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 |
|---|---|---|---|---|---|
| Autumn Glory Partners, LLC | 22,242 | $1.34M | 0.65% | +7,164+47.5% | AddedConverted for a 3-for-1 split |
| Koa Wealth Management, LLC | 22,263 | $1.34M | 1.21% | −186−0.8% | ReducedConverted for a 3-for-1 split |
| RMR Wealth Builders | 22,284 | $1.34M | 0.16% | +5,151+30.1% | AddedConverted for a 3-for-1 split |
| Aspen Wealth Strategies, LLC | 22,320 | $1.34M | 0.93% | −333−1.5% | ReducedConverted for a 3-for-1 split |
| Quent Capital, LLC | 22,346 | $1.34M | 0.16% | +1,370+6.5% | AddedConverted for a 3-for-1 split |
| Birchbrook, Inc. | 22,348 | $1.34M | 0.80% | −1,799−7.5% | ReducedConverted for a 3-for-1 split |
| First Foundation Advisors | 22,363 | $1.35M | 0.05% | +1,447+6.9% | AddedConverted for a 3-for-1 split |
| Pure Financial Advisors, Inc. | 22,399 | $1.35M | 0.04% | +3,046+15.7% | AddedConverted for a 3-for-1 split |
| Eaton Financial Holdings Company, LLC | 22,421 | $1.35M | 0.70% | +920+4.3% | AddedConverted for a 3-for-1 split |
| High Net Worth Advisory Group LLC | 22,457 | $1.35M | 0.43% | +1,052+4.9% | AddedConverted for a 3-for-1 split |
| Barr E S & Co | 22,460 | $1.35M | 0.09% | +1,625+7.8% | AddedConverted for a 3-for-1 split |
| WMG Financial Advisors, LLC | 22,495 | $1.35M | 0.77% | +919+4.3% | AddedConverted for a 3-for-1 split |
| DT Investment Partners, LLC | 22,645 | $1.36M | 0.14% | −1,490−6.2% | ReducedConverted for a 3-for-1 split |
| Nebula Research & Development LLC | 22,659 | $1.36M | 0.29% | −7,848−25.7% | ReducedConverted for a 3-for-1 split |
| Investment Partners, Ltd. | 22,662 | $1.36M | 0.62% | −672−2.9% | ReducedConverted for a 3-for-1 split |
| IMC-Chicago, LLC | 22,765 | $1.37M | 0.05% | +22,765 | New |
| Next Capital Management LLC | 22,770 | $1.37M | 0.56% | +1,170+5.4% | AddedConverted for a 3-for-1 split |
| Financial Partners Group, Inc | 22,774 | $1.37M | 0.22% | +1,711+8.1% | AddedConverted for a 3-for-1 split |
| WNY Asset Management, LLC | 22,798 | $1.37M | 0.21% | −437−1.9% | ReducedConverted for a 3-for-1 split |
| Pictet & Cie (Europe) SA | 22,800 | $1.37M | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tradition Wealth Management, LLC | 22,801 | $1.37M | 0.14% | −263−1.1% | ReducedConverted for a 3-for-1 split |
| Park Place Capital Corp | 22,809 | $1.37M | 0.49% | +3,153+16.0% | AddedConverted for a 3-for-1 split |
| Williams Jones Wealth Management, LLC. | 22,815 | $1.37M | 0.02% | +606+2.7% | AddedConverted for a 3-for-1 split |
| Main Street Financial Solutions, LLC | 22,882 | $1.38M | 0.15% | −11,066−32.6% | ReducedConverted for a 3-for-1 split |
| KC Investment Advisors, LLC | 22,907 | $1.38M | 0.72% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tempus Wealth Planning, LLC | 22,933 | $1.38M | 0.61% | +316+1.4% | AddedConverted for a 3-for-1 split |
| First Community Trust NA | 22,962 | $1.38M | 1.30% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Disciplined Investments, LLC | 23,005 | $1.38M | 0.76% | +184+0.8% | AddedConverted for a 3-for-1 split |
| Boothbay Fund Management, LLC | 23,014 | $1.38M | 0.04% | +13,345+138.0% | AddedConverted for a 3-for-1 split |
| BKM Wealth Management, LLC | 23,015 | $1.38M | 0.60% | −811−3.4% | ReducedConverted for a 3-for-1 split |
| Trustco Bank Corp N Y | 23,028 | $1.39M | 1.44% | −1,638−6.6% | ReducedConverted for a 3-for-1 split |
| Lokken Investment Group LLC | 23,136 | $1.39M | 0.69% | +810+3.6% | AddedConverted for a 3-for-1 split |
