2,953 | $237.9K | 0.04% | −2,658−47.4% | Reduced |
| Petix & Botte Co | 2,946 | $237.9K | 0.06% | +2,946 | New |
| Dodds Wealth, LLC | 3,000 | $238.8K | 0.08% | −342−10.2% | Reduced |
| Heron Bay Capital Management | 2,959 | $238.9K | 0.05% | +2,959 | New |
| Retirement Income Solutions, Inc | 2,961 | $239.1K | 0.05% | −169−5.4% | Reduced |
| Northeast Financial Group, Inc. | 2,961 | $239.1K | 0.09% | −33−1.1% | Reduced |
| Canandaigua National Trust Co of Florida | 2,973 | $240.1K | 0.21% | +2,973 | New |
| Fielder Capital Group LLC | 2,979 | $240.6K | 0.08% | +11+0.4% | Added |
| Warner Financial, Inc | 2,984 | $241.0K | 0.11% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 2,984 | $241.0K | 0.37% | +2,984 | New |
| Rench Wealth Management, Inc. | 2,989 | $241.4K | 0.08% | +8+0.3% | Added |
| Oberweis Asset Management Inc | 2,994 | $241.8K | 0.01% | −239−7.4% | Reduced |