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 8 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
- 3,464
- +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
- 1,366 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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 82,730 | $6.68M | 0.61% | +8,574+11.6% | Added |
| DLK Investment Management, LLC | 82,684 | $6.68M | 2.56% | −17,278−17.3% | Reduced |
| Mitchell Capital Management Co | 82,441 | $6.66M | 1.16% | +61+0.1% | Added |
| SevenBridge Financial Group, LLC | 78,947 | $6.65M | 1.28% | +4,398+5.9% | Added |
| Kingswood Wealth Advisors, LLC | 82,311 | $6.64M | 0.47% | +22,506+37.6% | Added |
| Legacy CG, LLC | 82,100 | $6.63M | 2.17% | +369+0.5% | Added |
| LGT Fund Management Co Ltd. | 82,123 | $6.61M | 0.69% | −960−1.2% | Reduced |
| Herold Advisors, Inc. | 81,526 | $6.58M | 1.43% | −1,176−1.4% | Reduced |
| Woodson Capital Management, LP | 81,400 | $6.57M | 1.43% | −193,600−70.4% | Reduced |
| Kavar Capital Partners Group, LLC | 81,348 | $6.57M | 1.04% | +102+0.1% | Added |
| Windward Capital Management Co | 81,203 | $6.56M | 0.50% | +242+0.3% | Added |
| Koshinski Asset Management, Inc. | 81,202 | $6.56M | 0.57% | +3,979+5.2% | Added |
| Estabrook Capital Management | 81,084 | $6.55M | 0.98% | −1,668−2.0% | Reduced |
| Meeder Advisory Services, Inc. | 80,870 | $6.53M | 0.42% | +488+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 80,653 | $6.51M | 0.35% | +35,340+78.0% | Added |
| Signet Investment Advisory Group, Inc. | 80,649 | $6.51M | 3.26% | +187+0.2% | Added |
| Haverford Trust Co | 80,476 | $6.50M | 0.06% | +4,691+6.2% | Added |
| GLOBALT Investments LLC | 80,399 | $6.49M | 0.24% | −54,077−40.2% | Reduced |
| Heritage Wealth Management, Inc. | 80,378 | $6.49M | 2.13% | +325+0.4% | Added |
| Cordatus Wealth Management LLC | 80,358 | $6.49M | 2.33% | +100+0.1% | Added |
| Ar Asset Management Inc | 80,300 | $6.48M | 1.44% | −700−0.9% | Reduced |
| Mizuho Markets Americas LLC | 80,187 | $6.48M | 0.16% | −24,959−23.7% | Reduced |
| IFP Advisors, Inc | 79,843 | $6.45M | 0.23% | +27,177+51.6% | Added |
| Waldron Private Wealth LLC | 79,837 | $6.45M | 0.27% | +1,028+1.3% | Added |
| CTC LLC | 79,774 | $6.44M | 0.30% | +79,774 | New |
| Tudor Investment Corp Et Al | 79,754 | $6.44M | 0.07% | −40,351−33.6% | Reduced |
| Quest Investment Management LLC | 79,740 | $6.44M | 0.75% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 79,718 | $6.44M | 1.79% | −1,785−2.2% | Reduced |
| First National Bank of Omaha | 79,706 | $6.44M | 0.41% | −23,205−22.5% | Reduced |
| Keel Point, LLC | 79,463 | $6.42M | 0.53% | +77+0.1% | Added |
| Stablepoint Partners, LLC | 79,215 | $6.40M | 1.17% | −1,848−2.3% | Reduced |
| Capital Asset Advisory Services LLC | 80,092 | $6.38M | 0.32% | +4,153+5.5% | Added |
| Bank of Hawaii | 78,924 | $6.37M | 0.27% | −995−1.2% | Reduced |
| Sterling Capital Management LLC | 78,871 | $6.37M | 0.08% | +78,871 | New |
| Keeler Thomas Management LLC | 78,726 | $6.36M | 2.01% | −1,227−1.5% | Reduced |
| Ballentine Partners, LLC | 78,648 | $6.35M | 0.11% | +372+0.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 78,505 | $6.34M | 2.68% | +154+0.2% | Added |
| Exeter Financial, LLC | 78,427 | $6.33M | 2.81% | −5,730−6.8% | Reduced |
| Verity Asset Management, Inc. | 78,214 | $6.32M | 2.38% | −8,064−9.3% | Reduced |
| Hixon Zuercher, LLC | 78,107 | $6.31M | 2.47% | −1,474−1.9% | Reduced |
| SlateStone Wealth, LLC | 77,716 | $6.28M | 0.57% | −5,661−6.8% | Reduced |
| Financial Advisory Service, Inc. | 77,339 | $6.25M | 0.50% | +1,530+2.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 77,100 | $6.23M | 3.87% | +1,790+2.4% | Added |
| Sargent Investment Group, LLC | 76,924 | $6.21M | 1.12% | +5,721+8.0% | Added |
| Western Wealth Management, LLC | 76,749 | $6.20M | 0.35% | +26,196+51.8% | Added |
| CX Institutional | 76,665 | $6.19M | 0.27% | −6,065−7.3% | Reduced |
| Horan Capital Advisors, LLC. | 76,649 | $6.19M | 2.06% | −1,850−2.4% | Reduced |
| Brighton Jones LLC | 76,211 | $6.15M | 0.23% | −4,050−5.0% | Reduced |
