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 |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 42,494 | $3.43M | 0.88% | +2,203+5.5% | Added |
| Two Sigma Securities, LLC | 42,485 | $3.43M | 0.27% | −49,176−53.6% | Reduced |
| Castle Rock Wealth Management, LLC | 42,726 | $3.42M | 0.82% | +22,692+113.3% | Added |
| Kercheville Advisors, LLC | 42,339 | $3.42M | 1.44% | +670+1.6% | Added |
| Freedom Day Solutions, LLC | 42,257 | $3.41M | 1.06% | +1,439+3.5% | Added |
| Bank of New Hampshire | 42,163 | $3.40M | 0.85% | +13,682+48.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 42,150 | $3.40M | 2.13% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 42,149 | $3.40M | 0.98% | −1,045−2.4% | Reduced |
| Outfitter Financial LLC | 41,731 | $3.37M | 2.78% | −3,824−8.4% | Reduced |
| Delta Investment Management, LLC | 41,558 | $3.36M | 0.68% | −255−0.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 41,085 | $3.32M | 1.79% | +789+2.0% | Added |
| Y.D. More Investments Ltd | 40,983 | $3.31M | 0.35% | +1,466+3.7% | Added |
| White Pine Capital LLC | 40,705 | $3.29M | 1.12% | +1,062+2.7% | Added |
| Anderson Hoagland & Co | 40,556 | $3.28M | 0.33% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 40,509 | $3.27M | 0.36% | +25,284+166.1% | Added |
| Hudson Value Partners, LLC | 40,480 | $3.27M | 1.27% | −2,410−5.6% | Reduced |
| Zullo Investment Group, Inc. | 40,132 | $3.24M | 1.35% | +262+0.7% | Added |
| Owen LaRue, LLC | 40,112 | $3.24M | 1.72% | +5,559+16.1% | Added |
| Bank of Stockton | 40,089 | $3.24M | 0.98% | −1,141−2.8% | Reduced |
| Sunbelt Securities, Inc. | 40,077 | $3.24M | 0.32% | −916−2.2% | Reduced |
| Invst, LLC | 40,051 | $3.23M | 0.39% | −1,474−3.5% | Reduced |
| Schwab Charitable Fund | 40,000 | $3.23M | 0.08% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 39,999 | $3.23M | 1.24% | +37,974+1,875.3% | Added |
| 9258 Wealth Management, LLC | 39,964 | $3.23M | 0.48% | −301−0.7% | Reduced |
| Catalytic Wealth RIA, LLC | 39,949 | $3.23M | 0.56% | +1,499+3.9% | Added |
| NTV Asset Management LLC | 39,915 | $3.22M | 0.43% | +22+0.1% | Added |
| First Heartland Consultants, Inc. | 39,750 | $3.21M | 0.35% | −385−1.0% | Reduced |
| Modern Wealth Management, LLC | 39,613 | $3.20M | 0.20% | +5,385+15.7% | Added |
| Arcadia Investment Management Corp | 39,533 | $3.19M | 0.52% | +5,615+16.6% | Added |
| Avidian Wealth Solutions, LLC | 39,519 | $3.19M | 0.14% | −1,394−3.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 39,451 | $3.19M | 0.09% | +7,872+24.9% | Added |
| Alaska Permanent Fund Corp | 39,419 | $3.18M | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39,409 | $3.18M | 0.01% | +3,064+8.4% | Added |
| Independence Bank of Kentucky | 39,300 | $3.17M | 0.68% | +11,586+41.8% | Added |
| St. Johns Investment Management Company, LLC | 39,297 | $3.17M | 1.49% | −1,560−3.8% | Reduced |
| Belpointe Asset Management LLC | 39,292 | $3.17M | 0.19% | +7,444+23.4% | Added |
| Tilia Fiduciary Partners, Inc. | 39,284 | $3.17M | 2.20% | +524+1.4% | Added |
| Wealth Alliance Advisory Group, LLC | 39,281 | $3.17M | 0.67% | +765+2.0% | Added |
| Oak Harbor Wealth Partners, LLC | 39,215 | $3.17M | 0.92% | −2,937−7.0% | Reduced |
| Symphony Financial, Ltd. Co. | 39,592 | $3.16M | 0.52% | −847−2.1% | Reduced |
| Archford Capital Strategies, LLC | 39,254 | $3.15M | 0.47% | −3,657−8.5% | Reduced |
| ROI Financial Advisors, LLC | 39,026 | $3.15M | 2.18% | +4,314+12.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 39,000 | $3.15M | 0.93% | 00.0% | Unchanged |
| Scalar Gauge Management, LLC | 39,000 | $3.15M | 1.67% | 00.0% | Unchanged |
| Holderness Investments Co | 38,957 | $3.15M | 0.69% | +1,871+5.0% | Added |
| Central Valley Advisors, LLC | 38,891 | $3.14M | 1.77% | +348+0.9% | Added |
| Continuum Advisory, LLC | 37,179 | $3.14M | 0.40% | +1,611+4.5% | Added |
| Chicago Partners Investment Group LLC | 37,713 | $3.14M | 0.11% | +828+2.2% | Added |
| Cidel Asset Management Inc | 38,663 | $3.12M | 0.22% | −2,092−5.1% | Reduced |
