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 |
|---|---|---|---|---|---|
| Empirical Capital Management, LLC | 170,000 | $13.7M | 9.59% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 169,797 | $13.7M | 2.03% | −2,983−1.7% | Reduced |
| Citizens Financial Group Inc | 168,419 | $13.6M | 0.27% | +2,480+1.5% | Added |
| Mach-1 Financial Group, Inc. | 168,288 | $13.6M | 8.34% | +7,011+4.3% | Added |
| Clifford Swan Investment Counsel LLC | 168,277 | $13.6M | 0.48% | −1,015−0.6% | Reduced |
| MMBG Investment Advisors Co. | 167,790 | $13.5M | 1.41% | −2,900−1.7% | Reduced |
| Dorchester Wealth Management Co | 167,588 | $13.5M | 2.47% | −1,591−0.9% | Reduced |
| Spring Capital Management, LLC | 84,476 | $13.5M | 10.96% | +55,295+189.5% | Added |
| ARS Wealth Advisors Group, LLC | 166,583 | $13.5M | 1.65% | −1,864−1.1% | Reduced |
| Lee Danner & Bass Inc | 166,192 | $13.4M | 0.95% | −818−0.5% | Reduced |
| Charter Trust Co | 165,997 | $13.4M | 0.85% | −2,554−1.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 165,950 | $13.4M | 0.86% | +13,170+8.6% | Added |
| Mattern Capital Management, LLC | 165,606 | $13.4M | 1.68% | −2,527−1.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 165,290 | $13.3M | 2.46% | −2,953−1.8% | Reduced |
| Atwater Malick LLC | 165,040 | $13.3M | 4.29% | +1,324+0.8% | Added |
| Visionary Wealth Advisors | 164,506 | $13.3M | 0.81% | −5,097−3.0% | Reduced |
| Holocene Advisors, LP | 164,292 | $13.3M | 0.05% | −1,298,849−88.8% | Reduced |
| Avitas Wealth Management LLC | 164,022 | $13.2M | 1.86% | +2,131+1.3% | Added |
| Zweig-DiMenna Associates LLC | 164,020 | $13.2M | 1.34% | 00.0% | Unchanged |
| Argent Financial Group, Inc. | 163,693 | $13.2M | 1.57% | +163,693 | New |
| Motco | 163,489 | $13.2M | 1.32% | −12,159−6.9% | Reduced |
| Cardinal Capital Management | 163,074 | $13.2M | 2.05% | +801+0.5% | Added |
| Lockheed Martin Investment Management Co | 162,630 | $13.1M | 0.61% | −4,790−2.9% | Reduced |
| Allianz SE | 162,300 | $13.1M | 0.35% | +88,415+119.7% | Added |
| American Assets Investment Management, LLC | 162,000 | $13.1M | 1.14% | 00.0% | Unchanged |
| Empowered Funds, LLC | 161,881 | $13.1M | 0.21% | −41,847−20.5% | Reduced |
| Moran Wealth Management, LLC | 161,155 | $13.0M | 0.40% | −5,640−3.4% | Reduced |
| Unisphere Establishment | 160,000 | $12.9M | 0.12% | −80,000−33.3% | Reduced |
| Griffin Asset Management, Inc. | 159,920 | $12.9M | 1.44% | −1,399−0.9% | Reduced |
| Physicians Financial Services, Inc. | 159,323 | $12.9M | 4.00% | −2,810−1.7% | Reduced |
| Gabelli Funds LLC | 159,200 | $12.9M | 0.09% | −400−0.3% | Reduced |
| Spire Wealth Management | 159,132 | $12.8M | 0.43% | +34,050+27.2% | Added |
| TLW Wealth Management, LLC | 158,885 | $12.8M | 7.62% | −197−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 158,432 | $12.8M | 1.40% | −950−0.6% | Reduced |
| Guardian Capital Advisors LP | 156,681 | $12.7M | 1.25% | +2,120+1.4% | Added |
| Shelton Capital Management | 157,135 | $12.7M | 0.33% | +3,108+2.0% | Added |
| Hancock Whitney Corp | 155,633 | $12.6M | 0.40% | −867−0.6% | Reduced |
| RBF Capital, LLC | 155,322 | $12.5M | 0.64% | 00.0% | Unchanged |
| WS Management LLLP | 155,304 | $12.5M | 1.11% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 155,136 | $12.5M | 1.82% | +368+0.2% | Added |
| F/M Investments LLC | 154,264 | $12.5M | 0.43% | −2,934−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 154,101 | $12.4M | 0.37% | −2,452−1.6% | Reduced |
| Keb Asset Management, LLC | 151,436 | $12.2M | 3.68% | +1,094+0.7% | Added |
| McGuire Investment Group, LLC | 151,250 | $12.2M | 1.72% | −430−0.3% | Reduced |
| TCW Group Inc | 151,115 | $12.2M | 0.11% | +88,177+140.1% | Added |
| Monarch Capital Management Inc | 150,883 | $12.2M | 3.28% | −2,086−1.4% | Reduced |
| Osborne Partners Capital Management, LLC | 150,879 | $12.2M | 0.69% | +375+0.2% | Added |
| Adell Harriman & Carpenter Inc | 150,629 | $12.2M | 0.88% | +12,384+9.0% | Added |
| Generate Investment Management Ltd | 150,381 | $12.1M | 0.81% | +3,996+2.7% | Added |
