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; 4,426 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
- 3,464
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Skye Global Management LP | 104,000 | $8.40M | 0.20% | +74,500+252.5% | Added |
| PFG Investments, LLC | 103,593 | $8.37M | 0.54% | +808+0.8% | Added |
| Consolidated Planning Corp | 103,546 | $8.36M | 1.24% | −2,319−2.2% | Reduced |
| First Interstate Bank | 103,049 | $8.32M | 0.51% | −2,706−2.6% | Reduced |
| Baker Chad R | 103,020 | $8.32M | 1.63% | 00.0% | Unchanged |
| Grassi Investment Management | 102,922 | $8.31M | 0.72% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 102,820 | $8.30M | 1.62% | −5,663−5.2% | Reduced |
| Capital Investment Counsel, LLC | 102,650 | $8.29M | 1.43% | −178−0.2% | Reduced |
| Proequities, Inc. | 102,517 | $8.28M | 0.49% | −3,346−3.2% | Reduced |
| Scissortail Wealth Management, LLC | 404 | $8.28M | 2.01% | −103,778−99.6% | Reduced |
| Freestone Capital Holdings, LLC | 102,419 | $8.27M | 0.29% | +2,012+2.0% | Added |
| Boothbay Fund Management, LLC | 102,001 | $8.24M | 0.26% | +3,613+3.7% | Added |
| Enclave Advisors LLC | 101,835 | $8.22M | 1.39% | +101,835 | New |
| Texas Yale Capital Corp. | 101,245 | $8.18M | 0.36% | +1,510+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 101,000 | $8.16M | 0.38% | +10,006+11.0% | Added |
| Harrell Investment Partners, LLC | 99,557 | $8.04M | 2.27% | −1,238−1.2% | Reduced |
| Asset Planning Services Inc | 99,550 | $8.04M | 3.97% | +555+0.6% | Added |
| Strategic Blueprint, LLC | 99,552 | $8.04M | 0.50% | −21,996−18.1% | Reduced |
| Wedbush Securities Inc | 99,485 | $8.03M | 0.30% | −5,056−4.8% | Reduced |
| Cornerstone Wealth Group, LLC | 99,158 | $8.01M | 0.66% | −1,605−1.6% | Reduced |
| Bright Rock Capital Management, LLC | 99,000 | $7.99M | 1.61% | −60,000−37.7% | Reduced |
| Global Retirement Partners, LLC | 98,628 | $7.96M | 0.24% | +2,652+2.8% | Added |
| Silphium Asset Management Ltd | 98,449 | $7.95M | 2.86% | +190+0.2% | Added |
| Denali Advisors LLC | 98,403 | $7.95M | 0.85% | +98,403 | New |
| Baugh & Associates, LLC | 101,348 | $7.94M | 4.09% | +499+0.5% | Added |
| Easterly Investment Partners LLC | 97,806 | $7.90M | 0.63% | +21,241+27.7% | Added |
| WCG Wealth Advisors LLC | 97,764 | $7.89M | 0.53% | +3,261+3.5% | Added |
| Plato Investment Management Ltd | 97,329 | $7.85M | 0.64% | +397+0.4% | Added |
| Kingsview Wealth Management, LLC | 96,905 | $7.83M | 0.16% | −82,257−45.9% | Reduced |
| Greenwood Capital Associates LLC | 96,765 | $7.81M | 1.02% | −36,305−27.3% | Reduced |
| IFG Advisory, LLC | 96,264 | $7.77M | 0.50% | +1,787+1.9% | Added |
| Sound View Wealth Advisors Group, LLC | 96,187 | $7.77M | 0.63% | +12,920+15.5% | Added |
| SignalPoint Asset Management, LLC | 97,321 | $7.76M | 1.81% | +310.0% | Added |
| Opus Investment Management Inc | 96,000 | $7.75M | 5.44% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 95,882 | $7.74M | 2.44% | −14,003−12.7% | Reduced |
| Deltec Asset Management LLC | 95,853 | $7.74M | 1.53% | +2,000+2.1% | Added |
| Strategy Asset Managers LLC | 95,150 | $7.68M | 1.48% | +59,580+167.5% | Added |
| Silvercrest Asset Management Group LLC | 94,798 | $7.65M | 0.05% | +1,730+1.9% | Added |
| Banque Cantonale Vaudoise | 94,754 | $7.65M | 0.32% | +10,257+12.1% | Added |
| Raab & Moskowitz Asset Management LLC | 94,750 | $7.65M | 1.94% | −170−0.2% | Reduced |
| Busey Wealth Management | 94,617 | $7.64M | 0.25% | −704−0.7% | Reduced |
| Infusive Asset Management Inc. | 94,561 | $7.64M | 3.22% | +66,275+234.3% | Added |
| WealthPLAN Partners, LLC | 94,557 | $7.64M | 1.03% | −27,381−22.5% | Reduced |
| Advanced Asset Management Advisors Inc | 112,765 | $7.64M | 2.04% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 94,499 | $7.63M | 1.96% | −9,479−9.1% | Reduced |
| RFG Advisory, LLC | 94,331 | $7.62M | 0.23% | +9,033+10.6% | Added |
| Ameritas Advisory Services, LLC | 94,188 | $7.61M | 0.33% | −11,432−10.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 91,165 | $7.57M | 0.07% | +127+0.1% | Added |
| Acropolis Investment Management, LLC | 92,962 | $7.51M | 0.45% | −820−0.9% | Reduced |
