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 7 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 |
|---|---|---|---|---|---|
| Chiron Capital Management, LLC | 2,999 | $242.2K | 0.21% | +2,999 | New |
| Montag & Caldwell, LLC | 3,000 | $242.3K | 0.05% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,000 | $242.3K | 0.10% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 3,000 | $242.3K | 0.02% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 3,000 | $242.3K | 0.05% | 00.0% | Unchanged |
| NWK Group, Inc. | 3,000 | $242.3K | 0.10% | +3,000 | New |
| Counterweight Ventures, LLC | 3,000 | $242.3K | 0.17% | +3,000 | New |
| LifePro Asset Management | 3,001 | $242.3K | 0.15% | −416−12.2% | Reduced |
| Mma Asset Management LLC | 3,003 | $242.5K | 0.06% | −465−13.4% | Reduced |
| Powell Investment Advisors, LLC | 3,006 | $242.7K | 0.11% | +3,006 | New |
| Wallington Asset Management, LLC | 3,015 | $243.0K | 0.03% | +3,015 | New |
| Kirtland Hills Capital Management, LLC | 3,012 | $243.2K | 0.13% | +3,012 | New |
| Kiely Wealth Advisory Group, Inc. | 2,850 | $243.4K | 0.15% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,021 | $244.0K | 0.18% | +3,021 | New |
| MBE Wealth Management, LLC | 3,024 | $244.2K | 0.13% | +3,024 | New |
| WP Advisors, LLC | 3,026 | $244.4K | 0.09% | −1,210−28.6% | Reduced |
| Asio Capital, LLC | 3,033 | $244.9K | 0.05% | +3,033 | New |
| Sound Financial Strategies Group, LLC | 3,034 | $245.0K | 0.20% | −331−9.8% | Reduced |
| SMART Wealth LLC | 3,036 | $245.1K | 0.10% | +45+1.5% | Added |
| Vista Private Wealth Partners. LLC | 3,043 | $245.8K | 0.09% | +294+10.7% | Added |
| Portfolio Design Labs, LLC | 3,049 | $246.2K | 0.07% | −1,626−34.8% | Reduced |
| Old North State Wealth Management, LLC | 3,046 | $246.4K | 0.14% | +3,046 | New |
| Oak Ridge Investments LLC | 3,053 | $246.5K | 0.02% | +56+1.9% | Added |
| Templeton & Phillips Capital Management, LLC | 3,054 | $246.6K | 0.19% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 3,057 | $246.8K | 0.10% | +3,057 | New |
| Sterling Group Wealth Management, LLC | 3,057 | $246.9K | 0.13% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,061 | $247.2K | 0.05% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 3,061 | $247.2K | 0.07% | +3,061 | New |
| Twin Peaks Wealth Advisors, LLC | 3,063 | $247.4K | 0.11% | +3,063 | New |
| Arrowroot Family Office, LLC | 3,074 | $248.2K | 0.14% | +3,074 | New |
| BetterWealth, LLC | 3,079 | $248.6K | 0.07% | +8+0.3% | Added |
| AllSquare Wealth Management LLC | 3,084 | $249.0K | 0.14% | +834+37.1% | Added |
| Sar Wealth Management Group, LLC | 3,088 | $249.4K | 0.16% | +3,088 | New |
| Gallacher Capital Management LLC | 3,089 | $249.4K | 0.11% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 3,091 | $249.6K | 0.16% | −42−1.3% | Reduced |
| Horizon Wealth Management, LLC | 3,105 | $250.7K | 0.05% | +5+0.2% | Added |
| BCM Advisors, LLC | 3,048 | $251.3K | 0.06% | +15+0.5% | Added |
| Altiora Financial Group, LLC | 3,115 | $251.5K | 0.06% | +4+0.1% | Added |
| Independent Family Office, LLC | 3,120 | $251.9K | 0.13% | −3,900−55.6% | Reduced |
| Barings LLC | 3,124 | $252.3K | 0.01% | +3,124 | New |
| Cahill Wealth Management, LLC | 3,129 | $252.7K | 0.13% | +3,129 | New |
| Hilltop Wealth Advisors, LLC | 3,157 | $254.9K | 0.12% | +32+1.0% | Added |
| Running Point Capital Advisors, LLC | 3,164 | $255.5K | 0.10% | +3,164 | New |
| Bull Street Advisors, LLC | 3,165 | $256.0K | 0.12% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,176 | $256.5K | 0.00% | +14+0.4% | Added |
| Sachetta, LLC | 3,182 | $256.9K | 0.10% | +323+11.3% | Added |
| Threadgill Financial, LLC | 3,184 | $257.1K | 0.15% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 3,185 | $257.2K | 0.06% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 3,187 | $257.4K | 0.10% | +6+0.2% | Added |
