Skip to main content
Livermore
Livermore
ZHEN

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; 4,427 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.

Q1 2024 vs. Q4 2023

How the institutions holding Walmart Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WMT: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3,090423,211+163
SharesConverted for a 3-for-1 split2.76B26.5M2.75B+19.0M (+0.7%)
Value$145.1B$1.37B$166.5B+$22.8B (+15.9%)

42 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (269)

Institutions that held Walmart Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 269 by value.

Institutions new to WMT in Q1 2024
InstitutionSharesValue% of portfolio
Two Sigma Advisers, LP7,653,900$460.5M1.07%
Danske Bank A/S2,000,532$120.4M0.38%
Cerity Partners LLC1,625,181$97.9M0.26%
Resona Asset Management Co.,Ltd.1,626,703$97.9M0.58%
Maplelane Capital, LLC1,000,000$60.2M4.07%
Voloridge Investment Management, LLC927,279$55.8M0.20%
Worldquant Millennium Advisors LLC781,734$47.0M0.58%
Svenska Handelsbanken AB (publ)686,635$41.3M13.03%
Payden & Rygel Investment Group636,000$38.3M2.61%
Mediolanum International Funds Ltd541,399$32.9M0.54%
Fullerton Fund Management Co Ltd.458,834$27.6M1.31%
BNP Paribas421,676$26.1M1.22%
Jacobs Levy Equity Management, Inc408,282$24.6M0.11%
Forest Avenue Capital Management LP379,900$22.9M5.61%
Shellback Capital, LP378,300$22.8M1.53%
Edgar Lomax Co320,170$19.3M1.19%
Mane Global Capital Management LP309,556$18.6M1.58%
LMR Partners LLP298,635$18.0M0.46%
Concentric Capital Strategies, LP260,324$15.7M1.01%
BTC Capital Management, Inc.256,570$15.4M1.41%
Danica Pension, Livsforsikringsaktieselskab248,244$14.9M0.33%
Boston Mountain Money Management Inc244,268$14.7M10.07%
Catalyst Funds Management Pty Ltd166,100$9.99M2.79%
SpiderRock Advisors, LLC159,541$9.71M0.31%
Jump Financial, LLC157,464$9.47M0.26%
Trajan Wealth LLC157,016$9.45M0.64%
Cubist Systematic Strategies, LLC140,547$8.46M0.10%
Kingdon Capital Management, L.L.C.130,500$7.85M1.04%
Pearl River Capital, LLC124,064$7.46M1.18%
Claudia M.P. Batlle, CRP (R) LLC123,697$7.44M2.24%
Capstone Investment Advisors, LLC116,945$7.04M0.13%
Sienna Gestion115,500$6.95M0.64%
Parallax Volatility Advisers, L.P.114,445$6.89M0.20%
Bradley & Co. Private Wealth Management, LLC111,013$6.68M5.40%
Scissortail Wealth Management, LLC100,139$6.03M1.59%
Landscape Capital Management, L.L.C.99,442$5.98M0.52%
Point72 (DIFC) Ltd95,841$5.77M0.45%
Community Financial Services Group, LLC90,357$5.44M1.24%
DoubleLine ETF Adviser LP80,423$4.84M1.23%
RIA Advisory Group LLC77,776$4.68M1.89%
Longbow Finance SA75,006$4.51M0.46%
Stevens Capital Management LP71,817$4.32M0.84%
Legacy CG, LLC71,234$4.29M1.55%
Spirepoint Private Client, LLC68,849$4.14M0.63%
Genus Capital Management Inc.68,100$4.10M0.53%
Alexander Labrunerie & Co., Inc.64,697$3.89M2.17%
Councilmark Asset Management, LLC62,370$3.75M2.70%
Wealth Group, Ltd.53,238$3.20M2.42%
Bayesian Capital Management, LP52,800$3.18M0.30%
Bryn Mawr Trust Co48,534$2.92M0.11%
Eisler Capital (US) LLC44,990$2.71M0.92%
Anderson Hoagland & Co40,556$2.46M0.28%
Teza Capital Management LLC37,097$2.23M0.30%
M&G Plc36,906$2.21M0.01%
Aigen Investment Management, LP35,275$2.12M0.46%
Inceptionr LLC34,687$2.09M0.54%
Gen-Wealth Partners Inc34,612$2.08M1.03%
Atom Investors LP33,105$1.99M0.25%
Spears Abacus Advisors LLC32,893$1.98M0.04%
Lombard Odier Asset Management (Switzerland) SA32,553$1.96M0.14%
Verdad Advisers, LP32,216$1.94M2.11%
Focus Financial Network, Inc.32,553$1.93M0.09%
OMC Financial Services LTD31,961$1.92M0.98%
J. Goldman & Co LP30,141$1.81M0.08%
Capital Markets Trading UK LLP28,719$1.73M1.25%
Cyrus J. Lawrence, LLC28,560$1.72M0.38%
Machina Capital S.A.S.28,115$1.69M0.89%
LRI Investments, LLC26,507$1.59M0.40%
Mengis Capital Management, Inc.26,436$1.59M0.25%
Wellington Wealth Strategies, LLC.25,792$1.55M0.74%
Kercheville Advisors, LLC25,565$1.54M0.73%
Dynasty Wealth Management, LLC25,536$1.54M0.05%
Hilltop National Bank24,885$1.50M0.51%
Connective Portfolio Management, LLC24,525$1.48M2.60%
Gsa Capital Partners LLP24,100$1.45M0.12%
Boxwood Ventures, Inc.23,991$1.45M2.55%
Davies Financial Advisors, Inc.24,001$1.44M1.47%
Central Pacific Bank - Trust Division24,039$1.44M0.18%
Point72 Hong Kong Ltd23,484$1.41M0.07%
IMC-Chicago, LLC22,765$1.37M0.05%
Headlands Technologies LLC21,598$1.30M0.31%
HMS Capital Management, LLC21,131$1.27M0.70%
American National Bank & Trust Co20,076$1.21M0.29%
MJP Associates Inc19,659$1.18M0.26%
Atlanta Consulting Group Advisors, LLC18,834$1.13M0.39%
HighVista Strategies LLC18,100$1.09M0.39%
Savoie Capital LLC17,334$1.04M0.15%
Evoke Wealth, LLC17,266$1.04M0.03%
Blueshift Asset Management, LLC17,304$1.04M0.54%
Cliftonlarsonallen Wealth Advisors, LLC17,003$1.02M0.02%
Diversify Advisory Services, LLC16,886$1.01M0.06%
Emprise Bank16,657$1.00M0.67%
Puzo Michael J15,897$956.5K0.27%
Coordinated Financial Services, Inc.15,540$935.0K0.82%
Kiley Juergens Wealth Management, LLC15,320$921.8K0.29%
Sanders Morris Harris LLC14,607$878.9K0.17%
Ridgepath Capital Management LLC14,106$848.7K0.96%
Plan Group Financial, LLC13,925$837.9K0.55%
Old North State Trust, LLC13,872$835.0K0.71%
Bullock Wealth Management Group13,567$814.0K0.55%

