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 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 4,617 | $277.1K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| PCA Investment Advisory Services Inc. | 4,627 | $278.4K | 0.16% | +403+9.5% | AddedConverted for a 3-for-1 split |
| International Private Wealth Advisors LLC | 4,634 | $278.8K | 0.54% | −64−1.4% | ReducedConverted for a 3-for-1 split |
| Mirador Capital Partners LP | 4,634 | $278.8K | 0.05% | +80+1.8% | AddedConverted for a 3-for-1 split |
| Broderick Brian C | 4,650 | $279.8K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vance Wealth, Inc. | 4,650 | $279.8K | 0.11% | +552+13.5% | AddedConverted for a 3-for-1 split |
| McIlrath & Eck, LLC | 4,650 | $279.8K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| A. D. Beadell Investment Counsel, Inc. | 4,660 | $280.0K | 0.24% | −500−9.7% | ReducedConverted for a 3-for-1 split |
| Clayton Financial Group LLC | 4,657 | $280.2K | 0.13% | +4,657 | New |
| Round Rock Advisors, LLC | 4,659 | $280.3K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hillsdale Investment Management Inc. | 4,666 | $280.8K | 0.02% | −620−11.7% | ReducedConverted for a 3-for-1 split |
| Mid-American Wealth Advisory Group, Inc. | 4,668 | $280.9K | 0.19% | +4,668 | New |
| Willow Creek Wealth Management Inc. | 4,671 | $281.1K | 0.03% | −33−0.7% | ReducedConverted for a 3-for-1 split |
| Warren Street Wealth Advisors, LLC | 4,676 | $281.4K | 0.14% | +302+6.9% | AddedConverted for a 3-for-1 split |
| Firestone Capital Management | 4,686 | $282.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Atlas Wealth LLC | 4,689 | $282.1K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tradewinds Capital Management, LLC | 4,697 | $282.6K | 0.08% | +3,020+180.1% | AddedConverted for a 3-for-1 split |
| Philip James Wealth Mangement, LLC | 4,698 | $282.7K | 0.20% | −444−8.6% | ReducedConverted for a 3-for-1 split |
| Acorns Advisers, LLC | 4,703 | $283.0K | 0.00% | +4,703 | New |
| Schoolcraft Capital LLC | 4,704 | $283.0K | 0.07% | −315−6.3% | ReducedConverted for a 3-for-1 split |
| Southland Equity Partners LLC | 4,706 | $283.2K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| waypoint wealth counsel | 4,715 | $283.7K | 0.22% | +74+1.6% | AddedConverted for a 3-for-1 split |
| Marks Group Wealth Management, Inc | 4,716 | $283.8K | 0.03% | −129−2.7% | ReducedConverted for a 3-for-1 split |
| Riverview Trust Co | 4,716 | $283.8K | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Oliver Lagore Vanvalin Investment Group | 4,719 | $283.9K | 0.09% | −33−0.7% | ReducedConverted for a 3-for-1 split |
| Richard P Slaughter Associates Inc | 4,722 | $284.1K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fulton Breakefield Broenniman LLC | 4,723 | $284.2K | 0.02% | −836−15.0% | ReducedConverted for a 3-for-1 split |
| Pine Haven Investment Counsel, Inc | 4,725 | $284.3K | 0.25% | −150−3.1% | ReducedConverted for a 3-for-1 split |
| Clean Yield Group | 4,725 | $284.3K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wealth Group Ltd | 4,704 | $284.5K | 0.09% | −756−13.8% | ReducedConverted for a 3-for-1 split |
| Financial Perspectives, Inc | 4,734 | $284.9K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Calton & Associates, Inc. | 4,737 | $285.0K | 0.14% | −7,593−61.6% | ReducedConverted for a 3-for-1 split |
