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 |
|---|---|---|---|---|---|
| First Dallas Securities Inc. | 18,923 | $1.14M | 0.52% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Security Financial Services, INC. | 19,020 | $1.14M | 0.26% | +456+2.5% | AddedConverted for a 3-for-1 split |
| Fiducient Advisors LLC | 19,026 | $1.14M | 0.23% | +3,561+23.0% | AddedConverted for a 3-for-1 split |
| RMB Capital Management, LLC | 19,068 | $1.15M | 0.03% | +5,292+38.4% | AddedConverted for a 3-for-1 split |
| Murphy Pohlad Asset Management LLC | 19,080 | $1.15M | 0.45% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Savvy Advisors, Inc. | 19,165 | $1.15M | 0.66% | +14,836+342.7% | AddedConverted for a 3-for-1 split |
| Strong Tower Advisory Services | 19,297 | $1.16M | 0.47% | +2,164+12.6% | AddedConverted for a 3-for-1 split |
| Keystone Financial Group | 19,261 | $1.16M | 0.17% | −2,570−11.8% | ReducedConverted for a 3-for-1 split |
| Fortem Financial Group, LLC | 19,266 | $1.16M | 0.51% | +744+4.0% | AddedConverted for a 3-for-1 split |
| Adamsbrown Wealth Consultants LLC | 19,291 | $1.16M | 0.47% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BayBridge Capital Group, LLC | 19,324 | $1.16M | 1.01% | +982+5.4% | AddedConverted for a 3-for-1 split |
| N.E.W. Advisory Services LLC | 19,351 | $1.16M | 0.13% | +607+3.2% | AddedConverted for a 3-for-1 split |
| Carmichael Hill & Associates, Inc. | 19,433 | $1.17M | 0.48% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Institute for Wealth Management, LLC. | 19,436 | $1.17M | 0.15% | +1,049+5.7% | AddedConverted for a 3-for-1 split |
| Transcendent Capital Group LLC | 19,449 | $1.17M | 0.68% | +7,923+68.7% | AddedConverted for a 3-for-1 split |
| Morningstar Investment Services LLC | 19,414 | $1.18M | 0.01% | +1,828+10.4% | AddedConverted for a 3-for-1 split |
| Foundation Resource Management Inc | 19,626 | $1.18M | 0.19% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Gryphon Financial Partners LLC | 19,636 | $1.18M | 0.20% | −257−1.3% | ReducedConverted for a 3-for-1 split |
| Shulman DeMeo Asset Management LLC | 19,642 | $1.18M | 0.31% | 00.0% | UnchangedConverted for a 3-for-1 split |
| MJP Associates Inc | 19,659 | $1.18M | 0.26% | +19,659 | New |
| Castle Rock Wealth Management, LLC | 20,130 | $1.18M | 0.32% | +1,338+7.1% | AddedConverted for a 3-for-1 split |
| Eagle Global Advisors LLC | 19,743 | $1.19M | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Towerpoint Wealth, LLC | 19,764 | $1.19M | 0.60% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Beese Fulmer Investment Management, Inc. | 19,771 | $1.19M | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Insight Advisors, LLC | 19,797 | $1.19M | 0.23% | −1,398−6.6% | ReducedConverted for a 3-for-1 split |
| Arkfeld Wealth Strategies, L.L.C. | 19,655 | $1.19M | 0.65% | +5,237+36.3% | AddedConverted for a 3-for-1 split |
| Centennial Bank | 19,803 | $1.19M | 0.61% | −540−2.7% | ReducedConverted for a 3-for-1 split |
| Bill Few Associates, Inc. | 19,822 | $1.19M | 0.48% | +2,404+13.8% | AddedConverted for a 3-for-1 split |
| Eqis Capital Management, Inc. | 19,841 | $1.19M | 0.10% | +929+4.9% | AddedConverted for a 3-for-1 split |
| Coastline Trust Co | 19,936 | $1.20M | 0.14% | +961+5.1% | AddedConverted for a 3-for-1 split |
| Castlekeep Investment Advisors LLC | 19,954 | $1.20M | 0.86% | −119−0.6% | ReducedConverted for a 3-for-1 split |
| Revisor Wealth Management LLC | 15,275 | $1.20M | 0.54% | +5,927+63.4% | AddedConverted for a 3-for-1 split |
