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 |
|---|---|---|---|---|---|
| Boston Mountain Money Management Inc | 233,042 | $18.8M | 10.93% | +8,454+3.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 231,478 | $18.7M | 0.75% | +231,478 | New |
| Forbes J M & Co LLP | 230,389 | $18.6M | 1.82% | −2,553−1.1% | Reduced |
| DuPont Capital Management Corp | 229,708 | $18.5M | 1.55% | −17,573−7.1% | Reduced |
| Terry L. Blaker | 229,015 | $18.5M | 0.71% | +5,125+2.3% | Added |
| National Asset Management, Inc. | 228,618 | $18.4M | 0.51% | −29,630−11.5% | Reduced |
| South Dakota Investment Council | 224,508 | $18.1M | 0.35% | −95,482−29.8% | Reduced |
| Venturi Wealth Management, LLC | 222,635 | $18.0M | 0.94% | −27,942−11.2% | Reduced |
| Edge Wealth Management LLC | 220,615 | $17.8M | 3.58% | −125−0.1% | Reduced |
| Franklin Street Advisors Inc | 220,049 | $17.8M | 1.20% | −3,423−1.5% | Reduced |
| Jones Financial Companies LLLP | 221,096 | $17.7M | 0.02% | +109,806+98.7% | Added |
| Great Valley Advisor Group, Inc. | 217,229 | $17.5M | 0.43% | +29,727+15.9% | Added |
| Erste Asset Management GmbH | 216,857 | $17.4M | 0.21% | −9,000−4.0% | Reduced |
| Bradley Foster & Sargent Inc | 214,714 | $17.3M | 0.29% | +12,287+6.1% | Added |
| Unigestion Holding SA | 214,668 | $17.3M | 0.84% | −98,764−31.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 214,159 | $17.3M | 0.51% | +1,137+0.5% | Added |
| Hamel Associates, Inc. | 213,838 | $17.3M | 5.28% | −23,485−9.9% | Reduced |
| Lynch & Associates | 211,261 | $17.1M | 3.61% | −2,828−1.3% | Reduced |
| CenterBook Partners LP | 210,642 | $17.0M | 1.05% | +210,642 | New |
| WealthPlan Investment Management, LLC | 208,937 | $16.9M | 1.71% | +22,961+12.3% | Added |
| New Mexico Educational Retirement Board | 208,879 | $16.9M | 0.57% | −6,800−3.2% | Reduced |
| BKD Wealth Advisors, LLC | 208,243 | $16.8M | 0.39% | +115,881+125.5% | Added |
| Compagnie Lombard Odier SCmA | 208,231 | $16.8M | 0.26% | +15,110+7.8% | Added |
| Stratos Wealth Partners, LTD. | 207,599 | $16.8M | 0.24% | +23,722+12.9% | Added |
| Callahan Advisors, LLC | 207,234 | $16.7M | 1.63% | +2,100+1.0% | Added |
| Abner Herrman & Brock LLC | 206,455 | $16.7M | 2.01% | +2,098+1.0% | Added |
| Metis Global Partners, LLC | 205,093 | $16.6M | 0.52% | +6,349+3.2% | Added |
| James Investment Research Inc | 204,804 | $16.5M | 1.91% | −3,413−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 203,987 | $16.5M | 0.20% | −2,118−1.0% | Reduced |
| CCM Investment Advisers LLC | 203,808 | $16.5M | 1.83% | +1,365+0.7% | Added |
| Vinva Investment Management Ltd | 205,652 | $16.4M | 0.71% | +24,291+13.4% | Added |
| Hartline Investment Corp | 202,986 | $16.4M | 2.04% | −800.0% | Reduced |
| Whitener Capital Management, Inc. | 202,172 | $16.3M | 4.63% | −256−0.1% | Reduced |
| CSM Advisors, LLC | 201,415 | $16.3M | 1.06% | −17,628−8.0% | Reduced |
| Arvest Bank Trust Division | 200,961 | $16.2M | 0.94% | +200,961 | New |
| Advisory Services Network, LLC | 238,490 | $16.1M | 0.33% | 00.0% | Unchanged |
| Trajan Wealth LLC | 199,480 | $16.1M | 0.95% | +12,751+6.8% | Added |
| Quadrature Capital Ltd | 198,821 | $16.1M | 0.36% | −132,307−40.0% | Reduced |
| Warren Averett Asset Management, LLC | 198,479 | $16.0M | 0.30% | +18,450+10.2% | Added |
| Fiduciary Group LLC | 198,054 | $16.0M | 1.62% | −503−0.3% | Reduced |
| AE Wealth Management LLC | 198,003 | $16.0M | 0.15% | −13,254−6.3% | Reduced |
| Dodge & Cox | 197,110 | $15.9M | 0.01% | −4,700−2.3% | Reduced |
| Richard C. Young & CO., LTD. | 196,747 | $15.9M | 1.74% | +3,535+1.8% | Added |
| LMCG Investments, LLC | 196,415 | $15.9M | 0.95% | −5,633−2.8% | Reduced |
| First American Trust, FSB | 196,170 | $15.8M | 1.57% | +8,520+4.5% | Added |
| Nixon Peabody Trust Co | 196,002 | $15.8M | 1.32% | +1,653+0.9% | Added |
| Transform Wealth, LLC | 195,955 | $15.8M | 1.05% | +5,408+2.8% | Added |
| Prana Capital Management, LP | 195,652 | $15.8M | 0.72% | −58,814−23.1% | Reduced |
| Leavell Investment Management, Inc. | 195,222 | $15.8M | 0.79% | +16,913+9.5% | Added |