| Gateway Advisory, LLC | 4,455 | $285.3K | 0.05% | −279−5.9% | ReducedConverted for a 3-for-1 split |
| Renaissance Investment Group LLC | 4,749 | $285.7K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cambridge Financial Group, LLC | 4,753 | $286.0K | 0.14% | −575−10.8% | ReducedConverted for a 3-for-1 split |
| Charles Schwab Investment Advisory, Inc. | 4,754 | $286.0K | 0.00% | +875+22.6% | AddedConverted for a 3-for-1 split |
| Collective Family Office LLC | 4,758 | $286.3K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Trust Investment Solutions L.P. | 4,761 | $286.5K | 0.05% | −636−11.8% | ReducedConverted for a 3-for-1 split |
| Schulz Wealth, LTD. | 4,761 | $286.5K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Montis Financial, LLC | 4,767 | $286.8K | 0.14% | −531−10.0% | ReducedConverted for a 3-for-1 split |
| ETF Store, Inc. | 4,767 | $286.8K | 0.16% | −54−1.1% | ReducedConverted for a 3-for-1 split |
| Univest Financial Corp | 4,772 | $287.1K | 0.08% | −1,357−22.1% | ReducedConverted for a 3-for-1 split |
| KLCM Advisors, Inc. | 4,784 | $287.8K | 0.04% | +290+6.5% | AddedConverted for a 3-for-1 split |
| Worth Asset Management, LLC | 4,786 | $288.0K | 0.18% | +4,786 | New |
| Burns J W & Co Inc | 4,791 | $288.3K | 0.04% | −465−8.8% | ReducedConverted for a 3-for-1 split |
| Brogan Financial, Inc. | 4,794 | $288.5K | 0.19% | +4,794 | New |
| Clarkston Capital Partners, LLC | 4,795 | $288.5K | 0.01% | +601+14.3% | AddedConverted for a 3-for-1 split |
| Sierra Summit Advisors LLC | 4,800 | $288.8K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hoxton Planning & Management, LLC | 4,801 | $288.9K | 0.14% | +202+4.4% | AddedConverted for a 3-for-1 split |
| Financial Management Professionals, Inc. | 4,807 | $289.0K | 0.04% | −227−4.5% | ReducedConverted for a 3-for-1 split |
| Mokosak Advisory Group, LLC | 4,817 | $289.8K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Plante Moran Financial Advisors, LLC | 4,818 | $289.9K | 0.03% | −1,464−23.3% | ReducedConverted for a 3-for-1 split |
| Maryland Capital Advisors Inc. | 4,821 | $290.1K | 0.18% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bouchey Financial Group Ltd | 4,816 | $290.2K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Northeast Financial Consultants Inc | 4,830 | $290.6K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Matrix Asset Advisors Inc | 4,841 | $291.3K | 0.03% | −304−5.9% | ReducedConverted for a 3-for-1 split |
| Davidson Trust Co | 4,852 | $291.9K | 0.17% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Intelligent Financial Strategies | 4,845 | $292.5K | 0.18% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Gordian Advisors LLC | 4,868 | $292.9K | 0.27% | +458+10.4% | AddedConverted for a 3-for-1 split |
| LVM Capital Management Ltd | 4,866 | $293.0K | 0.03% | −13,134−73.0% | ReducedConverted for a 3-for-1 split |
| SFG Wealth Management, LLC. | 4,875 | $293.3K | 0.17% | −1,194−19.7% | ReducedConverted for a 3-for-1 split |
| Cassia Capital Partners, LLC | 4,879 | $293.6K | 0.20% | −152−3.0% | ReducedConverted for a 3-for-1 split |
| Terril Brothers, Inc. | 4,899 | $294.8K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Soltis Investment Advisors LLC | 4,906 | $295.2K | 0.03% | +4,906 | New |
| Enterprise Bank & Trust Co | 4,908 | $295.3K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Affinity Capital Advisors, LLC | 4,909 | $295.4K | 0.07% | +271+5.8% | AddedConverted for a 3-for-1 split |
