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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; 4,426 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
3,212
+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
1,105 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: 3,212 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,426 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 20264,426$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$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
Campion Asset Management LLC3,415$205.5K0.16%+3,415New
Threadgill Financial, LLC3,418$205.7K0.09%+3,418New
White Knight Strategic Wealth Advisors, LLC3,438$206.9K0.21%−1,200−25.9%ReducedConverted for a 3-for-1 split
Meixler Investment Management, Ltd.3,442$207.1K0.16%−530−13.3%ReducedConverted for a 3-for-1 split
Tyler-Stone Wealth Management3,446$207.4K0.09%−82−2.3%ReducedConverted for a 3-for-1 split
CBIZ Investment Advisory Services, LLC3,443$207.8K0.01%+3,443New
Marion Wealth Management3,467$208.6K0.06%+3,467New
Laidlaw Wealth Management LLC3,468$208.7K0.12%−7,581−68.6%ReducedConverted for a 3-for-1 split
Hofer & Associates. Inc3,470$208.8K0.18%+3,470New
Evolution Advisers, Inc.3,469$209.0K0.12%00.0%UnchangedConverted for a 3-for-1 split
Landaas & Co3,474$209.0K0.07%+3,474New
Villere St Denis J & Co LLC3,482$209.5K0.02%+3,482New
Twin Lakes Capital Management, LLC3,498$210.5K0.14%00.0%UnchangedConverted for a 3-for-1 split
Taylor Hoffman Wealth Management3,498$210.5K0.09%+3,498New
IFG Advisors, LLC3,500$210.6K0.05%+3,500New
Lantern Wealth Advisors, LLC3,506$211.0K0.15%−1,795−33.9%ReducedConverted for a 3-for-1 split
Triad Wealth Partners, LLC3,510$211.2K0.16%+3,510New
Cornell Pochily Investment Advisors, Inc.3,511$211.2K0.08%+3,511New
Twin Focus Capital Partners, LLC3,523$212.0K0.04%+3,523New
Lansing Street Advisors3,532$212.5K0.10%+3,532New
Coulter & Justus Financial Services, LLC3,537$212.8K0.05%−546−13.4%ReducedConverted for a 3-for-1 split
Noesis Capital Mangement Corp3,537$212.8K0.05%+3,537New
Sterneck Capital Management, LLC3,540$213.0K0.13%−12,075−77.3%ReducedConverted for a 3-for-1 split
Gratus Wealth Advisors, LLC3,600$213.3K0.04%+3,600New
Staley Capital Advisers Inc3,567$214.6K0.01%+3,567New
WealthBridge Capital Management, LLC3,573$215.0K0.07%+3,573New
TL Private Wealth3,606$215.6K0.11%+3,606New
Avenir Corp3,588$215.9K0.02%+3,588New
Barlow Wealth Partners, Inc.3,599$216.4K0.03%+3,599New
Flaharty Asset Management, LLC3,601$216.7K0.03%−449−11.1%ReducedConverted for a 3-for-1 split
Dynamic Wealth Strategies, LLC3,603$217.0K0.19%−60−1.6%ReducedConverted for a 3-for-1 split
Palisades Hudson Asset Management, L.P.3,593$217.0K0.10%+3,593New
Great Waters Wealth Management3,622$218.0K0.04%+3,622New
Investment Advisory Group, LLC3,633$218.6K0.09%+3,633New
Royal Harbor Partners, LLC3,639$219.0K0.10%+3,639New
Guardian Wealth Advisors, LLC3,644$219.2K0.14%+3,644New
East Coast Asset Management, LLC.3,644$219.3K0.08%+3,644New
Talbot Financial, LLC3,647$219.4K0.03%+3,647New
Capital Wealth Alliance, LLC3,655$219.9K0.13%+3,655New
Darden Wealth Group Inc3,655$219.9K0.17%+3,655New
Carl P. Sherr & Co., LLC3,655$219.9K0.12%+3,655New
Kendall Capital Management3,660$220.2K0.08%+3,660New
Vista Investment Management3,661$220.3K0.09%+3,661New
Chesley Taft & Associates LLC3,663$220.4K0.01%+3,663New
Omnia Family Wealth, LLC3,654$220.6K0.10%+3,654New
Monterey Private Wealth, Inc.3,671$220.9K0.09%+3,671New
Eagle Capital Management, LLC3,687$222.0K0.10%+3,687New
Kolinsky Wealth Management, LLC3,692$222.2K0.17%+3,692New
Concord Investment Counsel Inc.3,696$222.4K0.08%+3,696New
Johnson & White Wealth Management, LLC3,709$223.0K0.16%+3,709New
Correct Capital Wealth Management3,708$223.1K0.05%−108−2.8%ReducedConverted for a 3-for-1 split
