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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
3,211
+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
1,104 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: 3,921 institutionsQ1 2025: 3,883 institutionsQ2 2025: 3,977 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,415 institutionsQ1 2026: 4,468 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 20264,468$360.0B
Q4 20254,415$325.6B
Q3 20254,031$288.8B
Q2 20253,977$275.7B
Q1 20253,883$247.6B
Q4 20243,921$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
Ruggaard & Associates LLC7,977$480.0K0.23%00.0%UnchangedConverted for a 3-for-1 split
Capital Square, LLC7,978$480.1K0.34%+661+9.0%AddedConverted for a 3-for-1 split
Jacobsen Capital Management7,998$481.2K0.22%+51+0.6%AddedConverted for a 3-for-1 split
Geller Advisors LLC7,983$481.8K0.04%+3,225+67.8%AddedConverted for a 3-for-1 split
New England Capital Financial Advisors LLC8,035$483.5K0.27%+112+1.4%AddedConverted for a 3-for-1 split
Full Sail Capital, LLC8,104$487.6K0.03%−206−2.5%ReducedConverted for a 3-for-1 split
Hubbell Strickland Wealth Management, LLC8,107$487.8K0.25%00.0%UnchangedConverted for a 3-for-1 split
Austin Asset Management Co Inc8,112$488.1K0.10%−243−2.9%ReducedConverted for a 3-for-1 split
Garrison Point Advisors, LLC8,115$488.3K0.31%−123−1.5%ReducedConverted for a 3-for-1 split
Karpas Strategies, LLC8,124$488.8K0.15%00.0%UnchangedConverted for a 3-for-1 split
Capstone Wealth Management Group, LLC8,129$489.1K0.35%+1,793+28.3%AddedConverted for a 3-for-1 split
Benchmark Financial Wealth Advisors, LLC8,144$490.0K0.19%+1,022+14.3%AddedConverted for a 3-for-1 split
Howard Financial Services, Ltd.8,158$490.9K0.08%−89−1.1%ReducedConverted for a 3-for-1 split
Precedent Wealth Partners, LLC8,190$492.8K0.21%+495+6.4%AddedConverted for a 3-for-1 split
New Covenant Trust Company, N.A.8,191$492.9K0.49%+8,191New
Advisory Resource Group8,213$494.1K0.11%−298−3.5%ReducedConverted for a 3-for-1 split
Source Financial Advisors LLC8,268$497.5K0.15%−3,414−29.2%ReducedConverted for a 3-for-1 split
Cobblestone Capital Advisors LLC8,271$497.7K0.03%+600+7.8%AddedConverted for a 3-for-1 split
Schneider Downs Wealth Management Advisors, LP8,289$498.7K0.11%+3,156+61.5%AddedConverted for a 3-for-1 split
Sage Private Wealth Group, LLC8,293$499.0K0.40%+1,366+19.7%AddedConverted for a 3-for-1 split
Revolve Wealth Partners, LLC8,310$500.0K0.09%+444+5.6%AddedConverted for a 3-for-1 split
LBMC Investment Advisors, LLC8,311$500.1K0.04%00.0%UnchangedConverted for a 3-for-1 split
Northern Oak Wealth Management Inc8,315$500.3K0.06%−3,304−28.4%ReducedConverted for a 3-for-1 split
First National Bank8,344$502.1K0.38%+70+0.8%AddedConverted for a 3-for-1 split
Addison Advisors LLC8,347$502.2K0.17%00.0%UnchangedConverted for a 3-for-1 split
Klingman & Associates, LLC8,349$502.4K0.03%+435+5.5%AddedConverted for a 3-for-1 split
Modus Advisors, LLC8,358$502.9K0.19%−126−1.5%ReducedConverted for a 3-for-1 split
Steele Capital Management, Inc.8,336$503.3K0.03%+296+3.7%AddedConverted for a 3-for-1 split
Firethorn Wealth Partners, LLC8,369$503.6K0.30%+191+2.3%AddedConverted for a 3-for-1 split