Sold out (106)

Institutions that held Walmart Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 106 by value.

Institutions that sold out of WMT in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Twinbeech Capital LP672,902$106.1M
Crake Asset Management LLP336,982$53.1M
Mn Services Vermogensbeheer B.V.305,100$48.1M
Cetera Advisor Networks LLC259,142$40.9M
Weiss Multi-Strategy Advisers LLC154,383$24.3M
Sather Financial Group Inc93,079$14.7M
FORA Capital, LLC91,909$14.5M
Quantitative Investment Management, LLC91,482$14.4M
Jupiter Asset Management Ltd81,719$12.9M
Cetera Advisors LLC70,970$11.2M
Granite Bay Wealth Management, LLC65,520$10.4M
Meitav Dash Investments Ltd62,868$9.94M
SeaTown Holdings Pte. Ltd.56,600$8.92M
Makena Capital Management LLC55,057$8.68M
Eisler Capital (UK) Ltd.52,706$8.31M
Meridian Wealth Management, LLC47,110$7.43M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD42,684$6.75M
Perigon Wealth Management, LLC41,619$6.56M
FJ Investments, LLC36,408$5.74M
Buck Wealth Strategies, LLC36,116$5.69M
Power Corp of Canada30,005$4.73M
Kettle Hill Capital Management, LLC27,851$4.39M
Interval Partners, LP23,723$3.74M
SageView Advisory Group, LLC20,282$3.36M
Duality Advisers, LP21,100$3.33M
Generali Powszechne Towarzystwo Emerytalne20,118$3.17M
Lecap Asset Management Ltd17,634$2.78M
Maverick Capital LtdSuperinvestorMaverick Capital15,115$2.38M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD13,827$2.19M
Norris Financial Group, LLC10,878$1.71M
Marathon Trading Investment Management LLC10,000$1.58M
Sciencast Management LP9,868$1.56M
Brevan Howard Capital Management LP9,296$1.47M
Psagot Value Holdings Ltd. / (Israel)6,070$956.0K
Wolverine Asset Management LLC5,836$920.0K
Acorn Creek Capital LLC5,795$913.7K
Priebe Wealth Holdings LLC5,650$890.7K
Ally Financial Inc.5,500$867.1K
Winthrop Capital Management, LLC5,220$822.9K
Glassman Wealth Services4,844$763.7K
Entropy Technologies, LP4,774$752.6K
Menard Financial Group LLC4,694$740.0K
Truepoint, Inc.4,309$679.3K
Paloma Partners Management Co4,242$668.8K
Brendel Financial Advisors LLC4,214$664.0K
Strategic Global Advisors, LLC4,161$656.0K
Spartan Fund Management Inc.4,130$651.1K
Invera Wealth Advisors, LLC3,955$623.5K
Qsemble Capital Management, LP3,740$589.6K
Versor Investments LP3,710$584.9K
EHP Funds Inc.3,500$551.8K
AFS Financial Group, LLC3,455$544.7K
MQS Management LLC3,271$515.7K
Stonehage Fleming Financial Services Holdings Ltd3,065$483.2K
Weiss Asset Management LP3,030$477.7K
Rosenbaum Jay D.2,987$470.9K
Southern Capital Advisors, LLC2,827$445.6K
Oak Hill Wealth Advisors, LLC2,709$427.2K
Kooman & Associates2,560$403.6K
Gallacher Capital Management LLC2,371$373.7K
Triumph Capital Management2,160$341.8K
Curi Capital2,145$338.2K
Koss-Olinger Consulting, LLC2,145$338.0K
Scholtz & Company, LLC2,100$331.0K
Kure Advisory, LLC2,099$330.9K
Arista Wealth Management, LLC2,082$328.3K
Garda Capital Partners LP1,876$295.8K
Lloyd Advisory Services, LLC.1,696$267.3K
Hutchens & Kramer Investment Management Group, LLC1,658$261.4K
DCM Advisors, LLC1,600$252.2K
Kapitalo Investimentos Ltda4,733$248.7K
Emergent Wealth Advisors, LLC1,567$247.1K
Thrive Capital Management, LLC1,561$246.1K
ETF Portfolio Partners, Inc.1,539$242.6K
Merrion Investment Management Co, LLC1,500$237.3K
Blankinship & Foster, LLC1,418$223.5K
StrongBox Wealth, LLC1,363$214.9K
Trinity Legacy Partners, LLC1,336$210.6K
National Philanthropic Trust1,330$209.7K
Cedar Brook Financial Partners, LLC1,279$206.0K
Waypoint Capital Advisors, LLC1,298$204.6K
Provident Investment Management, Inc.1,275$201.0K
DAGCO, Inc.1,221$192.5K
Scarborough Advisors, LLC983$155.0K
O'Dell Group, LLC953$150.3K
Bourgeon Capital Management LLC838$132.1K
Arcadia Investment Advisors LLC600$94.6K
Bramshill Investments, LLC500$78.8K
Marvin & Palmer Associates Inc451$71.1K
One River Asset Management, LLC445$70.2K
Itau Unibanco Holding S.A.425$67.0K
AJOVista, LLC365$57.5K
Timber Creek Capital Management LLC300$47.3K
Knott David M Jr225$35.0K
Able Wealth Management LLC190$29.9K
Livelsberger Financial Advisory150$23.6K
Rockbridge Investment Management, LCC130$20.5K
Long Island Wealth Management, Inc.115$18.0K
Team Financial Group, LLC109$17.2K
Life Planning Partners, Inc40$6.31K

