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 |
|---|---|---|---|---|---|
| Unique Wealth, LLC | 5,199 | $419.8K | 0.10% | +81+1.6% | Added |
| Norway Savings Bank | 5,200 | $419.9K | 0.23% | −50−1.0% | Reduced |
| Black Diamond Financial, LLC | 5,205 | $420.4K | 0.07% | +1,704+48.7% | Added |
| Enterprise Bank & Trust Co | 5,208 | $420.5K | 0.14% | +300+6.1% | Added |
| Cypress Asset Management Inc | 5,209 | $420.6K | 0.10% | +100+2.0% | Added |
| Financial Management Network Inc | 5,197 | $420.7K | 0.09% | +5,197 | New |
| Meridian Financial Partners LLC | 5,214 | $421.0K | 0.21% | +331+6.8% | Added |
| Apexium Financial, LP | 5,221 | $421.6K | 0.03% | +768+17.2% | Added |
| Financial Management Professionals, Inc. | 5,232 | $422.0K | 0.05% | +363+7.5% | Added |
| Everstar Asset Management, LLC | 5,229 | $422.3K | 0.29% | +5,229 | New |
| Lloyd Advisory Services, LLC. | 5,231 | $422.4K | 0.20% | +106+2.1% | Added |
| Peak Asset Management, LLC | 5,235 | $422.7K | 0.08% | −255−4.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 5,237 | $422.9K | 0.18% | +56+1.1% | Added |
| Goepper Burkhardt LLC | 5,259 | $424.7K | 0.18% | −45−0.8% | Reduced |
| Bright Financial Advisors, Inc. | 5,268 | $425.4K | 0.27% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 5,272 | $425.7K | 0.06% | −3,846−42.2% | Reduced |
| Montz Harcus Wealth Management LLC | 5,284 | $426.7K | 0.25% | −51−1.0% | Reduced |
| Atlantic Trust, LLC | 5,297 | $427.8K | 0.10% | +3+0.1% | Added |
| Financial Network Wealth Advisors LLC | 5,318 | $429.4K | 0.35% | −446−7.7% | Reduced |
| Lockerman Financial Group, Inc. | 5,319 | $429.5K | 0.73% | +106+2.0% | Added |
| Brogan Financial, Inc. | 5,329 | $430.3K | 0.24% | +57+1.1% | Added |
| PCA Investment Advisory Services Inc. | 5,337 | $430.9K | 0.20% | +704+15.2% | Added |
| Independent Wealth Network Inc. | 5,346 | $431.7K | 0.19% | +2,213+70.6% | Added |
| Insight Folios Inc | 5,350 | $432.0K | 0.15% | +20+0.4% | Added |
| Prosperitas Financial LLC | 5,365 | $433.2K | 0.23% | +24+0.4% | Added |
| Crown Wealth Group, LLC | 5,366 | $433.3K | 0.19% | −57−1.1% | Reduced |
| Custom Index Systems, LLC | 5,367 | $433.4K | 0.23% | −389−6.8% | Reduced |
| Hoxton Planning & Management, LLC | 5,368 | $433.5K | 0.17% | +458+9.3% | Added |
| StrongBox Wealth, LLC | 5,372 | $433.8K | 0.19% | +1,666+45.0% | Added |
| Family Asset Management, LLC | 5,387 | $435.0K | 0.26% | −48−0.9% | Reduced |
| Eagle Strategies LLC | 5,390 | $435.2K | 0.08% | +558+11.5% | Added |
| MBA Advisors LLC | 5,412 | $437.0K | 0.21% | −169−3.0% | Reduced |
| Family Investment Center, Inc. | 5,413 | $437.1K | 0.11% | +3+0.1% | Added |
| SGL Investment Advisors, Inc. | 5,189 | $438.3K | 0.22% | +5,189 | New |
| Pinnacle Family Advisors, LLC | 5,434 | $438.8K | 0.23% | +804+17.4% | Added |
| Zions Bancorporation, N.A. | 5,437 | $439.0K | 0.03% | −352−6.1% | Reduced |
| SilverOak Wealth Management LLC | 5,442 | $439.4K | 0.10% | +243+4.7% | Added |
| Axiom Advisory, LLC | 5,972 | $439.8K | 0.00% | +95+1.6% | Added |
| Betterment LLC | 5,460 | $441.0K | 0.00% | +765+16.3% | Added |
| Objective Capital Management, LLC | 5,462 | $441.1K | 0.26% | +5,462 | New |
| Fort, L.P. | 5,470 | $441.7K | 1.12% | −450−7.6% | Reduced |
| Channel Wealth LLC | 5,472 | $441.9K | 0.15% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5,475 | $442.1K | 0.07% | +5,475 | New |
| McDaniel Terry & Co | 5,492 | $443.0K | 0.04% | 00.0% | Unchanged |
| Bank Hapoalim BM | 5,511 | $445.0K | 0.07% | −87−1.6% | Reduced |
| Shotwell Rutter Baer Inc | 5,499 | $445.1K | 0.37% | 00.0% | Unchanged |
| Private Capital Management, LLC | 5,512 | $445.1K | 0.05% | −888−13.9% | Reduced |
| German American Bancorp, Inc. | 5,517 | $445.5K | 0.05% | −90−1.6% | Reduced |
| HBC Financial Services, PLLC | 5,500 | $447.0K | 0.27% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 5,563 | $449.2K | 0.18% | +12+0.2% | Added |
