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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
Jackson, Grant Investment Advisers, Inc.16,669$1.00M0.41%−344−2.0%ReducedConverted for a 3-for-1 split
Fukoku Mutual Life Insurance Co16,677$1.00M0.08%−13,500−44.7%ReducedConverted for a 3-for-1 split
Papp L Roy & Associates16,689$1.00M0.12%00.0%UnchangedConverted for a 3-for-1 split
Baker Avenue Asset Management, LP16,720$1.01M0.04%−2,039−10.9%ReducedConverted for a 3-for-1 split
Great Lakes Retirement, Inc.16,770$1.01M0.15%+846+5.3%AddedConverted for a 3-for-1 split
Biltmore Family Office, LLC16,733$1.01M0.20%00.0%UnchangedConverted for a 3-for-1 split
Peoples Financial Services Corp.16,802$1.01M0.44%−1,600−8.7%ReducedConverted for a 3-for-1 split
Gordian Capital Singapore Pte Ltd16,803$1.01M0.75%00.0%UnchangedConverted for a 3-for-1 split
Fernwood Investment Management, LLC11,310$1.01M0.29%−18,273−61.8%ReducedConverted for a 3-for-1 split
Diversify Advisory Services, LLC16,886$1.01M0.06%+16,886New
Regent Peak Wealth Advisors LLC16,841$1.01M0.26%+461+2.8%AddedConverted for a 3-for-1 split
Hartford Financial Management Inc.16,929$1.02M0.22%00.0%UnchangedConverted for a 3-for-1 split
Personal Cfo Solutions, LLC16,960$1.02M0.16%−2,513−12.9%ReducedConverted for a 3-for-1 split
Atlas Capital Advisors LLC16,977$1.02M0.16%00.0%UnchangedConverted for a 3-for-1 split
Cliftonlarsonallen Wealth Advisors, LLC17,003$1.02M0.02%+17,003New
Willis Johnson & Associates, Inc.17,003$1.02M0.09%−751−4.2%ReducedConverted for a 3-for-1 split
Columbus Macro, LLC17,014$1.02M0.39%−692−3.9%ReducedConverted for a 3-for-1 split
Colonial River Wealth Management, LLC17,040$1.03M0.58%−3,276−16.1%ReducedConverted for a 3-for-1 split
Sunburst Financial Group, LLC17,114$1.03M0.29%−1,615−8.6%ReducedConverted for a 3-for-1 split
MainStreet Investment Advisors LLC17,122$1.03M0.12%−39,839−69.9%ReducedConverted for a 3-for-1 split
Cim Investment Mangement Inc17,133$1.03M0.31%00.0%UnchangedConverted for a 3-for-1 split
Strait & Sound Wealth Management LLC17,157$1.03M0.58%−441−2.5%ReducedConverted for a 3-for-1 split
Red Wave Investments LLC17,149$1.03M0.39%−116−0.7%ReducedConverted for a 3-for-1 split
Evernest Financial Advisors, LLC17,365$1.03M0.49%−20,447−54.1%ReducedConverted for a 3-for-1 split
Mount Yale Investment Advisors, LLC17,206$1.04M0.08%+1,780+11.5%AddedConverted for a 3-for-1 split
Aspiriant, LLC17,207$1.04M0.04%+1,796+11.7%AddedConverted for a 3-for-1 split
Arthur M. Cohen & Associates, LLC17,213$1.04M0.22%−1,270−6.9%ReducedConverted for a 3-for-1 split
Fort Point Capital Partners LLC17,247$1.04M0.14%00.0%UnchangedConverted for a 3-for-1 split
Blueshift Asset Management, LLC17,304$1.04M0.54%+17,304New
Evoke Wealth, LLC17,266$1.04M0.03%+17,266New
Savoie Capital LLC17,334$1.04M0.15%+17,334New
Byrne Asset Management LLC17,350$1.04M0.72%––
FCG Investment Co17,423$1.05M0.84%+4,883+38.9%AddedConverted for a 3-for-1 split
