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.
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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 10,482 | $630.7K | 0.24% | −2,802−21.1% | ReducedConverted for a 3-for-1 split |
| Angeles Wealth Management, LLC | 10,482 | $630.7K | 0.06% | +2,982+39.8% | AddedConverted for a 3-for-1 split |
| Somerville Kurt F | 10,485 | $630.9K | 0.11% | −1,800−14.7% | ReducedConverted for a 3-for-1 split |
| Castle Wealth Management LLC | 10,456 | $631.3K | 0.33% | −659−5.9% | ReducedConverted for a 3-for-1 split |
| Sound Financial Strategies Group, LLC | 10,518 | $632.9K | 0.53% | −114−1.1% | ReducedConverted for a 3-for-1 split |
| Sara-Bay Financial | 10,551 | $633.1K | 0.28% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Eagle Bay Advisors LLC | 10,487 | $633.2K | 0.40% | −679−6.1% | ReducedConverted for a 3-for-1 split |
| Oxinas Partners Wealth Management LLC | 10,529 | $633.5K | 0.41% | −175−1.6% | ReducedConverted for a 3-for-1 split |
| Hunter Associates Investment Management LLC | 10,530 | $635.0K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Pullen Investment Management, LLC | 10,577 | $636.4K | 0.54% | +10,577 | New |
| American Trust | 10,581 | $636.7K | 0.06% | −264−2.4% | ReducedConverted for a 3-for-1 split |
| UMA Financial Services, Inc. | 10,713 | $641.0K | 0.13% | +318+3.1% | AddedConverted for a 3-for-1 split |
| Edge Financial Advisors LLC | 10,663 | $641.6K | 0.56% | +10,663 | New |
| Prairie Wealth Advisors, Inc. | 10,654 | $643.0K | 0.30% | +10,654 | New |
| E&G Advisors, LP | 10,691 | $643.3K | 0.20% | +395+3.8% | AddedConverted for a 3-for-1 split |
| Avondale Wealth Management | 10,700 | $643.8K | 0.45% | +200+1.9% | AddedConverted for a 3-for-1 split |
| Ransom Advisory, Ltd | 10,710 | $644.4K | 0.34% | +10,710 | New |
| Diversified, LLC | 10,754 | $647.0K | 0.09% | +1,580+17.2% | AddedConverted for a 3-for-1 split |
| Driehaus Capital Management LLC | 10,755 | $647.1K | 0.01% | −6,240−36.7% | ReducedConverted for a 3-for-1 split |
| Angeles Investment Advisors, LLC | 10,752 | $648.8K | 0.03% | +1,881+21.2% | AddedConverted for a 3-for-1 split |
| Planning Directions Inc | 10,786 | $649.0K | 0.45% | 00.0% | UnchangedConverted for a 3-for-1 split |
| MN Wealth Advisors, LLC | 10,830 | $651.7K | 0.40% | +171+1.6% | AddedConverted for a 3-for-1 split |
| Mystic Asset Management, Inc. | 10,838 | $652.1K | 0.27% | +929+9.4% | AddedConverted for a 3-for-1 split |
| Invesco, LLC | 10,841 | $652.3K | 0.28% | −316−2.8% | ReducedConverted for a 3-for-1 split |
| Patrick M Sweeney & Associates, Inc | 10,841 | $652.3K | 0.54% | +260+2.5% | AddedConverted for a 3-for-1 split |
| Retirement Planning Co of New England, Inc. | 10,926 | $657.4K | 0.36% | −1,065−8.9% | ReducedConverted for a 3-for-1 split |
| Syverson Strege & Co | 10,975 | $660.4K | 0.24% | +844+8.3% | AddedConverted for a 3-for-1 split |
| Onefund, LLC | 11,017 | $661.0K | 0.79% | −299−2.6% | ReducedConverted for a 3-for-1 split |
| Core Wealth Partners LLC | 11,036 | $664.1K | 0.50% | +194+1.8% | AddedConverted for a 3-for-1 split |
| Fiduciary Alliance LLC | 11,092 | $665.5K | 0.12% | −2,669−19.4% | ReducedConverted for a 3-for-1 split |
| Prosperity Financial Group, Inc. | 11,077 | $666.5K | 0.41% | +5,671+104.9% | AddedConverted for a 3-for-1 split |
| Hardy Reed LLC | 11,096 | $667.6K | 0.08% | +746+7.2% | AddedConverted for a 3-for-1 split |
| Portfolio Strategies, Inc. | 11,096 | $667.6K | 0.05% | +11,096 | New |
| Coerente Capital Management | 11,100 | $667.9K | 0.13% | +11,100 | New |
