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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 69,073 | $5.58M | 1.26% | −1,301−1.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 69,058 | $5.58M | 2.88% | +33,281+93.0% | Added |
| NWF Advisory Services Inc. | 68,601 | $5.54M | 0.81% | −3,484−4.8% | Reduced |
| LaFleur & Godfrey LLC | 68,550 | $5.54M | 0.76% | −1,307−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 81,690 | $5.53M | 0.07% | +32,300+65.4% | Added |
| Foundations Investment Advisors, LLC | 68,449 | $5.53M | 0.12% | +10,869+18.9% | Added |
| Kampmann Melissa S. | 68,157 | $5.50M | 3.89% | −425−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 68,082 | $5.50M | 0.29% | −1,126−1.6% | Reduced |
| Diversified Investment Strategies, LLC | 67,915 | $5.48M | 3.62% | −470−0.7% | Reduced |
| Signal Advisors Wealth, LLC | 67,759 | $5.47M | 0.78% | +63,835+1,626.8% | Added |
| NorthRock Partners, LLC | 67,785 | $5.46M | 0.18% | +3,581+5.6% | Added |
| Syon Capital LLC | 67,505 | $5.45M | 0.48% | +2,268+3.5% | Added |
| Hilltop Holdings Inc. | 67,487 | $5.45M | 0.36% | +16,683+32.8% | Added |
| Moody National Bank Trust Division | 67,408 | $5.44M | 0.58% | +9,510+16.4% | Added |
| BBR Partners, LLC | 67,398 | $5.44M | 0.41% | +18,636+38.2% | Added |
| Family Legacy, Inc. | 67,363 | $5.44M | 1.81% | −492−0.7% | Reduced |
| West Branch Capital LLC | 66,881 | $5.40M | 1.87% | +1,597+2.4% | Added |
| Integrated Advisors Network LLC | 66,880 | $5.40M | 0.26% | +1,482+2.3% | Added |
| Roman Butler Fullerton & Co | 65,893 | $5.38M | 1.62% | +660+1.0% | Added |
| Pinkerton Retirement Specialists, LLC | 66,555 | $5.37M | 0.78% | +621+0.9% | Added |
| Paradigm Financial Partners, LLC | 62,857 | $5.37M | 0.75% | −4,318−6.4% | Reduced |
| Abn Amro Investment Solutions | 66,370 | $5.36M | 0.09% | +9,129+15.9% | Added |
| GYL Financial Synergies, LLC | 65,728 | $5.31M | 0.40% | +70+0.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 65,650 | $5.30M | 1.00% | −487−0.7% | Reduced |
| Hutner Capital Management Inc | 65,602 | $5.30M | 2.64% | −385−0.6% | Reduced |
| Diversify Wealth Management, LLC | 63,616 | $5.30M | 0.51% | +414+0.7% | Added |
| Mogy Joel R Investment Counsel Inc | 65,563 | $5.29M | 0.32% | +474+0.7% | Added |
| Gifford Fong Associates | 65,550 | $5.29M | 1.32% | 00.0% | Unchanged |
| Tabor Asset Management, LP | 65,484 | $5.29M | 2.54% | −856−1.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 65,350 | $5.28M | 0.10% | −779−1.2% | Reduced |
| Ingalls & Snyder LLC | 65,324 | $5.28M | 0.21% | +630+1.0% | Added |
| 1st Source Bank | 65,133 | $5.26M | 0.30% | +998+1.6% | Added |
| Citizens National Bank Trust Department | 65,127 | $5.26M | 1.11% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 65,000 | $5.25M | 0.05% | −5,000−7.1% | Reduced |
| HBK Sorce Advisory LLC | 64,963 | $5.25M | 0.16% | +1,624+2.6% | Added |
| Capital Planning Advisors, LLC | 64,935 | $5.24M | 0.79% | +4,853+8.1% | Added |
| 180 Wealth Advisors, LLC | 64,732 | $5.23M | 0.82% | +462+0.7% | Added |
| Claret Asset Management Corp | 64,736 | $5.23M | 0.86% | −731−1.1% | Reduced |
| Compass Wealth Management LLC | 64,565 | $5.21M | 1.23% | −2,070−3.1% | Reduced |
| Ocean Capital Management, LLC | 64,532 | $5.21M | 1.22% | +64,532 | New |
| Global Wealth Management Investment Advisory, Inc. | 64,165 | $5.18M | 1.12% | −3,666−5.4% | Reduced |
| Peninsula Asset Management Inc | 64,132 | $5.18M | 2.61% | −88−0.1% | Reduced |
| Wambolt & Associates, LLC | 63,662 | $5.17M | 1.41% | −4,360−6.4% | Reduced |
| Appleton Partners Inc | 64,010 | $5.17M | 0.38% | −3,564−5.3% | Reduced |
| Planning Capital Management Corp | 63,957 | $5.16M | 3.42% | −9,775−13.3% | Reduced |
| Blue Fin Capital, Inc. | 63,790 | $5.15M | 0.98% | −2,091−3.2% | Reduced |
| Rossmore Private Capital | 63,590 | $5.13M | 0.63% | −768−1.2% | Reduced |
| AMG National Trust Bank | 63,562 | $5.13M | 0.14% | −12,000−15.9% | Reduced |
| Talon Private Wealth, LLC | 63,521 | $5.13M | 1.08% | +63,521 | New |
