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, 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
- 3,211
- +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
- 1,104 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 | 4,426 | $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, 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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors LLC | 9,215 | $554.5K | 0.33% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CNB Bank | 9,241 | $556.0K | 0.27% | +115+1.3% | AddedConverted for a 3-for-1 split |
| NorthCrest Asset Manangement, LLC | 9,243 | $556.1K | 0.02% | +2,115+29.7% | AddedConverted for a 3-for-1 split |
| Bremer Bank National Association | 9,251 | $556.6K | 0.10% | −28,522−75.5% | ReducedConverted for a 3-for-1 split |
| Safeguard Investment Advisory Group, LLC | 9,296 | $559.4K | 0.19% | −1,156−11.1% | ReducedConverted for a 3-for-1 split |
| ABLE Financial Group, LLC | 9,300 | $559.6K | 0.22% | −132−1.4% | ReducedConverted for a 3-for-1 split |
| Lantz Financial LLC | 9,312 | $560.3K | 0.18% | +411+4.6% | AddedConverted for a 3-for-1 split |
| Fairhaven Wealth Management, LLC | 9,330 | $561.4K | 0.19% | −456−4.7% | ReducedConverted for a 3-for-1 split |
| Burt Wealth Advisors | 9,335 | $561.7K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Legacy Financial Group, Inc. | 9,347 | $562.4K | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Burkett Financial Services, LLC | 9,354 | $562.8K | 0.29% | +243+2.7% | AddedConverted for a 3-for-1 split |
| Schear Investment Advisers, LLC | 9,360 | $563.2K | 0.45% | +1,932+26.0% | AddedConverted for a 3-for-1 split |
| Hills Bank & Trust Co | 9,369 | $563.7K | 0.05% | −123−1.3% | ReducedConverted for a 3-for-1 split |
| Birch Hill Investment Advisors LLC | 9,375 | $564.1K | 0.03% | −453−4.6% | ReducedConverted for a 3-for-1 split |
| One Charles Private Wealth Services, LLC | 9,410 | $566.2K | 0.25% | +218+2.4% | AddedConverted for a 3-for-1 split |
| Winning Points Advisors, LLC | 3,593 | $566.4K | 0.87% | −7,186−66.7% | ReducedConverted for a 3-for-1 split |
| Arkansas Financial Group, Inc. | 9,418 | $566.7K | 0.10% | +178+1.9% | AddedConverted for a 3-for-1 split |
| McRae Capital Management Inc | 9,420 | $566.8K | 0.12% | +270+3.0% | AddedConverted for a 3-for-1 split |
| Evergreen Wealth Solutions, LLC | 9,425 | $567.1K | 0.42% | −364−3.7% | ReducedConverted for a 3-for-1 split |
| Eagle Ridge Investment Management | 9,432 | $567.5K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Watchman Group, Inc. | 9,435 | $567.7K | 0.17% | +123+1.3% | AddedConverted for a 3-for-1 split |
| Aureus Asset Management, LLC | 9,451 | $568.7K | 0.04% | −6,800−41.8% | ReducedConverted for a 3-for-1 split |
| Winch Advisory Services, LLC | 9,457 | $569.0K | 0.17% | −128−1.3% | ReducedConverted for a 3-for-1 split |
| Milestone Asset Management, LLC | 9,465 | $569.5K | 0.16% | +9,465 | New |
| Ironwood Financial, llc | 9,466 | $569.6K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Zhang Financial LLC | 9,479 | $570.4K | 0.04% | −211−2.2% | ReducedConverted for a 3-for-1 split |
| Alpha Family Trust | 9,480 | $570.4K | 0.34% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Forte Capital LLC | 9,501 | $571.7K | 0.07% | +600+6.7% | AddedConverted for a 3-for-1 split |
| AA Financial Advisors, LLC | 9,507 | $572.0K | 0.23% | +9,507 | New |
| Peterson Wealth Advisors, LLC | 9,516 | $572.6K | 0.12% | −534−5.3% | ReducedConverted for a 3-for-1 split |
| McGowan Group Asset Management, Inc. | 9,558 | $575.1K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Culbertson A N & Co Inc | 9,577 | $576.2K | 0.10% | +781+8.9% | AddedConverted for a 3-for-1 split |
