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 |
|---|---|---|---|---|---|
| RF&L Wealth Management, LLC | 29,400 | $2.37M | 1.68% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 29,382 | $2.37M | 0.21% | +2,412+8.9% | Added |
| Avestar Capital, LLC | 29,372 | $2.37M | 0.26% | +1,514+5.4% | Added |
| E Fund Management Co., Ltd. | 29,357 | $2.37M | 0.12% | +1,355+4.8% | Added |
| Joel Isaacson & Co., LLC | 29,351 | $2.37M | 0.11% | −362−1.2% | Reduced |
| Ridgepath Capital Management LLC | 29,329 | $2.37M | 1.89% | +7,447+34.0% | Added |
| Boston Financial Mangement LLC | 29,274 | $2.36M | 0.07% | +1,041+3.7% | Added |
| Vaughan David Investments LLC | 29,210 | $2.36M | 0.05% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 29,111 | $2.35M | 0.98% | −789−2.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 29,109 | $2.35M | 1.48% | +1,250+4.5% | Added |
| Wellington Shields Capital Management, LLC | 29,101 | $2.35M | 0.41% | +4,431+18.0% | Added |
| CoreFirst Bank & Trust | 29,062 | $2.35M | 1.36% | −5,250−15.3% | Reduced |
| Strong Tower Advisory Services | 29,045 | $2.35M | 0.65% | +1,508+5.5% | Added |
| Optimum Investment Advisors | 29,037 | $2.34M | 1.01% | −1,650−5.4% | Reduced |
| Archer Investment Corp | 28,970 | $2.34M | 0.63% | +651+2.3% | Added |
| Peoples Bank | 28,899 | $2.33M | 1.57% | −350−1.2% | Reduced |
| West Family Investments, Inc. | 28,872 | $2.33M | 0.79% | +1,528+5.6% | Added |
| CV Advisors LLC | 28,748 | $2.32M | 1.19% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 28,730 | $2.32M | 0.92% | −110−0.4% | Reduced |
| Bridgefront Capital, LLC | 28,624 | $2.31M | 0.89% | −12,774−30.9% | Reduced |
| Napa Wealth Management | 28,569 | $2.31M | 1.09% | +28,569 | New |
| MRP Capital Investments, LLC | 28,548 | $2.31M | 2.19% | −664−2.3% | Reduced |
| Highland Capital Management, LLC | 28,519 | $2.30M | 0.13% | +2,000+7.5% | Added |
| Oxbow Advisors, LLC | 28,453 | $2.30M | 0.23% | +8,834+45.0% | Added |
| Advisory Alpha, LLC | 28,420 | $2.30M | 0.08% | +1,075+3.9% | Added |
| Meridian Wealth Advisors, LLC | 28,420 | $2.29M | 0.38% | −1,828−6.0% | Reduced |
| SOL Capital Management CO | 28,410 | $2.29M | 0.25% | −2,780−8.9% | Reduced |
| First PREMIER Bank | 28,403 | $2.29M | 0.57% | −679−2.3% | Reduced |
| Monument Capital Management | 28,348 | $2.29M | 0.63% | +793+2.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28,324 | $2.29M | 0.19% | +3,033+12.0% | Added |
| Jmac Enterprises LLC | 28,289 | $2.28M | 0.36% | +98+0.3% | Added |
| Coastal Bridge Advisors, LLC | 28,068 | $2.27M | 0.56% | +16+0.1% | Added |
| Patten Group, Inc. | 28,022 | $2.26M | 0.50% | −106−0.4% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 27,867 | $2.26M | 1.79% | −2,183−7.3% | Reduced |
| Geneva Capital Management LLC | 27,930 | $2.26M | 0.04% | −2,420−8.0% | Reduced |
| BEAM Asset Management, LLC | 27,904 | $2.25M | 0.68% | −830−2.9% | Reduced |
| Pure Financial Advisors, Inc. | 27,869 | $2.25M | 0.05% | +4,174+17.6% | Added |
| Navalign, LLC | 27,742 | $2.24M | 0.66% | −1,129−3.9% | Reduced |
| Summit X, LLC | 33,030 | $2.24M | 0.54% | −2,601−7.3% | Reduced |
| LRI Investments, LLC | 26,495 | $2.24M | 0.22% | −120.0% | Reduced |
| First National Bank & Trust Co of Newtown | 27,692 | $2.24M | 0.43% | −360−1.3% | Reduced |
| Home Federal Bank of Tennessee | 27,647 | $2.23M | 0.64% | +448+1.6% | Added |
| Main Street Financial Solutions, LLC | 27,647 | $2.23M | 0.20% | +4,482+19.3% | Added |
| RMR Wealth Builders | 27,618 | $2.23M | 0.24% | +34+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,041 | $2.23M | 0.85% | −526−1.9% | Reduced |
| Park Place Capital Corp | 27,592 | $2.23M | 0.64% | +1,227+4.7% | Added |
| Ethic Inc. | 37,005 | $2.23M | 0.06% | −19,850−34.9% | Reduced |
| Fidelis Capital Partners, LLC | 26,666 | $2.22M | 0.26% | +51+0.2% | Added |
| Savvy Advisors, Inc. | 27,479 | $2.22M | 0.45% | +1,598+6.2% | Added |
| Wynn Capital, LLC | 27,405 | $2.21M | 1.45% | +415+1.5% | Added |
