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 |
|---|---|---|---|---|---|
| Rational Advisors LLC | 57,955 | $4.68M | 0.45% | +52,415+946.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 57,491 | $4.64M | 1.79% | −6,125−9.6% | Reduced |
| Kinloch Capital, LLC | 57,440 | $4.64M | 2.25% | −555−1.0% | Reduced |
| RFP Financial Group LLC | 57,402 | $4.63M | 1.51% | +23,622+69.9% | Added |
| LGT Group Foundation | 57,561 | $4.63M | 0.08% | −4,532−7.3% | Reduced |
| Siemens Fonds Invest GmbH | 57,324 | $4.63M | 0.37% | +10,333+22.0% | Added |
| Commerzbank Aktiengesellschaft | 57,303 | $4.63M | 0.12% | −44,688−43.8% | Reduced |
| CIC Wealth, LLC | 57,137 | $4.61M | 1.19% | −139−0.2% | Reduced |
| Kensington Investment Counsel, LLC | 56,997 | $4.60M | 1.92% | +472+0.8% | Added |
| Valmark Advisers, Inc. | 56,787 | $4.59M | 0.07% | +3,822+7.2% | Added |
| Frank, Rimerman Advisors LLC | 56,755 | $4.58M | 0.33% | −7,368−11.5% | Reduced |
| Aries Wealth Management | 56,504 | $4.56M | 1.25% | −3,338−5.6% | Reduced |
| Parkside Financial Bank & Trust | 56,333 | $4.55M | 0.64% | +1,275+2.3% | Added |
| Capstone Triton Financial Group, LLC | 56,166 | $4.54M | 2.90% | −744−1.3% | Reduced |
| Benedict Financial Advisors Inc | 56,141 | $4.53M | 1.07% | −1,330−2.3% | Reduced |
| Bowen Hanes & Co Inc | 55,980 | $4.52M | 0.12% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 55,971 | $4.52M | 0.57% | +1,937+3.6% | Added |
| Stratos Wealth Advisors, LLC | 55,887 | $4.51M | 0.21% | −602−1.1% | Reduced |
| Paloma Partners Management Co | 55,674 | $4.50M | 0.24% | +37,364+204.1% | Added |
| SeaCrest Wealth Management, LLC | 55,299 | $4.47M | 0.48% | −777−1.4% | Reduced |
| Alps Advisors Inc | 55,247 | $4.46M | 0.03% | −87,065−61.2% | Reduced |
| Trust Point Inc. | 55,135 | $4.45M | 0.33% | +238+0.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 55,129 | $4.45M | 1.74% | −250.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 55,120 | $4.45M | 0.05% | −338−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 55,085 | $4.45M | 0.33% | −1,145−2.0% | Reduced |
| Riverview Capital Advisers, LLC | 55,080 | $4.45M | 1.37% | +60.0% | Added |
| Westmount Partners, LLC | 54,944 | $4.44M | 1.33% | +45+0.1% | Added |
| Deane Retirement Strategies, Inc. | 54,976 | $4.44M | 2.16% | −357−0.6% | Reduced |
| Resources Management Corp | 54,934 | $4.44M | 0.60% | −182−0.3% | Reduced |
| Ameliora Wealth Management Ltd. | 54,738 | $4.42M | 1.84% | −886−1.6% | Reduced |
| Cullen Capital Management LLC | 54,707 | $4.42M | 0.05% | −165−0.3% | Reduced |
| Wedmont Private Capital | 55,842 | $4.42M | 0.25% | +2,320+4.3% | Added |
| Thomasville National Bank | 54,680 | $4.42M | 0.33% | +1,266+2.4% | Added |
| Mattern Wealth Management LLC | 54,623 | $4.41M | 0.97% | −125−0.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 54,505 | $4.40M | 0.25% | +5,990+12.3% | Added |
| Lakeview Capital Partners, LLC | 54,405 | $4.39M | 0.70% | −10,091−15.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 54,296 | $4.38M | 0.59% | +816+1.5% | Added |
| Arlington Partners LLC | 54,209 | $4.38M | 1.71% | +5,728+11.8% | Added |
| Comgest Global Investors S.A.S. | 54,045 | $4.36M | 0.06% | 00.0% | Unchanged |
| Plancorp, LLC | 53,822 | $4.35M | 0.18% | +1,540+2.9% | Added |
| Qtron Investments LLC | 53,812 | $4.35M | 0.59% | −3,170−5.6% | Reduced |
| Delta Financial Advisors LLC | 53,795 | $4.34M | 1.58% | −438−0.8% | Reduced |
| Northstar Group, Inc. | 53,750 | $4.34M | 0.76% | +160.0% | Added |
| Naviter Wealth, LLC | 53,558 | $4.32M | 0.60% | +3,868+7.8% | Added |
| Moloney Securities Asset Management, LLC | 53,549 | $4.32M | 0.58% | −976−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 53,513 | $4.32M | 0.39% | +2,165+4.2% | Added |
| Univest Financial Corp | 53,478 | $4.32M | 0.28% | +49,118+1,126.6% | Added |
| Trivant Custom Portfolio Group, LLC | 53,283 | $4.30M | 2.48% | −257−0.5% | Reduced |
| Essex Financial Services, Inc. | 52,432 | $4.30M | 0.31% | −7,625−12.7% | Reduced |
