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 |
|---|---|---|---|---|---|
| Heritage Oak Wealth Advisors LLC | 318,788 | $25.7M | 11.86% | −482,794−60.2% | Reduced |
| New Wave Wealth Advisors LLC | 318,788 | $25.7M | 11.86% | +11,248+3.7% | Added |
| Beck Mack & Oliver LLC | 317,960 | $25.7M | 0.50% | −11,152−3.4% | Reduced |
| Squarepoint Ops LLC | 317,650 | $25.7M | 0.08% | +87,183+37.8% | Added |
| Asset Advisors Investment Management, LLC | 315,947 | $25.5M | 2.65% | +381+0.1% | Added |
| Managed Asset Portfolios, LLC | 315,874 | $25.5M | 3.60% | −1,399−0.4% | Reduced |
| First National Trust Co | 315,310 | $25.5M | 0.98% | −3,087−1.0% | Reduced |
| Bollard Group LLC | 313,181 | $25.3M | 0.67% | −829−0.3% | Reduced |
| TCG Advisory Services, LLC | 312,097 | $25.2M | 1.10% | +7,618+2.5% | Added |
| Independent Advisor Alliance | 312,051 | $25.2M | 0.92% | −17,461−5.3% | Reduced |
| Bard Financial Services, Inc. | 311,070 | $25.1M | 2.96% | −304,285−49.4% | Reduced |
| Sonora Investment Management Group, LLC | 310,406 | $25.1M | 1.86% | +272+0.1% | Added |
| Edgar Lomax Co | 309,795 | $25.0M | 1.53% | −4,885−1.6% | Reduced |
| Lazard Asset Management LLC | 308,502 | $24.9M | 0.03% | −85,738−21.7% | Reduced |
| Rheos Capital Works Inc. | 306,400 | $24.7M | 1.29% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 304,401 | $24.6M | 0.12% | −62,926−17.1% | Reduced |
| Hook Mill Capital Partners, LP | 303,942 | $24.5M | 3.08% | −39,877−11.6% | Reduced |
| Prospera Financial Services Inc | 303,875 | $24.5M | 0.63% | +7,977+2.7% | Added |
| Wesbanco Bank Inc | 303,356 | $24.5M | 0.83% | −10,370−3.3% | Reduced |
| Kentucky Retirement Systems | 302,593 | $24.4M | 0.72% | −19,306−6.0% | Reduced |
| Washington Trust Co | 302,068 | $24.4M | 0.86% | −8,453−2.7% | Reduced |
| Northwest & Ethical Investments L.P. | 301,784 | $24.4M | 0.64% | +1,152+0.4% | Added |
| Azimuth Capital Investment Management LLC | 300,010 | $24.2M | 0.94% | −14,629−4.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 298,584 | $24.1M | 2.63% | +6,506+2.2% | Added |
| Edge Capital Group, LLC | 297,143 | $24.0M | 1.06% | −4,723−1.6% | Reduced |
| Mediolanum International Funds Ltd | 300,776 | $24.0M | 0.33% | −2,203−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 296,465 | $23.9M | 0.71% | +14,604+5.2% | Added |
| Phoenix Holdings Ltd. | 295,768 | $23.9M | 0.35% | +32,335+12.3% | Added |
| Meiji Yasuda Life Insurance Co | 294,007 | $23.7M | 0.44% | +1,041+0.4% | Added |
| Bellecapital International Ltd. | 289,550 | $23.4M | 4.64% | +3,742+1.3% | Added |
| Candriam Luxembourg S.C.A. | 285,751 | $23.1M | 0.13% | +1,176+0.4% | Added |
| Vident Advisory, LLC | 284,862 | $23.0M | 0.58% | +194,045+213.7% | Added |
| HM Payson & Co | 284,545 | $23.0M | 0.39% | +4,796+1.7% | Added |
| Jefferies Financial Group Inc. | 284,171 | $22.9M | 0.37% | −193,473−40.5% | Reduced |
| Tompkins Financial Corp | 283,197 | $22.9M | 2.19% | −2,355−0.8% | Reduced |
| Natixis | 283,114 | $22.9M | 0.14% | +92,934+48.9% | Added |
| Atwood & Palmer Inc | 281,757 | $22.8M | 1.55% | +495+0.2% | Added |
| Mizuho Securities USA LLC | 281,654 | $22.7M | 0.49% | −47,711−14.5% | Reduced |
| Graham Capital Management, L.P. | 280,947 | $22.7M | 0.75% | +164,268+140.8% | Added |
| Atria Wealth Solutions, Inc. | 280,932 | $22.7M | 0.25% | −3,682−1.3% | Reduced |
| Nicola Wealth Management Ltd. | 280,200 | $22.6M | 1.80% | 00.0% | Unchanged |
| Choate Investment Advisors | 278,516 | $22.5M | 0.57% | +29,763+12.0% | Added |
| Ieq Capital, LLC | 277,744 | $22.4M | 0.28% | +60,167+27.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 275,615 | $22.3M | 0.07% | +12,920+4.9% | Added |
| Capital Fund Management S.A. | 275,599 | $22.3M | 0.25% | −291,468−51.4% | Reduced |
| Sandy Spring Bank | 275,377 | $22.2M | 0.92% | −5,084−1.8% | Reduced |
| Hartford Investment Management Co | 273,437 | $22.1M | 0.73% | −150−0.1% | Reduced |
| Coppell Advisory Solutions LLC | 276,238 | $22.0M | 3.29% | +252,613+1,069.3% | Added |
| Brookstone Capital Management | 272,041 | $22.0M | 0.32% | −11,448−4.0% | Reduced |
