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 |
|---|---|---|---|---|---|
| Wimmer Associates 1, LLC | 13,962 | $840.1K | 0.44% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Verus Capital Partners, LLC | 13,965 | $840.3K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Blackston Financial Advisory Group, LLC | 13,968 | $840.5K | 0.56% | −3,591−20.5% | ReducedConverted for a 3-for-1 split |
| Wealth Management Partners, LLC | 13,976 | $840.9K | 0.43% | +593+4.4% | AddedConverted for a 3-for-1 split |
| Asset Management Group, Inc. | 13,977 | $841.0K | 0.16% | +78+0.6% | AddedConverted for a 3-for-1 split |
| First County Bank | 13,992 | $841.9K | 0.41% | −1,218−8.0% | ReducedConverted for a 3-for-1 split |
| JFS Wealth Advisors, LLC | 14,052 | $845.5K | 0.07% | +297+2.2% | AddedConverted for a 3-for-1 split |
| Delta Financial Group, Inc. | 14,090 | $848.0K | 0.25% | −550−3.8% | ReducedConverted for a 3-for-1 split |
| Ridgepath Capital Management LLC | 14,106 | $848.7K | 0.96% | +14,106 | New |
| Aveo Capital Partners, LLC | 14,224 | $850.9K | 0.09% | +1,234+9.5% | AddedConverted for a 3-for-1 split |
| Wealth Effects LLC | 14,163 | $852.2K | 0.31% | −843−5.6% | ReducedConverted for a 3-for-1 split |
| Greenfield Savings Bank | 14,183 | $853.4K | 0.45% | +329+2.4% | AddedConverted for a 3-for-1 split |
| Mainsail Financial Group, LLC | 14,212 | $855.1K | 0.59% | +133+0.9% | AddedConverted for a 3-for-1 split |
| Moss Adams Wealth Advisors LLC | 14,172 | $855.6K | 0.14% | +10,122+249.9% | AddedConverted for a 3-for-1 split |
| Richard W. Paul & Associates, LLC | 14,231 | $856.3K | 0.34% | −154−1.1% | ReducedConverted for a 3-for-1 split |
| Fox Hill Wealth Management | 14,243 | $857.0K | 0.58% | +191+1.4% | AddedConverted for a 3-for-1 split |
| Solstein Capital, LLC | 14,271 | $858.7K | 0.60% | −3,867−21.3% | ReducedConverted for a 3-for-1 split |
| Auxano Advisors, LLC | 14,285 | $859.5K | 0.25% | +1,778+14.2% | AddedConverted for a 3-for-1 split |
| Titleist Asset Management, LLC | 14,308 | $860.9K | 0.15% | +2,443+20.6% | AddedConverted for a 3-for-1 split |
| Augustine Asset Management Inc | 14,365 | $864.3K | 0.36% | +145+1.0% | AddedConverted for a 3-for-1 split |
| Waycross Investment Management Co | 14,368 | $864.5K | 0.81% | +922+6.9% | AddedConverted for a 3-for-1 split |
| Crumly & Associates Inc. | 14,372 | $864.8K | 0.23% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Keyes, Stange & Wooten Wealth Management, LLC | 14,417 | $867.5K | 0.76% | +545+3.9% | AddedConverted for a 3-for-1 split |
| Householder Group Estate & Retirement Specialist, LLC | 14,435 | $868.6K | 0.26% | +698+5.1% | AddedConverted for a 3-for-1 split |
| Cardiff Park Advisors, LLC | 14,455 | $869.8K | 0.08% | −104−0.7% | ReducedConverted for a 3-for-1 split |
| Camden National Bank | 14,468 | $870.5K | 0.15% | −682−4.5% | ReducedConverted for a 3-for-1 split |
| Ami Investment Management Inc | 14,511 | $873.5K | 0.32% | −900−5.8% | ReducedConverted for a 3-for-1 split |
| Banco BTG Pactual S.A. | 14,535 | $874.6K | 0.27% | +7,974+121.5% | AddedConverted for a 3-for-1 split |
| Three Bridge Wealth Advisors, LLC | 14,487 | $874.7K | 0.34% | −882−5.7% | ReducedConverted for a 3-for-1 split |
| Allstate Corp | 14,538 | $874.8K | 0.06% | +1,284+9.7% | AddedConverted for a 3-for-1 split |
| Perennial Investment Advisors, LLC | 14,562 | $876.3K | 0.13% | +96+0.7% | AddedConverted for a 3-for-1 split |
