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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 2,413 | $366.1K | 0.26% | −459,821−99.5% | ReducedConverted for a 3-for-1 split |
| Pettinga Financial Advisors, LLC | 6,092 | $366.6K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Zega Financial, LLC | 6,096 | $366.8K | 0.16% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Gibson Capital, LLC | 6,105 | $367.3K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fortress Wealth Group, LLC | 6,078 | $367.4K | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Partners in Financial Planning | 6,108 | $367.5K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| NSI Retail Advisors, LLC | 6,139 | $369.0K | 0.06% | −1,700−21.7% | ReducedConverted for a 3-for-1 split |
| Summitry LLC | 6,138 | $369.3K | 0.02% | +384+6.7% | AddedConverted for a 3-for-1 split |
| Synergy Financial Management, LLC | 6,145 | $369.8K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Redwood Wealth Management Group, LLC | 6,146 | $369.8K | 0.39% | +122+2.0% | AddedConverted for a 3-for-1 split |
| Absolute Capital Management, LLC | 6,146 | $369.8K | 0.24% | +6,146 | New |
| Aua Capital Management, LLC | 6,150 | $370.0K | 0.21% | −168−2.7% | ReducedConverted for a 3-for-1 split |
| Maven Securities LTD | 6,152 | $370.2K | 0.02% | +6,152 | New |
| Planning Center, Inc. | 6,155 | $370.3K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Long Run Wealth Advisors, LLC | 6,161 | $370.7K | 0.10% | −151−2.4% | ReducedConverted for a 3-for-1 split |
| BCS Wealth Management | 6,179 | $372.0K | 0.12% | +644+11.6% | AddedConverted for a 3-for-1 split |
| Hummer Financial Advisory Services Inc | 6,165 | $372.2K | 0.31% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,207 | $373.5K | 0.26% | 00.0% | UnchangedConverted for a 3-for-1 split |
| MinichMacGregor Wealth Management, LLC | 6,157 | $374.7K | 0.10% | −32−0.5% | ReducedConverted for a 3-for-1 split |
| Exchange Capital Management, Inc. | 6,235 | $375.2K | 0.06% | +175+2.9% | AddedConverted for a 3-for-1 split |
| Evermay Wealth Management LLC | 6,228 | $375.8K | 0.06% | −33−0.5% | ReducedConverted for a 3-for-1 split |
| BlackDiamond Wealth Management Inc. | 6,275 | $377.6K | 0.27% | −139−2.2% | ReducedConverted for a 3-for-1 split |
| Sage Capital Management, LLC | 6,281 | $377.9K | 0.21% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Inspire Advisors, LLC | 6,291 | $378.6K | 0.05% | +138+2.2% | AddedConverted for a 3-for-1 split |
| Novak & Powell Financial Services, Inc. | 6,296 | $378.8K | 0.28% | +152+2.5% | AddedConverted for a 3-for-1 split |
| Atticus Wealth Management, LLC | 6,300 | $379.1K | 0.12% | −1,299−17.1% | ReducedConverted for a 3-for-1 split |
| Alera Investment Advisors, LLC | 6,302 | $379.2K | 0.05% | +293+4.9% | AddedConverted for a 3-for-1 split |
| Glass Jacobson Investment Advisors llc | 6,311 | $379.7K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cedrus LLC | 6,311 | $379.7K | 0.21% | −925−12.8% | ReducedConverted for a 3-for-1 split |
| USA Financial Portformulas Corp | 6,315 | $380.0K | 0.06% | −6,609−51.1% | ReducedConverted for a 3-for-1 split |
| Scientech Research LLC | 6,324 | $380.5K | 0.20% | +6,324 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 6,311 | $381.0K | 0.14% | +1,286+25.6% | AddedConverted for a 3-for-1 split |
| Granite Harbor Advisors, Inc. | 6,332 | $381.0K | 0.26% | +227+3.7% | AddedConverted for a 3-for-1 split |