McAdam, LLC8,384$504.5K0.03%+497+6.3%AddedConverted for a 3-for-1 split
Ridgecrest Wealth Partners, LLC8,417$506.5K0.30%+50+0.6%AddedConverted for a 3-for-1 split
Bluesphere Advisors, LLC8,418$506.5K0.28%00.0%UnchangedConverted for a 3-for-1 split
Concentrum Wealth Management8,418$506.5K0.23%+222+2.7%AddedConverted for a 3-for-1 split
Cove Private Wealth, LLC8,442$508.0K0.43%00.0%UnchangedConverted for a 3-for-1 split
USAdvisors Wealth Management, LLC8,366$508.0K0.19%−1,450−14.8%ReducedConverted for a 3-for-1 split
Circle Wealth Management, LLC8,449$508.4K0.01%00.0%UnchangedConverted for a 3-for-1 split
Sculati Wealth Management, LLC8,454$508.7K0.22%−1,191−12.3%ReducedConverted for a 3-for-1 split
Charter Research & Investment Group, Inc.8,472$509.8K0.40%−90−1.1%ReducedConverted for a 3-for-1 split
Commonwealth Retirement Investments LLC8,482$510.4K0.24%00.0%UnchangedConverted for a 3-for-1 split
Global Wealth Strategies & Associates8,483$510.4K0.19%+251+3.0%AddedConverted for a 3-for-1 split
Bell Bank8,516$512.4K0.04%−79−0.9%ReducedConverted for a 3-for-1 split
Royal Capital Wealth Management, LLC8,542$514.0K0.40%00.0%UnchangedConverted for a 3-for-1 split
Worth Financial Advisory Group, LLC8,558$514.9K0.36%+182+2.2%AddedConverted for a 3-for-1 split
Centric Wealth Management8,687$515.6K0.16%+1,547+21.7%AddedConverted for a 3-for-1 split
Caldwell Sutter Capital, Inc.8,588$516.7K0.25%−793−8.5%ReducedConverted for a 3-for-1 split
Fox Run Management, L.L.C.8,588$516.7K0.11%+8,588New
TFG Advisers LLC8,599$517.4K0.20%+226+2.7%AddedConverted for a 3-for-1 split
Jackson Wealth Management, LLC8,601$518.0K0.06%+651+8.2%AddedConverted for a 3-for-1 split
Kuhn & Co Investment Counsel8,634$519.5K0.49%00.0%UnchangedConverted for a 3-for-1 split
Bath Savings Trust Co8,637$519.7K0.06%+75+0.9%AddedConverted for a 3-for-1 split
Foguth Wealth Management, LLC.8,645$520.2K0.28%+8,645New
SOA Wealth Advisors, LLC.8,657$520.9K0.11%00.0%UnchangedConverted for a 3-for-1 split
Willner & Heller, LLC8,663$521.3K0.52%−340−3.8%ReducedConverted for a 3-for-1 split
Maripau Wealth Management LLC8,674$521.9K0.39%+904+11.6%AddedConverted for a 3-for-1 split
NDVR, Inc.8,717$524.5K0.50%+728+9.1%AddedConverted for a 3-for-1 split
Warwick Investment Management, Inc.8,724$524.9K0.13%+1,401+19.1%AddedConverted for a 3-for-1 split
Westside Investment Management, Inc.8,742$526.0K0.13%00.0%UnchangedConverted for a 3-for-1 split
Redwood Investment Management, LLC8,742$526.0K0.05%−3,123−26.3%ReducedConverted for a 3-for-1 split
Fort Pitt Capital Group, LLC8,744$526.1K0.02%−1,192−12.0%ReducedConverted for a 3-for-1 split
Childress Capital Advisors, LLC8,755$526.8K0.15%−998−10.2%ReducedConverted for a 3-for-1 split
Edmonds Duncan Registered Investment Advisors, LLC8,768$527.6K0.13%00.0%UnchangedConverted for a 3-for-1 split
CWS Financial Advisors, LLC8,769$527.6K0.22%00.0%UnchangedConverted for a 3-for-1 split
Turtle Creek Wealth Advisors, LLC8,776$528.1K0.13%+1,138+14.9%AddedConverted for a 3-for-1 split
Sepio Capital, LP8,784$528.5K0.05%−1,881−17.6%ReducedConverted for a 3-for-1 split
BCJ Capital Management, LLC8,794$529.1K0.04%+4,237+93.0%AddedConverted for a 3-for-1 split
