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 |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 34,941 | $2.82M | 1.02% | −720−2.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 34,898 | $2.82M | 0.39% | +4,723+15.7% | Added |
| Midland Wealth Advisors LLC | 34,736 | $2.80M | 0.16% | −4,428−11.3% | Reduced |
| Verdence Capital Advisors LLC | 34,686 | $2.80M | 0.22% | +3,196+10.1% | Added |
| PFG Advisors | 34,631 | $2.80M | 0.18% | −3,462−9.1% | Reduced |
| X-Square Capital, LLC | 34,460 | $2.78M | 1.22% | +1,032+3.1% | Added |
| Powers Advisory Group, LLC | 34,354 | $2.77M | 1.38% | −186−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 34,328 | $2.77M | 0.46% | −362−1.0% | Reduced |
| Creekmur Asset Management LLC | 34,239 | $2.76M | 0.65% | +4,627+15.6% | Added |
| Silver Oak Securities, Inc | 34,666 | $2.76M | 0.29% | +5,461+18.7% | Added |
| Legacy Bridge, LLC | 34,182 | $2.76M | 1.49% | +29+0.1% | Added |
| Peterson Wealth Services | 34,162 | $2.76M | 0.88% | +1,392+4.2% | Added |
| D.B. Root & Company, LLC | 34,054 | $2.75M | 0.91% | −4,874−12.5% | Reduced |
| RB Capital Management, LLC | 34,053 | $2.75M | 0.65% | +364+1.1% | Added |
| Pettee Investors, Inc. | 34,017 | $2.75M | 1.34% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 34,001 | $2.75M | 0.05% | +3,231+10.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33,943 | $2.74M | 0.76% | +988+3.0% | Added |
| Darwin Advisors, LLC | 33,933 | $2.74M | 0.75% | +33,933 | New |
| Etesian Wealth Advisors, Inc. | 33,910 | $2.74M | 1.24% | −590−1.7% | Reduced |
| Avantax Planning Partners, Inc. | 33,854 | $2.73M | 0.10% | −4,686−12.2% | Reduced |
| Nikulski Financial, Inc. | 33,802 | $2.73M | 0.82% | +1,620+5.0% | Added |
| Insight Inv LLC | 33,801 | $2.73M | 2.29% | −4,565−11.9% | Reduced |
| Trust Co of Oklahoma | 33,462 | $2.70M | 0.88% | −20.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,272 | $2.69M | 0.27% | −34−0.1% | Reduced |
| Southern Capital Advisors, LLC | 33,134 | $2.68M | 1.51% | +905+2.8% | Added |
| PFC Capital Group, Inc. | 33,064 | $2.67M | 1.29% | +1,675+5.3% | Added |
| Agf Management Ltd | 33,046 | $2.67M | 0.01% | −7,007−17.5% | Reduced |
| Wolff Wiese Magana LLC | 33,017 | $2.67M | 1.82% | −420−1.3% | Reduced |
| Harbor Advisors LLC | 33,000 | $2.66M | 0.45% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 32,960 | $2.66M | 0.66% | +264+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 32,974 | $2.66M | 0.18% | −208−0.6% | Reduced |
| Argent Advisors, Inc. | 32,920 | $2.66M | 0.99% | +212+0.6% | Added |
| Norden Group LLC | 32,917 | $2.66M | 0.31% | +16,588+101.6% | Added |
| Aviance Capital Partners, LLC | 32,913 | $2.66M | 0.35% | −19−0.1% | Reduced |
| Smith Anglin Financial, LLC | 32,786 | $2.65M | 0.25% | +502+1.6% | Added |
| FCG Investment Co | 32,779 | $2.65M | 1.74% | +14,402+78.4% | Added |
| Verdad Advisers, LP | 32,691 | $2.64M | 3.52% | −1,838−5.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 32,687 | $2.64M | 0.20% | +1,210+3.8% | Added |
| 3Chopt Investment Partners, LLC | 32,633 | $2.64M | 0.94% | +124+0.4% | Added |
| TruWealth Advisors, LLC | 32,483 | $2.62M | 0.16% | +60+0.2% | Added |
| Congress Park Capital LLC | 32,457 | $2.62M | 0.97% | −208−0.6% | Reduced |
| Bank & Trust Co | 32,418 | $2.62M | 2.12% | −470−1.4% | Reduced |
| Ausdal Financial Partners, Inc. | 32,367 | $2.61M | 0.27% | +2,571+8.6% | Added |
| MGB Wealth Management, LLC | 32,352 | $2.61M | 0.95% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 32,300 | $2.61M | 1.03% | +5,045+18.5% | Added |
| Formidable Asset Management, LLC | 32,261 | $2.61M | 0.42% | −423−1.3% | Reduced |
| Sterling Investment Counsel, LLC | 32,250 | $2.60M | 0.93% | +2,068+6.9% | Added |
| Wellington Shields & Co., LLC | 32,215 | $2.60M | 0.79% | −651−2.0% | Reduced |
| Dudley Capital Management, LLC | 32,190 | $2.60M | 1.36% | +30.0% | Added |
| Sterling Investment Management, Inc. | 32,177 | $2.60M | 1.97% | −2,026−5.9% | Reduced |
