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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Anson Capital, Inc. | 4,569 | $368.9K | 0.33% | −3−0.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,575 | $369.4K | 0.21% | +9+0.2% | Added |
| Key Financial Inc | 4,578 | $369.7K | 0.08% | +75+1.7% | Added |
| ETF Store, Inc. | 4,597 | $371.2K | 0.38% | +15+0.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,602 | $371.6K | 0.10% | 00.0% | Unchanged |
| Tamar Securities, LLC | 4,603 | $371.7K | 0.05% | +177+4.0% | Added |
| Dechtman Wealth Management, LLC | 4,603 | $371.7K | 0.08% | +12+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 4,609 | $372.2K | 0.03% | −23−0.5% | Reduced |
| Algert Global LLC | 4,618 | $372.9K | 0.01% | +4,618 | New |
| Penbrook Management LLC | 4,621 | $373.1K | 0.24% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 4,630 | $373.9K | 0.15% | +29+0.6% | Added |
| Mirador Capital Partners LP | 4,632 | $374.0K | 0.07% | +18+0.4% | Added |
| BTG Pactual Asset Management US LLC | 4,640 | $374.7K | 0.05% | −5,960−56.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,641 | $374.8K | 0.16% | −300−6.1% | Reduced |
| Avion Wealth | 4,648 | $375.0K | 0.10% | +1,005+27.6% | Added |
| Broderick Brian C | 4,650 | $375.5K | 0.07% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 4,650 | $375.5K | 0.71% | 00.0% | Unchanged |
| Orion Investment Co | 4,656 | $376.0K | 0.15% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,660 | $376.3K | 0.14% | +104+2.3% | Added |
| McIlrath & Eck, LLC | 4,665 | $376.7K | 0.05% | +14+0.3% | Added |
| Tradewinds Capital Management, LLC | 4,677 | $377.7K | 0.10% | 00.0% | Unchanged |
| Firestone Capital Management | 4,686 | $378.4K | 0.09% | 00.0% | Unchanged |
| Atlas Wealth LLC | 4,689 | $378.6K | 0.16% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 4,691 | $378.8K | 0.84% | −14−0.3% | Reduced |
| West Wealth Group, LLC | 4,692 | $378.9K | 0.12% | +46+1.0% | Added |
| Schoolcraft Capital LLC | 4,704 | $379.8K | 0.08% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 4,707 | $380.1K | 0.08% | 00.0% | Unchanged |
| Encompass More Asset Management | 4,712 | $380.5K | 0.14% | +4,712 | New |
| Fulton Breakefield Broenniman LLC | 4,723 | $381.4K | 0.03% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 4,725 | $381.5K | 0.31% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 4,559 | $382.3K | 0.06% | −100−2.1% | Reduced |
| Affinity Capital Advisors, LLC | 4,735 | $382.4K | 0.07% | −96−2.0% | Reduced |
| Fortis Advisors, LLC | 4,736 | $382.4K | 0.25% | −2,089−30.6% | Reduced |
| Pacitti Group Inc. | 4,742 | $382.9K | 0.18% | +5+0.1% | Added |
| Vance Wealth, Inc. | 4,762 | $384.5K | 0.15% | +176+3.8% | Added |
| Watershed Private Wealth LLC | 4,764 | $384.7K | 0.15% | +528+12.5% | Added |
| Peregrine Asset Advisers, Inc. | 4,768 | $385.0K | 0.13% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 4,783 | $386.2K | 0.12% | +13+0.3% | Added |
| Darden Wealth Group Inc | 4,785 | $386.5K | 0.28% | +43+0.9% | Added |
| Consolidated Portfolio Review Corp | 4,787 | $386.5K | 0.09% | +165+3.6% | Added |
| Sierra Summit Advisors LLC | 4,800 | $387.6K | 0.09% | 00.0% | Unchanged |
| WJ Interests, LLC | 4,800 | $387.6K | 0.17% | +4,800 | New |
| Willow Creek Wealth Management Inc. | 4,801 | $387.7K | 0.04% | +137+2.9% | Added |
| Ontario Teachers Pension Plan Board | 4,816 | $388.9K | 0.00% | −24,243−83.4% | Reduced |
| Riverview Trust Co | 4,819 | $389.1K | 0.34% | +103+2.2% | Added |
| Southland Equity Partners LLC | 4,835 | $390.4K | 0.09% | +148+3.2% | Added |
| Matrix Asset Advisors Inc | 4,841 | $390.9K | 0.04% | 00.0% | Unchanged |
| Two West Capital Advisors LLC | 4,841 | $390.9K | 0.32% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 4,845 | $391.2K | 0.22% | 00.0% | Unchanged |
| Eclectic Associates Inc | 4,849 | $391.5K | 0.15% | −74−1.5% | Reduced |