Not filed for Q1 2024 yet (42)

Institutions that held Walmart Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WMT in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC7,835,757$1.24B
Aware Super Pty Ltd as trustee of Aware Super441,281$49.2M
Bartlett & Co. LLC138,853$22.0M
Sawtooth Solutions, LLC60,215$9.49M
Lee Danner & Bass Inc52,667$8.30M
Bridgecreek Investment Management, LLC46,667$7.36M
Wade G W & Inc29,041$4.58M
Westwood Management Corp28,320$4.46M
M&G Investments (USA) Inc.19,384$3.06M
Focus Financial Network Inc19,031$3.01M
Golden State Equity Partners17,221$2.71M
Telemus Capital, LLC14,899$2.35M
Moreno Evelyn V13,200$2.08M
Baystate Wealth Management LLC12,536$1.98M
Platform Technology Partners8,805$1.50M
Cannell Peter B & Co Inc8,974$1.41M
Wealthsource Partners, LLC7,373$1.16M
Landmark Financial Advisors, LLC7,055$1.11M
Day & Ennis, LLC7,014$1.11M
Provence Wealth Management Group6,161$971.3K
Bridgeworth, LLC5,211$821.5K
DFPG Investments, LLC4,947$788.0K
StrategIQ Financial Group, LLC4,312$679.8K
Strategic Investment Solutions, Inc.3,914$617.0K
Desjardins Global Asset Management Inc.3,866$609.5K
Strategic Wealth Designers3,670$578.6K
Hobbs Group Advisors, LLC3,241$510.9K
Red Mountain Financial, LLC3,189$502.7K
Luts & Greenleigh Group, Inc2,506$395.1K
Live Oak Investment Partners–$378.2K
Coppell Advisory Solutions LLC2,155$339.7K
Financial Advisors Network, Inc.2,024$319.1K
Engrave Wealth Partners LLC2,000$315.3K
Wedgewood Investors Inc1,993$314.2K
Columbia Trust Co 010120161,939$305.7K
NinePointTwo Capital1,921$302.0K
Retirement Investment Advisors, Inc.1,683$265.3K
Maia Wealth LLC1,433$225.9K
Nalls Sherbakoff Group, LLC1,215$191.5K
Spartan Planning & Wealth Management1,120$176.6K
Fairfield Financial Advisors, LTD730$115.1K
DB Wealth Management Group, LLC47$7.41K