Landmark Wealth Management, Inc.3,711$223.3K2.30%+3,711New
Demars Financial Group, LLC3,716$223.6K0.11%−3,292−47.0%ReducedConverted for a 3-for-1 split
Gries Financial LLC3,716$223.6K0.04%+3,716New
IMZ Advisory Inc3,728$224.3K0.12%00.0%UnchangedConverted for a 3-for-1 split
Trail Ridge Investment Advisors, LLC3,735$224.7K0.13%+3,735New
Avion Wealth3,735$225.0K0.06%+693+22.8%AddedConverted for a 3-for-1 split
Capital Advisors, Ltd. LLC3,751$226.0K0.03%+205+5.8%AddedConverted for a 3-for-1 split
Whelan Financial3,756$226.0K0.10%+3,756New
Pointe Capital Management LLC3,762$226.4K0.14%+3,762New
GSG Advisors LLC3,813$226.6K0.08%−30−0.8%ReducedConverted for a 3-for-1 split
Juncture Wealth Strategies, LLC3,771$226.9K0.10%+3,771New
Aletheian Wealth Advisors LLC3,773$227.0K0.12%+3,773New
Glass Wealth Management Co LLC3,783$227.6K0.14%+3,783New
Portfolio Design Labs, LLC3,789$228.0K0.08%−25,593−87.1%ReducedConverted for a 3-for-1 split
Tamar Securities, LLC3,790$228.0K0.04%+3,790New
Palumbo Wealth Management LLC3,794$228.3K0.10%−40−1.0%ReducedConverted for a 3-for-1 split
LGL Partners, LLC3,819$229.8K0.04%−240−5.9%ReducedConverted for a 3-for-1 split
Consilio Wealth Advisors, LLC3,820$229.8K0.11%+3,820New
Goldstone Financial Group, LLC3,827$230.3K0.05%−88−2.2%ReducedConverted for a 3-for-1 split
Searcy Financial Services Inc3,832$230.6K0.12%00.0%UnchangedConverted for a 3-for-1 split
New England Professional Planning Group Inc.3,834$230.7K0.12%00.0%UnchangedConverted for a 3-for-1 split
Ables, Iannone, Moore & Associates, Inc.3,834$230.7K0.16%00.0%UnchangedConverted for a 3-for-1 split
Gateway Wealth Partners, LLC3,851$231.7K0.08%−748−16.3%ReducedConverted for a 3-for-1 split
Alaethes Wealth LLC3,847$232.3K0.10%−59−1.5%ReducedConverted for a 3-for-1 split
Private Capital Management LLC3,879$233.4K0.05%00.0%UnchangedConverted for a 3-for-1 split
Pine Harbor Wealth Management, LLC3,897$234.5K0.15%−1,446−27.1%ReducedConverted for a 3-for-1 split
Acima Private Wealth, LLC3,900$234.7K0.09%00.0%UnchangedConverted for a 3-for-1 split
Prepared Retirement Institute LLC3,903$234.8K0.18%00.0%UnchangedConverted for a 3-for-1 split
Westbourne Investment Advisors, Inc.3,904$235.0K0.09%+3,904New
Latitude Advisors, LLC3,912$235.4K0.15%−345−8.1%ReducedConverted for a 3-for-1 split
Marietta Investment Partners LLC3,915$235.6K0.05%00.0%UnchangedConverted for a 3-for-1 split
Baltimore-Washington Financial Advisors, Inc.3,918$235.8K0.01%+3,918New
Fermata Advisors, LLC3,920$235.8K0.05%−5,497−58.4%ReducedConverted for a 3-for-1 split
V-Square Quantitative Management LLC3,921$235.9K0.04%00.0%UnchangedConverted for a 3-for-1 split
Legacy Edge Advisors, LLC3,934$236.7K0.05%−15,869−80.1%ReducedConverted for a 3-for-1 split
Annapolis Financial Services, LLC3,942$237.2K0.08%−5,190−56.8%ReducedConverted for a 3-for-1 split
Family Firm, Inc.3,947$237.5K0.06%00.0%UnchangedConverted for a 3-for-1 split
Oceanside Advisors LLC3,960$238.3K0.20%−489−11.0%ReducedConverted for a 3-for-1 split
Alliance Wealth Advisors, LLC3,961$238.4K0.15%+3,961New
New Millennium Group LLC3,971$238.9K0.18%00.0%UnchangedConverted for a 3-for-1 split
Peninsula Wealth, LLC3,988$239.9K0.05%+3,988New
Oak Thistle LLC4,001$240.7K0.22%+4,001New
Pacitti Group Inc.4,003$240.9K0.13%00.0%UnchangedConverted for a 3-for-1 split
Towercrest Capital Management4,010$241.3K0.04%−25−0.6%ReducedConverted for a 3-for-1 split
Court Place Advisors, LLC4,016$241.6K0.08%00.0%UnchangedConverted for a 3-for-1 split
Capital Market Strategies LLC4,017$241.7K0.18%00.0%UnchangedConverted for a 3-for-1 split
HBW Advisory Services LLC1,533$242.0K0.05%−3,066−66.7%ReducedConverted for a 3-for-1 split
Tobias Financial Advisors, Inc.4,024$242.1K0.05%+4,024New
Watershed Private Wealth LLC4,026$242.2K0.11%+4,026New