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 |
|---|---|---|---|---|---|
| Mill Capital Management, LLC | 3,441 | $277.9K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3,442 | $278.0K | 0.01% | −10.0% | Reduced |
| Villere St Denis J & Co LLC | 3,447 | $278.3K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 3,460 | $279.4K | 0.10% | +991+40.1% | Added |
| Juncture Wealth Strategies, LLC | 3,461 | $279.5K | 0.11% | +32+0.9% | Added |
| Morton Community Bank | 3,462 | $279.6K | 0.07% | 00.0% | Unchanged |
| Marion Wealth Management | 3,467 | $279.9K | 0.07% | −67−1.9% | Reduced |
| Evolution Advisers, Inc. | 3,471 | $280.0K | 0.15% | +10.0% | Added |
| Staley Capital Advisers Inc | 3,477 | $280.8K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,488 | $281.7K | 0.10% | −74−2.1% | Reduced |
| Twin Lakes Capital Management, LLC | 3,498 | $282.5K | 0.18% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,500 | $282.6K | 0.19% | +500+16.7% | Added |
| IFG Advisors, LLC | 3,502 | $282.8K | 0.06% | −122−3.4% | Reduced |
| Goldstein Advisors, LLC | 3,503 | $282.9K | 0.04% | +120+3.5% | Added |
| Demars Financial Group, LLC | 3,510 | $283.4K | 0.13% | +18+0.5% | Added |
| Lantern Wealth Advisors, LLC | 3,518 | $284.1K | 0.20% | +3+0.1% | Added |
| Twin Focus Capital Partners, LLC | 3,523 | $284.5K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 3,599 | $284.7K | 0.04% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,526 | $284.8K | 0.18% | +3,526 | New |
| Dynamic Wealth Strategies, LLC | 3,527 | $285.0K | 0.23% | −109−3.0% | Reduced |
| TL Private Wealth | 3,606 | $285.2K | 0.13% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,540 | $285.8K | 0.03% | +10.0% | Added |
| Sterneck Capital Management, LLC | 3,540 | $285.9K | 0.15% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 3,540 | $286.0K | 0.12% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,543 | $286.1K | 0.03% | −3,364−48.7% | Reduced |
| Sandbox Financial Partners, LLC | 3,549 | $286.6K | 0.10% | +486+15.9% | Added |
| Glass Wealth Management Co LLC | 3,559 | $287.4K | 0.16% | +26+0.7% | Added |
| Strata Wealth Advisors, LLC | 3,563 | $287.7K | 0.09% | +105+3.0% | Added |
| Avaii Wealth Management, LLC | 3,563 | $287.7K | 0.15% | −2,167−37.8% | Reduced |
| Wealthstream Advisors, Inc. | 3,571 | $288.3K | 0.05% | +358+11.1% | Added |
| Cottage Street Advisors LLC | 3,575 | $288.7K | 0.16% | +134+3.9% | Added |
| Klingenstein Fields & Co LP | 3,584 | $289.4K | 0.01% | −44−1.2% | Reduced |
| Kendall Capital Management | 3,585 | $289.5K | 0.09% | −75−2.0% | Reduced |
| Avenir Corp | 3,588 | $289.7K | 0.03% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 3,616 | $290.5K | 0.31% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 3,608 | $291.3K | 0.10% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,638 | $294.0K | 0.09% | +3,638 | New |
| Royal Harbor Partners, LLC | 3,641 | $294.0K | 0.11% | +2+0.1% | Added |
| Gratus Wealth Advisors, LLC | 3,720 | $294.3K | 0.05% | −153−4.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,650 | $294.7K | 0.11% | +296+8.8% | Added |
| Saxony Capital Management, LLC | 3,659 | $295.5K | 0.27% | −1,220−25.0% | Reduced |
| New England Professional Planning Group Inc. | 3,663 | $295.8K | 0.15% | −171−4.5% | Reduced |
| Marquette Asset Management, LLC | 3,680 | $297.2K | 0.05% | +3,680 | New |
| Cahill Financial Advisors Inc | 3,681 | $297.3K | 0.04% | +150+4.2% | Added |
| Hibernia Wealth Partners, LLC | 3,685 | $297.6K | 0.10% | −76−2.0% | Reduced |
| ICONIQ Capital, LLC | 3,686 | $297.6K | 0.01% | +3,686 | New |
| Waypoint Capital Advisors, LLC | 3,713 | $299.8K | 0.06% | +418+12.7% | Added |
| Family Firm, Inc. | 3,718 | $300.3K | 0.07% | −244−6.2% | Reduced |
| Motive Wealth Advisors | 4,437 | $300.4K | 0.18% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 3,724 | $300.8K | 0.07% | +347+10.3% | Added |