| High Falls Advisors, Inc | 9,592 | $577.1K | 0.15% | −983−9.3% | ReducedConverted for a 3-for-1 split |
| Charter Oak Capital Management, LLC | 9,593 | $577.2K | 0.06% | +1,124+13.3% | AddedConverted for a 3-for-1 split |
| WealthTrust Axiom LLC | 9,600 | $577.6K | 0.19% | 00.0% | UnchangedConverted for a 3-for-1 split |
| James Hambro & Partners | 9,603 | $577.7K | 0.03% | +180+1.9% | AddedConverted for a 3-for-1 split |
| Vertex Planning Partners, LLC | 9,607 | $578.1K | 0.16% | −584−5.7% | ReducedConverted for a 3-for-1 split |
| Ramsay, Stattman, Vela & Price, Inc. | 9,615 | $578.5K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,630 | $579.4K | 0.16% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Waterway Wealth Management, LLC | 9,634 | $579.7K | 0.25% | −146−1.5% | ReducedConverted for a 3-for-1 split |
| PAX Financial Group, LLC | 9,636 | $579.8K | 0.12% | −321−3.2% | ReducedConverted for a 3-for-1 split |
| Mowery & Schoenfeld Wealth Management, LLC | 9,637 | $579.9K | 1.12% | +637+7.1% | AddedConverted for a 3-for-1 split |
| Duncan Williams Asset Management, LLC | 9,644 | $580.3K | 0.52% | +9,644 | New |
| TSFG, LLC | 9,651 | $581.0K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Keating Investment Counselors Inc | 9,675 | $582.1K | 0.19% | −4,125−29.9% | ReducedConverted for a 3-for-1 split |
| Watts Gwilliam & Co., LLC | 9,743 | $583.2K | 0.18% | +9,743 | New |
| Quantum Financial Advisors, LLC | 9,698 | $583.5K | 0.11% | +3,329+52.3% | AddedConverted for a 3-for-1 split |
| Dark Forest Capital Management LP | 9,718 | $584.7K | 0.10% | +9,718 | New |
| Monticello Wealth Management, LLC | 9,724 | $585.1K | 0.05% | −6,353−39.5% | ReducedConverted for a 3-for-1 split |
| Kades & Cheifetz LLC | 9,727 | $585.3K | 0.37% | +64+0.7% | AddedConverted for a 3-for-1 split |
| Strategic Advisors LLC | 9,728 | $585.3K | 0.12% | −11,665−54.5% | ReducedConverted for a 3-for-1 split |
| Affinity Wealth Management LLC | 9,751 | $586.7K | 0.11% | −329−3.3% | ReducedConverted for a 3-for-1 split |
| FSB Premier Wealth Management, Inc. | 9,772 | $588.0K | 0.27% | −251−2.5% | ReducedConverted for a 3-for-1 split |
| Center for Financial Planning, Inc. | 9,774 | $588.1K | 0.09% | +102+1.1% | AddedConverted for a 3-for-1 split |
| Investors Asset Management of Georgia Inc | 9,777 | $588.3K | 0.28% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Empire Financial Management Company, LLC | 9,797 | $589.5K | 0.19% | +1,070+12.3% | AddedConverted for a 3-for-1 split |
| China Universal Asset Management Co., Ltd. | 9,647 | $589.5K | 0.07% | −50,368−83.9% | ReducedConverted for a 3-for-1 split |
| Wealthquest Corp | 9,803 | $589.8K | 0.06% | −1,753−15.2% | ReducedConverted for a 3-for-1 split |
| WESPAC Advisors, LLC | 9,825 | $591.2K | 0.34% | +510+5.5% | AddedConverted for a 3-for-1 split |
| Basepoint Wealth LLC | 9,833 | $591.6K | 0.45% | −208−2.1% | ReducedConverted for a 3-for-1 split |
| Masso Torrence Wealth Management Inc. | 9,846 | $592.4K | 0.35% | +2,067+26.6% | AddedConverted for a 3-for-1 split |
| Alpine Woods Capital Investors, LLC | 10,000 | $593.5K | 0.12% | −12,200−55.0% | ReducedConverted for a 3-for-1 split |
| Zevin Asset Management LLC | 9,867 | $594.0K | 0.10% | −3,930−28.5% | ReducedConverted for a 3-for-1 split |
| LexAurum Advisors, LLC | 9,877 | $594.3K | 0.15% | −10,508−51.5% | ReducedConverted for a 3-for-1 split |
| Shufro Rose & Co LLC | 9,897 | $595.5K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Semmax Financial Advisors Inc. | 9,842 | $596.3K | 0.20% | +4,826+96.2% | AddedConverted for a 3-for-1 split |
