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 7 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Treasure Coast Financial Planning | 4,028 | $242.4K | 0.16% | +4,028 | New |
| Cherry Tree Wealth Management, LLC | 4,035 | $242.8K | 0.06% | +60+1.5% | AddedConverted for a 3-for-1 split |
| TAP Consulting, LLC | 4,050 | $243.7K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Apexium Financial, LP | 4,054 | $243.9K | 0.02% | −85,550−95.5% | ReducedConverted for a 3-for-1 split |
| CarsonAllaria Wealth Management, Ltd. | 4,055 | $244.0K | 0.15% | +1,088+36.7% | AddedConverted for a 3-for-1 split |
| BlueCrest Capital Management Ltd | 4,056 | $244.1K | 0.06% | −62,313−93.9% | ReducedConverted for a 3-for-1 split |
| Principal Street Partners, LLC | 4,040 | $244.3K | 0.05% | −145−3.5% | ReducedConverted for a 3-for-1 split |
| Morton Community Bank | 4,062 | $244.4K | 0.07% | −270−6.2% | ReducedConverted for a 3-for-1 split |
| L2 Asset Management, LLC | 4,069 | $244.8K | 0.08% | +4,069 | New |
| Intrepid Capital Management Inc | 4,086 | $245.9K | 0.16% | +1,467+56.0% | AddedConverted for a 3-for-1 split |
| Acorn Financial Advisory Services Inc | 4,095 | $246.4K | 0.05% | −5,526−57.4% | ReducedConverted for a 3-for-1 split |
| Reliant Investment Management, LLC | 4,101 | $246.8K | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Heartwood Wealth Advisors LLC | 4,104 | $246.9K | 0.03% | −498−10.8% | ReducedConverted for a 3-for-1 split |
| Seascape Capital Management | 4,104 | $247.0K | 0.09% | −372−8.3% | ReducedConverted for a 3-for-1 split |
| Moisand Fitzgerald Tamayo, LLC | 4,119 | $247.8K | 0.04% | −189−4.4% | ReducedConverted for a 3-for-1 split |
| Accel Wealth Management | 4,125 | $248.2K | 0.11% | +4,125 | New |
| SNS Financial Group, LLC | 4,112 | $248.3K | 0.03% | −58−1.4% | ReducedConverted for a 3-for-1 split |
| WSFS Capital Management, LLC | 4,128 | $248.4K | 0.01% | −72−1.7% | ReducedConverted for a 3-for-1 split |
| Facet Wealth, Inc. | 4,160 | $249.1K | 0.01% | −208−4.8% | ReducedConverted for a 3-for-1 split |
| Atlas Private Wealth Advisors | 4,148 | $249.6K | 0.08% | −4,129−49.9% | ReducedConverted for a 3-for-1 split |
| Arcus Capital Partners, LLC | 4,150 | $249.7K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lewis Asset Management, LLC | 4,157 | $250.1K | 0.21% | +206+5.2% | AddedConverted for a 3-for-1 split |
| Almanack Investment Partners, LLC. | 4,163 | $250.5K | 0.04% | +4,163 | New |
| Alpha Financial Partners, LLC | 4,165 | $250.6K | 0.23% | +4,165 | New |
| Dover Advisors, LLC | 4,167 | $250.7K | 0.17% | +4,167 | New |
| Campbell Wealth Management | 4,166 | $251.0K | 0.02% | +4,166 | New |
| One Day In July LLC | 4,182 | $251.6K | 0.03% | +4,182 | New |
| Parkside Advisors LLC | 4,178 | $252.3K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Apollon Financial, LLC | 4,194 | $252.3K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Connors Investor Services Inc | 4,200 | $252.7K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Armbruster Capital Management, Inc. | 4,200 | $252.7K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| XTX Topco Ltd | 4,201 | $252.8K | 0.03% | −33,320−88.8% | ReducedConverted for a 3-for-1 split |