| Levy Wealth Management Group, LLC | 2,423 | $382.0K | 0.11% | −4,846−66.7% | ReducedConverted for a 3-for-1 split |
| Baron Silver Stevens Financial Advisors, LLC | 6,363 | $382.9K | 0.07% | −1,236−16.3% | ReducedConverted for a 3-for-1 split |
| Strategic Investment Advisors | 6,366 | $383.0K | 0.05% | +2,433+61.9% | AddedConverted for a 3-for-1 split |
| Channel Wealth LLC | 6,372 | $383.4K | 0.15% | −42−0.7% | ReducedConverted for a 3-for-1 split |
| Gemmer Asset Management LLC | 6,373 | $383.5K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Centerpoint Advisors, LLC | 6,375 | $384.0K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stephens Consulting, LLC | 6,395 | $384.8K | 0.12% | −151−2.3% | ReducedConverted for a 3-for-1 split |
| Paulson Wealth Management Inc. | 6,411 | $385.8K | 0.11% | −192−2.9% | ReducedConverted for a 3-for-1 split |
| Coppell Advisory Solutions Corp. | 6,426 | $386.7K | 0.07% | +6,426 | New |
| Game Plan Financial Advisors, LLC | 6,439 | $387.4K | 0.20% | −3,116−32.6% | ReducedConverted for a 3-for-1 split |
| Brown Miller Wealth Management, LLC | 6,442 | $387.6K | 0.17% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stoneridge Investment Partners LLC | 6,444 | $388.0K | 0.15% | −42,195−86.8% | ReducedConverted for a 3-for-1 split |
| Bernardo Wealth Planning LLC | 6,454 | $388.4K | 0.11% | −74−1.1% | ReducedConverted for a 3-for-1 split |
| Phillips Financial Management, LLC | 6,459 | $388.6K | 0.03% | +105+1.7% | AddedConverted for a 3-for-1 split |
| Sunflower Bank, N.A. | 6,459 | $388.6K | 0.09% | +60+0.9% | AddedConverted for a 3-for-1 split |
| SYSTM Wealth Solutions LLC | 6,476 | $390.1K | 0.05% | −142−2.1% | ReducedConverted for a 3-for-1 split |
| FDx Advisors, Inc. | 6,491 | $391.0K | 0.06% | −11,692−64.3% | ReducedConverted for a 3-for-1 split |
| Michael S. Ryan, Inc. | 6,507 | $391.5K | 0.31% | −171−2.6% | ReducedConverted for a 3-for-1 split |
| Sovereign Financial Group, Inc. | 6,515 | $392.0K | 0.10% | +92+1.4% | AddedConverted for a 3-for-1 split |
| ERn Financial, LLC | 6,542 | $393.6K | 0.07% | −121−1.8% | ReducedConverted for a 3-for-1 split |
| Flynn Zito Capital Management, LLC | 6,544 | $393.7K | 0.20% | +1,636+33.3% | AddedConverted for a 3-for-1 split |
| Advance Capital Management, Inc. | 6,548 | $394.0K | 0.03% | −622−8.7% | ReducedConverted for a 3-for-1 split |
| InTrack Investment Management Inc | 6,557 | $394.5K | 0.29% | +1,706+35.2% | AddedConverted for a 3-for-1 split |
| Northside Capital Management, LLC | 6,558 | $394.6K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| American Institute for Advanced Investment Management, LLP | 6,560 | $394.7K | 0.31% | −235−3.5% | ReducedConverted for a 3-for-1 split |
| Lawson Kroeker Investment Management Inc | 6,561 | $394.8K | 0.07% | +60+0.9% | AddedConverted for a 3-for-1 split |
| Cannon Financial Strategists, Inc. | 6,570 | $395.3K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Concentric Wealth Management, LLC | 6,575 | $395.6K | 0.11% | −490−6.9% | ReducedConverted for a 3-for-1 split |
| Wellspring Financial Advisors, LLC | 6,576 | $395.7K | 0.06% | +1,926+41.4% | AddedConverted for a 3-for-1 split |
| Private Client Services, LLC | 6,588 | $396.4K | 0.27% | +282+4.5% | AddedConverted for a 3-for-1 split |
| Garden State Investment Advisory Services LLC | 6,597 | $396.7K | 0.15% | +2,151+48.4% | AddedConverted for a 3-for-1 split |
| Widmann Financial Services, Inc. | 6,602 | $397.3K | 0.33% | −1,198−15.4% | ReducedConverted for a 3-for-1 split |
