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 7 sales; 4,426 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
- 3,465
- +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
- 1,367 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Country Trust Bank | 560,119 | $45.2M | 1.11% | −55,147−9.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 558,174 | $45.1M | 0.64% | +42,225+8.2% | Added |
| Heritage Wealth Advisors | 551,421 | $44.5M | 2.09% | −8,389−1.5% | Reduced |
| Brinker Capital Investments, LLC | 548,425 | $44.3M | 0.44% | +6,771+1.3% | Added |
| Orion Portfolio Solutions, LLC | 548,425 | $44.3M | 0.44% | +6,771+1.3% | Added |
| Kornitzer Capital Management Inc | 547,720 | $44.2M | 0.82% | −4,896−0.9% | Reduced |
| RiverFront Investment Group, LLC | 546,896 | $44.2M | 1.04% | +30,640+5.9% | Added |
| Delta Asset Management LLC | 540,522 | $43.6M | 3.76% | −13,936−2.5% | Reduced |
| Heritage Investors Management Corp | 538,305 | $43.5M | 1.45% | −19,800−3.5% | Reduced |
| JustInvest LLC | 529,813 | $42.8M | 0.69% | +67,762+14.7% | Added |
| Credit Agricole S A | 527,131 | $42.6M | 0.22% | +294,035+126.1% | Added |
| Reuter James Wealth Management, LLC | 518,984 | $41.9M | 7.72% | +464,118+845.9% | Added |
| Berkshire Asset Management LLC | 618,202 | $41.9M | 2.13% | 00.0% | Unchanged |
| Welch & Forbes LLC | 509,473 | $41.1M | 0.52% | +2,762+0.5% | Added |
| First Financial Bankshares Inc | 509,089 | $41.1M | 0.87% | −3,706−0.7% | Reduced |
| Pathstone Holdings, LLC | 503,665 | $40.7M | 0.18% | +21,800+4.5% | Added |
| Dearborn Partners LLC | 497,283 | $40.2M | 1.63% | −8,244−1.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 497,000 | $40.1M | 0.44% | −10,000−2.0% | Reduced |
| Paralel Advisors LLC | 495,000 | $40.0M | 1.75% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 494,698 | $39.9M | 7.99% | +22,405+4.7% | Added |
| Saratoga Research & Investment Management | 489,343 | $39.5M | 1.73% | −261,580−34.8% | Reduced |
| Argent Trust Co | 487,883 | $39.4M | 1.63% | −1,828−0.4% | Reduced |
| Tiaa Trust, National Association | 487,117 | $39.3M | 0.12% | −3,229−0.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 481,818 | $38.9M | 0.75% | +241,914+100.8% | Added |
| Farmers & Merchants Investments Inc | 480,266 | $38.8M | 1.21% | +1,365+0.3% | Added |
| Beacon Pointe Advisors, LLC | 478,826 | $38.7M | 0.45% | −23,595−4.7% | Reduced |
| Oppenheimer & Co Inc | 474,677 | $38.3M | 0.58% | −27,078−5.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 473,100 | $38.2M | 0.34% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 471,196 | $38.0M | 1.06% | −20,903−4.2% | Reduced |
| Vestcor Inc | 468,952 | $37.9M | 1.19% | −26,457−5.3% | Reduced |
| Great West Life Assurance Co | 463,638 | $37.5M | 0.07% | −31,743−6.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 463,394 | $37.4M | 0.51% | +1890.0% | Added |
| Wealthfront Advisers LLC | 462,495 | $37.3M | 0.11% | +9,485+2.1% | Added |
| Aptus Capital Advisors, LLC | 462,181 | $37.3M | 0.57% | +53,231+13.0% | Added |
| William Blair Investment Management, LLC | 458,496 | $37.0M | 0.09% | +255,990+126.4% | Added |
| MAI Capital Management | 452,464 | $36.5M | 0.35% | −16,121−3.4% | Reduced |
| iA Global Asset Management Inc. | 448,662 | $36.2M | 0.64% | −29,686−6.2% | Reduced |
| Massachusetts Financial Services Co | 440,242 | $35.5M | 0.01% | −3,699−0.8% | Reduced |
| Twinbeech Capital LP | 433,504 | $35.0M | 0.67% | +433,504 | New |
| Peapack Gladstone Financial Corp | 428,896 | $34.6M | 0.50% | −3,384−0.8% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 428,073 | $34.6M | 0.67% | +182,507+74.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 427,330 | $34.5M | 0.87% | −81,916−16.1% | Reduced |
| Greenwood Gearhart Inc | 425,297 | $34.3M | 2.85% | +3,553+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 421,029 | $34.0M | 0.66% | +231,269+121.9% | Added |
| Elo Mutual Pension Insurance Co | 420,389 | $33.9M | 0.73% | +4,714+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 413,642 | $33.4M | 0.48% | −4,113−1.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 412,543 | $33.3M | 1.22% | −94,400−18.6% | Reduced |
| Crawford Investment Counsel Inc | 410,332 | $33.1M | 0.57% | −24,429−5.6% | Reduced |