| Elgethun Capital Management | 22,945 | $1.39M | 0.35% | +2,938+14.7% | AddedConverted for a 3-for-1 split |
| River & Mercantile Asset Management LLP | 23,169 | $1.39M | 0.35% | −267−1.1% | ReducedConverted for a 3-for-1 split |
| Louisbourg Investments Inc. | 23,250 | $1.40M | 0.39% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Independent Solutions Wealth Management, LLC | 23,284 | $1.40M | 0.33% | −320−1.4% | ReducedConverted for a 3-for-1 split |
| Premier Path Wealth Partners, LLC | 23,411 | $1.40M | 0.26% | −1,045−4.3% | ReducedConverted for a 3-for-1 split |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 23,385 | $1.41M | 0.22% | −66,948−74.1% | ReducedConverted for a 3-for-1 split |
| Mountain Pacific Investment Advisers Inc | 23,402 | $1.41M | 0.08% | −373−1.6% | ReducedConverted for a 3-for-1 split |
| Everhart Financial Group, Inc. | 23,410 | $1.41M | 0.41% | +2,602+12.5% | AddedConverted for a 3-for-1 split |
| United Asset Strategies, Inc. | 23,482 | $1.41M | 0.14% | +1,006+4.5% | AddedConverted for a 3-for-1 split |
| Point72 Hong Kong Ltd | 23,484 | $1.41M | 0.07% | +23,484 | New |
| Burford Brothers, Inc. | 23,491 | $1.41M | 0.93% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Summit Financial Wealth Advisors, LLC | 23,536 | $1.42M | 0.29% | 00.0% | UnchangedConverted for a 3-for-1 split |
| American State Bank (Iowa) | 23,543 | $1.42M | 0.95% | −2,662−10.2% | ReducedConverted for a 3-for-1 split |
| Ontario Teachers Pension Plan Board | 23,596 | $1.42M | 0.01% | −33,320−58.5% | ReducedConverted for a 3-for-1 split |
| Deseret Mutual Benefit Administrators | 23,611 | $1.42M | 0.71% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 23,643 | $1.42M | 0.56% | +2,394+11.3% | AddedConverted for a 3-for-1 split |
| Wellington Shields Capital Management, LLC | 23,670 | $1.42M | 0.27% | +150+0.6% | AddedConverted for a 3-for-1 split |
| Massachusetts Wealth Management | 23,679 | $1.42M | 1.00% | +3,750+18.8% | AddedConverted for a 3-for-1 split |
| Sound Income Strategies, LLC | 23,720 | $1.43M | 0.11% | +3,830+19.3% | AddedConverted for a 3-for-1 split |
| RDA Financial Network | 23,724 | $1.43M | 0.49% | +1,011+4.5% | AddedConverted for a 3-for-1 split |
| Saxon Interests, Inc. | 23,731 | $1.43M | 0.68% | +2,662+12.6% | AddedConverted for a 3-for-1 split |
| Legacy Financial Advisors, Inc. | 23,803 | $1.43M | 0.26% | +685+3.0% | AddedConverted for a 3-for-1 split |
| Strategic Financial Concepts, LLC | 23,841 | $1.43M | 0.35% | +19,716+478.0% | AddedConverted for a 3-for-1 split |
| Focused Wealth Management, Inc | 23,884 | $1.44M | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Mosaic Family Wealth Partners, LLC | 23,900 | $1.44M | 0.24% | +188+0.8% | AddedConverted for a 3-for-1 split |
| Central Pacific Bank - Trust Division | 24,039 | $1.44M | 0.18% | +24,039 | New |
| Ahl Investment Management, Inc. | 24,000 | $1.44M | 1.11% | −645−2.6% | ReducedConverted for a 3-for-1 split |
| First Command Advisory Services, Inc. | 24,046 | $1.44M | 0.02% | −485−2.0% | ReducedConverted for a 3-for-1 split |
| Davies Financial Advisors, Inc. | 24,001 | $1.44M | 1.47% | +24,001 | New |
| Certified Advisory Corp | 24,012 | $1.44M | 0.20% | +1,665+7.5% | AddedConverted for a 3-for-1 split |
| Financial Insights, Inc. | 24,036 | $1.45M | 0.40% | −573−2.3% | ReducedConverted for a 3-for-1 split |
| Creekmur Asset Management LLC | 24,067 | $1.45M | 0.50% | +1,897+8.6% | AddedConverted for a 3-for-1 split |
| Boxwood Ventures, Inc. | 23,991 | $1.45M | 2.55% | +23,991 | New |