Chapin Davis, Inc.17,450$1.05M0.38%+1,184+7.3%AddedConverted for a 3-for-1 split
D'Orazio & Associates, Inc.17,465$1.05M0.17%+1,202+7.4%AddedConverted for a 3-for-1 split
Patriot Investment Management Inc.17,496$1.05M0.08%−684−3.8%ReducedConverted for a 3-for-1 split
MCF Advisors LLC17,470$1.05M0.08%−719−4.0%ReducedConverted for a 3-for-1 split
Proffitt & Goodson Inc17,532$1.05M0.19%−1,353−7.2%ReducedConverted for a 3-for-1 split
Cyndeo Wealth Partners, LLC17,541$1.06M0.09%+183+1.1%AddedConverted for a 3-for-1 split
Wetzel Investment Advisors, Inc.17,811$1.06M0.62%00.0%UnchangedConverted for a 3-for-1 split
Jarislowsky, Fraser Ltd17,543$1.06M0.01%−7,645−30.4%ReducedConverted for a 3-for-1 split
Donaldson Capital Management, LLC17,568$1.06M0.04%−372−2.1%ReducedConverted for a 3-for-1 split
DRW Securities, LLC17,587$1.06M0.06%−1,241−6.6%ReducedConverted for a 3-for-1 split
Private Wealth Partners, LLC17,592$1.06M0.08%+960+5.8%AddedConverted for a 3-for-1 split
Resolute Wealth Strategies, LLC17,653$1.06M0.64%+184+1.1%AddedConverted for a 3-for-1 split
Solidarilty Wealth, LLC17,617$1.06M0.33%−41,477−70.2%ReducedConverted for a 3-for-1 split
Lineweaver Wealth Advisors, LLC17,723$1.07M0.25%−451−2.5%ReducedConverted for a 3-for-1 split
Allied Investment Advisors, LLC17,766$1.07M0.26%−3,705−17.3%ReducedConverted for a 3-for-1 split
MWA Asset Management17,769$1.07M0.77%+729+4.3%AddedConverted for a 3-for-1 split
Wealthspan Partners, LLC17,790$1.07M0.63%+423+2.4%AddedConverted for a 3-for-1 split
Merriman Wealth Management, LLC17,734$1.07M0.05%+712+4.2%AddedConverted for a 3-for-1 split
Austin Private Wealth, LLC18,023$1.07M0.12%+512+2.9%AddedConverted for a 3-for-1 split
Pin Oak Investment Advisors Inc17,837$1.07M1.03%−661−3.6%ReducedConverted for a 3-for-1 split
Coastal Investment Advisors, Inc.17,860$1.07M0.22%+403+2.3%AddedConverted for a 3-for-1 split
Zimmermann Investment Management & Planning LLC17,868$1.08M0.39%+684+4.0%AddedConverted for a 3-for-1 split
Southeast Asset Advisors Inc.17,937$1.08M0.13%00.0%UnchangedConverted for a 3-for-1 split
MB, Levis & Associates, LLC17,955$1.08M0.58%+243+1.4%AddedConverted for a 3-for-1 split
Magnus Financial Group LLC17,958$1.08M0.13%+1,683+10.3%AddedConverted for a 3-for-1 split
Mairs & Power Inc17,999$1.08M0.01%−2,650−12.8%ReducedConverted for a 3-for-1 split
Icon Wealth Advisors, LLC18,022$1.08M0.10%+649+3.7%AddedConverted for a 3-for-1 split
Benin Management CORP18,027$1.08M0.34%00.0%UnchangedConverted for a 3-for-1 split
Romano Brothers and Company18,060$1.09M0.15%00.0%UnchangedConverted for a 3-for-1 split
Financial Advisory Group18,068$1.09M0.19%00.0%UnchangedConverted for a 3-for-1 split
Aldebaran Financial Inc.18,078$1.09M1.62%−996−5.2%ReducedConverted for a 3-for-1 split
HighVista Strategies LLC18,100$1.09M0.39%+18,100New
Valley National Advisers Inc18,207$1.09M0.17%+180+1.0%AddedConverted for a 3-for-1 split
Everpar Advisors LLC18,218$1.10M0.67%00.0%UnchangedConverted for a 3-for-1 split
