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 |
|---|---|---|---|---|---|
| Glass Jacobson Investment Advisors llc | 5,999 | $484.4K | 0.16% | −312−4.9% | Reduced |
| Eight 31 Financial LLC | 6,000 | $484.5K | 0.37% | −456−7.1% | Reduced |
| Keating Investment Counselors Inc | 6,000 | $484.5K | 0.14% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 6,000 | $484.5K | 0.29% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 6,023 | $486.4K | 0.04% | −1,000−14.2% | Reduced |
| Redwood Wealth Management Group, LLC | 6,029 | $486.8K | 0.24% | −147−2.4% | Reduced |
| Montis Financial, LLC | 6,036 | $487.4K | 0.17% | +1,200+24.8% | Added |
| Oakwell Private Wealth Management, LLC | 6,039 | $487.6K | 0.14% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 6,040 | $487.8K | 0.20% | +20.0% | Added |
| Capital Advisors Wealth Management, LLC | 6,042 | $487.9K | 0.09% | +298+5.2% | Added |
| Meridian Wealth Partners, LLC | 6,046 | $488.2K | 0.08% | −463−7.1% | Reduced |
| AXS Investments LLC | 6,047 | $488.3K | 0.13% | −1,175−16.3% | Reduced |
| Schmidt P J Investment Management Inc | 6,049 | $488.5K | 0.08% | +33+0.5% | Added |
| CAP Partners, LLC | 6,054 | $488.9K | 0.37% | +125+2.1% | Added |
| Magnolia Capital Management Ltd | 6,060 | $489.0K | 0.39% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6,065 | $489.7K | 0.21% | +102+1.7% | Added |
| Green Harvest Asset Management LLC | 6,068 | $490.0K | 0.01% | +392+6.9% | Added |
| LifePlan Financial, LLC | 6,068 | $490.0K | 0.42% | +402+7.1% | Added |
| Rollins Financial Advisors, LLC | 6,080 | $490.9K | 0.08% | −461−7.0% | Reduced |
| Strategic Financial Services, Inc, | 6,084 | $491.3K | 0.03% | 00.0% | Unchanged |
| MQS Management LLC | 6,091 | $491.8K | 0.27% | +6,091 | New |
| Keynote Financial Services LLC | 6,092 | $491.9K | 0.38% | −1,005−14.2% | Reduced |
| CKW Financial Group | 6,057 | $492.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 6,093 | $492.0K | 0.23% | +1,360+28.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 6,097 | $492.3K | 0.08% | −245−3.9% | Reduced |
| Vivid Wealth Management, LLC | 6,100 | $492.5K | 0.26% | −2,678−30.5% | Reduced |
| Aua Capital Management, LLC | 6,102 | $492.7K | 0.29% | −48−0.8% | Reduced |
| Gibson Capital, LLC | 6,105 | $493.0K | 0.10% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 6,105 | $493.0K | 0.25% | +6,105 | New |
| Zega Financial, LLC | 6,106 | $493.1K | 0.16% | −17−0.3% | Reduced |
| Partners in Financial Planning | 6,108 | $493.2K | 0.10% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,110 | $493.4K | 0.35% | −450−6.9% | Reduced |
| Susquehanna International Group Ltd. | 6,112 | $493.5K | 0.10% | +6,112 | New |
| Hazlett, Burt & Watson, Inc. | 6,104 | $495.0K | 0.23% | −73−1.2% | Reduced |
| Accel Wealth Management | 6,133 | $495.3K | 0.18% | +199+3.4% | Added |
| Keystone Wealth Services, LLC | 6,139 | $495.8K | 0.14% | −436−6.6% | Reduced |
| FDx Advisors, Inc. | 6,150 | $497.0K | 0.14% | +2,082+51.2% | Added |
| Sittner & Nelson, LLC | 6,163 | $497.6K | 0.22% | −54−0.9% | Reduced |
| Hummer Financial Advisory Services Inc | 6,165 | $497.8K | 0.39% | 00.0% | Unchanged |
| M. Kraus & Co | 6,168 | $498.1K | 0.15% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 6,180 | $499.1K | 0.17% | +5+0.1% | Added |
| Philip James Wealth Mangement, LLC | 6,181 | $499.1K | 0.06% | +1,669+37.0% | Added |
| Investment Advisory Group, LLC | 6,182 | $499.2K | 0.17% | +126+2.1% | Added |
| West Paces Advisors Inc. | 6,187 | $499.6K | 0.12% | +1,297+26.5% | Added |
| PSI Advisors, LLC | 6,188 | $499.7K | 0.15% | +4+0.1% | Added |
| Lodestone Wealth Management LLC | 6,195 | $500.2K | 0.25% | +776+14.3% | Added |
| Gemmer Asset Management LLC | 6,207 | $501.1K | 0.05% | +6+0.1% | Added |
| Vishria Bird Financial Group, LLC | 6,222 | $502.0K | 0.19% | +1,200+23.9% | Added |
| Cottonwood Capital Advisors, LLC | 6,221 | $502.4K | 0.37% | −190−3.0% | Reduced |