| Founders Financial Alliance, LLC | 14,572 | $876.8K | 0.26% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Veracity Capital LLC | 14,577 | $877.1K | 0.34% | +930+6.8% | AddedConverted for a 3-for-1 split |
| Optas, LLC | 14,586 | $877.6K | 0.24% | −213−1.4% | ReducedConverted for a 3-for-1 split |
| OneAscent Financial Services LLC | 14,596 | $878.0K | 0.10% | −410−2.7% | ReducedConverted for a 3-for-1 split |
| Sanders Morris Harris LLC | 14,607 | $878.9K | 0.17% | +14,607 | New |
| Derbend Asset Management | 14,635 | $880.6K | 0.43% | +1,126+8.3% | AddedConverted for a 3-for-1 split |
| KFA Private Wealth Group, LLC | 14,667 | $882.5K | 0.27% | +495+3.5% | AddedConverted for a 3-for-1 split |
| Curbstone Financial Management Corp | 14,754 | $887.7K | 0.19% | −300−2.0% | ReducedConverted for a 3-for-1 split |
| BIP Wealth, LLC | 14,772 | $888.8K | 0.06% | +2,211+17.6% | AddedConverted for a 3-for-1 split |
| Abacus Planning Group, Inc. | 14,799 | $890.5K | 0.17% | −2,976−16.7% | ReducedConverted for a 3-for-1 split |
| REDW Wealth LLC | 14,826 | $892.1K | 0.24% | −1,413−8.7% | ReducedConverted for a 3-for-1 split |
| Renaissance Group LLC | 14,829 | $892.3K | 0.03% | +144+1.0% | AddedConverted for a 3-for-1 split |
| Americana Partners, LLC | 14,853 | $893.7K | 0.07% | −2,025−12.0% | ReducedConverted for a 3-for-1 split |
| Sym Financial Corp | 14,948 | $899.4K | 0.15% | −142−0.9% | ReducedConverted for a 3-for-1 split |
| Monetta Financial Services Inc | 15,000 | $902.5K | 0.82% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Canvas Wealth Advisors, LLC | 15,144 | $903.3K | 0.30% | +894+6.3% | AddedConverted for a 3-for-1 split |
| Peak Planning Group, LLC | 15,048 | $905.4K | 0.57% | +318+2.2% | AddedConverted for a 3-for-1 split |
| Stableford Capital II LLC | 15,065 | $906.5K | 0.36% | −1,291−7.9% | ReducedConverted for a 3-for-1 split |
| Brandywine Oak Private Wealth LLC | 15,069 | $906.7K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tandem Investment Advisors, Inc. | 15,067 | $907.0K | 0.04% | −5,636−27.2% | ReducedConverted for a 3-for-1 split |
| Alliance Wealth Advisors, LLC | 15,100 | $908.6K | 0.27% | +1,156+8.3% | AddedConverted for a 3-for-1 split |
| Gallagher Fiduciary Advisors, LLC | 15,118 | $909.7K | 0.03% | +826+5.8% | AddedConverted for a 3-for-1 split |
| Iron Financial, LLC | 15,200 | $914.6K | 0.51% | +7,901+108.2% | AddedConverted for a 3-for-1 split |
| Fulcrum Equity Management | 15,200 | $914.6K | 1.08% | +995+7.0% | AddedConverted for a 3-for-1 split |
| Oxford Financial Group Ltd | 15,246 | $917.4K | 0.06% | +363+2.4% | AddedConverted for a 3-for-1 split |
| Prudent Man Advisors, LLC | 15,285 | $919.7K | 0.34% | −699−4.4% | ReducedConverted for a 3-for-1 split |
| Compass Financial Group, INC | 15,290 | $920.0K | 0.21% | −268−1.7% | ReducedConverted for a 3-for-1 split |
| Boston Trust Walden Corp | 15,297 | $920.4K | 0.01% | +354+2.4% | AddedConverted for a 3-for-1 split |
| Napatree Capital LLC | 15,527 | $921.5K | 0.89% | −817−5.0% | ReducedConverted for a 3-for-1 split |
| Kiley Juergens Wealth Management, LLC | 15,320 | $921.8K | 0.29% | +15,320 | New |
| Gould Asset Management LLC | 15,335 | $922.7K | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Silvia McColl Wealth Management, LLC | 15,256 | $924.8K | 0.79% | +325+2.2% | AddedConverted for a 3-for-1 split |
| Foster Group, Inc. | 15,409 | $927.2K | 0.05% | −317−2.0% | ReducedConverted for a 3-for-1 split |
| United Community Bank | 15,429 | $928.4K | 0.36% | −540−3.4% | ReducedConverted for a 3-for-1 split |
| Pecaut & Co. | 15,435 | $928.7K | 0.35% | −6,426−29.4% | ReducedConverted for a 3-for-1 split |
