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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.

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.

Institutional holdersQ1 2024: 3,211 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,733 institutionsQ2 2022: 2,626 institutionsQ3 2022: 2,608 institutionsQ4 2022: 2,813 institutionsQ1 2023: 2,858 institutionsQ2 2023: 2,882 institutionsQ3 2023: 2,930 institutionsQ4 2023: 3,090 institutionsQ1 2024: 3,211 institutionsQ2 2024: 3,320 institutionsQ3 2024: 3,464 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,030 institutionsQ4 2025: 4,415 institutionsQ1 2026: 4,468 institutionsQ2 2026: 4,427 institutions
Value heldQ1 2024: $166.5B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,427$336.1B
Q1 20264,468$360.0B
Q4 20254,415$325.6B
Q3 20254,030$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,464$225.1B
Q2 20243,320$188.6B
Q1 20243,211$166.5B
Q4 20233,090$145.1B
Q3 20232,930$147.2B
Q2 20232,882$143.0B
Q1 20232,858$131.1B
Q4 20222,813$123.6B
Q3 20222,608$112.7B
Q2 20222,626$106.3B
Q1 20222,733$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2023.

Institutions holding WMT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sirios Capital Management L P12,193$733.7K0.14%+12,193New
Newman Dignan & Sheerar, Inc.12,201$734.1K0.20%00.0%UnchangedConverted for a 3-for-1 split
Heck Capital Advisors, LLC12,205$734.4K0.11%+130+1.1%AddedConverted for a 3-for-1 split
Tiemann Investment Advisors, LLC12,218$735.2K0.33%−562−4.4%ReducedConverted for a 3-for-1 split
Prelude Capital Management, LLC12,258$737.6K0.05%−16,713−57.7%ReducedConverted for a 3-for-1 split
Tectonic Advisors LLC12,284$739.1K0.06%00.0%UnchangedConverted for a 3-for-1 split
Spinnaker Investment Group, LLC12,300$740.1K0.21%+600+5.1%AddedConverted for a 3-for-1 split
Ullmann Financial Group, Inc.12,337$742.3K0.11%+598+5.1%AddedConverted for a 3-for-1 split
Passumpsic Savings Bank12,413$746.9K0.48%+12,413New
Concord Asset Management, LLC12,415$747.0K0.20%+1,696+15.8%AddedConverted for a 3-for-1 split
Accredited Investors Inc.12,428$747.8K0.05%+2,186+21.3%AddedConverted for a 3-for-1 split
Integral Investment Advisors, Inc.12,316$747.8K0.31%+3,496+39.6%AddedConverted for a 3-for-1 split
Edgemoor Investment Advisors, Inc.12,488$751.4K0.07%+650+5.5%AddedConverted for a 3-for-1 split
Congress Wealth Management LLC12,527$753.8K0.01%−1,969−13.6%ReducedConverted for a 3-for-1 split
Beaumont Financial Advisors, LLC12,583$757.1K0.06%+4,564+56.9%AddedConverted for a 3-for-1 split
Cornerstone Advisory, LLC12,590$757.5K0.11%−1,600−11.3%ReducedConverted for a 3-for-1 split
Hudock, Inc.12,595$757.9K0.17%00.0%UnchangedConverted for a 3-for-1 split
Simon Quick Advisors, LLC12,604$758.4K0.06%+2,692+27.2%AddedConverted for a 3-for-1 split
Clear Creek Financial Management, LLC12,246$759.6K0.10%+2,676+28.0%AddedConverted for a 3-for-1 split
Sivia Capital Partners, LLC12,645$760.8K0.52%−1,581−11.1%ReducedConverted for a 3-for-1 split
NFP Retirement, Inc.12,649$761.1K0.07%+1,039+8.9%AddedConverted for a 3-for-1 split
Evanson Asset Management, LLC12,654$761.4K0.06%00.0%UnchangedConverted for a 3-for-1 split
Ninepoint Partners LP12,660$761.8K0.10%00.0%UnchangedConverted for a 3-for-1 split
