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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
Pinnacle Wealth Planning Services, Inc.25,264$1.52M0.22%+160+0.6%AddedConverted for a 3-for-1 split
Grace & White Inc25,350$1.53M0.27%00.0%UnchangedConverted for a 3-for-1 split
Trust Co of the South25,353$1.53M0.35%−1,125−4.2%ReducedConverted for a 3-for-1 split
Meadow Creek Wealth Advisors LLC25,359$1.53M1.06%00.0%UnchangedConverted for a 3-for-1 split
Insight Wealth Strategies, LLC25,442$1.53M0.22%−1,222−4.6%ReducedConverted for a 3-for-1 split
Dynasty Wealth Management, LLC25,536$1.54M0.05%+25,536New
Kercheville Advisors, LLC25,565$1.54M0.73%+25,565New
Beaumont Asset Management, L.L.C.25,572$1.54M1.02%+597+2.4%AddedConverted for a 3-for-1 split
Sutton Place Investors LLC25,594$1.54M0.76%+1,849+7.8%AddedConverted for a 3-for-1 split
Arcadia Investment Management Corp25,768$1.55M0.27%+643+2.6%AddedConverted for a 3-for-1 split
Wellington Wealth Strategies, LLC.25,792$1.55M0.74%+25,792New
Boston Financial Mangement LLC25,847$1.56M0.05%−3,205−11.0%ReducedConverted for a 3-for-1 split
Avestar Capital, LLC26,011$1.57M0.18%+5,116+24.5%AddedConverted for a 3-for-1 split
IPG Investment Advisors LLC25,974$1.57M0.34%−375−1.4%ReducedConverted for a 3-for-1 split
Signal Advisors Wealth, LLC26,079$1.57M0.39%+12,543+92.7%AddedConverted for a 3-for-1 split
Argus Investors' Counsel, Inc.26,099$1.57M0.96%−3,736−12.5%ReducedConverted for a 3-for-1 split
Montecito Bank & Trust26,108$1.57M0.31%−682−2.5%ReducedConverted for a 3-for-1 split
Northwest Wealth Management, LLC26,127$1.57M0.43%+729+2.9%AddedConverted for a 3-for-1 split
Valley Brook Capital Group26,129$1.57M1.26%+2,681+11.4%AddedConverted for a 3-for-1 split
Fortitude Advisory Group L.L.C.26,170$1.57M0.89%−566−2.1%ReducedConverted for a 3-for-1 split
Wynn Capital, LLC26,171$1.57M1.22%+185+0.7%AddedConverted for a 3-for-1 split
Silver Oak Securities, Inc26,201$1.58M0.24%−232−0.9%ReducedConverted for a 3-for-1 split
Independence Bank of Kentucky26,233$1.58M0.47%+3,685+16.3%AddedConverted for a 3-for-1 split
Orser Capital Management, LLC26,253$1.58M1.55%−600−2.2%ReducedConverted for a 3-for-1 split
Chilton Capital Management LLC26,277$1.58M0.07%00.0%UnchangedConverted for a 3-for-1 split
Mengis Capital Management, Inc.26,436$1.59M0.25%+26,436New
Sage Mountain Advisors LLC26,495$1.59M0.17%+404+1.5%AddedConverted for a 3-for-1 split
LRI Investments, LLC26,507$1.59M0.40%+26,507New
Gilbert & Cook, Inc.26,552$1.60M0.22%00.0%UnchangedConverted for a 3-for-1 split
Mango Five Family, Inc.26,559$1.60M0.53%00.0%UnchangedConverted for a 3-for-1 split
Diamant Asset Management, Inc.26,571$1.60M1.11%00.0%UnchangedConverted for a 3-for-1 split
Gray Wealth Management Inc.26,622$1.60M0.72%−906−3.3%ReducedConverted for a 3-for-1 split
Archer Investment Corp26,644$1.60M0.48%+151+0.6%AddedConverted for a 3-for-1 split
Register Financial Advisors LLC26,665$1.60M0.83%00.0%UnchangedConverted for a 3-for-1 split
Linden Thomas Advisory Services, LLC26,727$1.61M0.26%+6,456+31.8%AddedConverted for a 3-for-1 split
Douglas Lane & Associates, LLC26,755$1.61M0.02%00.0%UnchangedConverted for a 3-for-1 split
Hoey Investments, Inc26,778$1.61M0.36%+3,921+17.2%AddedConverted for a 3-for-1 split
Home Federal Bank of Tennessee26,782$1.61M0.50%+835+3.2%AddedConverted for a 3-for-1 split
RKL Wealth Management LLC26,792$1.61M0.16%+1,607+6.4%AddedConverted for a 3-for-1 split
Advisory Alpha, LLC26,806$1.61M0.07%+232+0.9%AddedConverted for a 3-for-1 split
Van Hulzen Asset Management, LLC26,893$1.62M0.11%+5,299+24.5%AddedConverted for a 3-for-1 split
First Commonwealth Financial Corp26,906$1.62M0.43%00.0%UnchangedConverted for a 3-for-1 split
Bedel Financial Consulting, Inc.26,989$1.62M0.25%00.0%UnchangedConverted for a 3-for-1 split
Winthrop Advisory Group LLC26,900$1.62M0.23%00.0%UnchangedConverted for a 3-for-1 split
Heartland Bank & Trust Co27,005$1.62M0.94%+5,519+25.7%AddedConverted for a 3-for-1 split
Lake Street Financial LLC27,155$1.63M0.23%+1,433+5.6%AddedConverted for a 3-for-1 split
Coastal Bridge Advisors, LLC27,174$1.64M0.38%00.0%UnchangedConverted for a 3-for-1 split
West Family Investments, Inc.27,204$1.64M0.51%+213+0.8%AddedConverted for a 3-for-1 split
Pitcairn Co27,215$1.64M0.11%+1,346+5.2%AddedConverted for a 3-for-1 split
CVA Family Office, LLC27,241$1.64M0.29%00.0%UnchangedConverted for a 3-for-1 split
Souders Financial Advisors27,280$1.64M0.26%−1,340−4.7%ReducedConverted for a 3-for-1 split
Advisor OS, LLC27,282$1.64M0.19%+4,077+17.6%AddedConverted for a 3-for-1 split
Private Harbour Investment Management & Counsel, LLC27,304$1.64M1.77%−1,415−4.9%ReducedConverted for a 3-for-1 split
Financial Advocates Investment Management27,334$1.64M0.10%+7,102+35.1%AddedConverted for a 3-for-1 split
Cassaday & Co Wealth Management LLC27,396$1.65M0.05%+702+2.6%AddedConverted for a 3-for-1 split
First Financial Bank - Trust Division27,423$1.65M0.16%−5,433−16.5%ReducedConverted for a 3-for-1 split
Lifeworks Advisors, LLC27,503$1.65M0.46%−2,257−7.6%ReducedConverted for a 3-for-1 split
Hoylecohen, LLC27,558$1.66M0.13%+408+1.5%AddedConverted for a 3-for-1 split
Larson Financial Group LLC27,595$1.66M0.13%−314−1.1%ReducedConverted for a 3-for-1 split
Chicago Capital, LLC27,615$1.66M0.05%+1,203+4.6%AddedConverted for a 3-for-1 split
Carlton Hofferkamp & Jenks Wealth Management, LLC27,627$1.66M0.70%−855−3.0%ReducedConverted for a 3-for-1 split
WBH Advisory Inc27,732$1.67M0.17%−3,090−10.0%ReducedConverted for a 3-for-1 split
Resurgent Financial Advisors LLC27,859$1.68M0.89%+751+2.8%AddedConverted for a 3-for-1 split
Capital Advisory Group Advisory Services, LLC27,970$1.68M0.80%+808+3.0%AddedConverted for a 3-for-1 split
Monument Capital Management28,022$1.69M0.49%−40,048−58.8%ReducedConverted for a 3-for-1 split
Park National Corp28,062$1.69M0.07%+1,953+7.5%AddedConverted for a 3-for-1 split
First National Bank & Trust Co of Newtown28,101$1.69M0.34%−321−1.1%ReducedConverted for a 3-for-1 split
BOK Financial Private Wealth, Inc.28,007$1.69M0.13%−1,051−3.6%ReducedConverted for a 3-for-1 split
PFC Capital Group, Inc.28,114$1.69M0.91%−398−1.4%ReducedConverted for a 3-for-1 split
Patten Group, Inc.28,112$1.69M0.42%+215+0.8%AddedConverted for a 3-for-1 split
Machina Capital S.A.S.28,115$1.69M0.89%+28,115New
Samjo Management, LLC28,140$1.69M0.60%00.0%UnchangedConverted for a 3-for-1 split
Humankind Investments LLC28,149$1.69M0.45%−252−0.9%ReducedConverted for a 3-for-1 split
Prestige Wealth Management Group LLC28,091$1.70M0.37%+401+1.4%AddedConverted for a 3-for-1 split
CMG Global Holdings, LLC28,214$1.70M1.17%+380+1.4%AddedConverted for a 3-for-1 split
Summit Trail Advisors, LLC28,147$1.70M0.05%+5,176+22.5%AddedConverted for a 3-for-1 split
Navalign, LLC28,246$1.70M0.56%+340+1.2%AddedConverted for a 3-for-1 split
Marcum Wealth, LLC28,386$1.71M0.17%00.0%UnchangedConverted for a 3-for-1 split
PBMares Wealth Management LLC28,387$1.71M0.44%00.0%UnchangedConverted for a 3-for-1 split
Leo Wealth, LLC28,556$1.71M0.18%−45,169−61.3%ReducedConverted for a 3-for-1 split
Modern Wealth Management, LLC28,491$1.71M0.16%+1,704+6.4%AddedConverted for a 3-for-1 split
Cyrus J. Lawrence, LLC28,560$1.72M0.38%+28,560New
Jmac Enterprises LLC28,557$1.72M0.32%−486−1.7%ReducedConverted for a 3-for-1 split
Crestwood Advisors Group LLC28,675$1.73M0.04%−1,658−5.5%ReducedConverted for a 3-for-1 split
Capital Markets Trading UK LLP28,719$1.73M1.25%+28,719New
Wolverine Trading, LLC28,767$1.73M0.02%−173,448−85.8%ReducedConverted for a 3-for-1 split
CoreCap Advisors, LLC28,810$1.73M0.09%−14,525−33.5%ReducedConverted for a 3-for-1 split
Ballast, Inc.28,916$1.74M0.55%+3,005+11.6%AddedConverted for a 3-for-1 split
ZWJ Investment Counsel Inc28,967$1.74M0.08%+12,419+75.0%AddedConverted for a 3-for-1 split
McElhenny Sheffield Capital Management, LLC28,985$1.74M0.62%+10,001+52.7%AddedConverted for a 3-for-1 split
Fidelis Capital Partners, LLC29,058$1.75M0.27%−1,083−3.6%ReducedConverted for a 3-for-1 split
Ignite Planners, LLC29,218$1.75M0.49%−3,824−11.6%ReducedConverted for a 3-for-1 split
First PREMIER Bank29,157$1.75M0.46%−375−1.3%ReducedConverted for a 3-for-1 split
Bank of New Hampshire29,184$1.76M0.46%−618−2.1%ReducedConverted for a 3-for-1 split
Ausdal Financial Partners, Inc.29,187$1.76M0.20%−705−2.4%ReducedConverted for a 3-for-1 split
Vaughan David Investments LLC29,210$1.76M0.04%+536+1.9%AddedConverted for a 3-for-1 split
Joel Isaacson & Co., LLC29,232$1.76M0.10%+6,099+26.4%AddedConverted for a 3-for-1 split
Perpetual Ltd29,234$1.76M0.02%−7,162−19.7%ReducedConverted for a 3-for-1 split
Provenance Wealth Advisors, LLC29,257$1.76M0.25%+1,834+6.7%AddedConverted for a 3-for-1 split
Altman Advisors, Inc.29,412$1.76M0.86%+687+2.4%AddedConverted for a 3-for-1 split