| Tritonpoint Wealth, LLC | 152,143 | $12.1M | 1.11% | +5,245+3.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 149,892 | $12.1M | 0.39% | +7,159+5.0% | Added |
| Daymark Wealth Partners, LLC | 149,659 | $12.1M | 0.51% | +6,023+4.2% | Added |
| Wesleyan Assurance Society | 149,250 | $12.1M | 0.96% | 00.0% | Unchanged |
| Signaturefd, LLC | 148,418 | $12.0M | 0.23% | −271−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 148,180 | $12.0M | 0.61% | −2,987−2.0% | Reduced |
| Meridian Management Co | 147,532 | $11.9M | 3.03% | +8,015+5.7% | Added |
| Auxier Asset Management | 147,448 | $11.9M | 1.76% | −260.0% | Reduced |
| WoodTrust Financial Corp | 147,438 | $11.9M | 1.69% | +872+0.6% | Added |
| Pittenger & Anderson Inc | 147,118 | $11.9M | 0.44% | +1,432+1.0% | Added |
| Empirical Finance, LLC | 146,589 | $11.8M | 0.69% | +3,387+2.4% | Added |
| Royal Fund Management, LLC | 145,436 | $11.8M | 0.84% | +68,978+90.2% | Added |
| Trustmark National Bank Trust Department | 145,772 | $11.8M | 0.89% | −851−0.6% | Reduced |
| Equitable Holdings, Inc. | 145,211 | $11.7M | 0.11% | +47,067+48.0% | Added |
| NewEdge Wealth, LLC | 144,947 | $11.7M | 0.21% | +47,468+48.7% | Added |
| Mutual Advisors, LLC | 140,842 | $11.7M | 0.34% | −4,245−2.9% | Reduced |
| Meridian Wealth Management, LLC | 144,449 | $11.7M | 0.57% | +144,449 | New |
| Barbara Oil Co. | 144,000 | $11.6M | 4.75% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 143,875 | $11.6M | 1.12% | −76,312−34.7% | Reduced |
| Polar Asset Management Partners Inc. | 143,200 | $11.6M | 0.28% | +10,700+8.1% | Added |
| Valeo Financial Advisors, LLC | 143,174 | $11.6M | 0.33% | −612−0.4% | Reduced |
| Laffer Tengler Investments | 143,109 | $11.6M | 2.34% | +17,007+13.5% | Added |
| Hodges Capital Management Inc. | 143,052 | $11.6M | 0.74% | +9,095+6.8% | Added |
| Pinnacle Financial Partners Inc | 142,888 | $11.5M | 0.23% | +2,512+1.8% | Added |
| Exchange Traded Concepts, LLC | 142,003 | $11.5M | 0.27% | −134,181−48.6% | Reduced |
| Valicenti Advisory Services Inc | 141,732 | $11.4M | 2.94% | −9,232−6.1% | Reduced |
| First Manhattan Co | 141,500 | $11.4M | 0.03% | −2,483−1.7% | Reduced |
| MUFG Securities EMEA plc | 140,999 | $11.4M | 0.47% | +140,999 | New |
| FRG Family Wealth Advisors LLC | 140,769 | $11.4M | 2.03% | −557−0.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 140,606 | $11.4M | 0.32% | +134,064+2,049.3% | Added |
| Toth Financial Advisory Corp | 139,985 | $11.3M | 1.34% | −4,733−3.3% | Reduced |
| Invictus Private Wealth, LLC | 139,658 | $11.3M | 0.89% | −2,891−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 139,447 | $11.3M | 0.29% | −540−0.4% | Reduced |
| Greenleaf Trust | 139,003 | $11.2M | 0.10% | +1,783+1.3% | Added |
| Cypress Capital Group | 138,938 | $11.2M | 1.26% | +6,091+4.6% | Added |
| Two Sigma Investments, LP | 138,741 | $11.2M | 0.03% | −30,913−18.2% | Reduced |
| Perigon Wealth Management, LLC | 138,027 | $11.1M | 0.30% | +138,027 | New |
| Northwestern Mutual Investment Management Company, LLC | 137,662 | $11.1M | 0.26% | +1,721+1.3% | Added |
| Woodstock Corp | 137,565 | $11.1M | 1.07% | +2,053+1.5% | Added |
| Coldstream Capital Management Inc | 137,018 | $11.1M | 0.24% | −1,601−1.2% | Reduced |
| Parallel Advisors, LLC | 137,480 | $11.1M | 0.26% | −2,718−1.9% | Reduced |
| Farmers Trust Co | 137,457 | $11.1M | 2.07% | −26,857−16.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 137,936 | $11.1M | 0.89% | −17,949−11.5% | Reduced |
| Boston Research & Management Inc | 136,751 | $11.0M | 2.55% | −617−0.4% | Reduced |
| Core Alternative Capital | 135,715 | $11.0M | 2.12% | +46,851+52.7% | Added |
| Associated Banc-Corp | 135,422 | $10.9M | 0.32% | −1,901−1.4% | Reduced |
| AlTi Global, Inc. | 134,286 | $10.8M | 0.26% | −11,614−8.0% | Reduced |
| Cornerstone Wealth Management, LLC | 133,998 | $10.8M | 0.76% | +8,201+6.5% | Added |
| Hantz Financial Services, Inc. | 133,291 | $10.8M | 0.19% | −6,110−4.4% | Reduced |
| Bleakley Financial Group, LLC | 132,943 | $10.7M | 0.33% | −2,541−1.9% | Reduced |
| Everence Capital Management Inc | 132,800 | $10.7M | 0.68% | +5,900+4.6% | Added |