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 |
|---|---|---|---|---|---|
| Callan Capital, LLC | 25,336 | $2.05M | 0.14% | +1,677+7.1% | Added |
| GoalVest Advisory LLC | 25,293 | $2.04M | 0.59% | +371+1.5% | Added |
| WBH Advisory Inc | 25,241 | $2.04M | 0.19% | −1,371−5.2% | Reduced |
| DeDora Capital, Inc. | 25,222 | $2.04M | 0.57% | −233−0.9% | Reduced |
| Gilbert & Cook, Inc. | 25,118 | $2.03M | 0.28% | +118+0.5% | Added |
| Hilltop National Bank | 25,092 | $2.03M | 0.62% | −48−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 25,092 | $2.03M | 0.32% | +69+0.3% | Added |
| Legacy Financial Advisors, Inc. | 25,072 | $2.02M | 0.34% | +457+1.9% | Added |
| Beacon Capital Management, LLC | 24,992 | $2.02M | 0.29% | +208+0.8% | Added |
| Quotient Wealth Partners, LLC | 24,959 | $2.02M | 0.07% | −3,793−13.2% | Reduced |
| Trust Co of Toledo NA | 24,935 | $2.01M | 0.27% | +650+2.7% | Added |
| TLWM | 24,907 | $2.01M | 0.41% | −215−0.9% | Reduced |
| Winthrop Advisory Group LLC | 24,784 | $2.00M | 0.25% | −186−0.7% | Reduced |
| Secure Asset Management, LLC | 24,744 | $2.00M | 0.34% | −4,605−15.7% | Reduced |
| LVW Advisors, LLC | 24,689 | $1.99M | 0.26% | −944−3.7% | Reduced |
| Ignite Planners, LLC | 24,663 | $1.99M | 0.46% | −4,828−16.4% | Reduced |
| Adirondack Trust Co | 24,656 | $1.99M | 0.77% | +78+0.3% | Added |
| 44 Wealth Management LLC | 23,878 | $1.99M | 0.70% | +23,878 | New |
| Logan Capital Management Inc | 24,614 | $1.99M | 0.08% | +188+0.8% | Added |
| Wealth Alliance | 24,589 | $1.99M | 0.24% | −2,265−8.4% | Reduced |
| Legacy Advisors, LLC | 24,551 | $1.98M | 0.21% | +17+0.1% | Added |
| Atom Investors LP | 24,546 | $1.98M | 0.21% | −20,832−45.9% | Reduced |
| Brown Financial Advisors | 24,520 | $1.98M | 0.82% | −712−2.8% | Reduced |
| XML Financial, LLC | 24,515 | $1.98M | 0.18% | −566−2.3% | Reduced |
| Heartland Bank & Trust Co | 24,515 | $1.98M | 1.07% | −2,139−8.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,513 | $1.98M | 0.21% | −12,317−33.4% | Reduced |
| Old Port Advisors | 24,453 | $1.97M | 0.55% | −438−1.8% | Reduced |
| RMB Capital Management, LLC | 24,450 | $1.97M | 0.04% | +7,381+43.2% | Added |
| First Commonwealth Financial Corp | 24,434 | $1.97M | 0.47% | +159+0.7% | Added |
| Hollencrest Capital Management | 24,345 | $1.97M | 0.08% | −58−0.2% | Reduced |
| Kingfisher Capital LLC | 24,342 | $1.97M | 0.45% | +278+1.2% | Added |
| Blue Chip Partners, Inc. | 24,324 | $1.96M | 0.17% | +65+0.3% | Added |
| Burford Brothers, Inc. | 24,300 | $1.96M | 1.02% | +815+3.5% | Added |
| Vigilare Wealth Management | 24,289 | $1.96M | 0.79% | −449−1.8% | Reduced |
| WMS Partners, LLC | 24,247 | $1.96M | 0.11% | −524−2.1% | Reduced |
| SWS Partners | 24,226 | $1.96M | 0.62% | −4,026−14.3% | Reduced |
| Pitcairn Co | 24,223 | $1.96M | 0.12% | −6,061−20.0% | Reduced |
| Keebeck Wealth Management, LLC | 24,177 | $1.95M | 0.28% | +58+0.2% | Added |
| Fiduciary Family Office, LLC | 24,164 | $1.95M | 0.64% | +7,251+42.9% | Added |
| Kiley Juergens Wealth Management, LLC | 24,079 | $1.94M | 0.50% | +896+3.9% | Added |
| Tempus Wealth Planning, LLC | 24,061 | $1.94M | 0.71% | +233+1.0% | Added |
| RDA Financial Network | 24,042 | $1.94M | 0.60% | +339+1.4% | Added |
| High Net Worth Advisory Group LLC | 23,996 | $1.94M | 0.54% | +70+0.3% | Added |
| Boxwood Ventures, Inc. | 23,991 | $1.94M | 3.00% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 23,877 | $1.93M | 0.81% | +729+3.1% | Added |
| Certified Advisory Corp | 23,875 | $1.93M | 0.21% | −68−0.3% | Reduced |
| Davis Capital Management | 23,860 | $1.93M | 1.52% | −492−2.0% | Reduced |
| KFG Wealth Management, LLC | 23,815 | $1.92M | 0.42% | +1,673+7.6% | Added |
| Tradition Wealth Management, LLC | 23,792 | $1.92M | 0.17% | +608+2.6% | Added |
| Baker Avenue Asset Management, LP | 23,757 | $1.92M | 0.06% | +3,045+14.7% | Added |