| Matisse Capital | 11,117 | $668.9K | 0.32% | +473+4.4% | AddedConverted for a 3-for-1 split |
| Primoris Wealth Advisors, LLC | 11,124 | $669.4K | 0.54% | −57−0.5% | ReducedConverted for a 3-for-1 split |
| Newbridge Financial Services Group, Inc. | 11,132 | $669.8K | 0.29% | −742−6.2% | ReducedConverted for a 3-for-1 split |
| Pacific Sage Partners, LLC | 11,147 | $670.7K | 0.17% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Silverlake Wealth Management LLC | 11,173 | $672.3K | 0.34% | −419−3.6% | ReducedConverted for a 3-for-1 split |
| Richardson Financial Services Inc. | 11,176 | $672.5K | 0.47% | −1,136−9.2% | ReducedConverted for a 3-for-1 split |
| Leibman Financial Services, Inc. | 11,182 | $672.8K | 0.52% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bright Futures Wealth Management, LLC. | 9,928 | $673.9K | 0.36% | +9,928 | New |
| PSI Advisors, LLC | 11,230 | $675.7K | 0.24% | −1,544−12.1% | ReducedConverted for a 3-for-1 split |
| Mill Creek Capital Advisors, LLC | 11,233 | $675.9K | 0.02% | +1,510+15.5% | AddedConverted for a 3-for-1 split |
| Private Wealth Strategies, L.L.C. | 11,240 | $676.3K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BSW Wealth Partners | 11,263 | $677.7K | 0.11% | +2,152+23.6% | AddedConverted for a 3-for-1 split |
| Harel Insurance Investments & Financial Services Ltd. | 11,274 | $678.0K | 0.01% | −37,830−77.0% | ReducedConverted for a 3-for-1 split |
| Alta Advisers Ltd | 11,300 | $679.9K | 0.34% | +500+4.6% | AddedConverted for a 3-for-1 split |
| Davis R M Inc | 11,318 | $681.0K | 0.01% | −310−2.7% | ReducedConverted for a 3-for-1 split |
| Lodestar Private Asset Management LLC | 11,351 | $683.0K | 0.10% | −151−1.3% | ReducedConverted for a 3-for-1 split |
| Wrapmanager Inc | 11,398 | $685.8K | 0.19% | +1,654+17.0% | AddedConverted for a 3-for-1 split |
| Carr Financial Group Corp | 11,400 | $685.9K | 0.23% | −1,707−13.0% | ReducedConverted for a 3-for-1 split |
| Intact Investment Management Inc. | 11,400 | $685.9K | 0.03% | −600−5.0% | ReducedConverted for a 3-for-1 split |
| Montgomery Investment Management Inc | 11,413 | $686.7K | 0.26% | +2,401+26.6% | AddedConverted for a 3-for-1 split |
| Holistic Planning, LLC | 11,413 | $686.7K | 0.52% | +115+1.0% | AddedConverted for a 3-for-1 split |
| Grant/GrossMendelsohn, LLC | 11,492 | $687.1K | 0.32% | −1,084−8.6% | ReducedConverted for a 3-for-1 split |
| First International Bank & Trust | 11,430 | $687.7K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Slocum, Gordon & Co LLP | 11,459 | $689.5K | 0.51% | +401+3.6% | AddedConverted for a 3-for-1 split |
| Marest Capital, LLC | 11,467 | $690.1K | 0.64% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Power Wealth Management LLC | 11,469 | $690.1K | 0.43% | −672−5.5% | ReducedConverted for a 3-for-1 split |
| Old Point Trust & Financial Services N A | 11,488 | $691.2K | 0.25% | +928+8.8% | AddedConverted for a 3-for-1 split |
| Moody Lynn & Lieberson, LLC | 11,520 | $693.2K | 0.05% | +1,080+10.3% | AddedConverted for a 3-for-1 split |
| Deroy & Devereaux Private Investment Counsel Inc | 11,550 | $695.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Journey Strategic Wealth LLC | 11,555 | $695.3K | 0.03% | +4,547+64.9% | AddedConverted for a 3-for-1 split |
| Orrstown Financial Services Inc | 11,580 | $696.8K | 0.39% | +840+7.8% | AddedConverted for a 3-for-1 split |
| Armstrong Advisory Group, Inc | 4,426 | $697.8K | 0.07% | −8,852−66.7% | ReducedConverted for a 3-for-1 split |
