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 |
|---|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 5,268 | $317.0K | 0.17% | +27+0.5% | AddedConverted for a 3-for-1 split |
| Eagle Strategies LLC | 5,271 | $317.2K | 0.07% | +405+8.3% | AddedConverted for a 3-for-1 split |
| Verum Partners LLC | 5,282 | $317.8K | 0.11% | +176+3.4% | AddedConverted for a 3-for-1 split |
| Keener Financial Planning LLC | 5,274 | $318.0K | 0.22% | +249+5.0% | AddedConverted for a 3-for-1 split |
| Atlantic Trust, LLC | 5,286 | $318.0K | 0.08% | +129+2.5% | AddedConverted for a 3-for-1 split |
| RNC Capital Management LLC | 5,288 | $318.2K | 0.02% | +1,274+31.7% | AddedConverted for a 3-for-1 split |
| Cypress Asset Management Inc | 5,109 | $318.6K | 0.09% | −186−3.5% | ReducedConverted for a 3-for-1 split |
| Stordahl Capital Management, Inc. | 5,302 | $319.0K | 0.08% | −140−2.6% | ReducedConverted for a 3-for-1 split |
| Carmel Capital Partners, LLC | 5,304 | $319.1K | 0.13% | +126+2.4% | AddedConverted for a 3-for-1 split |
| MBA Advisors LLC | 5,305 | $319.2K | 0.17% | −533−9.1% | ReducedConverted for a 3-for-1 split |
| Prosperitas Financial LLC | 5,318 | $320.0K | 0.21% | −2,911−35.4% | ReducedConverted for a 3-for-1 split |
| Lodestone Wealth Management LLC | 5,324 | $320.4K | 0.17% | −31−0.6% | ReducedConverted for a 3-for-1 split |
| Significant Wealth Partners LLC | 5,375 | $323.4K | 0.21% | −6,835−56.0% | ReducedConverted for a 3-for-1 split |
| Poehling Capital Management, LLC | 5,383 | $323.9K | 0.09% | +148+2.8% | AddedConverted for a 3-for-1 split |
| Wheelhouse Advisory Group LLC | 5,383 | $323.9K | 0.25% | +115+2.2% | AddedConverted for a 3-for-1 split |
| Versant Capital Management, Inc | 5,387 | $324.2K | 0.09% | +311+6.1% | AddedConverted for a 3-for-1 split |
| Sawyer & Company, Inc | 5,391 | $324.4K | 0.13% | +915+20.4% | AddedConverted for a 3-for-1 split |
| Evolution Wealth Advisors, LLC | 5,400 | $324.9K | 0.06% | +5,400 | New |
| Family Investment Center, Inc. | 5,403 | $325.1K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Drake & Associates, LLC | 5,403 | $325.1K | 0.12% | −273−4.8% | ReducedConverted for a 3-for-1 split |
| Ti-Trust, Inc | 5,415 | $325.8K | 0.24% | +5,415 | New |
| Bank Hapoalim BM | 5,424 | $326.0K | 0.04% | −1,305−19.4% | ReducedConverted for a 3-for-1 split |
| Mirabaud & Cie SA | 5,430 | $326.7K | 0.12% | −23,100−81.0% | ReducedConverted for a 3-for-1 split |
| Family Asset Management, LLC | 5,432 | $326.8K | 0.20% | +53+1.0% | AddedConverted for a 3-for-1 split |
| Amplius Wealth Advisors, LLC | 5,466 | $328.9K | 0.04% | −180−3.2% | ReducedConverted for a 3-for-1 split |
| Convergence Financial, LLC | 5,467 | $328.9K | 0.14% | −422−7.2% | ReducedConverted for a 3-for-1 split |
| Kennedy Investment Group | 5,477 | $329.5K | 0.18% | +1,580+40.5% | AddedConverted for a 3-for-1 split |
| Financial Engines Advisors L.L.C. | 5,465 | $329.8K | 0.00% | −3,148−36.5% | ReducedConverted for a 3-for-1 split |
| Goepper Burkhardt LLC | 5,454 | $329.9K | 0.15% | +762+16.2% | AddedConverted for a 3-for-1 split |
| Peak Asset Management, LLC | 5,490 | $330.3K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Pacific Capital Wealth Advisors, Inc | 5,495 | $330.6K | 0.08% | +647+13.3% | AddedConverted for a 3-for-1 split |
| Pegasus Partners Ltd. | 5,502 | $331.1K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Redwood Financial Network Corp | 5,504 | $331.2K | 0.29% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Dogwood Wealth Management LLC | 5,524 | $332.4K | 0.22% | +874+18.8% | AddedConverted for a 3-for-1 split |