Baldwin Investment Management, LLC8,795$529.2K0.07%+50+0.6%AddedConverted for a 3-for-1 split
Buttonwood Financial Advisors Inc.8,796$529.3K0.25%−276−3.0%ReducedConverted for a 3-for-1 split
Sabal Trust CO8,808$530.0K0.03%−141−1.6%ReducedConverted for a 3-for-1 split
Walker Financial Services, Inc.8,818$530.6K0.44%00.0%UnchangedConverted for a 3-for-1 split
Grandfield & Dodd, LLC8,826$531.1K0.03%00.0%UnchangedConverted for a 3-for-1 split
CapWealth Advisors, LLC8,826$531.1K0.06%00.0%UnchangedConverted for a 3-for-1 split
Embree Financial Group8,898$535.4K0.11%+687+8.4%AddedConverted for a 3-for-1 split
Weaver Consulting Group8,911$536.1K0.20%+58+0.7%AddedConverted for a 3-for-1 split
Aull & Monroe Investment Management Corp8,921$536.8K0.25%00.0%UnchangedConverted for a 3-for-1 split
Trinity Financial Advisors LLC8,923$536.9K0.24%00.0%UnchangedConverted for a 3-for-1 split
Private Wealth Advisors8,938$537.8K0.23%00.0%UnchangedConverted for a 3-for-1 split
Samalin Investment Counsel, LLC8,973$539.9K0.26%−210−2.3%ReducedConverted for a 3-for-1 split
TFC Financial Management8,982$540.4K0.10%+45+0.5%AddedConverted for a 3-for-1 split
Fusion Capital, LLC8,988$540.8K0.25%+474+5.6%AddedConverted for a 3-for-1 split
Aprio Wealth Management, LLC9,004$541.7K0.11%+2,587+40.3%AddedConverted for a 3-for-1 split
Smart Money Group LLC9,152$543.2K0.21%+236+2.6%AddedConverted for a 3-for-1 split
Gerber Kawasaki Wealth & Investment Management9,034$543.6K0.03%+352+4.1%AddedConverted for a 3-for-1 split
First Bank & Trust9,036$543.7K0.11%00.0%UnchangedConverted for a 3-for-1 split
Rather & Kittrell, Inc.9,049$544.5K0.16%00.0%UnchangedConverted for a 3-for-1 split
Builder Investment Group Inc9,059$545.1K0.16%−193−2.1%ReducedConverted for a 3-for-1 split
Clay Northam Wealth Management, LLC9,063$545.3K0.44%00.0%UnchangedConverted for a 3-for-1 split
BLB&B Advisors, LLC9,065$545.4K0.03%00.0%UnchangedConverted for a 3-for-1 split
Trilogy Capital Inc.9,095$547.2K0.03%+4,661+105.1%AddedConverted for a 3-for-1 split
Up Strategic Wealth Investment Advisors LLC9,099$547.5K0.90%00.0%UnchangedConverted for a 3-for-1 split
Resonant Capital Advisors, LLC9,072$547.7K0.05%+3,222+55.1%AddedConverted for a 3-for-1 split
First Fiduciary Investment Counsel, Inc.9,120$549.0K0.11%−594−6.1%ReducedConverted for a 3-for-1 split
Sharp Financial Services, LLC9,129$549.3K0.51%−333−3.5%ReducedConverted for a 3-for-1 split
Advisors Management Group Inc9,159$551.0K0.14%00.0%UnchangedConverted for a 3-for-1 split
STAR Financial Bank9,159$551.1K0.47%−60−0.7%ReducedConverted for a 3-for-1 split
Iowa State Bank9,165$551.5K0.12%−1,962−17.6%ReducedConverted for a 3-for-1 split
Chilton Investment Co LLC9,168$551.6K0.02%−1,764−16.1%ReducedConverted for a 3-for-1 split
Kerntke Otto McGlone Wealth Management Group9,187$552.8K0.54%−65−0.7%ReducedConverted for a 3-for-1 split
Park Edge Advisors, LLC9,199$553.5K0.15%−8,951−49.3%ReducedConverted for a 3-for-1 split
Consilium Wealth Advisory, LLC9,202$553.7K0.31%+1,234+15.5%AddedConverted for a 3-for-1 split
New Jersey Better Educational Savings Trust9,213$554.3K1.05%00.0%UnchangedConverted for a 3-for-1 split