| Ballast, Inc. | 27,372 | $2.21M | 0.63% | −489−1.8% | Reduced |
| CVA Family Office, LLC | 27,344 | $2.21M | 0.36% | −535−1.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 27,262 | $2.20M | 1.75% | +1,237+4.8% | Added |
| Edgestream Partners, L.P. | 27,175 | $2.19M | 0.10% | −109−0.4% | Reduced |
| Westpac Banking Corp | 27,158 | $2.19M | 0.15% | +950+3.6% | Added |
| Fragasso Group Inc. | 27,083 | $2.19M | 0.17% | −11,442−29.7% | Reduced |
| Painted Porch Advisors LLC | 27,078 | $2.19M | 1.11% | −101−0.4% | Reduced |
| CMG Global Holdings, LLC | 27,077 | $2.19M | 1.23% | −614−2.2% | Reduced |
| ZWJ Investment Counsel Inc | 27,050 | $2.18M | 0.09% | −2,375−8.1% | Reduced |
| Capstone Investment Advisors, LLC | 26,916 | $2.17M | 0.04% | −24,975−48.1% | Reduced |
| Nilsine Partners, LLC | 26,847 | $2.17M | 0.28% | +13,498+101.1% | Added |
| Bedel Financial Consulting, Inc. | 26,823 | $2.17M | 0.31% | +969+3.7% | Added |
| Quadcap Wealth Management, LLC | 26,815 | $2.17M | 0.34% | −26,637−49.8% | Reduced |
| Morningstar Investment Services LLC | 27,140 | $2.17M | 0.02% | +4,040+17.5% | Added |
| Massachusetts Wealth Management | 26,804 | $2.16M | 1.36% | +2,150+8.7% | Added |
| Prestige Wealth Management Group LLC | 26,801 | $2.16M | 0.45% | +199+0.7% | Added |
| Lokken Investment Group LLC | 26,704 | $2.16M | 0.90% | +1,764+7.1% | Added |
| Register Financial Advisors LLC | 26,651 | $2.15M | 1.10% | −703−2.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 26,538 | $2.14M | 1.25% | +916+3.6% | Added |
| Valley Brook Capital Group | 26,477 | $2.14M | 1.54% | +225+0.9% | Added |
| Diamant Asset Management, Inc. | 26,421 | $2.13M | 1.34% | −650−2.4% | Reduced |
| Commonwealth Financial Services, LLC | 26,216 | $2.13M | 0.42% | +1,672+6.8% | Added |
| OMC Financial Services LTD | 31,424 | $2.13M | 1.01% | 00.0% | Unchanged |
| Park National Corp | 26,317 | $2.13M | 0.07% | −78−0.3% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 26,253 | $2.12M | 2.23% | −361−1.4% | Reduced |
| Howard Capital Management Inc. | 26,234 | $2.12M | 0.03% | +26,234 | New |
| Hoey Investments, Inc | 31,239 | $2.12M | 0.40% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 26,036 | $2.10M | 0.94% | +26,036 | New |
| Orser Capital Management, LLC | 26,028 | $2.10M | 1.63% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 26,024 | $2.10M | 0.28% | +1,417+5.8% | Added |
| BOK Financial Private Wealth, Inc. | 25,940 | $2.09M | 0.15% | −2,497−8.8% | Reduced |
| Shell Asset Management Co | 25,906 | $2.09M | 0.09% | +25,906 | New |
| Samjo Management, LLC | 25,890 | $2.09M | 0.72% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 25,626 | $2.08M | 1.18% | +1,423+5.9% | Added |
| Chesapeake Wealth Management | 25,678 | $2.07M | 0.71% | −117−0.5% | Reduced |
| Portside Wealth Group, LLC | 25,665 | $2.07M | 0.35% | −4,977−16.2% | Reduced |
| Brophy Wealth Management, LLC | 25,661 | $2.07M | 0.74% | +25,661 | New |
| Trust Co of the South | 25,647 | $2.07M | 0.44% | +138+0.5% | Added |
| Cyndeo Wealth Partners, LLC | 25,623 | $2.07M | 0.14% | +4,455+21.0% | Added |
| Colonial River Wealth Management, LLC | 25,592 | $2.07M | 1.03% | +9,285+56.9% | Added |
| Insight Wealth Strategies, LLC | 25,573 | $2.07M | 0.27% | −136−0.5% | Reduced |
| Marcum Wealth, LLC | 25,536 | $2.06M | 0.19% | +297+1.2% | Added |
| Kesler, Norman & Wride, LLC | 25,497 | $2.06M | 0.40% | −7,072−21.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 25,500 | $2.06M | 0.06% | +748+3.0% | Added |
| Platform Technology Partners | 25,497 | $2.06M | 0.65% | +50.0% | Added |
| Resurgent Financial Advisors LLC | 25,495 | $2.06M | 1.20% | −658−2.5% | Reduced |
| Birmingham Capital Management Co Inc | 25,437 | $2.05M | 0.75% | −100−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,403 | $2.05M | 0.28% | −283−1.1% | Reduced |
| IPG Investment Advisors LLC | 25,352 | $2.05M | 0.45% | −622−2.4% | Reduced |
| Journey Strategic Wealth LLC | 25,337 | $2.05M | 0.07% | +7,709+43.7% | Added |