| Skopos Labs, Inc. | 32,097 | $2.59M | 0.85% | +318+1.0% | Added |
| Pinnacle West Asset Management, Inc. | 32,005 | $2.58M | 1.85% | +725+2.3% | Added |
| Lindbrook Capital, LLC | 31,981 | $2.58M | 0.23% | −349−1.1% | Reduced |
| Canopy Partners, LLC | 31,833 | $2.57M | 1.11% | −27−0.1% | Reduced |
| NVWM, LLC | 31,800 | $2.57M | 0.65% | −5,627−15.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 31,779 | $2.57M | 0.65% | +1,081+3.5% | Added |
| Argent Capital Management LLC | 31,725 | $2.56M | 0.07% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 31,721 | $2.56M | 0.47% | +24,220+322.9% | Added |
| Lake Street Advisors Group, LLC | 31,634 | $2.55M | 0.12% | +480+1.5% | Added |
| Manchester Capital Management LLC | 31,630 | $2.55M | 0.30% | −30−0.1% | Reduced |
| MTM Investment Management, LLC | 31,478 | $2.55M | 0.99% | −17−0.1% | Reduced |
| Bailard, Inc. | 31,547 | $2.55M | 0.07% | +57+0.2% | Added |
| Sage Mountain Advisors LLC | 31,523 | $2.55M | 0.22% | +1,227+4.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31,481 | $2.54M | 0.39% | −142−0.4% | Reduced |
| McDonald Partners LLC | 31,346 | $2.53M | 0.63% | +396+1.3% | Added |
| Greatmark Investment Partners, Inc. | 31,300 | $2.53M | 0.34% | −1,545−4.7% | Reduced |
| United Advisor Group, LLC | 31,184 | $2.52M | 0.57% | +4,106+15.2% | Added |
| L.M. Kohn & Company | 31,158 | $2.52M | 0.64% | +1,967+6.7% | Added |
| MSH Capital Advisors LLC | 31,077 | $2.51M | 0.77% | −621−2.0% | Reduced |
| Provenance Wealth Advisors, LLC | 31,077 | $2.51M | 0.31% | +3,094+11.1% | Added |
| Advisor OS, LLC | 31,041 | $2.51M | 0.25% | +3,778+13.9% | Added |
| Newbridge Financial Services Group, Inc. | 31,030 | $2.51M | 0.88% | +15,890+105.0% | Added |
| Clough Capital Partners L P | 30,887 | $2.49M | 0.26% | +20,012+184.0% | Added |
| RMR Capital Management, LLC | 30,815 | $2.49M | 2.12% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 30,641 | $2.47M | 0.19% | +102+0.3% | Added |
| WR Wealth Planners, LLC | 30,596 | $2.47M | 0.69% | −100−0.3% | Reduced |
| PBMares Wealth Management LLC | 30,567 | $2.47M | 0.52% | +465+1.5% | Added |
| Detalus Advisors, LLC | 30,522 | $2.46M | 0.82% | +120.0% | Added |
| Founders Financial Securities LLC | 30,419 | $2.46M | 0.23% | −2,839−8.5% | Reduced |
| LCM Capital Management Inc | 30,238 | $2.44M | 1.40% | +193+0.6% | Added |
| Guardian Asset Advisors, LLC | 30,220 | $2.44M | 1.66% | +7,374+32.3% | Added |
| MidWestOne Financial Group, Inc. | 30,144 | $2.43M | 0.34% | −232−0.8% | Reduced |
| Carnegie Lake Advisors LLC | 30,081 | $2.43M | 0.96% | +30,081 | New |
| Quad-Cities Investment Group, LLC | 30,069 | $2.43M | 1.22% | −672−2.2% | Reduced |
| Lincoln Capital Corp | 30,053 | $2.43M | 0.99% | −1,351−4.3% | Reduced |
| Financial Gravity Companies, Inc. | 29,984 | $2.42M | 0.65% | +29,984 | New |
| Accurate Wealth Management, LLC | 29,655 | $2.42M | 0.49% | +784+2.7% | Added |
| Vista Investment Partners LLC | 29,947 | $2.42M | 0.77% | −1,072−3.5% | Reduced |
| Ifrah Financial Services, Inc. | 29,938 | $2.42M | 0.65% | +573+2.0% | Added |
| Retirement Guys Formula LLC | 29,928 | $2.42M | 1.12% | +1,136+3.9% | Added |
| Godsey & Gibb Associates | 29,889 | $2.41M | 0.23% | −2,446−7.6% | Reduced |
| Everhart Financial Group, Inc. | 29,884 | $2.41M | 0.53% | +3,693+14.1% | Added |
| Doliver Advisors, LP | 29,860 | $2.41M | 0.66% | −4,597−13.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 29,679 | $2.40M | 0.10% | −89−0.3% | Reduced |
| Chicago Capital, LLC | 29,637 | $2.39M | 0.07% | −150−0.5% | Reduced |
| Whalerock Point Partners, LLC | 29,613 | $2.39M | 0.57% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 29,511 | $2.38M | 1.08% | +8,100+37.8% | Added |
| Alpha Cubed Investments, LLC | 29,451 | $2.38M | 0.11% | −7,502−20.3% | Reduced |
| Jeppson Wealth Management, LLC | 29,426 | $2.38M | 0.85% | −253−0.9% | Reduced |
| First Dallas Securities Inc. | 29,411 | $2.37M | 0.99% | +2,602+9.7% | Added |