| Migdal Insurance & Financial Holdings Ltd. | 5,542 | $333.0K | 0.01% | +409+8.0% | AddedConverted for a 3-for-1 split |
| Crown Wealth Group, LLC | 5,557 | $334.3K | 0.17% | +328+6.3% | AddedConverted for a 3-for-1 split |
| Zions Bancorporation, N.A. | 5,574 | $335.4K | 0.02% | +564+11.3% | AddedConverted for a 3-for-1 split |
| Semanteon Capital Management, LP | 5,609 | $337.5K | 0.22% | +5,609 | New |
| Deerfield Management Company, L.P. (Series C) | 5,637 | $339.2K | 0.01% | +5,637 | New |
| Commons Capital, LLC | 5,643 | $339.6K | 0.49% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Capital Advisors Wealth Management, LLC | 5,648 | $339.8K | 0.07% | +482+9.3% | AddedConverted for a 3-for-1 split |
| Ellevest, Inc. | 5,653 | $340.2K | 0.02% | +577+11.4% | AddedConverted for a 3-for-1 split |
| MPS Loria Financial Planners, LLC | 5,670 | $341.2K | 0.11% | −1,428−20.1% | ReducedConverted for a 3-for-1 split |
| Sequent Planning LLC | 5,673 | $341.3K | 0.12% | +5,673 | New |
| Western Pacific Wealth Management, LP | 5,676 | $341.5K | 0.25% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Opal Wealth Advisors, LLC | 5,684 | $342.0K | 0.12% | −88−1.5% | ReducedConverted for a 3-for-1 split |
| Outlook Wealth Advisors, LLC | 5,688 | $342.2K | 0.11% | −138−2.4% | ReducedConverted for a 3-for-1 split |
| Kellett Schaffner Wealth Advisors LLC | 5,692 | $342.5K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| ISAM Funds (UK) Ltd | 5,695 | $342.7K | 0.20% | −23,351−80.4% | ReducedConverted for a 3-for-1 split |
| Owen LaRue, LLC | 5,703 | $343.1K | 0.21% | −252−4.2% | ReducedConverted for a 3-for-1 split |
| Sage Rhino Capital LLC | 5,744 | $345.6K | 0.08% | −127−2.2% | ReducedConverted for a 3-for-1 split |
| Tealwood Asset Management Inc | 5,754 | $346.0K | 0.16% | 00.0% | UnchangedConverted for a 3-for-1 split |
| LifePlan Financial, LLC | 5,751 | $346.0K | 0.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Avaii Wealth Management, LLC | 5,755 | $346.3K | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Seaside Wealth Management, Inc. | 5,763 | $346.8K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CAP Partners, LLC | 5,766 | $346.9K | 0.31% | +168+3.0% | AddedConverted for a 3-for-1 split |
| Lauterbach Financial Advisors, LLC | 5,776 | $347.5K | 0.23% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Balboa Wealth Partners | 5,778 | $347.7K | 0.11% | +141+2.5% | AddedConverted for a 3-for-1 split |
| Objective Capital Management, LLC | 5,790 | $348.4K | 0.24% | +75+1.3% | AddedConverted for a 3-for-1 split |
| Mayflower Financial Advisors, LLC | 5,797 | $348.8K | 0.06% | +157+2.8% | AddedConverted for a 3-for-1 split |
| Tillman Hartley LLC | 5,798 | $348.9K | 0.12% | +77+1.3% | AddedConverted for a 3-for-1 split |
| Lyell Wealth Management, LP | 5,807 | $349.4K | 0.04% | +1,121+23.9% | AddedConverted for a 3-for-1 split |
| Sentinel Trust Co Lba | 5,811 | $350.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Guyasuta Investment Advisors Inc | 2,222 | $350.3K | 0.03% | −4,444−66.7% | ReducedConverted for a 3-for-1 split |
| West Paces Advisors Inc. | 5,841 | $351.5K | 0.09% | +168+3.0% | AddedConverted for a 3-for-1 split |
| McDaniel Terry & Co | 5,847 | $352.0K | 0.03% | +621+11.9% | AddedConverted for a 3-for-1 split |