| Smartleaf Asset Management LLC | 39,132 | $3.12M | 0.38% | +11,016+39.2% | Added |
| Larson Financial Group LLC | 38,525 | $3.11M | 0.18% | +8,077+26.5% | Added |
| Altman Advisors, Inc. | 38,512 | $3.11M | 1.38% | +9,104+31.0% | Added |
| Security National Bank of Sioux City Iowa | 38,501 | $3.11M | 1.90% | −220−0.6% | Reduced |
| Waddell & Associates, LLC | 37,953 | $3.06M | 0.37% | +39+0.1% | Added |
| Fairfield, Bush & Co. | 37,893 | $3.06M | 1.82% | −2,403−6.0% | Reduced |
| FLC Capital Advisors | 37,875 | $3.06M | 0.71% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 37,521 | $3.05M | 1.33% | −417−1.1% | Reduced |
| Gibraltar Capital Management, Inc. | 37,797 | $3.05M | 1.37% | +1,431+3.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,563 | $3.03M | 0.12% | −262−0.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 37,545 | $3.03M | 0.33% | +29,953+394.5% | Added |
| Front Row Advisors LLC | 37,424 | $3.02M | 1.08% | +82+0.2% | Added |
| Martin & Co Inc | 37,181 | $3.00M | 0.71% | −162−0.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 37,143 | $3.00M | 0.20% | −1,619−4.2% | Reduced |
| Quilter Plc | 37,043 | $2.99M | 0.06% | −555−1.5% | Reduced |
| M&G Plc | 36,906 | $2.99M | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 36,937 | $2.98M | 1.63% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 36,886 | $2.98M | 0.26% | +551+1.5% | Added |
| Catalyst Capital Advisors LLC | 36,819 | $2.97M | 0.07% | 00.0% | Unchanged |
| Naples Money Management LLC | 36,793 | $2.97M | 2.52% | −1,449−3.8% | Reduced |
| Richard Bernstein Advisors LLC | 36,716 | $2.96M | 0.06% | −53,497−59.3% | Reduced |
| Monetary Management Group Inc | 36,708 | $2.96M | 0.76% | −2,000−5.2% | Reduced |
| Riverbridge Partners LLC | 36,648 | $2.96M | 0.04% | −1,508−4.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 36,615 | $2.96M | 1.35% | +3,381+10.2% | Added |
| Beech Hill Advisors, Inc. | 36,593 | $2.95M | 1.12% | −1,002−2.7% | Reduced |
| Central Bank & Trust Co | 36,569 | $2.95M | 0.41% | −692−1.9% | Reduced |
| Hemenway Trust Co LLC | 36,558 | $2.95M | 0.23% | −1,965−5.1% | Reduced |
| Motley Fool Wealth Management, LLC | 36,412 | $2.94M | 0.15% | −17,371−32.3% | Reduced |
| Exchange Bank | 36,377 | $2.94M | 2.40% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 36,342 | $2.93M | 1.08% | 00.0% | Unchanged |
| Clarius Group, LLC | 36,428 | $2.93M | 0.21% | −1,324−3.5% | Reduced |
| Advocate Group LLC | 36,225 | $2.93M | 0.53% | −367−1.0% | Reduced |
| Gables Capital Management Inc. | 36,034 | $2.91M | 1.47% | +124+0.3% | Added |
| Beacon Investment Advisors LLC | 36,021 | $2.91M | 1.38% | +68+0.2% | Added |
| Mattson Financial Services, LLC | 42,901 | $2.90M | 1.04% | −280−0.6% | Reduced |
| Trust Co of Virginia | 35,928 | $2.90M | 0.26% | −620−1.7% | Reduced |
| Retirement Planning Group | 35,697 | $2.88M | 0.16% | +16,549+86.4% | Added |
| FinTrust Capital Advisors, LLC | 35,561 | $2.87M | 0.49% | +3,315+10.3% | Added |
| Kovack Advisors, Inc. | 35,361 | $2.86M | 0.30% | −4,077−10.3% | Reduced |
| Coastline Trust Co | 35,352 | $2.85M | 0.34% | +11,857+50.5% | Added |
| New England Asset Management Inc | 35,285 | $2.85M | 0.44% | −46,925−57.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 35,280 | $2.85M | 0.66% | +558+1.6% | Added |
| Global Trust Asset Management, LLC | 35,247 | $2.85M | 1.05% | +1,465+4.3% | Added |
| Highview Capital Management LLC | 35,225 | $2.84M | 1.16% | +1,573+4.7% | Added |
| Focus Financial Network, Inc. | 35,216 | $2.84M | 0.12% | +795+2.3% | Added |
| Beverly Hills Private Wealth, LLC | 35,169 | $2.84M | 0.57% | −5,044−12.5% | Reduced |
| Windsor Capital Management, LLC | 35,044 | $2.83M | 0.82% | −854−2.4% | Reduced |
| Connective Portfolio Management, LLC | 17,025 | $2.83M | 5.53% | −7,500−30.6% | Reduced |
| Pensionfund Sabic | 35,000 | $2.83M | 0.88% | −10,100−22.4% | Reduced |
| JFS Wealth Advisors, LLC | 34,962 | $2.82M | 0.19% | +21,238+154.8% | Added |
| HCR Wealth Advisors | 34,957 | $2.82M | 0.37% | +397+1.1% | Added |