O'Rourke & Company, Inc12,665$762.0K0.44%00.0%UnchangedConverted for a 3-for-1 split
Pflug Koory, LLC12,674$762.6K0.38%−100−0.8%ReducedConverted for a 3-for-1 split
Sunpointe, LLC12,692$766.3K0.85%+89+0.7%AddedConverted for a 3-for-1 split
Trust Co12,747$767.0K0.10%−615−4.6%ReducedConverted for a 3-for-1 split
Crescent Sterling, Ltd.12,750$767.2K0.70%00.0%UnchangedConverted for a 3-for-1 split
United Bank12,759$767.7K0.09%+396+3.2%AddedConverted for a 3-for-1 split
Advantage Trust Co12,768$768.3K0.57%00.0%UnchangedConverted for a 3-for-1 split
Harbour Trust & Investment Management Co12,773$768.6K0.10%−325−2.5%ReducedConverted for a 3-for-1 split
Lee Financial Co12,757$769.6K0.13%+529+4.3%AddedConverted for a 3-for-1 split
Keudell/Morrison Wealth Management12,800$770.2K0.23%00.0%UnchangedConverted for a 3-for-1 split
Eagle Rock Investment Company, LLC12,816$771.1K0.14%+159+1.3%AddedConverted for a 3-for-1 split
RW Investment Management LLC12,850$773.2K0.11%00.0%UnchangedConverted for a 3-for-1 split
Relative Value Partners Group, LLC4,681$773.5K0.05%−9,359−66.7%ReducedConverted for a 3-for-1 split
Main Street Research LLC12,831$774.8K0.05%−285−2.2%ReducedConverted for a 3-for-1 split
S.E.E.D. Planning Group LLC12,881$775.0K0.28%+194+1.5%AddedConverted for a 3-for-1 split
MONECO Advisors, LLC12,893$775.8K0.12%+674+5.5%AddedConverted for a 3-for-1 split
W Advisors, LLC12,929$777.9K0.53%00.0%UnchangedConverted for a 3-for-1 split
Marino, Stram & Associates LLC12,944$778.8K0.18%00.0%UnchangedConverted for a 3-for-1 split
Intrua Financial, LLC12,969$780.4K0.12%−3,555−21.5%ReducedConverted for a 3-for-1 split
Cypress Wealth Services, LLC12,978$780.9K0.18%+1,968+17.9%AddedConverted for a 3-for-1 split
Violich Capital Management, Inc.12,975$781.0K0.11%+1,125+9.5%AddedConverted for a 3-for-1 split
Howard Capital Management Group, LLC12,981$781.1K0.06%00.0%UnchangedConverted for a 3-for-1 split
Fort Sheridan Advisors LLC12,993$781.8K0.15%+1,722+15.3%AddedConverted for a 3-for-1 split
Legacy Advisors, LLC13,003$782.4K0.10%−188−1.4%ReducedConverted for a 3-for-1 split
Weil Company, Inc.13,014$783.1K0.31%+5,700+77.9%AddedConverted for a 3-for-1 split
Florida Financial Advisors, LLC13,022$783.5K0.58%−388−2.9%ReducedConverted for a 3-for-1 split
Hanson & Doremus Investment Management13,032$784.0K0.14%+132+1.0%AddedConverted for a 3-for-1 split
CCG Wealth Management, LLC13,046$785.0K0.47%+7,640+141.3%AddedConverted for a 3-for-1 split
Proathlete Wealth Management LLC13,051$785.3K0.42%−401−3.0%ReducedConverted for a 3-for-1 split
Ambassador Advisors, LLC13,059$785.7K0.14%+5,859+81.4%AddedConverted for a 3-for-1 split
Cahaba Wealth Management, Inc.13,060$785.8K0.07%−80−0.6%ReducedConverted for a 3-for-1 split
Waterfront Wealth Inc.13,050$786.7K0.22%+468+3.7%AddedConverted for a 3-for-1 split
Cadinha & Co LLC13,134$790.3K0.14%00.0%UnchangedConverted for a 3-for-1 split
Ethos Financial Group, LLC13,096$791.0K0.15%−1,664−11.3%ReducedConverted for a 3-for-1 split
City State Bank13,143$791.0K0.35%+534+4.2%AddedConverted for a 3-for-1 split
Breakwater Capital Group13,209$794.8K0.20%+2,628+24.8%AddedConverted for a 3-for-1 split
Reynders McVeigh Capital Management, LLC13,260$798.0K0.05%−1,371−9.4%ReducedConverted for a 3-for-1 split
Nilsine Partners, LLC13,265$798.2K0.11%−880−6.2%ReducedConverted for a 3-for-1 split