| Armstrong Henry H Associates Inc | 5,852 | $352.1K | 0.03% | +110+1.9% | AddedConverted for a 3-for-1 split |
| Insight Folios Inc | 5,858 | $352.5K | 0.14% | −478−7.5% | ReducedConverted for a 3-for-1 split |
| HBC Financial Services, PLLC | 6,000 | $353.0K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fort, L.P. | 5,880 | $353.8K | 0.89% | −618−9.5% | ReducedConverted for a 3-for-1 split |
| ForthRight Wealth Management, LLC | 5,887 | $354.2K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ionic Capital Management LLC | 5,891 | $354.5K | 0.22% | +5,891 | New |
| Pinnacle Family Advisors, LLC | 5,895 | $354.7K | 0.19% | +780+15.2% | AddedConverted for a 3-for-1 split |
| Hobart Private Capital, LLC | 5,901 | $355.1K | 0.11% | −174−2.9% | ReducedConverted for a 3-for-1 split |
| Bank of Nova Scotia Trust Co | 5,910 | $355.6K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fidelity D & D Bancorp Inc | 5,913 | $355.8K | 0.27% | −219−3.6% | ReducedConverted for a 3-for-1 split |
| Nelson Capital Management, LLC | 5,922 | $356.3K | 0.07% | +378+6.8% | AddedConverted for a 3-for-1 split |
| M3 Advisory Group, LLC | 5,925 | $356.5K | 0.32% | +624+11.8% | AddedConverted for a 3-for-1 split |
| Hamilton Capital, LLC | 5,955 | $358.3K | 0.03% | −858−12.6% | ReducedConverted for a 3-for-1 split |
| Phillips Wealth Planners LLC | 5,991 | $358.5K | 0.41% | +426+7.7% | AddedConverted for a 3-for-1 split |
| Claris Advisors, LLC | 5,963 | $358.8K | 0.18% | +143+2.5% | AddedConverted for a 3-for-1 split |
| Peregrine Asset Advisers, Inc. | 5,970 | $359.2K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Family Wealth Group, LLC | 5,973 | $359.4K | 0.39% | +57+1.0% | AddedConverted for a 3-for-1 split |
| Invenio Wealth Partners LLC | 5,988 | $360.3K | 0.19% | +5,988 | New |
| NCM Capital Management, LLC | 5,992 | $360.5K | 0.20% | +601+11.1% | AddedConverted for a 3-for-1 split |
| Evergreen Wealth Management, LLC | 6,000 | $361.0K | 0.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Prosperity Wealth Management, Inc. | 6,000 | $361.0K | 0.17% | +474+8.6% | AddedConverted for a 3-for-1 split |
| Schmidt P J Investment Management Inc | 6,016 | $362.0K | 0.07% | +349+6.2% | AddedConverted for a 3-for-1 split |
| Connectus Wealth, LLC | 6,018 | $362.1K | 0.01% | −45,684−88.4% | ReducedConverted for a 3-for-1 split |
| M. Kraus & Co | 6,018 | $362.1K | 0.11% | +30+0.5% | AddedConverted for a 3-for-1 split |
| CKW Financial Group | 6,057 | $363.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| GM Advisory Group, Inc. | 6,033 | $363.0K | 0.03% | +141+2.4% | AddedConverted for a 3-for-1 split |
| Oakwell Private Wealth Management, LLC | 6,039 | $363.3K | 0.11% | −387−6.0% | ReducedConverted for a 3-for-1 split |
| Rollins Financial Advisors, LLC | 6,041 | $363.5K | 0.07% | −352−5.5% | ReducedConverted for a 3-for-1 split |
| Epic Trust Investment Advisors, LLC | 6,052 | $364.1K | 0.45% | +1,411+30.4% | AddedConverted for a 3-for-1 split |
| Beacon Financial Advisory LLC | 6,052 | $364.2K | 0.18% | −65−1.1% | ReducedConverted for a 3-for-1 split |
| Magnolia Capital Management Ltd | 6,060 | $365.0K | 0.31% | 00.0% | UnchangedConverted for a 3-for-1 split |
| JNBA Financial Advisors | 6,070 | $365.2K | 0.04% | −125−2.0% | ReducedConverted for a 3-for-1 split |
| Echo45 Advisors LLC | 6,075 | $365.5K | 0.26% | −66−1.1% | ReducedConverted for a 3-for-1 split |
| Pallas Capital Advisors LLC | 6,080 | $365.8K | 0.02% | −70−1.1% | ReducedConverted for a 3-for-1 split |