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; 4,425 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, Q1 2024
Institutional positions in Walmart Inc. as of Mar 31, 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
- 3,212
- +163 vs. Q4 2023
- Shares held
- 2.75B
- +19.0M (+0.7%) vs. Q4 2023Converted for a 3-for-1 split
- Total value
- $166.5B
- +$22.8B (+15.9%) vs. Q4 2023
- New holders
- 269
- 1,210 more added
- Sold out
- 106
- 1,105 more reduced
42 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GFG Capital, LLC | 36,683 | $0 | 0.00% | +1,382+3.9% | AddedConverted for a 3-for-1 split |
| Pinpoint Asset Management Ltd | 4 | $240 | 0.00% | +4 | New |
| Kessler Investment Group, LLC | 6 | $361 | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| AM Squared Ltd | 9 | $542 | 0.00% | +9 | New |
| Insight Financial Services | 30 | $1.80K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Pacific Financial | 48 | $2.90K | 0.00% | +48 | New |
| PayPay Securities Corp | 53 | $3.19K | 0.16% | −13−19.7% | ReducedConverted for a 3-for-1 split |
| Vima LLC | 28 | $4.13K | 0.00% | −56−66.7% | ReducedConverted for a 3-for-1 split |
| NewSquare Capital LLC | 75 | $4.51K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Custom Portfolio Group LLC | 75 | $4.53K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Barrett & Company, Inc. | 81 | $4.87K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Longfellow Investment Management Co LLC | 87 | $5.24K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bray Capital Advisors | 93 | $5.60K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| EnRich Financial Partners LLC | 101 | $6.09K | 0.00% | +101 | New |
| PFS Partners, LLC | 112 | $6.76K | 0.00% | +1+0.9% | AddedConverted for a 3-for-1 split |
| Horizon Financial Services, LLC | 126 | $7.58K | 0.00% | +126 | New |
| Tfo-TDC, LLC | 138 | $8.30K | 0.00% | −27−16.4% | ReducedConverted for a 3-for-1 split |
| Bear Mountain Capital, Inc. | 150 | $8.95K | 0.00% | +132+733.3% | AddedConverted for a 3-for-1 split |
| Matrix Trust Co | 152 | $9.00K | 0.00% | +152 | New |
| Atlantic Private Wealth, LLC | 150 | $9.03K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lam Group, Inc. | 150 | $9.03K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Global Assets Advisory, LLC | 564,256 | $9.40K | 0.43% | +564,256 | New |
| Bull Oak Capital, LLC | 166 | $9.96K | 0.01% | +1+0.6% | AddedConverted for a 3-for-1 split |
| TruNorth Capital Management, LLC | 180 | $10.8K | 0.00% | +180 | New |
| Stuart Chaussee & Associates, Inc. | 186 | $11.2K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| PFG Private Wealth Management, LLC | 201 | $12.1K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Osterweis Capital Management Inc | 210 | $12.6K | 0.00% | +150+250.0% | AddedConverted for a 3-for-1 split |
| Voisard Asset Management Group, Inc. | 225 | $13.5K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lummis Asset Management, LP | 234 | $14.1K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Caitlin John, LLC | 236 | $14.2K | 0.01% | −28−10.6% | ReducedConverted for a 3-for-1 split |
| Chesapeake Asset Management LLC | 243 | $14.6K | 0.01% | −888−78.5% | ReducedConverted for a 3-for-1 split |
| HighMark Wealth Management LLC | 204 | $15.2K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Legend Financial Advisors, Inc. | 258 | $15.5K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sanctuary Wealth Management, L.L.C. | 270 | $16.2K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Retirement Group, LLC | 278 | $16.7K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tortoise Investment Management, LLC | 282 | $17.0K | 0.00% | +120+74.1% | AddedConverted for a 3-for-1 split |
| Westend Capital Management, LLC | 285 | $17.1K | 0.01% | +285 | New |
| Redmont Wealth Advisors LLC | 288 | $17.3K | 0.02% | +288 | New |
| Halpern Financial, Inc. | 300 | $17.8K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| nVerses Capital, LLC | 300 | $18.1K | 0.04% | +300 | New |
| Mascoma Wealth Management LLC | 312 | $18.8K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stephenson National Bank & Trust | 315 | $19.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cypress Capital Management LLC (WY) | 345 | $20.8K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cutler Group LP | 364 | $21.0K | 0.01% | −125,300−99.7% | ReducedConverted for a 3-for-1 split |
| Roble, Belko & Company, Inc | 357 | $21.0K | 0.00% | −21−5.6% | ReducedConverted for a 3-for-1 split |
| Nordwand Advisors, LLC | 366 | $22.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Investment Research & Advisory Group, Inc. | 394 | $23.7K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Raffa Wealth Management, LLC | 399 | $24.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| EntryPoint Capital, LLC | 423 | $25.5K | 0.02% | +423 | New |