| Game Creek Capital, LP | 53,225 | $4.30M | 2.31% | −12,250−18.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 53,216 | $4.30M | 0.07% | −5,537−9.4% | Reduced |
| JT Stratford LLC | 53,049 | $4.28M | 0.73% | +514+1.0% | Added |
| Private Trust Co NA | 53,049 | $4.28M | 0.43% | +1,592+3.1% | Added |
| Wealth Group, Ltd. | 53,030 | $4.28M | 2.87% | +448+0.9% | Added |
| Broadwater Capital Management LLC | 52,942 | $4.28M | 3.15% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 52,829 | $4.27M | 2.52% | −600−1.1% | Reduced |
| Financial Security Advisor, Inc. | 52,757 | $4.26M | 1.06% | −1,441−2.7% | Reduced |
| Madden Securities Corp | 52,743 | $4.26M | 1.84% | −132−0.2% | Reduced |
| Harbour Investments, Inc. | 52,709 | $4.26M | 0.13% | +3,196+6.5% | Added |
| Trifecta Capital Advisors, LLC | 52,599 | $4.25M | 0.89% | +2,149+4.3% | Added |
| Guardian Wealth Advisors, LLC | 52,574 | $4.25M | 0.46% | +933+1.8% | Added |
| Mather Group, LLC. | 52,526 | $4.24M | 0.05% | −19,170−26.7% | Reduced |
| Mendel Capital Management LLC | 52,490 | $4.24M | 2.60% | −1,177−2.2% | Reduced |
| Legato Capital Management LLC | 52,412 | $4.23M | 0.52% | −12,421−19.2% | Reduced |
| Successful Portfolios LLC | 52,411 | $4.23M | 2.86% | −1,125−2.1% | Reduced |
| Profund Advisors LLC | 52,169 | $4.21M | 0.16% | +2,107+4.2% | Added |
| Simplicity Wealth,LLC | 52,026 | $4.20M | 0.39% | −137,683−72.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 52,002 | $4.20M | 2.63% | +13,584+35.4% | Added |
| Accuvest Global Advisors | 51,478 | $4.19M | 3.60% | +51,478 | New |
| Silverleafe Capital Partners, LLC | 51,899 | $4.19M | 1.48% | +4,003+8.4% | Added |
| AMJ Financial Wealth Management | 51,857 | $4.19M | 1.21% | −3,304−6.0% | Reduced |
| Krilogy Financial LLC | 51,841 | $4.19M | 0.29% | +1,989+4.0% | Added |
| Rogco, LP | 51,757 | $4.18M | 1.64% | +45,143+682.5% | Added |
| North Star Investment Management Corp. | 51,755 | $4.18M | 0.29% | +158+0.3% | Added |
| Lincluden Management Ltd | 51,733 | $4.18M | 0.46% | +835+1.6% | Added |
| Marshall Financial Group LLC | 51,635 | $4.17M | 1.00% | +545+1.1% | Added |
| Centaurus Financial, Inc. | 51,567 | $4.16M | 0.26% | +15,681+43.7% | Added |
| Permanens Capital L.P. | 51,555 | $4.16M | 0.85% | −41,244−44.4% | Reduced |
| KG&L Capital Management,LLC | 51,450 | $4.15M | 1.34% | −2,685−5.0% | Reduced |
| Atlantic Union Bankshares Corp | 51,438 | $4.15M | 0.24% | −430−0.8% | Reduced |
| Atomi Financial Group, Inc. | 51,388 | $4.15M | 0.26% | +2,252+4.6% | Added |
| First Hawaiian Bank | 51,215 | $4.14M | 0.13% | −3,321−6.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,962 | $4.12M | 2.22% | +614+1.2% | Added |
| Kathmere Capital Management, LLC | 50,903 | $4.11M | 0.39% | +6,037+13.5% | Added |
| Peddock Capital Advisors, LLC | 50,827 | $4.10M | 0.99% | +334+0.7% | Added |
| Steel Peak Wealth Management LLC | 50,670 | $4.09M | 0.18% | +6,001+13.4% | Added |
| Insigneo Advisory Services, LLC | 50,604 | $4.09M | 0.41% | +4,064+8.7% | Added |
| J. W. Coons Advisors, LLC | 50,493 | $4.08M | 1.02% | −800−1.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 50,281 | $4.06M | 0.15% | −1,173−2.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,256 | $4.06M | 0.01% | +24,617+96.0% | Added |
| Delos Wealth Advisors, LLC | 50,159 | $4.05M | 3.54% | +2,344+4.9% | Added |
| CoreCap Advisors, LLC | 50,061 | $4.04M | 0.19% | +50,061 | New |
| Sterling Investment Advisors, Ltd. | 50,008 | $4.04M | 1.02% | −669−1.3% | Reduced |
| Harvey Capital Management Inc | 49,950 | $4.03M | 1.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 49,905 | $4.03M | 0.94% | −1,484−2.9% | Reduced |
| Summit Asset Management, LLC | 49,857 | $4.03M | 0.76% | −1,245−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 49,837 | $4.02M | 0.21% | +2,719+5.8% | Added |
| AIMZ Investment Advisors, LLC | 49,802 | $4.02M | 1.37% | −523−1.0% | Reduced |
| Two Sigma Advisers, LP | 49,600 | $4.01M | 0.01% | −482,400−90.7% | Reduced |
| CFS Investment Advisory Services, LLC | 49,597 | $4.00M | 0.34% | −48,227−49.3% | Reduced |