| Wealth Quarterback LLC | 19,972 | $1.20M | 0.67% | +286+1.5% | AddedConverted for a 3-for-1 split |
| Linscomb & Williams, Inc. | 19,994 | $1.20M | 0.06% | −721−3.5% | ReducedConverted for a 3-for-1 split |
| IMS Capital Management | 20,046 | $1.21M | 0.56% | +462+2.4% | AddedConverted for a 3-for-1 split |
| Rice Partnership, LLC | 20,070 | $1.21M | 0.28% | +690+3.6% | AddedConverted for a 3-for-1 split |
| American National Bank & Trust Co | 20,076 | $1.21M | 0.29% | +20,076 | New |
| Neville Rodie & Shaw Inc | 20,148 | $1.21M | 0.09% | −117−0.6% | ReducedConverted for a 3-for-1 split |
| White Lighthouse Investment Management Inc. | 20,166 | $1.21M | 0.25% | −105−0.5% | ReducedConverted for a 3-for-1 split |
| Colton Groome Financial Advisors, LLC | 20,204 | $1.22M | 0.49% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Farmers National Bank | 20,352 | $1.22M | 0.37% | −672−3.2% | ReducedConverted for a 3-for-1 split |
| Triton Wealth Management, PLLC | 20,676 | $1.23M | 0.85% | +7,125+52.6% | AddedConverted for a 3-for-1 split |
| Lavaca Capital LLC | 20,421 | $1.23M | 0.75% | +5,328+35.3% | AddedConverted for a 3-for-1 split |
| AdvisorNet Financial, Inc | 20,503 | $1.23M | 0.12% | −4,403−17.7% | ReducedConverted for a 3-for-1 split |
| Syntegra Private Wealth Group, LLC | 20,530 | $1.24M | 0.16% | +1,609+8.5% | AddedConverted for a 3-for-1 split |
| Arlington Trust Co LLC | 20,544 | $1.24M | 0.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,560 | $1.24M | 0.53% | +1,447+7.6% | AddedConverted for a 3-for-1 split |
| Wilson & Boucher Capital Management, LLC | 20,569 | $1.24M | 0.98% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Archetype Wealth Partners | 20,579 | $1.24M | 0.21% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Legacy Capital Group California, Inc. | 20,580 | $1.24M | 0.46% | −384−1.8% | ReducedConverted for a 3-for-1 split |
| Lincoln Capital LLC | 20,598 | $1.24M | 0.28% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Guardian Asset Advisors, LLC | 20,599 | $1.24M | 1.03% | +3,271+18.9% | AddedConverted for a 3-for-1 split |
| Renasant Bank | 20,619 | $1.24M | 0.88% | −357−1.7% | ReducedConverted for a 3-for-1 split |
| Bank Ozk | 20,622 | $1.24M | 0.56% | −786−3.7% | ReducedConverted for a 3-for-1 split |
| Camden Capital, LLC | 19,741 | $1.24M | 0.11% | −3,719−15.9% | ReducedConverted for a 3-for-1 split |
| Hurlow Wealth Management Group, Inc. | 20,706 | $1.25M | 0.44% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BEAM Asset Management, LLC | 20,717 | $1.25M | 0.75% | −388−1.8% | ReducedConverted for a 3-for-1 split |
| Sky Investment Group LLC | 20,742 | $1.25M | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Old Mission Investment Co LLC | 20,772 | $1.25M | 0.42% | −648−3.0% | ReducedConverted for a 3-for-1 split |
| Farmers & Merchants Trust Co of Long Beach | 20,797 | $1.25M | 0.31% | −482−2.3% | ReducedConverted for a 3-for-1 split |
| Atlas Brown,Inc. | 20,834 | $1.25M | 0.46% | +266+1.3% | AddedConverted for a 3-for-1 split |
| KWB Wealth | 20,885 | $1.26M | 0.17% | −1,408−6.3% | ReducedConverted for a 3-for-1 split |
| General Partner, Inc. | 20,892 | $1.26M | 0.79% | +3,231+18.3% | AddedConverted for a 3-for-1 split |
| Asahi Life Asset Management Co., Ltd. | 20,919 | $1.26M | 0.75% | −37,560−64.2% | ReducedConverted for a 3-for-1 split |
| Liberty Capital Management, Inc. | 20,964 | $1.26M | 0.31% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kowal Investment Group, LLC | 21,076 | $1.27M | 0.27% | +2,419+13.0% | AddedConverted for a 3-for-1 split |