| Gsa Capital Partners LLP | 24,100 | $1.45M | 0.12% | +24,100 | New |
| TCM Advisors, LLC | – | $1.45M | 1.14% | – | – |
| Live Oak Private Wealth LLC | 24,162 | $1.45M | 0.25% | −1,335−5.2% | ReducedConverted for a 3-for-1 split |
| Trust Co of Toledo NA | 24,207 | $1.46M | 0.23% | −1,230−4.8% | ReducedConverted for a 3-for-1 split |
| Blue Chip Partners, Inc. | 24,261 | $1.46M | 0.14% | −6,921−22.2% | ReducedConverted for a 3-for-1 split |
| E Fund Management Co., Ltd. | 24,283 | $1.46M | 0.09% | +17,497+257.8% | AddedConverted for a 3-for-1 split |
| Aberdeen Wealth Management LLC | 24,330 | $1.46M | 0.85% | +2,103+9.5% | AddedConverted for a 3-for-1 split |
| Hollencrest Capital Management | 24,351 | $1.47M | 0.07% | +258+1.1% | AddedConverted for a 3-for-1 split |
| Logan Capital Management Inc | 24,422 | $1.47M | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Chesapeake Wealth Management | 24,446 | $1.47M | 0.54% | −1,003−3.9% | ReducedConverted for a 3-for-1 split |
| Kingfisher Capital LLC | 24,460 | $1.47M | 0.35% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Beacon Capital Management, LLC | 24,503 | $1.47M | 0.30% | +3,440+16.3% | AddedConverted for a 3-for-1 split |
| Connective Portfolio Management, LLC | 24,525 | $1.48M | 2.60% | +24,525 | New |
| Davis Capital Management | 24,612 | $1.48M | 1.32% | −795−3.1% | ReducedConverted for a 3-for-1 split |
| Cooper Financial Group | 24,554 | $1.48M | 0.24% | +2,120+9.4% | AddedConverted for a 3-for-1 split |
| Nwam LLC | 24,398 | $1.48M | 0.12% | +2,249+10.2% | AddedConverted for a 3-for-1 split |
| LVW Advisors, LLC | 24,596 | $1.48M | 0.25% | +7,022+40.0% | AddedConverted for a 3-for-1 split |
| Birmingham Capital Management Co Inc | 24,597 | $1.48M | 0.54% | −318−1.3% | ReducedConverted for a 3-for-1 split |
| Adirondack Trust Co | 24,606 | $1.48M | 0.62% | 00.0% | UnchangedConverted for a 3-for-1 split |
| XML Financial, LLC | 24,626 | $1.48M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sentry Investment Management LLC | 24,645 | $1.48M | 0.58% | +2,193+9.8% | AddedConverted for a 3-for-1 split |
| Old Port Advisors | 24,717 | $1.49M | 0.46% | −609−2.4% | ReducedConverted for a 3-for-1 split |
| Vigilare Wealth Management | 24,725 | $1.49M | 0.73% | −562−2.2% | ReducedConverted for a 3-for-1 split |
| Commonwealth Financial Services, LLC | 9,453 | $1.49M | 0.35% | −18,906−66.7% | ReducedConverted for a 3-for-1 split |
| WMS Partners, LLC | 24,784 | $1.49M | 0.10% | −596−2.3% | ReducedConverted for a 3-for-1 split |
| Hilltop National Bank | 24,885 | $1.50M | 0.51% | +24,885 | New |
| TBH Global Asset Management, LLC | 24,966 | $1.50M | 0.30% | +996+4.2% | AddedConverted for a 3-for-1 split |
| GPS Wealth Strategies Group, LLC | 24,970 | $1.50M | 0.24% | +718+3.0% | AddedConverted for a 3-for-1 split |
| Financial Partners Group, LLC | 24,976 | $1.50M | 0.58% | +2,002+8.7% | AddedConverted for a 3-for-1 split |
| DeDora Capital, Inc. | 24,979 | $1.50M | 0.48% | +1,858+8.0% | AddedConverted for a 3-for-1 split |
| Grandview Asset Management LLC | 25,020 | $1.50M | 0.68% | +423+1.7% | AddedConverted for a 3-for-1 split |
| TLWM | 25,016 | $1.51M | 0.33% | −466−1.8% | ReducedConverted for a 3-for-1 split |
| GoalVest Advisory LLC | 25,025 | $1.51M | 0.50% | +1,184+5.0% | AddedConverted for a 3-for-1 split |
| Keebeck Wealth Management, LLC | 25,159 | $1.52M | 0.22% | −299−1.2% | ReducedConverted for a 3-for-1 split |
| Intellectus Partners, LLC | 25,165 | $1.52M | 0.40% | −158−0.6% | ReducedConverted for a 3-for-1 split |