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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 3,997 | $322.8K | 0.15% | −391−8.9% | Reduced |
| Waycross Partners, LLC | 4,000 | $323.0K | 0.04% | 00.0% | Unchanged |
| Towercrest Capital Management | 4,010 | $323.8K | 0.05% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,011 | $323.9K | 0.09% | +79+2.0% | Added |
| Treasure Coast Financial Planning | 4,016 | $324.3K | 0.20% | −12−0.3% | Reduced |
| Fonville Wealth Management LLC | 4,023 | $324.9K | 0.11% | +684+20.5% | Added |
| Navellier & Associates Inc | 4,027 | $325.2K | 0.04% | −2,888−41.8% | Reduced |
| Boomfish Wealth Group, LLC | 4,033 | $325.7K | 0.20% | −18,132−81.8% | Reduced |
| Forza Wealth Management, LLC | 4,040 | $326.2K | 0.15% | −511−11.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 4,046 | $326.7K | 0.08% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,047 | $326.8K | 0.26% | −261−6.1% | Reduced |
| TAP Consulting, LLC | 4,050 | $327.0K | 0.06% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 4,067 | $328.4K | 0.19% | +4,067 | New |
| FSM Wealth Advisors, LLC | 4,099 | $331.0K | 0.09% | +635+18.3% | Added |
| Clean Yield Group | 4,101 | $331.2K | 0.11% | −624−13.2% | Reduced |
| Atticus Wealth Management, LLC | 4,117 | $332.4K | 0.11% | −49−1.2% | Reduced |
| Seascape Capital Management | 4,128 | $333.0K | 0.12% | +18+0.4% | Added |
| Capital Advisors, Ltd. LLC | 4,123 | $333.0K | 0.04% | +274+7.1% | Added |
| Drucker Wealth 3.0, LLC | 4,128 | $333.3K | 0.08% | +69+1.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 4,143 | $334.5K | 0.05% | +24+0.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,144 | $334.6K | 0.03% | +150+3.8% | Added |
| Rooted Wealth Advisors, Inc. | 4,234 | $335.0K | 0.15% | −98−2.3% | Reduced |
| WealthBridge Capital Management, LLC | 4,156 | $335.6K | 0.10% | +4,156 | New |
| Quest Partners LLC | 4,160 | $335.9K | 0.03% | +4,160 | New |
| Jacobs Levy Equity Management, Inc | 4,163 | $336.2K | 0.00% | −1,098,199−99.6% | Reduced |
| DDFG, Inc | 4,164 | $336.2K | 0.10% | −3,574−46.2% | Reduced |
| Arcus Capital Partners, LLC | 4,177 | $337.3K | 0.12% | +23+0.6% | Added |
| Kimelman & Baird, LLC | 4,178 | $337.4K | 0.03% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,178 | $337.4K | 0.08% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 4,195 | $338.8K | 0.09% | −421−9.1% | Reduced |
| Peninsula Wealth, LLC | 4,172 | $338.8K | 0.06% | −485−10.4% | Reduced |
| Legacy Edge Advisors, LLC | 4,199 | $339.1K | 0.05% | −220−5.0% | Reduced |
| Connors Investor Services Inc | 4,200 | $339.1K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,209 | $340.0K | 0.00% | +80+1.9% | Added |
| Armbruster Capital Management, Inc. | 4,217 | $340.5K | 0.07% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,231 | $341.7K | 0.19% | +88+2.1% | Added |
| Whelan Financial | 4,242 | $342.6K | 0.14% | +175+4.3% | Added |
| Chris Bulman Inc | 4,244 | $342.7K | 0.23% | +213+5.3% | Added |
| Rice Hall James & Associates, LLC | 4,248 | $343.0K | 0.02% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,255 | $343.6K | 0.03% | −6−0.1% | Reduced |
| Financial Freedom, LLC | 4,258 | $343.8K | 0.18% | +6+0.1% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,266 | $344.5K | 0.17% | −93−2.1% | Reduced |
| Monterey Private Wealth, Inc. | 4,269 | $344.7K | 0.12% | +5+0.1% | Added |
| Jupiter Asset Management Ltd | 4,271 | $344.9K | 0.00% | +4,271 | New |
| LVM Capital Management Ltd | 5,091 | $345.0K | 0.04% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 4,275 | $345.2K | 0.16% | +7+0.2% | Added |
| VeraBank, N.A. | 4,276 | $345.3K | 0.10% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4,278 | $345.4K | 0.03% | +1,552+56.9% | Added |
| Edge Financial Advisors LLC | 4,278 | $345.5K | 0.31% | +653+18.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,289 | $346.0K | 0.01% | −2,473−36.6% | Reduced |