| Pioneer Trust Bank N A | 15,450 | $929.6K | 0.26% | −8,478−35.4% | ReducedConverted for a 3-for-1 split |
| LongView Wealth Management | 15,482 | $931.6K | 0.37% | +344+2.3% | AddedConverted for a 3-for-1 split |
| Chicago Trust Co NA | 15,522 | $934.0K | 0.19% | −1,176−7.0% | ReducedConverted for a 3-for-1 split |
| Fuller & Thaler Asset Management, Inc. | 15,534 | $934.7K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Coordinated Financial Services, Inc. | 15,540 | $935.0K | 0.82% | +15,540 | New |
| Nova R Wealth, Inc. | 15,570 | $936.8K | 0.49% | 00.0% | UnchangedConverted for a 3-for-1 split |
| LCNB Corp | 15,626 | $940.2K | 0.34% | +101+0.7% | AddedConverted for a 3-for-1 split |
| CRA Financial Services, LLC | 15,632 | $940.6K | 0.20% | +98+0.6% | AddedConverted for a 3-for-1 split |
| Concord Wealth Partners | 15,654 | $941.9K | 0.17% | +1,776+12.8% | AddedConverted for a 3-for-1 split |
| Clearview Wealth Advisors LLC | 15,734 | $946.7K | 0.97% | +4,844+44.5% | AddedConverted for a 3-for-1 split |
| Prentice Wealth Management LLC | 15,740 | $947.1K | 0.33% | +686+4.6% | AddedConverted for a 3-for-1 split |
| Cowa, LLC | 15,750 | $947.7K | 0.56% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Financial Corp | 15,765 | $948.6K | 0.48% | −663−4.0% | ReducedConverted for a 3-for-1 split |
| Kidder Stephen W | 15,780 | $949.5K | 0.30% | −12,900−45.0% | ReducedConverted for a 3-for-1 split |
| Catalina Capital Group, LLC | 15,839 | $953.0K | 0.41% | +10,127+177.3% | AddedConverted for a 3-for-1 split |
| Abbot Financial Management, Inc. | 15,891 | $956.2K | 0.53% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Puzo Michael J | 15,897 | $956.5K | 0.27% | +15,897 | New |
| Probity Advisors, Inc. | 15,897 | $956.5K | 0.20% | +507+3.3% | AddedConverted for a 3-for-1 split |
| Baker Ellis Asset Management LLC | 15,972 | $961.0K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| DGS Capital Management, LLC | 16,044 | $965.4K | 0.27% | +3,930+32.4% | AddedConverted for a 3-for-1 split |
| Drive Wealth Management, LLC | 16,011 | $966.7K | 0.27% | +123+0.8% | AddedConverted for a 3-for-1 split |
| Fiduciary Family Office, LLC | 16,081 | $967.6K | 0.38% | −2,936−15.4% | ReducedConverted for a 3-for-1 split |
| McKinley Carter Wealth Services, Inc. | 16,126 | $970.3K | 0.06% | +193+1.2% | AddedConverted for a 3-for-1 split |
| Vestmark Advisory Solutions, Inc. | 16,144 | $971.4K | 0.04% | +4,672+40.7% | AddedConverted for a 3-for-1 split |
| Morris Retirement Advisors, LLC | 16,157 | $972.2K | 0.58% | +2,060+14.6% | AddedConverted for a 3-for-1 split |
| Dillon & Associates Inc | 16,254 | $975.0K | 0.15% | −1,050−6.1% | ReducedConverted for a 3-for-1 split |
| Laraway Financial Inc | 16,270 | $979.0K | 0.86% | −197−1.2% | ReducedConverted for a 3-for-1 split |
| AlphaStar Capital Management, LLC | 16,371 | $985.0K | 0.10% | +5,076+44.9% | AddedConverted for a 3-for-1 split |
| Steel Peak Wealth Management LLC | 16,325 | $985.6K | 0.05% | −21,040−56.3% | ReducedConverted for a 3-for-1 split |
| Alta Capital Management LLC | 16,500 | $992.8K | 0.06% | −13,500−45.0% | ReducedConverted for a 3-for-1 split |
| Summa Corp. | 16,537 | $995.1K | 0.54% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Harbert Fund Advisors, Inc. | 16,550 | $995.8K | 0.69% | −8,200−33.1% | ReducedConverted for a 3-for-1 split |
| Norden Group LLC | 16,578 | $997.5K | 0.20% | +2,052+14.1% | AddedConverted for a 3-for-1 split |
| Emprise Bank | 16,657 | $1.00M | 0.67% | +16,657 | New |