| Analyst IMS Investment Management Services Ltd. | 9,922 | $597.0K | 0.03% | +5,722+136.2% | AddedConverted for a 3-for-1 split |
| Washington Trust Bank | 9,948 | $598.6K | 0.06% | −1,824−15.5% | ReducedConverted for a 3-for-1 split |
| Financial Planning & Information Services, Inc. | 9,950 | $598.7K | 0.09% | −394−3.8% | ReducedConverted for a 3-for-1 split |
| Spotlight Asset Group, Inc. | 9,981 | $600.6K | 0.43% | +2,022+25.4% | AddedConverted for a 3-for-1 split |
| BluePath Capital Management, LLC | 9,982 | $600.6K | 0.46% | +3,145+46.0% | AddedConverted for a 3-for-1 split |
| J. L. Bainbridge & Co., Inc. | 9,995 | $601.4K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Pinnacle Bancorp, Inc. | 10,008 | $602.2K | 0.18% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lazari Capital Management, Inc. | 10,050 | $604.7K | 0.33% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Five Oceans Advisors | 10,056 | $605.1K | 0.31% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Middleton & Co Inc | 10,071 | $606.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Selective Wealth Management, Inc. | 10,021 | $607.5K | 0.26% | +205+2.1% | AddedConverted for a 3-for-1 split |
| Signature Wealth Management Group | 10,211 | $607.9K | 0.28% | −85−0.8% | ReducedConverted for a 3-for-1 split |
| American Capital Advisory, LLC | 4,123 | $607.9K | 0.53% | −11,333−73.3% | ReducedConverted for a 3-for-1 split |
| SC&H Financial Advisors, Inc. | 10,112 | $608.4K | 0.16% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Corundum Group, Inc. | 10,131 | $609.6K | 0.29% | −306−2.9% | ReducedConverted for a 3-for-1 split |
| Carson Advisory Inc. | 10,144 | $610.4K | 0.43% | +214+2.2% | AddedConverted for a 3-for-1 split |
| Heritage Wealth Management, Inc. | 10,217 | $614.8K | 0.61% | +296+3.0% | AddedConverted for a 3-for-1 split |
| North Star Asset Management Inc | 10,235 | $615.8K | 0.03% | +419+4.3% | AddedConverted for a 3-for-1 split |
| Galvin, Gaustad & Stein, LLC | 10,243 | $616.4K | 0.06% | −479−4.5% | ReducedConverted for a 3-for-1 split |
| Capital Counsel LLC | 10,257 | $617.2K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Norris Perne & French LLP | 10,257 | $617.2K | 0.04% | +1,200+13.2% | AddedConverted for a 3-for-1 split |
| Semus Wealth Partners LLC | 10,293 | $619.4K | 0.52% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Integrated Investment Consultants, LLC | 10,325 | $621.3K | 0.17% | +1,928+23.0% | AddedConverted for a 3-for-1 split |
| Rosenberg Matthew Hamilton | 10,377 | $622.6K | 0.18% | +177+1.7% | AddedConverted for a 3-for-1 split |
| Mayfair Advisory Group, LLC | 10,351 | $622.8K | 0.45% | +244+2.4% | AddedConverted for a 3-for-1 split |
| Horan Securities, Inc. | 10,355 | $623.1K | 0.29% | +2,186+26.8% | AddedConverted for a 3-for-1 split |
| Alhambra Investment Partners LLC | 10,356 | $623.1K | 0.34% | −906−8.0% | ReducedConverted for a 3-for-1 split |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,365 | $623.7K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| KKM Financial LLC | 10,371 | $624.0K | 0.30% | −63−0.6% | ReducedConverted for a 3-for-1 split |
| Executive Wealth Group LLC | 8,400 | $625.9K | 0.13% | +8,400 | New |
| Well Done, LLC | 10,436 | $627.9K | 0.12% | +1,184+12.8% | AddedConverted for a 3-for-1 split |
| Leonteq Securities AG | 10,463 | $629.6K | 0.08% | −45,172−81.2% | ReducedConverted for a 3-for-1 split |
| Verity & Verity, LLC | 10,473 | $630.2K | 0.07% | +747+7.7% | AddedConverted for a 3-for-1 split |
| Granite FO LLC | 8,289 | $630.6K | 0.37% | 00.0% | UnchangedConverted for a 3-for-1 split |