| Acorn Financial Advisory Services Inc | 4,289 | $346.3K | 0.06% | −104−2.4% | Reduced |
| Sentinus, LLC | 4,305 | $347.6K | 0.13% | +758+21.4% | Added |
| Chesley Taft & Associates LLC | 4,313 | $348.3K | 0.02% | −250−5.5% | Reduced |
| TRUE Private Wealth Advisors | 4,318 | $348.7K | 0.04% | −9,581−68.9% | Reduced |
| GSG Advisors LLC | 4,292 | $348.8K | 0.12% | +572+15.4% | Added |
| Financial Sense Advisors, Inc. | 4,329 | $349.6K | 0.10% | +20.0% | Added |
| Sculati Wealth Management, LLC | 4,335 | $350.1K | 0.14% | −2,379−35.4% | Reduced |
| Iron Financial, LLC | 4,347 | $351.0K | 0.19% | −11,119−71.9% | Reduced |
| Future Financial Wealth Managment LLC | 4,350 | $351.3K | 0.25% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 4,350 | $351.3K | 0.12% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,354 | $351.6K | 0.04% | +110+2.6% | Added |
| Promethium Advisors,llc | 4,359 | $352.0K | 0.25% | +4,359 | New |
| Gries Financial LLC | 4,362 | $352.3K | 0.07% | −83−1.9% | Reduced |
| Horizon Family Wealth, Inc. | 4,380 | $353.7K | 0.25% | +74+1.7% | Added |
| Great Waters Wealth Management | 4,382 | $353.8K | 0.05% | +150+3.5% | Added |
| Granite FO LLC | 4,389 | $354.4K | 0.20% | −3,900−47.1% | Reduced |
| Lion Street Advisors, LLC | 4,389 | $354.4K | 0.12% | −350−7.4% | Reduced |
| Wealth Group Ltd | 4,395 | $354.9K | 0.10% | −300−6.4% | Reduced |
| Financial Engines Advisors L.L.C. | 4,397 | $355.0K | 0.00% | −2,862−39.4% | Reduced |
| Schulz Wealth, LTD. | 4,401 | $355.4K | 0.27% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,410 | $356.1K | 0.03% | −309,776−98.6% | Reduced |
| Aletheian Wealth Advisors LLC | 4,410 | $356.1K | 0.21% | +10+0.2% | Added |
| Alliance Wealth Advisors, LLC | 4,412 | $356.3K | 0.21% | +456+11.5% | Added |
| Wheelhouse Advisory Group LLC | 4,412 | $356.3K | 0.23% | −158−3.5% | Reduced |
| Baldwin Brothers Inc | 4,416 | $356.6K | 0.02% | +2,342+112.9% | Added |
| GSB Wealth Management, LLC | 4,416 | $356.6K | 0.09% | +963+27.9% | Added |
| Almanack Investment Partners, LLC. | 4,420 | $356.9K | 0.06% | +245+5.9% | Added |
| Court Place Advisors, LLC | 4,426 | $357.4K | 0.10% | +350+8.6% | Added |
| JBR Co Financial Management Inc | 4,432 | $357.9K | 0.23% | +10+0.2% | Added |
| Aire Advisors, LLC | 4,434 | $358.1K | 0.08% | −71−1.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,312 | $359.1K | 0.17% | +18+0.4% | Added |
| CTC Alternative Strategies, Ltd. | 4,460 | $360.1K | 0.45% | −7,188−61.7% | Reduced |
| Omnia Family Wealth, LLC | 4,465 | $360.5K | 0.15% | +539+13.7% | Added |
| Financial Perspectives, Inc | 4,470 | $361.0K | 0.13% | 00.0% | Unchanged |
| Trust Co of Kansas | 4,470 | $361.0K | 0.18% | +4,470 | New |
| Sendero Wealth Management, LLC | 4,473 | $361.2K | 0.06% | +5+0.1% | Added |
| Members Capital Advisors Inc | 4,476 | $361.4K | 0.42% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 4,476 | $361.4K | 0.12% | −162−3.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,488 | $362.4K | 0.02% | −71−1.6% | Reduced |
| Golden Road Advisors LLC | 4,495 | $363.0K | 0.28% | +4,495 | New |
| Carolinas Wealth Consulting LLC | 4,499 | $363.3K | 0.07% | +226+5.3% | Added |
| Huber Capital Management LLC | 4,500 | $363.4K | 0.07% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $363.4K | 0.13% | 00.0% | Unchanged |
| WorthPointe, LLC | 4,502 | $363.5K | 0.15% | −584−11.5% | Reduced |
| Consilio Wealth Advisors, LLC | 4,505 | $363.8K | 0.15% | +574+14.6% | Added |
| Allegheny Financial Group LTD | 4,526 | $365.5K | 0.09% | −155−3.3% | Reduced |
| Goldstone Financial Group, LLC | 4,543 | $366.8K | 0.06% | +649+16.7% | Added |
| ELCO Management Co., LLC | 4,561 | $368.3K | 0.20% | −6−0.1% | Reduced |
| C2C Wealth Management, LLC | 4,500 | $368.8K | 0.34% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 4,568 | $368.9K | 0.07% | −87−1.9% | Reduced |