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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 49,519 | $4.00M | 0.73% | +600+1.2% | Added |
| Ledyard National Bank | 49,510 | $4.00M | 0.37% | +1,246+2.6% | Added |
| MainStreet Investment Advisors LLC | 49,478 | $4.00M | 0.53% | −14,665−22.9% | Reduced |
| Snider Financial Group | 49,464 | $3.99M | 1.46% | −389−0.8% | Reduced |
| ClariVest Asset Management LLC | 58,947 | $3.99M | 0.41% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 49,020 | $3.96M | 1.07% | +31,911+186.5% | Added |
| Dividend Assets Capital, LLC | 48,934 | $3.95M | 0.76% | −445−0.9% | Reduced |
| Capital Investment Advisory Services, LLC | 48,886 | $3.95M | 0.37% | −1,469−2.9% | Reduced |
| Mission Wealth Management, LP | 48,802 | $3.94M | 0.10% | −385−0.8% | Reduced |
| Cito Capital Group, LLC | 48,700 | $3.93M | 1.47% | −5,000−9.3% | Reduced |
| New Hampshire Trust | 48,660 | $3.93M | 0.84% | −572−1.2% | Reduced |
| Mirabaud & Cie SA | 48,485 | $3.92M | 1.14% | +43,213+819.7% | Added |
| Octavia Wealth Advisors, LLC | 48,475 | $3.91M | 0.48% | −4,069−7.7% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 48,456 | $3.91M | 1.53% | 00.0% | Unchanged |
| Miller Investment Management, LP | 48,450 | $3.91M | 0.41% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 48,349 | $3.90M | 0.47% | +493+1.0% | Added |
| Kanawha Capital Management LLC | 48,294 | $3.90M | 0.28% | +1,525+3.3% | Added |
| Summit Place Financial Advisors, LLC | 48,163 | $3.89M | 2.17% | −4,480−8.5% | Reduced |
| Harbor Investment Advisory, LLC | 48,097 | $3.88M | 0.38% | +1,507+3.2% | Added |
| Naples Global Advisors, LLC | 48,094 | $3.88M | 0.36% | −247−0.5% | Reduced |
| Phoenix Wealth Advisors | 47,965 | $3.87M | 1.80% | −9,514−16.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 47,905 | $3.87M | 0.34% | −275−0.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 47,774 | $3.86M | 0.15% | +29,198+157.2% | Added |
| Pine Valley Investments Ltd Liability Co | 47,775 | $3.86M | 0.27% | −1,345−2.7% | Reduced |
| Northern Financial Advisors Inc | 47,733 | $3.85M | 2.92% | −168−0.4% | Reduced |
| Amussen Hunsaker Associates LLC | 47,708 | $3.85M | 0.60% | +68+0.1% | Added |
| Security National Bank of So Dak | 47,651 | $3.85M | 2.14% | −355−0.7% | Reduced |
| Welch Group, LLC | 47,529 | $3.84M | 0.17% | +3,537+8.0% | Added |
| Great Lakes Advisors, LLC | 47,522 | $3.84M | 0.03% | +7,526+18.8% | Added |
| Arvest Investments, Inc. | 47,463 | $3.83M | 0.58% | −2,998−5.9% | Reduced |
| Weaver Capital Management LLC | 47,352 | $3.82M | 1.15% | −1,326−2.7% | Reduced |
| Spears Abacus Advisors LLC | 47,308 | $3.82M | 0.08% | +150.0% | Added |
| Shayne & Co., LLC | 47,280 | $3.82M | 0.96% | −7,572−13.8% | Reduced |
| Finer Wealth Management, Inc. | 47,243 | $3.81M | 2.35% | −675−1.4% | Reduced |
| Spirit of America Management Corp | 47,052 | $3.80M | 0.76% | +1,800+4.0% | Added |
| ORG Partners LLC | 47,044 | $3.80M | 0.61% | −14,778−23.9% | Reduced |
| West Michigan Advisors, LLC | 46,870 | $3.78M | 1.14% | +1,101+2.4% | Added |
| Peterson Wealth Management | 46,562 | $3.76M | 2.40% | −12,629−21.3% | Reduced |
| Robbins Farley LLC | 46,460 | $3.75M | 1.89% | −5,422−10.5% | Reduced |
| Second Line Capital, LLC | 46,450 | $3.75M | 1.02% | +2,614+6.0% | Added |
| Nebula Research & Development LLC | 46,414 | $3.75M | 0.45% | +28,338+156.8% | Added |
| Canandaigua National Bank & Trust Co | 46,319 | $3.74M | 0.36% | +70.0% | Added |
| Burke & Herbert Bank & Trust Co | 46,311 | $3.74M | 0.87% | −1,421−3.0% | Reduced |
| Northstar Asset Management LLC | 46,180 | $3.73M | 0.85% | 00.0% | Unchanged |
| AIA Group Ltd | 46,074 | $3.72M | 0.10% | +15,423+50.3% | Added |
| SageView Advisory Group, LLC | 45,864 | $3.70M | 0.19% | −2,149−4.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 45,765 | $3.70M | 0.63% | +298+0.7% | Added |
| Wexford Capital LP | 45,730 | $3.69M | 0.88% | −24,684−35.1% | Reduced |
| Congress Wealth Management LLC | 45,729 | $3.69M | 0.05% | +31,730+226.7% | Added |