| Alerus Financial NA | 75,516 | $6.10M | 0.45% | −4,931−6.1% | Reduced |
| Vectors Research Management, LLC | 75,471 | $6.09M | 1.84% | −1,900−2.5% | Reduced |
| Ostrum Asset Management | 75,282 | $6.08M | 0.50% | +15,412+25.7% | Added |
| NovaPoint Capital, LLC | 75,065 | $6.06M | 1.88% | +178+0.2% | Added |
| Dakota Wealth Management | 75,021 | $6.06M | 0.14% | −2,851−3.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 74,904 | $6.05M | 1.65% | −255−0.3% | Reduced |
| Somerset Trust Co | 74,595 | $6.02M | 2.25% | −833−1.1% | Reduced |
| Radnor Capital Management, LLC | 74,370 | $6.00M | 0.89% | +74,370 | New |
| Bensler, LLC | 74,258 | $6.00M | 0.76% | +2,032+2.8% | Added |
| Nations Financial Group Inc, | 73,837 | $5.96M | 0.43% | +3,075+4.3% | Added |
| Northcape Wealth Management, LLC | 73,792 | $5.96M | 1.95% | −537−0.7% | Reduced |
| Twin Capital Management Inc | 73,647 | $5.95M | 0.67% | −29,628−28.7% | Reduced |
| Berkshire Bank | 73,641 | $5.95M | 1.39% | +2,842+4.0% | Added |
| Wealthcare Advisory Partners LLC | 73,482 | $5.93M | 0.17% | +653+0.9% | Added |
| Spirepoint Private Client, LLC | 73,064 | $5.90M | 0.78% | +1,855+2.6% | Added |
| Sentry LLC | 73,025 | $5.90M | 1.14% | −1,653−2.2% | Reduced |
| Fulton Bank, N.A. | 73,000 | $5.89M | 0.23% | −5,930−7.5% | Reduced |
| Graypoint LLC | 72,878 | $5.88M | 0.38% | +1,560+2.2% | Added |
| Stonebrook Private Inc. | 72,769 | $5.88M | 1.55% | −576−0.8% | Reduced |
| Slow Capital, Inc. | 72,636 | $5.87M | 0.90% | +1,656+2.3% | Added |
| Sompo Asset Management Co., Ltd. | 72,630 | $5.86M | 0.92% | −7,200−9.0% | Reduced |
| Fort Washington Investment Advisors Inc | 72,561 | $5.86M | 0.04% | +5,402+8.0% | Added |
| Rehmann Capital Advisory Group | 72,298 | $5.85M | 0.38% | −5,790−7.4% | Reduced |
| TrinityPoint Wealth, LLC | 72,395 | $5.85M | 0.84% | −1,515−2.0% | Reduced |
| Forum Financial Management, LP | 72,203 | $5.83M | 0.10% | +2,477+3.6% | Added |
| Hudson Capital Management LLC | 71,922 | $5.81M | 1.85% | −2,718−3.6% | Reduced |
| GAMMA Investing LLC | 71,684 | $5.79M | 0.57% | +17,593+32.5% | Added |
| Woodmont Investment Counsel LLC | 71,605 | $5.78M | 0.44% | +699+1.0% | Added |
| Change Path, LLC | 71,558 | $5.78M | 0.20% | +15,538+27.7% | Added |
| Gamco Investors, Inc. Et Al | 71,387 | $5.76M | 0.06% | −1,596−2.2% | Reduced |
| Silvant Capital Management LLC | 71,257 | $5.75M | 0.25% | −8,585−10.8% | Reduced |
| Flputnam Investment Management Co | 72,384 | $5.75M | 0.10% | −4,082−5.3% | Reduced |
| AlphaCore Capital LLC | 70,990 | $5.73M | 1.29% | +2,741+4.0% | Added |
| Wealthspire Advisors, LLC | 70,949 | $5.73M | 0.06% | −3,194−4.3% | Reduced |
| Summit Global Investments | 70,939 | $5.73M | 0.37% | −39,299−35.6% | Reduced |
| First National Advisers, LLC | 70,846 | $5.72M | 0.91% | −6,918−8.9% | Reduced |
| William B. Walkup & Associates, Inc. | 70,772 | $5.71M | 3.54% | −298−0.4% | Reduced |
| GeoWealth Management, LLC | 70,550 | $5.70M | 0.20% | +9,814+16.2% | Added |
| Sugarloaf Wealth Management, LLC | 70,356 | $5.68M | 1.07% | −130−0.2% | Reduced |
| Geneos Wealth Management Inc. | 70,303 | $5.68M | 0.22% | +12,349+21.3% | Added |
| We Are One Seven, LLC | 70,162 | $5.67M | 0.25% | −2,420−3.3% | Reduced |
| Smith, Salley & Associates | 70,107 | $5.66M | 0.37% | +6,344+9.9% | Added |
| Pekin Hardy Strauss, Inc. | 69,973 | $5.65M | 0.72% | +1,265+1.8% | Added |
| Means Investment Co., Inc. | 69,830 | $5.64M | 0.63% | +590+0.9% | Added |
| EverSource Wealth Advisors, LLC | 69,807 | $5.64M | 0.36% | −2,538−3.5% | Reduced |
| Winton Group Ltd | 69,730 | $5.63M | 0.39% | −298,156−81.0% | Reduced |
| Nvest Financial, LLC | 69,576 | $5.62M | 3.21% | −311−0.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 69,569 | $5.62M | 0.86% | +4,296+6.6% | Added |
| All Terrain Financial Advisors, LLC | 69,403 | $5.60M | 2.15% | −1,382−2.0% | Reduced |
| Journey Advisory Group, LLC | 82,751 | $5.60M | 0.67% | +900+1.1% | Added |
| Arete Wealth Advisors, LLC | 69,291 | $5.59M | 0.48% | −6,327−8.4% | Reduced |
| Occidental Asset Management, LLC | 69,085 | $5.58M | 0.90% | +3,278+5.0% | Added |