| Brown Brothers Harriman & Co | 194,326 | $15.7M | 0.11% | +5,529+2.9% | Added |
| Arkadios Wealth Advisors | 194,186 | $15.7M | 0.89% | +6,022+3.2% | Added |
| Modera Wealth Management, LLC | 193,858 | $15.7M | 0.20% | +644+0.3% | Added |
| Ritholtz Wealth Management | 193,552 | $15.6M | 0.47% | +3,833+2.0% | Added |
| Allen Investment Management LLC | 193,464 | $15.6M | 0.19% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 192,085 | $15.5M | 3.15% | −287−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 191,959 | $15.5M | 0.16% | +191,959 | New |
| JB Capital LLC | 190,371 | $15.4M | 0.88% | +891+0.5% | Added |
| City Holding Co | 190,315 | $15.4M | 2.13% | −60.0% | Reduced |
| Toroso Investments, LLC | 190,208 | $15.4M | 0.17% | −91,618−32.5% | Reduced |
| Burney Co | 190,182 | $15.4M | 0.55% | +38,326+25.2% | Added |
| Investment Management Corp of Ontario | 187,830 | $15.2M | 0.34% | +48,200+34.5% | Added |
| One Capital Management, LLC | 187,232 | $15.1M | 0.48% | +4,149+2.3% | Added |
| Nemes Rush Group LLC | 249,773 | $15.0M | 2.18% | −8,469−3.3% | Reduced |
| Norinchukin Bank, The | 186,097 | $15.0M | 0.35% | +25,986+16.2% | Added |
| Tower Research Capital LLC (TRC) | 185,206 | $15.0M | 0.40% | −20,098−9.8% | Reduced |
| Apollon Wealth Management, LLC | 184,938 | $14.9M | 0.42% | +122+0.1% | Added |
| SpiderRock Advisors, LLC | 184,794 | $14.9M | 0.32% | +2,969+1.6% | Added |
| APG Asset Management N.V. | 205,690 | $14.9M | 0.10% | +205,690 | New |
| Summit Financial, LLC | 183,563 | $14.8M | 0.58% | +27,292+17.5% | Added |
| Clarity Financial LLC | 183,262 | $14.8M | 1.74% | −2,805−1.5% | Reduced |
| SeaTown Holdings Pte. Ltd. | 182,718 | $14.8M | 10.90% | +34,718+23.5% | Added |
| Oak Harvest Investment Services | 182,632 | $14.7M | 2.12% | +9,723+5.6% | Added |
| RSM US Wealth Management LLC | 181,181 | $14.7M | 0.22% | +11,431+6.7% | Added |
| CFO4Life Group, LLC | 182,155 | $14.7M | 2.60% | +124,477+215.8% | Added |
| BancorpSouth Bank | 181,868 | $14.7M | 1.01% | +467+0.3% | Added |
| TownSquare Capital, LLC | 181,467 | $14.7M | 0.18% | −2,299−1.3% | Reduced |
| St Germain D J Co Inc | 180,882 | $14.6M | 0.67% | −132−0.1% | Reduced |
| Allworth Financial LP | 180,684 | $14.6M | 0.09% | −3,216−1.7% | Reduced |
| Level Four Advisory Services, LLC | 177,549 | $14.6M | 0.61% | +27,128+18.0% | Added |
| Colonial Trust Advisors | 180,052 | $14.5M | 1.26% | +7,611+4.4% | Added |
| Segall Bryant & Hamill, LLC | 179,698 | $14.5M | 0.20% | +179,698 | New |
| Hilton Capital Management, LLC | 178,898 | $14.4M | 1.12% | +77,047+75.6% | Added |
| WESPAC Advisors SoCal, LLC | 177,552 | $14.3M | 3.32% | +3,181+1.8% | Added |
| Webster Bank, N. A. | 177,531 | $14.3M | 1.53% | −6,250−3.4% | Reduced |
| GHP Investment Advisors, Inc. | 177,328 | $14.3M | 0.66% | +648+0.4% | Added |
| NEOS Investment Management LLC | 176,997 | $14.3M | 0.43% | +18,696+11.8% | Added |
| First American Bank | 176,874 | $14.3M | 1.03% | +2,426+1.4% | Added |
| Park Avenue Securities LLC | 176,833 | $14.3M | 0.16% | −1,307−0.7% | Reduced |
| Gotham Asset Management, LLC | 175,561 | $14.2M | 0.15% | −1,148−0.6% | Reduced |
| LMG Wealth Partners, LLC | 175,441 | $14.2M | 3.24% | −3,867−2.2% | Reduced |
| Greystone Financial Group, LLC | 174,796 | $14.1M | 2.52% | −5,684−3.1% | Reduced |
| Veriti Management LLC | 174,759 | $14.1M | 0.76% | −12,977−6.9% | Reduced |
| EP Wealth Advisors, LLC | 173,231 | $14.0M | 0.12% | +9,088+5.5% | Added |
| Strategic Planning Group, LLC | 172,644 | $13.9M | 2.75% | +6,687+4.0% | Added |
| Shelter Mutual Insurance Co | 165,666 | $13.9M | 3.32% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 171,904 | $13.9M | 0.93% | +100,652+141.3% | Added |
| HighPoint Advisor Group LLC | 171,793 | $13.9M | 0.81% | −241,937−58.5% | Reduced |
| Trust Co of Vermont | 171,701 | $13.9M | 0.69% | +10,395+6.4% | Added |
| IHT Wealth Management, LLC | 170,398 | $13.8M | 0.39% | +25,062+17.2% | Added |
| Pacific Global Investment Management CO | 170,020 | $13.7M | 2.48% | −349−0.2% | Reduced |