| 1776 Wealth LLC | 3,189 | $257.5K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,191 | $257.7K | 0.04% | −157−4.7% | Reduced |
| Acorn Creek Capital LLC | 3,191 | $257.7K | 0.14% | +3,191 | New |
| Adapt Wealth Advisors, LLC | 3,195 | $258.0K | 0.14% | +130+4.2% | Added |
| Aurora Private Wealth, Inc. | 3,192 | $258.0K | 0.20% | −327−9.3% | Reduced |
| Notis-McConarty Edward | 3,200 | $258.4K | 0.12% | −100−3.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 3,159 | $258.9K | 0.10% | +3,159 | New |
| TCFG Wealth Management, LLC | 3,219 | $260.0K | 0.13% | +3,219 | New |
| Vestmark Advisory Solutions, Inc. | 3,225 | $260.4K | 0.01% | −30,496−90.4% | Reduced |
| Vantage Financial Partners, LLC | 3,232 | $261.0K | 0.06% | +3,232 | New |
| Capasso Planning Partners LLC | 3,243 | $261.8K | 0.08% | −1,983−37.9% | Reduced |
| Kapstone Financial Advisors LLC | 3,297 | $263.0K | 0.16% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,258 | $263.1K | 0.05% | +3,258 | New |
| Trust Investment Advisors | 3,261 | $263.3K | 0.17% | 00.0% | Unchanged |
| FreeGulliver LLC | 3,261 | $263.3K | 0.16% | +3,261 | New |
| Fiera Capital Corp | 3,282 | $265.0K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 3,291 | $265.7K | 0.25% | +3,291 | New |
| Conservest Capital Advisors, Inc. | 4,417 | $265.8K | 0.03% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,296 | $266.2K | 0.22% | +3+0.1% | Added |
| Schwartz Investment Counsel Inc | 3,300 | $266.5K | 0.01% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 3,300 | $266.5K | 0.04% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 3,301 | $266.5K | 0.08% | −300−8.3% | Reduced |
| Peoples Bank | 3,303 | $266.7K | 0.14% | −381−10.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,306 | $267.0K | 0.06% | +109+3.4% | Added |
| Flaharty Asset Management, LLC | 3,309 | $267.2K | 0.04% | −298−8.3% | Reduced |
| Taylor Financial Group, Inc. | 3,315 | $267.7K | 0.19% | 00.0% | Unchanged |
| Essex LLC | 3,320 | $268.1K | 0.05% | −248−7.0% | Reduced |
| Buckingham Capital Management, Inc. | 3,323 | $268.3K | 0.03% | +6+0.2% | Added |
| EWG Elevate Inc. | 3,328 | $268.7K | 0.11% | +36+1.1% | Added |
| Armstrong, Fleming & Moore, Inc | 3,330 | $268.9K | 0.16% | 00.0% | Unchanged |
| Campion Asset Management LLC | 3,335 | $269.3K | 0.20% | −25−0.7% | Reduced |
| Yarger Wealth Strategies, LLC | 3,337 | $269.4K | 0.15% | +201+6.4% | Added |
| Quantbot Technologies LP | 3,343 | $269.9K | 0.01% | +3,343 | New |
| Values Added Financial LLC | 3,349 | $270.4K | 0.17% | +201+6.4% | Added |
| CJM Wealth Advisers, Ltd. | 3,351 | $270.6K | 0.09% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 3,354 | $270.8K | 0.13% | −580−14.7% | Reduced |
| Tarbox Family Office, Inc. | 3,357 | $271.1K | 0.04% | +3,357 | New |
| Carl P. Sherr & Co., LLC | 3,360 | $271.3K | 0.14% | −298−8.1% | Reduced |
| Sigma Investment Counselors Inc | 3,361 | $271.4K | 0.02% | +3,361 | New |
| Alley Investment Management Company, LLC | 3,367 | $271.9K | 0.03% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 3,376 | $272.6K | 0.04% | +63+1.9% | Added |
| Principal Street Partners, LLC | 4,040 | $273.5K | 0.04% | 00.0% | Unchanged |
| Mason & Associates Inc | 3,412 | $275.5K | 0.07% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 3,414 | $275.7K | 0.00% | −290−7.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,416 | $275.8K | 0.11% | 00.0% | Unchanged |
| First National Corp | 3,422 | $276.3K | 0.06% | +166+5.1% | Added |
| Morris Financial Concepts, Inc. | 3,423 | $276.4K | 0.12% | +3,423 | New |
| Meixler Investment Management, Ltd. | 3,426 | $276.6K | 0.20% | −174−4.8% | Reduced |
| Brave Asset Management Inc | 3,434 | $277.3K | 0.07% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 3,438 | $277.7K | 0.25% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,439 | $277.8K | 0.09% | +3,439 | New |