Hartline Investment Corp18,262$1.10M0.19%−184,304−91.0%ReducedConverted for a 3-for-1 split
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors18,262$1.10M0.19%−878−4.6%ReducedConverted for a 3-for-1 split
Helen Stephens Group, LLC18,293$1.10M0.43%00.0%UnchangedConverted for a 3-for-1 split
KMG Fiduciary Partners, LLC18,327$1.10M0.11%+1,374+8.1%AddedConverted for a 3-for-1 split
My Legacy Advisors, LLC18,349$1.10M0.37%−275−1.5%ReducedConverted for a 3-for-1 split
TCI Wealth Advisors, Inc.18,352$1.10M0.11%+673+3.8%AddedConverted for a 3-for-1 split
Viawealth, LLC18,363$1.10M0.69%+243+1.3%AddedConverted for a 3-for-1 split
Beaton Management Co. Inc.18,357$1.10M0.60%00.0%UnchangedConverted for a 3-for-1 split
W.H. Cornerstone Investments Inc.18,404$1.11M0.80%−853−4.4%ReducedConverted for a 3-for-1 split
St. Louis Trust Co18,411$1.11M0.17%+3,411+22.7%AddedConverted for a 3-for-1 split
Grove Bank & Trust18,429$1.11M0.19%−258−1.4%ReducedConverted for a 3-for-1 split
Woodward Diversified Capital, LLC18,456$1.11M0.69%+1,422+8.3%AddedConverted for a 3-for-1 split
Highland Capital Management, LLC18,465$1.11M0.06%00.0%UnchangedConverted for a 3-for-1 split
McGlone Suttner Wealth Management, Inc.18,480$1.11M0.21%+267+1.5%AddedConverted for a 3-for-1 split
Transatlantique Private Wealth LLC18,517$1.11M0.49%+1,972+11.9%AddedConverted for a 3-for-1 split
Wealth Management Associates, Inc.16,487$1.12M0.52%−1,123−6.4%ReducedConverted for a 3-for-1 split
SRN Advisors, LLC18,628$1.12M0.87%+2,311+14.2%AddedConverted for a 3-for-1 split
Empirical Asset Management, LLC24,661$1.12M0.54%+17,266+233.5%AddedConverted for a 3-for-1 split
Annex Advisory Services, LLC18,667$1.12M0.04%+1,306+7.5%AddedConverted for a 3-for-1 split
MBL Wealth, LLC18,671$1.12M0.13%−1,384−6.9%ReducedConverted for a 3-for-1 split
Principle Wealth Partners LLC18,687$1.12M0.09%+132+0.7%AddedConverted for a 3-for-1 split
PDS Planning, Inc18,722$1.13M0.12%+1,547+9.0%AddedConverted for a 3-for-1 split
ICA Group Wealth Management, LLC18,737$1.13M0.23%−163−0.9%ReducedConverted for a 3-for-1 split
Atlanta Consulting Group Advisors, LLC18,834$1.13M0.39%+18,834New
ASB Consultores, LLC18,835$1.13M0.29%+4,489+31.3%AddedConverted for a 3-for-1 split
Eudaimonia Advisors LLC18,839$1.13M0.60%+323+1.7%AddedConverted for a 3-for-1 split
Vivid Wealth Management, LLC18,848$1.13M0.71%−622−3.2%ReducedConverted for a 3-for-1 split
PFW Advisors LLC18,860$1.13M0.35%+476+2.6%AddedConverted for a 3-for-1 split
Costello Asset Management, INC18,876$1.14M0.81%−345−1.8%ReducedConverted for a 3-for-1 split
Traynor Capital Management, Inc.18,878$1.14M0.11%+7,490+65.8%AddedConverted for a 3-for-1 split
Oxbow Advisors, LLC18,916$1.14M0.16%+808+4.5%AddedConverted for a 3-for-1 split
Tevis Investment Management18,918$1.14M0.97%−213−1.1%ReducedConverted for a 3-for-1 split
Buffington Mohr McNeal18,918$1.14M0.21%−618−3.2%ReducedConverted for a 3-for-1 split