| Summit Financial Wealth Advisors, LLC | 23,720 | $1.92M | 0.36% | +118+0.5% | Added |
| Chilton Capital Management LLC | 23,719 | $1.92M | 0.08% | −1,082−4.4% | Reduced |
| River & Mercantile Asset Management LLP | 23,713 | $1.91M | 0.41% | +837+3.7% | Added |
| TBH Global Asset Management, LLC | 23,711 | $1.91M | 0.42% | +2,948+14.2% | Added |
| Mosaic Family Wealth Partners, LLC | 23,659 | $1.91M | 0.28% | −43−0.2% | Reduced |
| Sound Income Strategies, LLC | 23,612 | $1.91M | 0.12% | −1,197−4.8% | Reduced |
| Focused Wealth Management, Inc | 23,590 | $1.90M | 0.26% | −235−1.0% | Reduced |
| Eqis Capital Management, Inc. | 23,523 | $1.90M | 0.15% | −928−3.8% | Reduced |
| Quent Capital, LLC | 23,549 | $1.90M | 0.19% | +1,311+5.9% | Added |
| Central Pacific Bank - Trust Division | 23,439 | $1.89M | 0.24% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23,428 | $1.89M | 0.93% | +348+1.5% | Added |
| CWS Financial Advisors, LLC | 23,390 | $1.89M | 0.67% | +60.0% | Added |
| Montecito Bank & Trust | 23,276 | $1.88M | 0.32% | −2,387−9.3% | Reduced |
| Uncommon Cents Investing LLC | 23,231 | $1.88M | 0.53% | +30+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 23,149 | $1.87M | 0.13% | −253−1.1% | Reduced |
| AdvisorNet Financial, Inc | 23,114 | $1.87M | 0.14% | +1,911+9.0% | Added |
| Magnolia Capital Advisors LLC | 23,103 | $1.87M | 0.93% | −4,073−15.0% | Reduced |
| Camden Capital, LLC | 22,992 | $1.86M | 0.20% | +153+0.7% | Added |
| Elgethun Capital Management | 23,002 | $1.86M | 0.44% | +35+0.2% | Added |
| Prossimo Advisors, LLC | 22,971 | $1.85M | 1.35% | +68+0.3% | Added |
| PDS Planning, Inc | 22,967 | $1.85M | 0.17% | +807+3.6% | Added |
| Traynor Capital Management, Inc. | 22,964 | $1.85M | 0.15% | +361+1.6% | Added |
| First Community Trust NA | 22,962 | $1.85M | 1.52% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 22,921 | $1.85M | 0.43% | −3,147−12.1% | Reduced |
| DT Investment Partners, LLC | 22,879 | $1.85M | 0.15% | +324+1.4% | Added |
| Catalyst Financial Partners LLC | 22,879 | $1.85M | 0.36% | +190+0.8% | Added |
| American State Bank (Iowa) | 22,866 | $1.85M | 1.12% | −272−1.2% | Reduced |
| Trustco Bank Corp N Y | 22,837 | $1.84M | 1.85% | −341−1.5% | Reduced |
| Maven Securities LTD | 22,837 | $1.84M | 0.21% | +4,063+21.6% | Added |
| Consilium Wealth Advisory, LLC | 22,818 | $1.84M | 1.01% | +13,948+157.2% | Added |
| Douglas Lane & Associates, LLC | 22,755 | $1.84M | 0.03% | −3,401−13.0% | Reduced |
| First Command Advisory Services, Inc. | 22,720 | $1.83M | 0.02% | −481−2.1% | Reduced |
| Nwam LLC | 22,708 | $1.83M | 0.11% | −131−0.6% | Reduced |
| HMS Capital Management, LLC | 22,707 | $1.83M | 0.90% | +40+0.2% | Added |
| Old Mission Investment Co LLC | 22,698 | $1.83M | 0.56% | +1,343+6.3% | Added |
| Paradigm Asset Management Co LLC | 22,636 | $1.83M | 0.48% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 22,595 | $1.82M | 1.26% | −640−2.8% | Reduced |
| Saxon Interests, Inc. | 22,592 | $1.82M | 0.83% | −439−1.9% | Reduced |
| Van Hulzen Asset Management, LLC | 22,569 | $1.82M | 0.13% | −3,438−13.2% | Reduced |
| Live Oak Private Wealth LLC | 22,562 | $1.82M | 0.30% | −76−0.3% | Reduced |
| Barr E S & Co | 22,551 | $1.82M | 0.11% | +91+0.4% | Added |
| Investment Partners, Ltd. | 22,547 | $1.82M | 0.76% | −131−0.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 22,521 | $1.82M | 0.74% | +22,521 | New |
| Grace & White Inc | 22,500 | $1.82M | 0.33% | −2,850−11.2% | Reduced |
| Fullcircle Wealth LLC | 21,924 | $1.81M | 0.81% | −2,687−10.9% | Reduced |
| WMG Financial Advisors, LLC | 22,448 | $1.81M | 0.82% | −48−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,430 | $1.81M | 0.16% | +490+2.2% | Added |
| TD Capital Management LLC | 22,360 | $1.81M | 0.18% | +13+0.1% | Added |
| Aldebaran Financial Inc. | 22,250 | $1.80M | 2.12% | +2,191+10.9% | Added |
| Bank Ozk | 22,221 | $1.79M | 0.74% | −178−0.8% | Reduced |