| Allen Wealth Management, LLC | 6,616 | $398.1K | 0.35% | +850+14.7% | AddedConverted for a 3-for-1 split |
| Arcataur Capital Management LLC | 6,621 | $398.4K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Arbor Trust Wealth Advisors, LLC | 6,594 | $399.7K | 0.22% | +600+10.0% | AddedConverted for a 3-for-1 split |
| Wealth Architects, LLC | 6,663 | $400.9K | 0.05% | −795−10.7% | ReducedConverted for a 3-for-1 split |
| Kaydan Wealth Management, Inc. | 6,687 | $402.4K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kohmann Bosshard Financial Services, LLC | 6,687 | $402.4K | 0.06% | +873+15.0% | AddedConverted for a 3-for-1 split |
| Meridian Wealth Partners, LLC | 6,688 | $402.4K | 0.07% | +1,132+20.4% | AddedConverted for a 3-for-1 split |
| Apella Capital, LLC | 6,743 | $403.1K | 0.02% | −2,197−24.6% | ReducedConverted for a 3-for-1 split |
| M&R Capital Management Inc | 6,712 | $403.9K | 0.10% | −281−4.0% | ReducedConverted for a 3-for-1 split |
| Ballast Advisors LLC | 6,718 | $404.2K | 0.14% | +148+2.3% | AddedConverted for a 3-for-1 split |
| Harvest Fund Management Co., Ltd | 6,729 | $405.0K | 0.04% | +6,729 | New |
| LJI Wealth Management, LLC | 6,732 | $405.1K | 0.10% | +258+4.0% | AddedConverted for a 3-for-1 split |
| Private Capital Management, LLC | 6,733 | $405.1K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Van Strum & Towne Inc. | 6,741 | $405.6K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Raleigh Capital Management Inc. | 6,747 | $406.0K | 0.18% | −9,765−59.1% | ReducedConverted for a 3-for-1 split |
| Indie Asset Partners, LLC | 6,769 | $407.3K | 0.36% | +466+7.4% | AddedConverted for a 3-for-1 split |
| Onyx Bridge Wealth Group LLC | 6,770 | $407.3K | 0.07% | +1,217+21.9% | AddedConverted for a 3-for-1 split |
| Inspirion Wealth Advisors, LLC | 6,784 | $408.2K | 0.07% | −431−6.0% | ReducedConverted for a 3-for-1 split |
| Garrett Wealth Advisory Group, LLC | 6,820 | $410.4K | 0.17% | +88+1.3% | AddedConverted for a 3-for-1 split |
| Fortis Group Advisors, LLC | 6,826 | $410.7K | 0.08% | +667+10.8% | AddedConverted for a 3-for-1 split |
| 49 Wealth Management, LLC | 6,852 | $411.1K | 0.09% | −210−3.0% | ReducedConverted for a 3-for-1 split |
| Arden Trust Co | 6,840 | $411.6K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Altus Wealth Group LLC | 6,843 | $411.8K | 0.21% | −822−10.7% | ReducedConverted for a 3-for-1 split |
| Compass Ion Advisors, LLC | 6,847 | $412.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sax Wealth Advisors, LLC | 6,851 | $412.2K | 0.05% | +6,851 | New |
| Kraft, Davis & Associates, LLC | 6,929 | $412.3K | 0.12% | −139−2.0% | ReducedConverted for a 3-for-1 split |
| Accent Capital Management, LLC | 6,840 | $413.0K | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Braun-Bostich & Associates Inc. | 6,909 | $415.7K | 0.35% | +1,158+20.1% | AddedConverted for a 3-for-1 split |
| Sittner & Nelson, LLC | 6,917 | $416.2K | 0.21% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tufton Capital Management | 6,921 | $416.4K | 0.08% | −75−1.1% | ReducedConverted for a 3-for-1 split |
| United Bank | 6,921 | $416.4K | 0.21% | +6,921 | New |
| Clear Harbor Asset Management, LLC | 6,924 | $416.6K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Baron Wealth Management LLC | 6,952 | $418.3K | 0.22% | +1,180+20.4% | AddedConverted for a 3-for-1 split |
| Monograph Wealth Advisors, LLC | 6,932 | $418.5K | 0.06% | +6,932 | New |
| Tower Wealth Partners, Inc. | 6,964 | $419.0K | 0.27% | +445+6.8% | AddedConverted for a 3-for-1 split |