| Clare Market Investments LLC | 11,601 | $698.0K | 0.22% | +135+1.2% | AddedConverted for a 3-for-1 split |
| Stone Point Wealth LLC | 11,610 | $698.6K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Redhawk Wealth Advisors, Inc. | 11,638 | $700.3K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Seamount Financial Group Inc | 11,649 | $700.9K | 0.61% | 00.0% | UnchangedConverted for a 3-for-1 split |
| KPP Advisory Services LLC | 11,671 | $702.2K | 0.19% | −614−5.0% | ReducedConverted for a 3-for-1 split |
| Foster Dykema Cabot & Partners, LLC | 11,652 | $703.5K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Campbell & CO Investment Adviser LLC | 11,694 | $703.6K | 0.06% | +11,694 | New |
| Prescott Group Capital Management, L.L.C. | 11,700 | $704.0K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Excalibur Management Corp | 11,706 | $704.4K | 0.30% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Private Portfolio Partners LLC | 11,736 | $706.2K | 0.15% | +123+1.1% | AddedConverted for a 3-for-1 split |
| Obermeyer Wood Investment Counsel, LLLP | 11,758 | $707.5K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Oversea-Chinese Banking CORP Ltd | 11,736 | $709.0K | 0.02% | −15,387−56.7% | ReducedConverted for a 3-for-1 split |
| Per Stirling Capital Management, LLC. | 11,813 | $710.8K | 0.12% | −214−1.8% | ReducedConverted for a 3-for-1 split |
| Kelman-Lazarov, Inc. | 11,847 | $712.8K | 0.14% | +63+0.5% | AddedConverted for a 3-for-1 split |
| Vantage Consulting Group Inc | 11,856 | $713.4K | 0.45% | −2,106−15.1% | ReducedConverted for a 3-for-1 split |
| Tributary Capital Management, LLC | 11,870 | $714.2K | 0.06% | −250−2.1% | ReducedConverted for a 3-for-1 split |
| Seven Mile Advisory | 11,891 | $715.5K | 0.54% | +62+0.5% | AddedConverted for a 3-for-1 split |
| Athena Investment Management | 11,902 | $716.1K | 0.43% | 00.0% | UnchangedConverted for a 3-for-1 split |
| S.A. Mason LLC | 11,937 | $718.3K | 0.43% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Moseley Investment Management Inc | 11,971 | $720.3K | 0.36% | −101−0.8% | ReducedConverted for a 3-for-1 split |
| River Street Advisors LLC | 11,992 | $721.6K | 0.49% | −401−3.2% | ReducedConverted for a 3-for-1 split |
| Sustainable Insight Capital Management, LLC | 12,011 | $722.7K | 0.52% | +12,011 | New |
| Sweet Financial Partners, LLC | 12,027 | $723.7K | 0.17% | +150+1.3% | AddedConverted for a 3-for-1 split |
| Clarus Group, Inc. | 12,039 | $724.4K | 0.51% | −975−7.5% | ReducedConverted for a 3-for-1 split |
| Wayfinding Financial, LLC | 12,031 | $725.0K | 0.42% | +631+5.5% | AddedConverted for a 3-for-1 split |
| Great Diamond Partners, LLC | 12,051 | $725.1K | 0.17% | −8,100−40.2% | ReducedConverted for a 3-for-1 split |
| Trueblood Wealth Management, LLC | 12,073 | $726.4K | 0.42% | +2,071+20.7% | AddedConverted for a 3-for-1 split |
| Allianz SE | 12,090 | $727.5K | 0.02% | +12,090 | New |
| Arnhold LLC | 12,114 | $728.9K | 0.08% | −2,862−19.1% | ReducedConverted for a 3-for-1 split |
| Paragon Capital Management Ltd | 12,117 | $729.1K | 0.13% | −495−3.9% | ReducedConverted for a 3-for-1 split |
| Townsend Asset Management Corp | 12,134 | $730.1K | 0.29% | −301−2.4% | ReducedConverted for a 3-for-1 split |
| Indiana Trust & Investment Management CO | 12,135 | $730.2K | 0.29% | −300−2.4% | ReducedConverted for a 3-for-1 split |
| Norwood Financial Corp | 12,160 | $731.7K | 1.06% | −650−5.1% | ReducedConverted for a 3-for-1 split |
| Garrison Asset Management, LLC | 12,163 | $731.9K | 0.38% | −227−1.8% | ReducedConverted for a 3-for-1 split |