| High Falls Advisors, Inc | 5,585 | $451.0K | 0.10% | +49+0.9% | Added |
| Bank of Nova Scotia Trust Co | 5,597 | $452.0K | 0.05% | −15−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 5,600 | $452.2K | 0.10% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5,611 | $453.1K | 0.05% | −50−0.9% | Reduced |
| Tyler-Stone Wealth Management | 5,613 | $453.2K | 0.09% | +4,103+271.7% | Added |
| Commons Capital, LLC | 5,617 | $453.6K | 0.50% | +12+0.2% | Added |
| Ellevest, Inc. | 5,626 | $454.3K | 0.03% | +69+1.2% | Added |
| Sequent Planning LLC | 5,630 | $454.6K | 0.16% | −40−0.7% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 5,636 | $455.1K | 0.33% | +654+13.1% | Added |
| Symphony Financial Services, Inc. | 5,656 | $456.8K | 0.39% | −126−2.2% | Reduced |
| KFA Private Wealth Group, LLC | 5,658 | $456.9K | 0.22% | −2,143−27.5% | Reduced |
| Capital Performance Advisors LLP | 5,662 | $457.2K | 0.14% | +1,113+24.5% | Added |
| Nelson Capital Management, LLC | 5,666 | $457.5K | 0.08% | +50+0.9% | Added |
| Collective Family Office LLC | 5,682 | $458.8K | 0.12% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 5,737 | $463.2K | 0.38% | +1,243+27.7% | Added |
| Invenio Wealth Partners LLC | 5,739 | $463.4K | 0.20% | −84−1.4% | Reduced |
| Circle Wealth Management, LLC | 5,748 | $464.1K | 0.01% | +391+7.3% | Added |
| Tealwood Asset Management Inc | 5,754 | $465.0K | 0.20% | +5,754 | New |
| Alpha Omega Wealth Management LLC | 5,759 | $465.0K | 0.09% | −1,402−19.6% | Reduced |
| Pettinga Financial Advisors, LLC | 5,761 | $465.2K | 0.11% | +7+0.1% | Added |
| Seaside Wealth Management, Inc. | 5,763 | $465.4K | 0.18% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 5,774 | $466.0K | 0.05% | −68−1.2% | Reduced |
| Lauterbach Financial Advisors, LLC | 5,779 | $466.6K | 0.28% | +10.0% | Added |
| Optivise Advisory Services LLC | 5,780 | $466.8K | 0.25% | −1,069−15.6% | Reduced |
| Financial Strategies Group, Inc. | 5,818 | $467.2K | 0.11% | +534+10.1% | Added |
| Founders Capital Management | 5,787 | $467.3K | 0.28% | +87+1.5% | Added |
| Tillman Hartley LLC | 5,798 | $468.2K | 0.14% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 5,814 | $469.5K | 0.22% | +1,713+41.8% | Added |
| Stephens Consulting, LLC | 5,823 | $470.2K | 0.12% | −288−4.7% | Reduced |
| Summitry LLC | 5,825 | $470.4K | 0.02% | +300+5.4% | Added |
| Coastal Investment Advisors, Inc. | 5,861 | $470.6K | 0.22% | −12,936−68.8% | Reduced |
| Hamilton Capital, LLC | 5,746 | $470.9K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5,839 | $471.5K | 0.13% | −822−12.3% | Reduced |
| Stoneridge Investment Partners LLC | 5,844 | $472.0K | 0.18% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 5,850 | $472.4K | 0.11% | −319−5.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,854 | $472.7K | 0.27% | −307−5.0% | Reduced |
| ForthRight Wealth Management, LLC | 5,891 | $475.7K | 0.16% | +10.0% | Added |
| McRae Capital Management Inc | 5,892 | $475.8K | 0.09% | +72+1.2% | Added |
| Retirement Investment Advisors, Inc. | 5,916 | $477.7K | 0.05% | +5,916 | New |
| Northwest Financial Advisors | 5,920 | $478.0K | 0.38% | −1,187−16.7% | Reduced |
| Sage Rhino Capital LLC | 5,923 | $478.3K | 0.11% | +30+0.5% | Added |
| Carmel Capital Partners, LLC | 5,929 | $478.8K | 0.18% | +241+4.2% | Added |
| Uhlmann Price Securities, LLC | 5,943 | $479.8K | 0.38% | +5,943 | New |
| Poehling Capital Management, LLC | 5,961 | $481.3K | 0.12% | +278+4.9% | Added |
| Ellsworth Advisors, LLC | 5,968 | $481.9K | 0.12% | −58−1.0% | Reduced |
| Global X Japan Co., Ltd. | 5,976 | $482.6K | 0.06% | −1,204−16.8% | Reduced |
| Safeguard Financial, LLC | 5,976 | $482.6K | 0.11% | +1,700+39.8% | Added |
| Wedgewood Investors Inc | 5,979 | $482.8K | 0.53% | 00.0% | Unchanged |
| Planning Center, Inc. | 5,988 | $483.5K | 0.06% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 5,992 | $483.8K | 0.23% | 00.0% | Unchanged |