| Acorn Wealth Advisors, LLC | 3,726 | $300.8K | 0.13% | +462+14.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,750 | $302.0K | 0.24% | −1,410−27.3% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,741 | $302.1K | 0.08% | +412+12.4% | Added |
| Private Capital Management LLC | 3,742 | $302.2K | 0.05% | −325−8.0% | Reduced |
| Copley Financial Group, Inc. | 3,747 | $302.6K | 0.27% | +3,747 | New |
| Palisades Hudson Asset Management, L.P. | 3,758 | $303.0K | 0.13% | +141+3.9% | Added |
| Ellis Investment Partners, LLC | 3,759 | $303.5K | 0.06% | −7−0.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 3,765 | $304.0K | 0.20% | −19−0.5% | Reduced |
| IMZ Advisory Inc | 3,763 | $304.6K | 0.14% | +10+0.3% | Added |
| Hallmark Capital Management Inc | 3,774 | $304.8K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,777 | $305.0K | 0.04% | −452−10.7% | Reduced |
| Landaas & Co | 3,779 | $305.0K | 0.08% | −27−0.7% | Reduced |
| Paragon Private Wealth Management, LLC | 3,788 | $305.9K | 0.15% | +507+15.5% | Added |
| Tower Wealth Partners, Inc. | 3,811 | $307.7K | 0.18% | −214−5.3% | Reduced |
| Landmark Wealth Management, Inc. | 3,816 | $308.1K | 0.15% | −1,108−22.5% | Reduced |
| B&L Asset Management LLC | 3,825 | $308.9K | 0.20% | +3,825 | New |
| Wintrust Investments LLC | 3,827 | $309.0K | 0.23% | −35,325−90.2% | Reduced |
| Searcy Financial Services Inc | 3,839 | $310.0K | 0.15% | +3+0.1% | Added |
| Alaethes Wealth LLC | 3,847 | $310.6K | 0.11% | 00.0% | Unchanged |
| J. Goldman & Co LP | 3,848 | $310.7K | 0.01% | −64,390−94.4% | Reduced |
| Greenland Capital Management LP | 3,848 | $310.7K | 0.06% | +3,848 | New |
| Westbourne Investment Advisors, Inc. | 3,849 | $311.0K | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,860 | $311.7K | 0.19% | +155+4.2% | Added |
| LifePlan Investment Advisors, Inc. | 3,864 | $312.0K | 0.20% | +3,864 | New |
| Stewardship Advisors, LLC | 3,886 | $313.8K | 0.09% | +3,886 | New |
| Pine Harbor Wealth Management, LLC | 3,889 | $314.0K | 0.16% | +11+0.3% | Added |
| Acima Private Wealth, LLC | 3,900 | $314.9K | 0.11% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 3,901 | $315.0K | 0.07% | +470+13.7% | Added |
| Prepared Retirement Institute LLC | 3,903 | $315.2K | 0.19% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 3,919 | $315.2K | 0.07% | +10.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,915 | $316.2K | 0.08% | +574+17.2% | Added |
| Lansing Street Advisors | 3,916 | $316.2K | 0.12% | +145+3.8% | Added |
| International Private Wealth Advisors LLC | 3,922 | $316.7K | 0.46% | −1,132−22.4% | Reduced |
| Financial Advisors, LLC | 3,923 | $316.8K | 0.06% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,924 | $316.9K | 0.04% | +8+0.2% | Added |
| Lynx Investment Advisory | 3,928 | $317.2K | 0.23% | +502+14.7% | Added |
| Mezzasalma Advisors, LLC | 3,930 | $317.3K | 0.13% | −5−0.1% | Reduced |
| Alternative Investment Advisors, LLC. | 3,934 | $317.7K | 0.17% | +3,934 | New |
| HBW Advisory Services LLC | 3,935 | $317.7K | 0.05% | −889−18.4% | Reduced |
| Round Rock Advisors, LLC | 3,936 | $317.9K | 0.07% | +149+3.9% | Added |
| Oxford Wealth Group, LLC | 3,951 | $319.0K | 0.26% | −72−1.8% | Reduced |
| Sutton Place Investors LLC | 3,953 | $319.2K | 0.20% | +338+9.3% | Added |
| Marks Group Wealth Management, Inc | 3,954 | $319.3K | 0.03% | −521−11.6% | Reduced |
| Marietta Investment Partners LLC | 3,965 | $320.2K | 0.07% | +50+1.3% | Added |
| Allstate Corp | 3,970 | $320.6K | 0.03% | −10,690−72.9% | Reduced |
| Pure Portfolios Holdings LLC | 3,976 | $321.1K | 0.12% | +3,976 | New |
| Annapolis Financial Services, LLC | 3,977 | $321.1K | 0.10% | +35+0.9% | Added |
| Capital Market Strategies LLC | 3,980 | $321.4K | 0.19% | −37−0.9% | Reduced |
| First National Bank Sioux Falls | 3,984 | $321.7K | 0.15% | −390−8.9% | Reduced |
| Aviso Financial Inc. | 3,987 | $321.9K | 0.02% | +1,949+95.6% | Added |