| Massmutual Trust Co FSB | 405,463 | $32.7M | 0.93% | +6,995+1.8% | Added |
| United Services Automobile Association | 404,098 | $32.6M | 0.83% | −133,880−24.9% | Reduced |
| Oakworth Capital, Inc. | 401,760 | $32.4M | 2.25% | −17,317−4.1% | Reduced |
| Sapient Capital LLC | 401,394 | $32.4M | 0.65% | +1,903+0.5% | Added |
| Perfromance Wealth Partners, LLC | 398,794 | $32.2M | 1.11% | −8,480−2.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 395,608 | $31.9M | 0.74% | +10,747+2.8% | Added |
| Brown Advisory Inc | 393,594 | $31.8M | 0.04% | −7,875−2.0% | Reduced |
| Gradient Investments LLC | 393,513 | $31.8M | 0.66% | −9,087−2.3% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 393,297 | $31.8M | 4.41% | +369,912+1,581.8% | Added |
| Novare Capital Management LLC | 391,727 | $31.6M | 2.68% | −6,445−1.6% | Reduced |
| Clearstead Advisors, LLC | 389,834 | $31.5M | 0.49% | −1,983−0.5% | Reduced |
| Twin Tree Management, LP | 388,357 | $31.4M | 0.73% | +357,568+1,161.3% | Added |
| BNP Paribas | 389,167 | $31.3M | 1.30% | −5,635−1.4% | Reduced |
| Pacer Advisors, Inc. | 387,540 | $31.3M | 0.07% | +4,128+1.1% | Added |
| Nomura Holdings Inc | 385,613 | $31.1M | 0.23% | −234,776−37.8% | Reduced |
| Willis Investment Counsel | 385,145 | $31.1M | 2.02% | −400−0.1% | Reduced |
| Andra AP-fonden | 379,300 | $30.6M | 0.45% | +379,300 | New |
| Lido Advisors, LLC | 377,774 | $30.5M | 0.23% | +29,072+8.3% | Added |
| Country Club Bank | 382,041 | $30.5M | 2.04% | −27,241−6.7% | Reduced |
| Absher Wealth Management, LLC | 376,865 | $30.4M | 3.93% | −44,200−10.5% | Reduced |
| Cornerstone Advisors, LLC | 372,800 | $30.1M | 1.19% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 371,876 | $30.0M | 0.56% | +4,950+1.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 371,371 | $30.0M | 1.61% | −9,167−2.4% | Reduced |
| Brandywine Global Investment Management, LLC | 372,024 | $29.9M | 0.20% | −9,164−2.4% | Reduced |
| Community Trust & Investment Co | 364,779 | $29.5M | 1.87% | −8,540−2.3% | Reduced |
| Eagle Asset Management Inc | 345,418 | $29.3M | 0.15% | +47,878+16.1% | Added |
| D.A. Davidson & Co. | 357,067 | $28.8M | 0.24% | +13,091+3.8% | Added |
| Motley Fool Asset Management LLC | 354,716 | $28.8M | 1.70% | +354,716 | New |
| Howland Capital Management LLC | 352,227 | $28.4M | 1.23% | +56,761+19.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 351,230 | $28.4M | 1.08% | −6,054−1.7% | Reduced |
| Destination Wealth Management | 350,165 | $28.3M | 0.88% | −10,970−3.0% | Reduced |
| Gulf International Bank (UK) Ltd | 349,960 | $28.3M | 0.73% | −13,260−3.7% | Reduced |
| Prudential PLC | 349,321 | $28.2M | 0.14% | +114,877+49.0% | Added |
| Atria Investments LLC | 348,307 | $28.1M | 0.35% | −26,714−7.1% | Reduced |
| GW Henssler & Associates Ltd | 348,136 | $28.1M | 1.59% | −3,513−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 409,415 | $28.0M | 0.20% | +83,564+25.6% | Added |
| Northeast Investment Management | 346,403 | $28.0M | 1.25% | +6,111+1.8% | Added |
| Swiss Life Asset Management Ltd | 345,982 | $27.9M | 0.32% | −11,406−3.2% | Reduced |
| HB Wealth Management, LLC | 345,045 | $27.9M | 0.30% | +4,823+1.4% | Added |
| Kestra Private Wealth Services, LLC | 344,535 | $27.8M | 0.51% | −33,252−8.8% | Reduced |
| Rafferty Asset Management, LLC | 340,581 | $27.5M | 0.09% | −8,445−2.4% | Reduced |
| Groupama Asset Managment | 416,208 | $27.0M | 0.70% | +64,995+18.5% | Added |
| Salem Investment Counselors Inc | 332,764 | $26.9M | 0.81% | −421−0.1% | Reduced |
| Baader Bank INC | 332,116 | $26.8M | 2.26% | +14,171+4.5% | Added |
| Polar Capital Holdings Plc | 330,570 | $26.7M | 0.16% | −29,182−8.1% | Reduced |
| Capital Investment Counsel, Inc | 329,317 | $26.6M | 3.82% | −558−0.2% | Reduced |
| Fred Alger Management, LLC | 326,804 | $26.4M | 0.13% | −324,072−49.8% | Reduced |
| Synovus Financial Corp | 326,545 | $26.4M | 0.31% | +38,236+13.3% | Added |
| Teachers Retirement System of the State of Kentucky | 326,397 | $26.4M | 0.23% | −16,763−4.9% | Reduced |
| Cullen Investment Group, Ltd. | 325,001 | $26.2M | 3.91% | −1,076−0.3% | Reduced |
| Lathrop Investment Management Corp | 324,578 | $26.2M | 4.87% | −7,849−2.4% | Reduced |
| Guggenheim Capital LLC | 324,075 | $26.2M | 0.19% | −45,105−12.2% | Reduced |