Alta Wealth Advisors LLC13,266$798.2K0.41%00.0%UnchangedConverted for a 3-for-1 split
Wilkins Investment Counsel Inc13,284$799.3K0.12%+9,198+225.1%AddedConverted for a 3-for-1 split
Hendershot Investments Inc.13,323$801.6K0.11%−300−2.2%ReducedConverted for a 3-for-1 split
Relyea Zuckerberg Hanson LLC13,332$802.2K0.14%+180+1.4%AddedConverted for a 3-for-1 split
New Century Financial Group, LLC13,345$803.0K0.56%+1,117+9.1%AddedConverted for a 3-for-1 split
Accordant Advisory Group Inc13,368$804.4K0.60%+13,368New
TRUE Private Wealth Advisors13,402$806.4K0.09%+1,234+10.1%AddedConverted for a 3-for-1 split
Ellenbecker Investment Group13,409$806.8K0.17%−121−0.9%ReducedConverted for a 3-for-1 split
Quest Partners LLC13,411$806.9K0.14%+397+3.1%AddedConverted for a 3-for-1 split
Virtue Capital Management, LLC13,350$807.7K0.15%––
DF Dent & Co Inc13,463$810.0K0.01%−1,516−10.1%ReducedConverted for a 3-for-1 split
MBB Public Markets I LLC13,466$810.2K0.05%+13,466New
Godshalk Welsh Capital Management, Inc.13,470$810.5K0.55%+300+2.3%AddedConverted for a 3-for-1 split
Apeiron RIA LLC13,486$811.4K0.23%+145+1.1%AddedConverted for a 3-for-1 split
Jag Capital Management, LLC13,487$811.5K0.12%+302+2.3%AddedConverted for a 3-for-1 split
Summit Financial Group Inc13,509$812.8K0.29%−345−2.5%ReducedConverted for a 3-for-1 split
Bullock Wealth Management Group13,567$814.0K0.55%+13,567New
Vivaldi Capital Management, LLC13,460$814.1K0.24%−598−4.3%ReducedConverted for a 3-for-1 split
MEMBERS Trust Co13,530$814.1K0.02%−1,179−8.0%ReducedConverted for a 3-for-1 split
Connecticut Wealth Management, LLC13,553$815.5K0.04%+734+5.7%AddedConverted for a 3-for-1 split
TFB Advisors LLC13,893$817.6K0.30%+2,352+20.4%AddedConverted for a 3-for-1 split
First National Bank of Hutchinson13,599$818.3K0.55%+84+0.6%AddedConverted for a 3-for-1 split
Grimes & Company, Inc.13,632$820.2K0.03%−135−1.0%ReducedConverted for a 3-for-1 split
Cladis Investment Advisory, LLC13,642$820.9K0.60%−875−6.0%ReducedConverted for a 3-for-1 split
Triangle Securities Wealth Management13,652$821.4K0.23%00.0%UnchangedConverted for a 3-for-1 split
Wiser Advisor Group LLC13,646$822.2K1.29%−463−3.3%ReducedConverted for a 3-for-1 split
626 Financial, LLC13,666$822.3K0.50%+85+0.6%AddedConverted for a 3-for-1 split
Patron Partners Advisors, LLC13,697$824.1K0.50%+1,685+14.0%AddedConverted for a 3-for-1 split
Pinnacle Holdings, LLC13,699$824.3K0.33%−20,981−60.5%ReducedConverted for a 3-for-1 split
Traphagen Investment Advisors LLC13,743$826.9K0.09%+75+0.5%AddedConverted for a 3-for-1 split
Gleason Group, Inc.13,767$828.3K0.17%−465−3.3%ReducedConverted for a 3-for-1 split
Van Cleef Asset Management,Inc13,800$830.3K0.10%00.0%UnchangedConverted for a 3-for-1 split
Smith Shellnut Wilson LLC13,853$833.5K0.44%−544−3.8%ReducedConverted for a 3-for-1 split
Old North State Trust, LLC13,872$835.0K0.71%+13,872New
Oak Asset Management, LLC13,893$835.9K0.31%00.0%UnchangedConverted for a 3-for-1 split
Narwhal Capital Management13,904$836.6K0.08%−919−6.2%ReducedConverted for a 3-for-1 split
Investors Research Corp13,921$837.6K0.20%−200−1.4%ReducedConverted for a 3-for-1 split
Plan Group Financial, LLC13,925$837.9K0.55%+13,925New
Wulff, Hansen & Co.13,938$838.6K0.84%00.0%UnchangedConverted for a 3-for-1 split