| TD Private Client Wealth LLC | 92,686 | $7.48M | 0.22% | −17,455−15.8% | Reduced |
| Constitution Capital LLC | 92,481 | $7.47M | 3.99% | −2,750−2.9% | Reduced |
| Chickasaw Capital Management LLC | 91,966 | $7.43M | 0.32% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 91,649 | $7.40M | 1.98% | +22,177+31.9% | Added |
| Principal Securities, Inc. | 91,031 | $7.35M | 0.18% | +8,080+9.7% | Added |
| Hamilton Point Investment Advisors, LLC | 90,965 | $7.35M | 1.33% | −721−0.8% | Reduced |
| Spinnaker Trust | 90,900 | $7.34M | 0.45% | −1,152−1.3% | Reduced |
| Plimoth Trust Co LLC | 90,807 | $7.33M | 1.85% | −8,741−8.8% | Reduced |
| Courier Capital LLC | 90,403 | $7.30M | 0.50% | +70,668+358.1% | Added |
| United Capital Management of KS, Inc. | 90,304 | $7.29M | 1.59% | −16,197−15.2% | Reduced |
| Colonial Trust Co | 90,226 | $7.29M | 1.12% | +9,011+11.1% | Added |
| Tower Bridge Advisors | 90,116 | $7.28M | 0.76% | +2,309+2.6% | Added |
| Horizon Investments, LLC | 89,979 | $7.27M | 0.19% | −2,396−2.6% | Reduced |
| Entropy Technologies, LP | 89,965 | $7.26M | 0.76% | −9,119−9.2% | Reduced |
| Inscription Capital, LLC | 89,944 | $7.26M | 1.08% | −255−0.3% | Reduced |
| Rothschild Investment LLC | 89,597 | $7.23M | 0.47% | −1,298−1.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 89,585 | $7.23M | 0.61% | +60,881+212.1% | Added |
| Wendell David Associates Inc | 88,851 | $7.17M | 0.69% | −825−0.9% | Reduced |
| Old National Bancorp | 88,628 | $7.16M | 0.17% | −6,225−6.6% | Reduced |
| Loomis Sayles & Co L P | 88,476 | $7.14M | 0.01% | −6,905−7.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 88,310 | $7.13M | 3.27% | +16,728+23.4% | Added |
| Anchor Investment Management, LLC | 88,188 | $7.12M | 0.67% | +3,043+3.6% | Added |
| Walter & Keenan Financial Consulting Co | 87,067 | $7.03M | 2.14% | +716+0.8% | Added |
| Gunn & Co Investment Management, Inc. | 86,607 | $6.99M | 4.81% | −1,002,155−92.0% | Reduced |
| Horrell Capital Management, Inc. | 86,375 | $6.97M | 2.08% | −8,940−9.4% | Reduced |
| Jump Financial, LLC | 86,370 | $6.97M | 0.14% | −127,731−59.7% | Reduced |
| Annandale Capital, LLC | 86,146 | $6.96M | 1.40% | −114−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 85,866 | $6.93M | 1.45% | −1,106−1.3% | Reduced |
| Birinyi Associates Inc | 85,845 | $6.93M | 1.99% | +150.0% | Added |
| YHB Investment Advisors, Inc. | 85,749 | $6.92M | 0.57% | −2,197−2.5% | Reduced |
| Regal Investment Advisors LLC | 85,557 | $6.91M | 0.48% | +1,379+1.6% | Added |
| Summit Financial Strategies, Inc. | 85,521 | $6.91M | 0.78% | −1,628−1.9% | Reduced |
| Tyche Wealth Partners LLC | 85,452 | $6.90M | 1.56% | −528−0.6% | Reduced |
| Legacy Wealth Management, LLC | 85,424 | $6.90M | 2.53% | +1,907+2.3% | Added |
| Worldquant Millennium Advisors LLC | 85,377 | $6.89M | 0.05% | −2,045,352−96.0% | Reduced |
| Gladstone Institutional Advisory LLC | 84,992 | $6.86M | 0.34% | −6,418−7.0% | Reduced |
| Amarillo National Bank | 84,982 | $6.86M | 1.25% | +779+0.9% | Added |
| Proficio Capital Partners LLC | 84,658 | $6.84M | 0.68% | −3,785−4.3% | Reduced |
| Evercore Wealth Management, LLC | 84,557 | $6.83M | 0.10% | +528+0.6% | Added |
| Capital City Trust Co | 84,548 | $6.83M | 1.69% | +1,631+2.0% | Added |
| Convergence Investment Partners, LLC | 84,273 | $6.81M | 1.84% | +7,401+9.6% | Added |
| Mechanics Bank Trust Department | 83,943 | $6.78M | 0.90% | −487−0.6% | Reduced |
| Johnson Financial Group, Inc. | 83,849 | $6.77M | 0.31% | +3,705+4.6% | Added |
| Millennium Capital Advisors, LLC | 83,834 | $6.77M | 4.42% | −2,751−3.2% | Reduced |
| Jacobs & Co | 83,806 | $6.77M | 0.68% | −5,532−6.2% | Reduced |
| Washington Trust Advisors, Inc. | 83,793 | $6.77M | 0.58% | −623−0.7% | Reduced |
| Redwood Investments, LLC | 83,515 | $6.74M | 2.01% | −2,020−2.4% | Reduced |
| Bridges Investment Management Inc | 83,227 | $6.72M | 0.09% | +560+0.7% | Added |
| J. Safra Sarasin Holding AG | 83,173 | $6.72M | 0.12% | +32,241+63.3% | Added |
| Conning Inc. | 83,038 | $6.71M | 0.22% | −8,092−8.9% | Reduced |
| William Allan, LLC | 82,944 | $6.70M | 4.16% | −3,176−3.7% | Reduced |