| K.J. Harrison & Partners Inc | 4,848 | $391.8K | 0.06% | −345−6.6% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 4,864 | $392.8K | 0.25% | −219−4.3% | Reduced |
| Hemington Wealth Management | 4,796 | $393.0K | 0.11% | +125+2.7% | Added |
| Gordian Advisors LLC | 4,878 | $393.9K | 0.31% | +3+0.1% | Added |
| MPS Loria Financial Planners, LLC | 4,884 | $394.4K | 0.12% | −797−14.0% | Reduced |
| RNC Capital Management LLC | 5,827 | $394.5K | 0.02% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 4,893 | $395.1K | 0.09% | +171+3.6% | Added |
| Clarkston Capital Partners, LLC | 4,903 | $395.9K | 0.01% | 00.0% | Unchanged |
| One Day In July LLC | 4,913 | $396.7K | 0.04% | +635+14.8% | Added |
| Maryland Capital Advisors Inc. | 4,920 | $397.3K | 0.19% | +99+2.1% | Added |
| Cambridge Financial Group, LLC | 4,923 | $397.6K | 0.17% | +50+1.0% | Added |
| Echo45 Advisors LLC | 4,946 | $398.9K | 0.26% | −181−3.5% | Reduced |
| WSFS Capital Management, LLC | 4,944 | $399.2K | 0.02% | +1,047+26.9% | Added |
| Walkner Condon Financial Advisors LLC | 4,969 | $401.2K | 0.08% | +324+7.0% | Added |
| Dover Advisors, LLC | 4,974 | $401.6K | 0.23% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 4,983 | $402.4K | 0.07% | +20.0% | Added |
| Pegasus Partners Ltd. | 4,988 | $402.8K | 0.04% | −86−1.7% | Reduced |
| Intrepid Financial Planning Group LLC | 5,001 | $403.8K | 0.17% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,001 | $404.0K | 0.15% | −495−9.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,007 | $404.3K | 0.18% | −4,287−46.1% | Reduced |
| Thompson Davis & Co., Inc. | 5,007 | $404.3K | 0.30% | +1,821+57.2% | Added |
| Bouchey Financial Group Ltd | 5,010 | $404.5K | 0.04% | +226+4.7% | Added |
| Kolinsky Wealth Management, LLC | 5,021 | $405.5K | 0.26% | +29+0.6% | Added |
| Ballew Advisors, Inc | 5,052 | $406.2K | 0.27% | +3+0.1% | Added |
| Keener Financial Planning LLC | 5,046 | $407.0K | 0.27% | −117−2.3% | Reduced |
| Koss-Olinger Consulting, LLC | 5,039 | $407.0K | 0.04% | +2,045+68.3% | Added |
| Davidson Trust Co | 5,057 | $408.4K | 0.21% | +73+1.5% | Added |
| Alterna Wealth Management, Inc | 5,063 | $408.8K | 0.37% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 5,064 | $408.9K | 0.30% | +886+21.2% | Added |
| WPWealth LLP | 5,068 | $409.2K | 0.08% | +781+18.2% | Added |
| Hiley Hunt Wealth Management | 5,076 | $409.9K | 0.23% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 5,082 | $410.4K | 0.13% | +5,082 | New |
| Redwood Financial Network Corp | 5,090 | $411.0K | 0.32% | −421−7.6% | Reduced |
| SFG Wealth Management, LLC. | 5,096 | $411.5K | 0.22% | +11+0.2% | Added |
| Buttonwood Financial Advisors Inc. | 5,105 | $412.2K | 0.18% | −34−0.7% | Reduced |
| Elevatus Welath Management | 5,109 | $412.5K | 0.13% | +144+2.9% | Added |
| Tru Independence Asset Management 2, LLC | 5,115 | $413.0K | 0.35% | +5,115 | New |
| Birchcreek Wealth Management, LLC | 5,119 | $413.4K | 0.27% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,121 | $413.5K | 0.11% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 5,124 | $413.7K | 0.30% | +148+3.0% | Added |
| Northeast Financial Consultants Inc | 5,136 | $414.7K | 0.02% | +186+3.8% | Added |
| Stordahl Capital Management, Inc. | 5,104 | $414.8K | 0.10% | −198−3.7% | Reduced |
| Cascades Capital Asset Management, LLC | 5,150 | $415.9K | 0.23% | +5,150 | New |
| Phillips Wealth Planners LLC | 5,125 | $416.2K | 0.40% | +82+1.6% | Added |
| Burns J W & Co Inc | 5,155 | $416.3K | 0.05% | +52+1.0% | Added |
| Legacy Financial Strategies, LLC | 5,157 | $416.4K | 0.09% | +1,701+49.2% | Added |
| Abel Hall, LLC | 5,159 | $416.6K | 0.27% | +292+6.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,175 | $417.9K | 0.02% | +135+2.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,174 | $418.0K | 0.22% | 00.0% | Unchanged |
| waypoint wealth counsel | 5,193 | $419.3K | 0.28% | +425+8.9% | Added |