| Walleye Trading LLC | 426 | $25.6K | 0.00% | −769,458−99.9% | ReducedConverted for a 3-for-1 split |
| Pension & Wealth Management Advisors, Inc. | 432 | $26.0K | 0.02% | −24−5.3% | ReducedConverted for a 3-for-1 split |
| Northwest Capital Management Inc | 440 | $26.5K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Mma Asset Management LLC | 462 | $27.8K | 0.01% | +462 | New |
| ZRC Wealth Management, LLC | 510 | $30.7K | 0.02% | −1,425−73.6% | ReducedConverted for a 3-for-1 split |
| FSA Wealth Management LLC | 526 | $31.7K | 0.01% | +79+17.7% | AddedConverted for a 3-for-1 split |
| Kozak & Associates, Inc. | 503 | $32.2K | 0.01% | +26+5.5% | AddedConverted for a 3-for-1 split |
| Partnership Wealth Management, LLC | 546 | $32.9K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Financial Avengers, Inc. | 578 | $34.7K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Signature Resources Capital Management, LLC | 220 | $34.7K | 0.03% | −440−66.7% | ReducedConverted for a 3-for-1 split |
| Ulland Investment Advisors, LLC | 585 | $35.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| PrairieView Partners, LLC | 595 | $36.0K | 0.00% | +151+34.0% | AddedConverted for a 3-for-1 split |
| Kepos Capital LP | 590 | $36.0K | 0.01% | +590 | New |
| JDM Financial Group LLC | 599 | $36.1K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| FWL Investment Management, LLC | 600 | $36.1K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tacita Capital Inc | 600 | $36.1K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vermillion & White Wealth Management Group, LLC | 600 | $36.1K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| FSC Wealth Advisors, LLC | 600 | $36.1K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| VisionPoint Advisory Group, LLC | 609 | $36.6K | 0.01% | +9+1.5% | AddedConverted for a 3-for-1 split |
| NCP Inc. | 627 | $37.7K | 0.03% | +627 | New |
| Iron Horse Wealth Management, LLC | 642 | $38.6K | 0.02% | +420+189.2% | AddedConverted for a 3-for-1 split |
| Princeton Global Asset Management LLC | 642 | $38.7K | 0.01% | −99−13.4% | ReducedConverted for a 3-for-1 split |
| Stone House Investment Management, LLC | 655 | $39.4K | 0.01% | +34+5.5% | AddedConverted for a 3-for-1 split |
| Aspect Partners, LLC | 663 | $39.9K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lipe & Dalton | 660 | $40.0K | 0.02% | +660 | New |
| Tanglewood Legacy Advisors, LLC | 669 | $40.3K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Morton Brown Family Wealth, LLC | 678 | $40.8K | 0.02% | −318−31.9% | ReducedConverted for a 3-for-1 split |
| Cedar Wealth Management, LLC | 678 | $40.8K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ogorek Anthony Joseph | 684 | $41.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Union Savings Bank | 693 | $41.7K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tidemark, LLC | 700 | $42.1K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lowe Wealth Advisors, LLC | 732 | $44.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Highline Wealth Partners LLC | 743 | $44.7K | 0.02% | +197+36.1% | AddedConverted for a 3-for-1 split |
| Pingora Partners LLC | 750 | $45.1K | 0.03% | +450+150.0% | AddedConverted for a 3-for-1 split |
| Dunhill Financial, LLC | 751 | $45.2K | 0.03% | −146−16.3% | ReducedConverted for a 3-for-1 split |
| Piscataqua Savings Bank | 795 | $47.8K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| True Wealth Design, LLC | 804 | $48.4K | 0.01% | +30+3.9% | AddedConverted for a 3-for-1 split |
| Valued Wealth Advisors LLC | 811 | $48.9K | 0.03% | +640+374.3% | AddedConverted for a 3-for-1 split |
| Rakuten Securities, Inc. | 849 | $51.1K | 0.02% | −8,064−90.5% | ReducedConverted for a 3-for-1 split |
| Private Wealth Management Group, LLC | 849 | $51.1K | 0.02% | −96−10.2% | ReducedConverted for a 3-for-1 split |
| Grayhawk Investment Strategies Inc. | 894 | $53.8K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| LGT Financial Advisors LLC | 915 | $55.1K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Frank, Rimerman Advisors LLC | 921 | $55.4K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Financial Synergies Wealth Advisors, Inc. | 967 | $58.2K | 0.01% | +637+193.0% | AddedConverted for a 3-for-1 split |
| Kelly Financial Services LLC | 978 | $58.9K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Horizon Bancorp Inc | 996 | $60.0K | 0.03% | +240+31.7% | AddedConverted for a 3-for-1 split |
| Cassady Schiller Wealth Management, LLC | 1,023 | $61.5K | 0.03% | +27+2.7% | AddedConverted for a 3-for-1 split |
| Sit Investment Associates Inc | 1,062 | $64.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| AlphaMark Advisors, LLC | 1,059 | $64.0K | 0.02% | +30+2.9% | AddedConverted for a 3-for-1 split |
| Brown, Lisle/Cummings, Inc. | 1,110 | $66.8K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| America First Investment Advisors, LLC | 1,113 | $67.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |