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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 29,339 | $1.77M | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| RF&L Wealth Management, LLC | 29,400 | $1.77M | 1.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Peoples Bank | 29,529 | $1.78M | 1.39% | −975−3.2% | ReducedConverted for a 3-for-1 split |
| LCM Capital Management Inc | 29,549 | $1.78M | 1.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Accretive Wealth Partners, LLC | 29,740 | $1.78M | 0.79% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Whalerock Point Partners, LLC | 29,613 | $1.78M | 0.49% | +1,275+4.5% | AddedConverted for a 3-for-1 split |
| Jeppson Wealth Management, LLC | 29,679 | $1.79M | 0.69% | −420−1.4% | ReducedConverted for a 3-for-1 split |
| Wealth Alliance | 29,843 | $1.80M | 0.24% | +806+2.8% | AddedConverted for a 3-for-1 split |
| Portside Wealth Group, LLC | 29,856 | $1.80M | 0.33% | −5,262−15.0% | ReducedConverted for a 3-for-1 split |
| MRP Capital Investments, LLC | 29,910 | $1.80M | 1.81% | −396−1.3% | ReducedConverted for a 3-for-1 split |
| Accurate Wealth Management, LLC | 30,240 | $1.80M | 0.53% | +5,088+20.2% | AddedConverted for a 3-for-1 split |
| Money Concepts Capital Corp | 29,959 | $1.80M | 0.17% | +1,468+5.2% | AddedConverted for a 3-for-1 split |
| Meridian Wealth Advisors, LLC | 29,978 | $1.80M | 0.34% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Glaxis Capital Management, LLC | 30,000 | $1.81M | 3.37% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Spreng Capital Management, Inc. | 30,051 | $1.81M | 0.97% | −258−0.9% | ReducedConverted for a 3-for-1 split |
| J. Goldman & Co LP | 30,141 | $1.81M | 0.08% | +30,141 | New |
| WR Wealth Planners, LLC | 30,161 | $1.81M | 0.56% | +206+0.7% | AddedConverted for a 3-for-1 split |
| Y.D. More Investments Ltd | 30,170 | $1.82M | 0.32% | +16,850+126.5% | AddedConverted for a 3-for-1 split |
| Nikulski Financial, Inc. | 30,222 | $1.82M | 0.60% | +2,175+7.8% | AddedConverted for a 3-for-1 split |
| Highlander Capital Management, LLC | 30,250 | $1.82M | 0.62% | +250+0.8% | AddedConverted for a 3-for-1 split |
| Prosperity Consulting Group, LLC | 30,258 | $1.82M | 0.23% | +7,668+33.9% | AddedConverted for a 3-for-1 split |
| Lindbrook Capital, LLC | 30,277 | $1.82M | 0.17% | +1,738+6.1% | AddedConverted for a 3-for-1 split |
| Verdence Capital Advisors LLC | 30,290 | $1.82M | 0.17% | +560+1.9% | AddedConverted for a 3-for-1 split |
| FinTrust Capital Advisors, LLC | 30,292 | $1.82M | 0.35% | +598+2.0% | AddedConverted for a 3-for-1 split |
| Quantbot Technologies LP | 30,327 | $1.82M | 0.10% | −17,388−36.4% | ReducedConverted for a 3-for-1 split |
| Paradigm Asset Management Co LLC | 30,336 | $1.83M | 0.46% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vista Investment Partners LLC | 30,407 | $1.83M | 0.63% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Detalus Advisors, LLC | 30,407 | $1.83M | 0.65% | +227+0.8% | AddedConverted for a 3-for-1 split |
| Lake Street Advisors Group, LLC | 30,306 | $1.83M | 0.09% | +516+1.7% | AddedConverted for a 3-for-1 split |
| Compton Wealth Advisory Group, LLC | 30,414 | $1.83M | 0.50% | +1,098+3.7% | AddedConverted for a 3-for-1 split |
| L.M. Kohn & Company | 30,546 | $1.84M | 0.52% | +3,057+11.1% | AddedConverted for a 3-for-1 split |
| Painted Porch Advisors LLC | 30,549 | $1.84M | 1.12% | +777+2.6% | AddedConverted for a 3-for-1 split |
| McDonald Partners LLC | 30,658 | $1.84M | 0.51% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Pinnacle West Asset Management, Inc. | 30,915 | $1.86M | 1.48% | +420+1.4% | AddedConverted for a 3-for-1 split |
| RMR Capital Management, LLC | 30,990 | $1.86M | 1.86% | 00.0% | UnchangedConverted for a 3-for-1 split |
| MidWestOne Financial Group, Inc. | 31,012 | $1.87M | 0.34% | +928+3.1% | AddedConverted for a 3-for-1 split |
| Quad-Cities Investment Group, LLC | 31,012 | $1.87M | 1.09% | −980−3.1% | ReducedConverted for a 3-for-1 split |
| Retirement Guys Formula LLC | 31,048 | $1.87M | 0.91% | +21,667+231.0% | AddedConverted for a 3-for-1 split |
| SOL Capital Management CO | 31,215 | $1.88M | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Central Bank & Trust Co | 31,314 | $1.88M | 0.27% | +2,490+8.6% | AddedConverted for a 3-for-1 split |
| Manchester Capital Management LLC | 31,424 | $1.89M | 0.23% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Alaska Permanent Fund Corp | 31,457 | $1.89M | 0.03% | +4,409+16.3% | AddedConverted for a 3-for-1 split |
| MTM Investment Management, LLC | 31,477 | $1.89M | 0.78% | +193+0.6% | AddedConverted for a 3-for-1 split |
| Peterson Wealth Services | 31,567 | $1.90M | 0.69% | +2,128+7.2% | AddedConverted for a 3-for-1 split |
| Bailard, Inc. | 31,589 | $1.90M | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Godsey & Gibb Associates | 31,599 | $1.90M | 0.20% | +2,331+8.0% | AddedConverted for a 3-for-1 split |
| Highview Capital Management LLC | 31,624 | $1.90M | 0.86% | +1,396+4.6% | AddedConverted for a 3-for-1 split |
| Skopos Labs, Inc. | 31,779 | $1.91M | 0.82% | −612−1.9% | ReducedConverted for a 3-for-1 split |
| Argent Capital Management LLC | 31,725 | $1.91M | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31,767 | $1.91M | 0.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| 3Chopt Investment Partners, LLC | 31,692 | $1.91M | 0.79% | +663+2.1% | AddedConverted for a 3-for-1 split |
| Procyon Private Wealth Partners, LLC | 31,847 | $1.92M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Canopy Partners, LLC | 31,860 | $1.92M | 0.94% | +2,043+6.9% | AddedConverted for a 3-for-1 split |
| TruWealth Advisors, LLC | 31,866 | $1.92M | 0.13% | −174−0.5% | ReducedConverted for a 3-for-1 split |
| Jaffetilchin Investment Partners, LLC | 31,869 | $1.92M | 0.17% | 00.0% | UnchangedConverted for a 3-for-1 split |
| OMC Financial Services LTD | 31,961 | $1.92M | 0.98% | +31,961 | New |
| Optimum Investment Advisors | 31,971 | $1.92M | 0.88% | +453+1.4% | AddedConverted for a 3-for-1 split |
| GAMMA Investing LLC | 32,038 | $1.93M | 0.39% | +5,809+22.1% | AddedConverted for a 3-for-1 split |
| Proquility Private Wealth Partners, LLC | 32,047 | $1.93M | 0.66% | +916+2.9% | AddedConverted for a 3-for-1 split |
| Focus Financial Network, Inc. | 32,553 | $1.93M | 0.09% | +32,553 | New |
| Dudley Capital Management, LLC | 32,183 | $1.93M | 1.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Founders Financial Securities LLC | 32,135 | $1.93M | 0.20% | −1,738−5.1% | ReducedConverted for a 3-for-1 split |
| Verdad Advisers, LP | 32,216 | $1.94M | 2.11% | +32,216 | New |
| MSH Capital Advisors LLC | 32,231 | $1.94M | 0.68% | −16,501−33.9% | ReducedConverted for a 3-for-1 split |
| Formidable Asset Management, LLC | 32,265 | $1.94M | 0.32% | +25,317+364.4% | AddedConverted for a 3-for-1 split |
| Wellington Shields & Co., LLC | 32,284 | $1.94M | 0.65% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TD Capital Management LLC | 32,288 | $1.94M | 0.21% | +10,835+50.5% | AddedConverted for a 3-for-1 split |