| Moors & Cabot, Inc. | 271,482 | $21.9M | 1.09% | −1,287−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 270,447 | $21.8M | 0.55% | +6,536+2.5% | Added |
| GDS Wealth Management | 270,193 | $21.8M | 2.13% | +11,586+4.5% | Added |
| Westchester Capital Management, Inc. | 270,031 | $21.8M | 5.30% | −9,465−3.4% | Reduced |
| Snowden Capital Advisors LLC | 269,883 | $21.8M | 0.65% | +6,077+2.3% | Added |
| Marco Investment Management LLC | 269,382 | $21.8M | 1.88% | +1,555+0.6% | Added |
| Savant Capital, LLC | 269,187 | $21.7M | 0.18% | +49,527+22.5% | Added |
| TCTC Holdings, LLC | 268,589 | $21.7M | 0.73% | −714−0.3% | Reduced |
| SG Americas Securities, LLC | 266,539 | $21.5M | 0.08% | −457,258−63.2% | Reduced |
| FineMark National Bank & Trust | 266,353 | $21.5M | 0.75% | −23,178−8.0% | Reduced |
| Dana Investment Advisors, Inc. | 265,942 | $21.5M | 0.71% | +130,531+96.4% | Added |
| Bragg Financial Advisors, Inc | 264,943 | $21.4M | 0.88% | −6,597−2.4% | Reduced |
| Bridgeway Capital Management, LLC | 264,310 | $21.3M | 0.46% | −21,404−7.5% | Reduced |
| South State Corp. | 262,441 | $21.2M | 1.46% | −3,592−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 262,087 | $21.2M | 0.21% | +9,482+3.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 262,087 | $21.2M | 0.21% | +262,087 | New |
| Segment Wealth Management, LLC | 259,019 | $20.9M | 1.44% | −2,735−1.0% | Reduced |
| Stonebridge Capital Advisors LLC | 258,358 | $20.9M | 1.70% | −4,195−1.6% | Reduced |
| Waterloo Capital, L.P. | 257,703 | $20.8M | 2.27% | +42,659+19.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 257,250 | $20.8M | 0.73% | −2,338−0.9% | Reduced |
| Whittier Trust Co | 257,042 | $20.8M | 0.28% | −59,089−18.7% | Reduced |
| Payden & Rygel | 256,800 | $20.7M | 1.60% | −129,200−33.5% | Reduced |
| Simmons Bank | 256,537 | $20.7M | 1.50% | +11,076+4.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 255,870 | $20.7M | 0.89% | +70,470+38.0% | Added |
| American National Bank | 255,671 | $20.6M | 2.43% | +330.0% | Added |
| First Nebraska Trust Co | 255,322 | $20.6M | 2.01% | −3,700−1.4% | Reduced |
| Montag A & Associates Inc | 255,227 | $20.6M | 0.97% | −1,336−0.5% | Reduced |
| Harvest Portfolios Group Inc. | 254,350 | $20.5M | 0.68% | −28,018−9.9% | Reduced |
| Calamos Wealth Management LLC | 252,841 | $20.4M | 1.05% | −37,911−13.0% | Reduced |
| Pensionmark Financial Group, LLC | 252,282 | $20.4M | 0.64% | +151,950+151.4% | Added |
| Stillwater Capital Advisors, LLC | 251,659 | $20.3M | 2.63% | −2,948−1.2% | Reduced |
| Pinnacle Associates Ltd | 128,464 | $20.3M | 0.35% | −242,185−65.3% | Reduced |
| Patten & Patten Inc | 250,415 | $20.2M | 1.34% | +11,362+4.8% | Added |
| Maryland State Retirement & Pension System | 250,030 | $20.2M | 0.42% | −88,306−26.1% | Reduced |
| Shellback Capital, LP | 250,000 | $20.2M | 1.63% | −60,000−19.4% | Reduced |
| Advisors Capital Management, LLC | 248,667 | $20.1M | 0.33% | +234+0.1% | Added |
| Capital Analysts, LLC | 248,340 | $20.1M | 0.82% | −3,160−1.3% | Reduced |
| Cutler Investment Counsel LLC | 248,093 | $20.0M | 2.53% | −5,955−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 246,997 | $19.9M | 0.23% | −343−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 245,381 | $19.8M | 0.24% | −55,167−18.4% | Reduced |
| Janney Capital Management LLC | 244,660 | $19.8M | 1.33% | −1,174−0.5% | Reduced |
| Louisiana State Employees Retirement System | 244,500 | $19.7M | 0.36% | +2,800+1.2% | Added |
| Van Eck Associates Corp | 236,480 | $19.7M | 0.02% | −25,627−9.8% | Reduced |
| Anchor Capital Advisors LLC | 243,481 | $19.7M | 0.52% | −6,713−2.7% | Reduced |
| Townsend & Associates, Inc | 233,176 | $19.4M | 1.99% | +3,242+1.4% | Added |
| Thoroughbred Financial Services, LLC | 240,450 | $19.4M | 1.25% | −7,144−2.9% | Reduced |
| BTC Capital Management, Inc. | 240,355 | $19.4M | 1.73% | −11,111−4.4% | Reduced |
| Securian Asset Management, Inc | 240,233 | $19.4M | 0.56% | −5,393−2.2% | Reduced |
| Parthenon LLC | 235,967 | $19.1M | 2.28% | +475+0.2% | Added |
| Buckingham Strategic Partners | 235,019 | $19.0M | 0.40% | +148,797+172.6% | Added |
| Picton Mahoney Asset Management | 233,523 | $18.9M | 0.73% | +4,440+1.9% | Added |