| Transcend Wealth Collective, LLC | 45,658 | $3.69M | 0.25% | −682−1.5% | Reduced |
| WT Wealth Management | 45,305 | $3.68M | 1.18% | −7,582−14.3% | Reduced |
| Pathway Financial Advisers, LLC | 45,544 | $3.68M | 1.66% | −5,052−10.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 45,520 | $3.67M | 1.02% | +1,287+2.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 45,500 | $3.67M | 2.93% | +7,949+21.2% | Added |
| Essex Savings Bank | 45,463 | $3.67M | 0.92% | −533−1.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 43,849 | $3.67M | 1.56% | +5,442+14.2% | Added |
| Garner Asset Management Corp | 45,339 | $3.66M | 1.68% | −93−0.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 45,289 | $3.66M | 0.97% | −45,400−50.1% | Reduced |
| Bangor Savings Bank | 45,202 | $3.65M | 0.34% | −1,031−2.2% | Reduced |
| Old Second National Bank of Aurora | 45,195 | $3.65M | 0.88% | −1,243−2.7% | Reduced |
| David Loasby | 45,330 | $3.65M | 0.34% | +755+1.7% | Added |
| Evergreen Capital Management LLC | 45,097 | $3.64M | 0.12% | +541+1.2% | Added |
| Oarsman Capital, Inc. | 45,044 | $3.64M | 0.67% | +5,390+13.6% | Added |
| Cigna Investments Inc | 44,896 | $3.63M | 0.64% | −638−1.4% | Reduced |
| Gryphon Financial Partners LLC | 44,876 | $3.62M | 0.49% | +23,531+110.2% | Added |
| Prosperity Consulting Group, LLC | 44,876 | $3.62M | 0.28% | +13,921+45.0% | Added |
| Summit Trail Advisors, LLC | 44,872 | $3.62M | 0.09% | +9,027+25.2% | Added |
| Vickerman Investment Advisors, Inc. | 44,845 | $3.62M | 1.06% | −13,233−22.8% | Reduced |
| Rockline Wealth Management, LLC | 44,760 | $3.61M | 1.02% | +1,513+3.5% | Added |
| Stokes Family Office, LLC | 44,751 | $3.61M | 0.40% | −393−0.9% | Reduced |
| Allred Capital Management, LLC | 44,714 | $3.61M | 1.42% | +435+1.0% | Added |
| Eads & Heald Wealth Management | 44,704 | $3.61M | 1.71% | −1,730−3.7% | Reduced |
| JCIC Asset Management Inc. | 44,636 | $3.60M | 1.48% | +560+1.3% | Added |
| LM Advisors LLC | 44,565 | $3.60M | 0.73% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 43,549 | $3.59M | 2.66% | +122+0.3% | Added |
| Cozad Asset Management Inc | 44,386 | $3.58M | 0.34% | −10,425−19.0% | Reduced |
| Mustard Seed Financial, LLC | 44,365 | $3.58M | 2.97% | −189−0.4% | Reduced |
| ICW Investment Advisors LLC | 44,273 | $3.58M | 1.49% | −1,357−3.0% | Reduced |
| Schechter Investment Advisors, LLC | 44,235 | $3.57M | 0.26% | −7,661−14.8% | Reduced |
| StoneX Group Inc. | 44,202 | $3.57M | 0.26% | −2,575−5.5% | Reduced |
| Aspen Investment Management Inc | 44,126 | $3.56M | 1.66% | +56+0.1% | Added |
| Systematic Alpha Investments, LLC | 44,100 | $3.56M | 0.13% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 44,053 | $3.56M | 0.62% | −1,781−3.9% | Reduced |
| Cooper Financial Group | 43,978 | $3.55M | 0.46% | +10,876+32.9% | Added |
| Chatham Capital Group, Inc. | 43,839 | $3.54M | 0.58% | −163−0.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 43,643 | $3.52M | 0.86% | +22,094+102.5% | Added |
| Miracle Mile Advisors, LLC | 43,617 | $3.52M | 0.08% | +4,753+12.2% | Added |
| Bowman & Co S.C. | 43,435 | $3.51M | 1.84% | +3,445+8.6% | Added |
| Beacon Financial Group | 43,364 | $3.50M | 0.38% | −90.0% | Reduced |
| AllGen Financial Advisors, Inc. | 43,319 | $3.50M | 1.14% | −2,217−4.9% | Reduced |
| Intrust Bank NA | 43,237 | $3.49M | 0.35% | +1,074+2.5% | Added |
| Cetera Trust Company, N.A | 43,127 | $3.48M | 2.13% | −1,700−3.8% | Reduced |
| Pegasus Asset Management, Inc. | 42,843 | $3.46M | 1.32% | −754−1.7% | Reduced |
| IMA Wealth, Inc. | 42,767 | $3.45M | 0.75% | +42,767 | New |
| Claro Advisors LLC | 42,750 | $3.45M | 0.45% | +4,844+12.8% | Added |
| Westover Capital Advisors, LLC | 42,686 | $3.45M | 0.66% | −1,964−4.4% | Reduced |
| Axecap Investments, LLC | 42,632 | $3.44M | 2.61% | +42,632 | New |
| Smithfield Trust Co | 42,621 | $3.44M | 0.17% | +2,431+6.0% | Added |
| Parsons Capital Management Inc | 42,551 | $3.44M | 0.22% | −1,191−2.7% | Reduced |
| Gold Investment Management Ltd. | 42,765 | $3.43M | 1.44% | −5,101−10.7% | Reduced |