| Cohen & Steers, Inc. | 4,209 | $253.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| WP Advisors, LLC | 4,208 | $253.2K | 0.08% | +317+8.1% | AddedConverted for a 3-for-1 split |
| Brave Asset Management Inc | 4,209 | $253.3K | 0.07% | +4,209 | New |
| Austin Wealth Management, LLC | 3,884 | $253.4K | 0.06% | +3,884 | New |
| Carolinas Wealth Consulting LLC | 4,238 | $255.0K | 0.05% | −46,015−91.6% | ReducedConverted for a 3-for-1 split |
| Financial Freedom, LLC | 4,242 | $255.3K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| WPWealth LLP | 4,244 | $255.3K | 0.07% | −586−12.1% | ReducedConverted for a 3-for-1 split |
| Rice Hall James & Associates, LLC | 4,248 | $255.6K | 0.01% | −150−3.4% | ReducedConverted for a 3-for-1 split |
| Ssi Investment Management LLC | 4,269 | $256.9K | 0.02% | −81−1.9% | ReducedConverted for a 3-for-1 split |
| Collaborative Wealth Managment Inc. | 4,273 | $257.1K | 0.13% | −119−2.7% | ReducedConverted for a 3-for-1 split |
| Wilkinson Global Asset Management LLC | 4,278 | $257.4K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Horizon Family Wealth, Inc. | 4,281 | $257.6K | 0.20% | +69+1.6% | AddedConverted for a 3-for-1 split |
| Nadler Financial Group, Inc. | 4,291 | $258.2K | 0.03% | +4,291 | New |
| SS&H Financial Advisors, Inc. | 4,308 | $259.0K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ategra Capital Management, LLC | 4,308 | $259.2K | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Crew Capital Management, Ltd. | 4,308 | $259.2K | 0.21% | +4,308 | New |
| Financial Management Network Inc | 4,357 | $259.3K | 0.07% | +4,357 | New |
| Horizon Wealth Management, LLC | 4,314 | $259.6K | 0.07% | +4,314 | New |
| Financial Network Wealth Advisors LLC | 4,322 | $260.1K | 0.26% | −109−2.5% | ReducedConverted for a 3-for-1 split |
| Financial Sense Advisors, Inc. | 4,322 | $260.1K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| MGO Private Wealth, LLC | 4,343 | $261.3K | 0.16% | +413+10.5% | AddedConverted for a 3-for-1 split |
| Future Financial Wealth Managment LLC | 4,350 | $261.7K | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TriaGen Wealth Management LLC | 4,350 | $261.7K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sendero Wealth Management, LLC | 4,356 | $262.1K | 0.05% | +447+11.4% | AddedConverted for a 3-for-1 split |
| SRS Capital Advisors, Inc. | 4,358 | $262.2K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rise Advisors, LLC | 4,360 | $262.3K | 0.14% | +2,122+94.8% | AddedConverted for a 3-for-1 split |
| Consolidated Portfolio Review Corp | 4,374 | $263.2K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First National Bank Sioux Falls | 4,374 | $263.2K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Financial Advisors, LLC | 4,376 | $263.3K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Klingenstein Fields & Co LP | 4,377 | $263.4K | 0.01% | −105−2.3% | ReducedConverted for a 3-for-1 split |
| Walkner Condon Financial Advisors LLC | 4,387 | $264.0K | 0.06% | +4,387 | New |
| Emfo, LLC | 4,398 | $264.6K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wagner Wealth Management, LLC | 4,413 | $265.5K | 0.08% | +225+5.4% | AddedConverted for a 3-for-1 split |
| River Wealth Advisors LLC | 4,415 | $265.6K | 0.04% | −187−4.1% | ReducedConverted for a 3-for-1 split |
| Oxford Wealth Group, LLC | 4,417 | $265.8K | 0.24% | +4,417 | New |