| STAR Financial Bank | 6,224 | $502.6K | 0.34% | −1,580−20.2% | Reduced |
| Fortress Wealth Group, LLC | 6,078 | $503.0K | 0.25% | 00.0% | Unchanged |
| Howe & Rusling Inc | 6,241 | $503.9K | 0.04% | +2,023+48.0% | Added |
| Tudor Financial Inc. | 6,242 | $504.0K | 0.31% | +6,242 | New |
| Fidelity D & D Bancorp Inc | 6,243 | $504.1K | 0.34% | +330+5.6% | Added |
| Hanlon Investment Management, Inc. | 6,246 | $504.4K | 0.14% | +496+8.6% | Added |
| Harbert Fund Advisors, Inc. | 6,250 | $504.7K | 0.41% | −5,000−44.4% | Reduced |
| Paulson Wealth Management Inc. | 6,269 | $506.2K | 0.14% | +20+0.3% | Added |
| Concentric Wealth Management, LLC | 6,294 | $508.2K | 0.12% | −162−2.5% | Reduced |
| Sage Capital Management, LLC | 6,300 | $508.7K | 0.24% | +6+0.1% | Added |
| Verum Partners LLC | 6,303 | $508.9K | 0.15% | +21+0.3% | Added |
| Brown, Lisle/Cummings, Inc. | 6,310 | $509.5K | 0.15% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 6,262 | $510.0K | 0.11% | +8+0.1% | Added |
| ISAM Funds (UK) Ltd | 6,326 | $510.8K | 0.29% | −9,004−58.7% | Reduced |
| Evermay Wealth Management LLC | 6,332 | $511.3K | 0.08% | −240−3.7% | Reduced |
| Maple Capital Management, Inc. | 6,337 | $511.7K | 0.04% | −295−4.4% | Reduced |
| Terril Brothers, Inc. | 6,339 | $511.9K | 0.17% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 6,361 | $513.7K | 0.36% | −346−5.2% | Reduced |
| Family Wealth Group, LLC | 6,371 | $514.5K | 0.44% | +406+6.8% | Added |
| Game Plan Financial Advisors, LLC | 6,389 | $515.9K | 0.25% | −50−0.8% | Reduced |
| Exchange Capital Management, Inc. | 6,402 | $517.0K | 0.08% | +252+4.1% | Added |
| Armstrong Henry H Associates Inc | 6,414 | $517.9K | 0.05% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,444 | $520.4K | 0.20% | −89−1.4% | Reduced |
| Liberty Wealth Management LLC | 6,465 | $522.0K | 0.09% | −47,773−88.1% | Reduced |
| Ballast Advisors LLC | 6,496 | $524.6K | 0.16% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 6,503 | $525.1K | 0.11% | −3,439−34.6% | Reduced |
| Widmann Financial Services, Inc. | 6,507 | $525.4K | 0.40% | −98−1.5% | Reduced |
| TPG Advisors LLC | 6,529 | $527.2K | 0.41% | +20.0% | Added |
| Drake & Associates, LLC | 6,538 | $527.9K | 0.17% | +1,207+22.6% | Added |
| 1858 Wealth Management, LLC | 6,550 | $528.9K | 0.44% | +6,550 | New |
| Northside Capital Management, LLC | 6,558 | $529.6K | 0.08% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6,561 | $529.8K | 0.20% | −291−4.2% | Reduced |
| Northern Oak Wealth Management Inc | 6,563 | $530.0K | 0.06% | −1,752−21.1% | Reduced |
| Arcataur Capital Management LLC | 6,574 | $530.9K | 0.18% | −7−0.1% | Reduced |
| Kennedy Investment Group | 6,585 | $531.8K | 0.24% | +10+0.2% | Added |
| Hardin Capital Partners, LLC | 6,696 | $533.7K | 0.30% | −232−3.3% | Reduced |
| ERn Financial, LLC | 6,629 | $535.3K | 0.08% | +29+0.4% | Added |
| Mill Creek Capital Advisors, LLC | 6,633 | $535.6K | 0.01% | −3,760−36.2% | Reduced |
| Cable Hill Partners, LLC | 6,637 | $535.9K | 0.05% | +10.0% | Added |
| PDT Partners, LLC | 6,658 | $537.6K | 0.05% | +6,658 | New |
| Schrum Private Wealth Management LLC | 6,668 | $538.4K | 0.28% | +1,629+32.3% | Added |
| Dogwood Wealth Management LLC | 6,674 | $538.9K | 0.31% | +163+2.5% | Added |
| Inspire Advisors, LLC | 6,677 | $539.2K | 0.07% | +137+2.1% | Added |
| Biechele Royce Advisors | 6,684 | $540.0K | 0.18% | +21+0.3% | Added |
| Virtu Financial LLC | 6,698 | $541.0K | 0.03% | +6,698 | New |
| M&R Capital Management Inc | 6,707 | $541.6K | 0.12% | −20.0% | Reduced |
| Correct Capital Wealth Management | 6,708 | $541.7K | 0.12% | +3,000+80.9% | Added |
| Wellspring Financial Advisors, LLC | 6,716 | $542.3K | 0.06% | −122−1.8% | Reduced |
| Van Strum & Towne Inc. | 6,741 | $544.3K | 0.19% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6,753 | $545.0K | 0.19% | −90−1.3% | Reduced |
| Kaydan Wealth Management, Inc. | 6,751 | $545.1K | 0.16% | 00.0% | Unchanged |