| WorthPointe, LLC | 4,914 | $295.7K | 0.15% | −561−10.2% | ReducedConverted for a 3-for-1 split |
| Eclectic Associates Inc | 4,922 | $296.1K | 0.14% | +4,922 | New |
| Elevatus Welath Management | 4,935 | $296.9K | 0.12% | +132+2.7% | AddedConverted for a 3-for-1 split |
| Vista Wealth Management Group, LLC | 4,942 | $297.4K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Options Solutions, LLC | 4,949 | $297.8K | 0.17% | −12,094−71.0% | ReducedConverted for a 3-for-1 split |
| Vishria Bird Financial Group, LLC | 4,968 | $299.0K | 0.13% | +120+2.5% | AddedConverted for a 3-for-1 split |
| Dominguez Wealth Management Solutions, Inc. | 4,973 | $299.2K | 0.24% | +554+12.5% | AddedConverted for a 3-for-1 split |
| Horst & Graben Wealth Management LLC | 4,981 | $299.7K | 0.06% | +43+0.9% | AddedConverted for a 3-for-1 split |
| Unique Wealth, LLC | 4,996 | $300.6K | 0.08% | −179−3.5% | ReducedConverted for a 3-for-1 split |
| Intrepid Financial Planning Group LLC | 5,001 | $300.9K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| LaSalle St. Investment Advisors, LLC | 3,941 | $301.0K | 0.17% | +3,941 | New |
| German American Bancorp, Inc. | 5,025 | $302.4K | 0.04% | −468−8.5% | ReducedConverted for a 3-for-1 split |
| Schrum Private Wealth Management LLC | 5,026 | $302.4K | 0.27% | +5,026 | New |
| Anson Capital, Inc. | 5,060 | $304.5K | 0.44% | +5,060 | New |
| Hiley Hunt Wealth Management | 5,076 | $305.4K | 0.20% | +396+8.5% | AddedConverted for a 3-for-1 split |
| Boyd Watterson Asset Management LLC | 5,121 | $308.1K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Birchcreek Wealth Management, LLC | 5,121 | $308.2K | 0.16% | −195−3.7% | ReducedConverted for a 3-for-1 split |
| Berkeley Capital Partners, LLC | 5,144 | $309.5K | 0.09% | +122+2.4% | AddedConverted for a 3-for-1 split |
| Planned Solutions, Inc. | 5,148 | $309.8K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Seeds Investor LLC | 5,155 | $310.2K | 0.29% | +5,155 | New |
| Financial Strategies Group, Inc. | 5,190 | $310.3K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Green Harvest Asset Management LLC | 5,166 | $310.8K | 0.01% | +696+15.6% | AddedConverted for a 3-for-1 split |
| Bright Financial Advisors, Inc. | 5,268 | $311.9K | 0.25% | +5,268 | New |
| Ballew Advisors, Inc | 5,146 | $312.0K | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hanlon Investment Management, Inc. | 5,216 | $313.8K | 0.10% | −202−3.7% | ReducedConverted for a 3-for-1 split |
| Centurion Wealth Management LLC | 5,230 | $314.7K | 0.12% | +31+0.6% | AddedConverted for a 3-for-1 split |
| Lockerman Financial Group, Inc. | 5,235 | $315.0K | 0.60% | −72−1.4% | ReducedConverted for a 3-for-1 split |
| Hazlett, Burt & Watson, Inc. | 5,223 | $315.0K | 0.19% | +96+1.9% | AddedConverted for a 3-for-1 split |
| Sentinus, LLC | 5,238 | $315.1K | 0.11% | +5,238 | New |
| Mezzasalma Advisors, LLC | 5,241 | $315.4K | 0.15% | +312+6.3% | AddedConverted for a 3-for-1 split |
| Montz Harcus Wealth Management LLC | 5,243 | $315.5K | 0.21% | +62+1.2% | AddedConverted for a 3-for-1 split |
| Norway Savings Bank | 5,250 | $315.9K | 0.13% | −48−0.9% | ReducedConverted for a 3-for-1 split |
| Umpqua Bank | 5,251 | $316.0K | 0.13% | +5,251 | New |
| Affinity Investment Advisors, LLC | 5,265 | $316.8K | 0.23% | 00.0% | UnchangedConverted for a 3-for-1 split |