| Conservest Capital Advisors, Inc. | 4,417 | $265.8K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Total Investment Management Inc | 4,421 | $266.0K | 0.03% | +539+13.9% | AddedConverted for a 3-for-1 split |
| Hemington Wealth Management | 4,414 | $266.0K | 0.10% | −245−5.3% | ReducedConverted for a 3-for-1 split |
| JBR Co Financial Management Inc | 4,422 | $266.1K | 0.21% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lion Street Advisors, LLC | 1,689 | $266.3K | 0.11% | −3,378−66.7% | ReducedConverted for a 3-for-1 split |
| V2 Financial group LLC | 4,431 | $266.6K | 0.18% | −705−13.7% | ReducedConverted for a 3-for-1 split |
| Capital Performance Advisors LLP | 4,436 | $266.9K | 0.10% | +374+9.2% | AddedConverted for a 3-for-1 split |
| Magellan Asset Management Ltd | 4,438 | $267.0K | 0.00% | −413−8.5% | ReducedConverted for a 3-for-1 split |
| Allegheny Financial Group LTD | 4,438 | $267.1K | 0.08% | +82+1.9% | AddedConverted for a 3-for-1 split |
| West Wealth Group, LLC | 4,440 | $267.2K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| F/M Investments LLC | 4,462 | $268.5K | 0.18% | +265+6.3% | AddedConverted for a 3-for-1 split |
| Beacon Investment Advisory Services, Inc. | 4,474 | $269.2K | 0.01% | −104−2.3% | ReducedConverted for a 3-for-1 split |
| Members Capital Advisors Inc | 4,476 | $269.3K | 0.76% | 00.0% | UnchangedConverted for a 3-for-1 split |
| SilverOak Wealth Management LLC | 4,482 | $269.7K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Liberty Wealth Management LLC | 4,485 | $270.0K | 0.05% | +4,485 | New |
| Green Square Capital Advisors LLC | 4,488 | $270.0K | 0.04% | +84+1.9% | AddedConverted for a 3-for-1 split |
| Aire Advisors, LLC | 4,486 | $270.1K | 0.06% | +262+6.2% | AddedConverted for a 3-for-1 split |
| Motive Wealth Advisors | 4,491 | $270.2K | 0.16% | +4,491 | New |
| Investment Partners Asset Management, Inc. | 4,494 | $270.4K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| C2C Wealth Management, LLC | 4,500 | $270.8K | 0.27% | −10,590−70.2% | ReducedConverted for a 3-for-1 split |
| Huber Capital Management LLC | 4,500 | $270.8K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Greenfield Seitz Capital Management, LLC | 4,500 | $270.8K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Key Financial Inc | 4,503 | $270.9K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tranquility Partners, LLC | 4,519 | $271.9K | 0.11% | +139+3.2% | AddedConverted for a 3-for-1 split |
| ELCO Management Co., LLC | 4,542 | $273.3K | 0.17% | +4,542 | New |
| Forza Wealth Management, LLC | 4,551 | $273.8K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Dechtman Wealth Management, LLC | 4,560 | $274.4K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Aurora Private Wealth, Inc. | 4,575 | $275.0K | 0.24% | +4,575 | New |
| Abel Hall, LLC | 4,577 | $275.4K | 0.21% | +149+3.4% | AddedConverted for a 3-for-1 split |
| Hohimer Wealth Management, LLC | 4,578 | $275.5K | 0.06% | +4,578 | New |
| Jupiter Wealth Management LLC | 4,575 | $275.9K | 0.15% | +2,550+125.9% | AddedConverted for a 3-for-1 split |
| Core Wealth Advisors, Inc. | 4,593 | $276.4K | 0.09% | +90+2.0% | AddedConverted for a 3-for-1 split |
| Tennessee Valley Asset Management Partners | 4,603 | $277.0K | 0.07% | +1,309+39.7% | AddedConverted for a 3-for-1 split |