| Flagship Harbor Advisors, LLC | 63,410 | $5.12M | 0.28% | +203+0.3% | Added |
| Confluence Wealth Services, Inc. | 63,354 | $5.12M | 0.37% | −4,115−6.1% | Reduced |
| Xcel Wealth Management, LLC | 63,313 | $5.11M | 1.50% | −650−1.0% | Reduced |
| Liberty One Investment Management, LLC | 63,076 | $5.09M | 0.52% | +2,119+3.5% | Added |
| Aaron Wealth Advisors | 63,024 | $5.09M | 0.61% | +4,844+8.3% | Added |
| Guardian Investment Management | 62,795 | $5.07M | 4.40% | −19,242−23.5% | Reduced |
| Berry Wealth Group, LP | 62,751 | $5.07M | 3.63% | +889+1.4% | Added |
| Bridge Creek Capital Management LLC | 62,590 | $5.05M | 1.52% | −225−0.4% | Reduced |
| Smith, Moore & Co. | 62,553 | $5.05M | 0.48% | +644+1.0% | Added |
| BFSG, LLC | 62,502 | $5.05M | 0.59% | −9,529−13.2% | Reduced |
| Greenline Partners, LLC | 62,469 | $5.04M | 0.72% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 62,435 | $5.04M | 0.48% | +1,058+1.7% | Added |
| Equitable Trust Co | 62,278 | $5.03M | 0.32% | +1,386+2.3% | Added |
| Robertson Stephens Wealth Management, LLC | 62,234 | $5.03M | 0.19% | −1,067−1.7% | Reduced |
| Councilmark Asset Management, LLC | 62,220 | $5.02M | 3.37% | 00.0% | Unchanged |
| High Note Wealth, LLC | 62,182 | $5.02M | 1.44% | +496+0.8% | Added |
| Mitchell Sinkler & Starr | 62,109 | $5.02M | 1.26% | +1,389+2.3% | Added |
| Chemung Canal Trust Co | 62,062 | $5.01M | 1.01% | −64,621−51.0% | Reduced |
| Finivi Inc. | 62,031 | $5.01M | 4.06% | −1,206−1.9% | Reduced |
| Telos Capital Management, Inc. | 61,974 | $5.00M | 0.53% | +689+1.1% | Added |
| Quadrant Capital Group LLC | 61,653 | $4.98M | 0.35% | −281−0.5% | Reduced |
| Financial Advisory Partners, LLC | 61,627 | $4.98M | 1.65% | +66+0.1% | Added |
| Capital Advisors Inc | 61,529 | $4.97M | 0.10% | +1,633+2.7% | Added |
| SPC Financial, Inc. | 61,430 | $4.96M | 0.44% | −2,465−3.9% | Reduced |
| Arrow Financial Corp | 61,425 | $4.96M | 0.46% | −319−0.5% | Reduced |
| Palisade Asset Management, LLC | 61,372 | $4.96M | 0.49% | +283+0.5% | Added |
| Good Life Advisors, LLC | 61,158 | $4.94M | 0.30% | +4,633+8.2% | Added |
| Trexquant Investment LP | 61,102 | $4.93M | 0.06% | −48,379−44.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 61,028 | $4.93M | 1.80% | −3,670−5.7% | Reduced |
| Vestor Capital, LLC | 60,982 | $4.92M | 0.39% | +59,772+4,939.8% | Added |
| Argonautica Private Wealth Management, Inc | 60,969 | $4.92M | 1.63% | +294+0.5% | Added |
| Golden State Equity Partners | 60,626 | $4.90M | 0.76% | +11,942+24.5% | Added |
| Garrett Investment Advisors LLC | 60,479 | $4.88M | 0.49% | +2,689+4.7% | Added |
| Ameritas Investment Partners, Inc. | 60,253 | $4.87M | 0.16% | −7,341−10.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $4.84M | 1.05% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 59,850 | $4.83M | 1.21% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 59,807 | $4.83M | 0.26% | +59,807 | New |
| Alpha DNA Investment Management LLC | 59,649 | $4.82M | 2.63% | +9,272+18.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 59,639 | $4.82M | 1.01% | −66−0.1% | Reduced |
| Meritage Portfolio Management | 59,405 | $4.80M | 0.29% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 59,254 | $4.78M | 1.98% | −1,766−2.9% | Reduced |
| Brendel Financial Advisors LLC | 59,054 | $4.77M | 2.70% | +602+1.0% | Added |
| Hollow Brook Wealth Management LLC | 58,963 | $4.76M | 1.41% | +3,630+6.6% | Added |
| Citizens Business Bank | 58,664 | $4.74M | 0.96% | −776−1.3% | Reduced |
| Meridian Investment Counsel Inc. | 58,573 | $4.73M | 1.43% | −1,376−2.3% | Reduced |
| SeaBridge Investment Advisors LLC | 58,502 | $4.72M | 1.16% | −4,945−7.8% | Reduced |
| WealthShield Partners, LLC | 58,364 | $4.71M | 0.64% | +1,797+3.2% | Added |
| Keene & Associates, Inc. | 58,311 | $4.71M | 3.57% | −11,099−16.0% | Reduced |
| Walleye Trading LLC | 58,195 | $4.70M | 0.11% | +58,195 | New |
| Buckhead Capital Management LLC | 58,160 | $4.70M | 1.49% | +1,691+3.0% | Added |
| MV Capital Management, Inc. | 58,144 | $4.70M | 0.50% | −1,154−1.9% | Reduced |