| Altfest L J & Co Inc | 21,091 | $1.27M | 0.18% | −1,211−5.4% | ReducedConverted for a 3-for-1 split |
| Vantage Financial Partners Ltd., Inc. | 21,105 | $1.27M | 0.33% | +300+1.4% | AddedConverted for a 3-for-1 split |
| HMS Capital Management, LLC | 21,131 | $1.27M | 0.70% | +21,131 | New |
| Sheets Smith Wealth Management | 21,133 | $1.27M | 0.14% | +439+2.1% | AddedConverted for a 3-for-1 split |
| Boston Family Office LLC | 21,148 | $1.27M | 0.09% | −149−0.7% | ReducedConverted for a 3-for-1 split |
| Strategic Wealth Partners, Ltd. | 21,154 | $1.27M | 0.14% | −19,817−48.4% | ReducedConverted for a 3-for-1 split |
| True North Advisors, LLC | 21,330 | $1.28M | 0.35% | −6,792−24.2% | ReducedConverted for a 3-for-1 split |
| Professional Financial Advisors, LLC | 21,418 | $1.29M | 0.37% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Enterprise Financial Services Corp | 21,468 | $1.29M | 0.78% | −501−2.3% | ReducedConverted for a 3-for-1 split |
| JJJ Advisors Inc. | 21,496 | $1.29M | 0.28% | +1,315+6.5% | AddedConverted for a 3-for-1 split |
| Charles Schwab Trust Co | 21,537 | $1.30M | 0.12% | −3,267−13.2% | ReducedConverted for a 3-for-1 split |
| Mission Creek Capital Partners, Inc. | 21,547 | $1.30M | 0.34% | +4,297+24.9% | AddedConverted for a 3-for-1 split |
| Brady Family Wealth, LLC | 21,581 | $1.30M | 0.42% | −1,813−7.7% | ReducedConverted for a 3-for-1 split |
| Headlands Technologies LLC | 21,598 | $1.30M | 0.31% | +21,598 | New |
| Inlet Private Wealth, LLC | 21,600 | $1.30M | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Retirement Planning Group | 21,668 | $1.30M | 0.10% | +1,199+5.9% | AddedConverted for a 3-for-1 split |
| ProVise Management Group, LLC | 21,683 | $1.30M | 0.11% | −1,432−6.2% | ReducedConverted for a 3-for-1 split |
| Exencial Wealth Advisors, LLC | 21,695 | $1.31M | 0.05% | −187−0.9% | ReducedConverted for a 3-for-1 split |
| Boomfish Wealth Group, LLC | 21,707 | $1.31M | 0.88% | +110+0.5% | AddedConverted for a 3-for-1 split |
| Missouri Trust & Investment Co | 21,731 | $1.31M | 0.50% | +320+1.5% | AddedConverted for a 3-for-1 split |
| Nicolet Bankshares Inc | 21,732 | $1.31M | 0.32% | +936+4.5% | AddedConverted for a 3-for-1 split |
| Prostatis Group LLC | 21,911 | $1.32M | 0.50% | +2,918+15.4% | AddedConverted for a 3-for-1 split |
| Blueprint Investment Partners LLC | 21,932 | $1.32M | 0.26% | +8,936+68.8% | AddedConverted for a 3-for-1 split |
| Callan Capital, LLC | 21,965 | $1.32M | 0.12% | +4,499+25.8% | AddedConverted for a 3-for-1 split |
| Abn Amro Investment Solutions | 21,994 | $1.32M | 0.02% | −599−2.7% | ReducedConverted for a 3-for-1 split |
| Smartleaf Asset Management LLC | 21,802 | $1.32M | 0.26% | +7,687+54.5% | AddedConverted for a 3-for-1 split |
| Boltwood Capital Management | 22,041 | $1.33M | 0.41% | −180−0.8% | ReducedConverted for a 3-for-1 split |
| Am Investment Strategies LLC | 22,076 | $1.33M | 0.34% | +314+1.4% | AddedConverted for a 3-for-1 split |
| Catalyst Financial Partners LLC | 22,326 | $1.33M | 0.34% | +2,133+10.6% | AddedConverted for a 3-for-1 split |
| KFG Wealth Management, LLC | 22,135 | $1.33M | 0.55% | +2,560+13.1% | AddedConverted for a 3-for-1 split |
| United Advisor Group, LLC | 22,153 | $1.33M | 0.50% | −7,670−25.7% | ReducedConverted for a 3-for-1 split |
| First Western Trust Bank | 22,194 | $1.34M | 0.06% | −801−3.5% | ReducedConverted for a 3-for-1 split |
| Capital Management Associates | 22,200 | $1.34M | 1.59% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Uncommon Cents Investing LLC | 22,231 | $1.34M | 0.41% | +265+1.2% | AddedConverted for a 3-for-1 split |