| Quadrant Private Wealth Management, LLC | 32,244 | $1.95M | 0.49% | −8,511−20.9% | ReducedConverted for a 3-for-1 split |
| Smith Anglin Financial, LLC | 32,372 | $1.95M | 0.20% | +1,418+4.6% | AddedConverted for a 3-for-1 split |
| MGB Wealth Management, LLC | 32,352 | $1.95M | 0.79% | +450+1.4% | AddedConverted for a 3-for-1 split |
| Key Client Fiduciary Advisors, LLC | 32,405 | $1.95M | 1.03% | +1,343+4.3% | AddedConverted for a 3-for-1 split |
| Congress Park Capital LLC | 32,437 | $1.95M | 0.86% | −317−1.0% | ReducedConverted for a 3-for-1 split |
| Page Arthur B | 32,466 | $1.95M | 2.01% | −4,134−11.3% | ReducedConverted for a 3-for-1 split |
| St. Louis Financial Planners Asset Management, LLC | 32,938 | $1.96M | 1.76% | +235+0.7% | AddedConverted for a 3-for-1 split |
| Lombard Odier Asset Management (Switzerland) SA | 32,553 | $1.96M | 0.14% | +32,553 | New |
| RB Capital Management, LLC | 32,768 | $1.97M | 0.53% | +3,092+10.4% | AddedConverted for a 3-for-1 split |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,790 | $1.97M | 0.06% | +6,840+26.4% | AddedConverted for a 3-for-1 split |
| Folger Nolan Fleming Douglas Capital Management, Inc | 32,893 | $1.98M | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Spears Abacus Advisors LLC | 32,893 | $1.98M | 0.04% | +32,893 | New |
| Greatmark Investment Partners, Inc. | 32,895 | $1.98M | 0.28% | +564+1.7% | AddedConverted for a 3-for-1 split |
| Harbor Advisors LLC | 33,000 | $1.99M | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Aviance Capital Partners, LLC | 33,042 | $1.99M | 0.30% | +13,788+71.6% | AddedConverted for a 3-for-1 split |
| Atom Investors LP | 33,105 | $1.99M | 0.25% | +33,105 | New |
| Handelsinvest Investeringsforvaltning | 33,168 | $2.00M | 0.96% | −5,994−15.3% | ReducedConverted for a 3-for-1 split |
| Sterling Investment Counsel, LLC | 33,193 | $2.00M | 0.92% | +2,305+7.5% | AddedConverted for a 3-for-1 split |
| Global Trust Asset Management, LLC | 33,346 | $2.01M | 0.82% | −1,982−5.6% | ReducedConverted for a 3-for-1 split |
| Ifrah Financial Services, Inc. | 33,366 | $2.01M | 0.56% | +657+2.0% | AddedConverted for a 3-for-1 split |
| Armor Investment Advisors, LLC | 33,375 | $2.01M | 0.97% | +1,260+3.9% | AddedConverted for a 3-for-1 split |
| Summit X, LLC | 33,406 | $2.01M | 0.52% | +1,582+5.0% | AddedConverted for a 3-for-1 split |
| Powers Advisory Group, LLC | 33,451 | $2.01M | 1.15% | −2,495−6.9% | ReducedConverted for a 3-for-1 split |
| Trust Co of Oklahoma | 33,465 | $2.01M | 0.71% | −732−2.1% | ReducedConverted for a 3-for-1 split |
| Cherry Creek Investment Advisors, Inc. | 33,479 | $2.01M | 1.09% | +2,084+6.6% | AddedConverted for a 3-for-1 split |
| PFG Advisors | 33,548 | $2.02M | 0.15% | +6,677+24.8% | AddedConverted for a 3-for-1 split |
| X-Square Capital, LLC | 33,867 | $2.02M | 0.96% | −360−1.1% | ReducedConverted for a 3-for-1 split |
| RFP Financial Group LLC | 33,570 | $2.02M | 0.79% | −1,038−3.0% | ReducedConverted for a 3-for-1 split |
| Northern Financial Advisors Inc | 33,740 | $2.03M | 1.58% | +227+0.7% | AddedConverted for a 3-for-1 split |
| Secure Asset Management, LLC | 33,864 | $2.04M | 0.48% | +8,946+35.9% | AddedConverted for a 3-for-1 split |
| Legacy Bridge, LLC | 33,938 | $2.04M | 1.19% | +1,574+4.9% | AddedConverted for a 3-for-1 split |
| Ellsworth Advisors, LLC | 33,968 | $2.04M | 0.59% | +581+1.7% | AddedConverted for a 3-for-1 split |
| ROI Financial Advisors, LLC | 34,124 | $2.05M | 1.61% | 00.0% | UnchangedConverted for a 3-for-1 split |