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; 4,427 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 85,265 | $5.14M | 0.71% | +22,658+36.2% | AddedConverted for a 3-for-1 split |
| Marex Group plc | 85,174 | $5.12M | 0.17% | −37,559−30.6% | ReducedConverted for a 3-for-1 split |
| SlateStone Wealth, LLC | 84,850 | $5.11M | 0.51% | +9,310+12.3% | AddedConverted for a 3-for-1 split |
| Hixon Zuercher, LLC | 84,833 | $5.10M | 2.16% | +2,363+2.9% | AddedConverted for a 3-for-1 split |
| Spring Capital Management, LLC | 84,759 | $5.10M | 3.84% | −4,830−5.4% | ReducedConverted for a 3-for-1 split |
| Keel Point, LLC | 84,408 | $5.08M | 0.53% | +5,781+7.4% | AddedConverted for a 3-for-1 split |
| New England Asset Management Inc | 84,205 | $5.07M | 0.78% | +5,080+6.4% | AddedConverted for a 3-for-1 split |
| CV Advisors LLC | 83,819 | $5.04M | 3.03% | −207,583−71.2% | ReducedConverted for a 3-for-1 split |
| Estabrook Capital Management | 83,749 | $5.04M | 0.78% | −1,286−1.5% | ReducedConverted for a 3-for-1 split |
| Sound View Wealth Advisors Group, LLC | 83,746 | $5.04M | 0.54% | −11,723−12.3% | ReducedConverted for a 3-for-1 split |
| Legacy Wealth Management, LLC | 83,517 | $5.03M | 2.27% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Permanens Capital L.P. | 83,169 | $5.02M | 0.62% | +9,429+12.8% | AddedConverted for a 3-for-1 split |
| CX Institutional | 83,386 | $5.02M | 0.24% | +3,676+4.6% | AddedConverted for a 3-for-1 split |
| Windward Capital Management Co | 83,137 | $5.00M | 0.42% | −1,331−1.6% | ReducedConverted for a 3-for-1 split |
| Bank of Hawaii | 83,086 | $5.00M | 0.24% | −2,048−2.4% | ReducedConverted for a 3-for-1 split |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 83,073 | $5.00M | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Herold Advisors, Inc. | 82,907 | $4.99M | 1.21% | +2,555+3.2% | AddedConverted for a 3-for-1 split |
| Evercore Wealth Management, LLC | 82,463 | $4.96M | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fulton Bank, N.A. | 82,188 | $4.95M | 0.20% | −1,812−2.2% | ReducedConverted for a 3-for-1 split |
| Mirabella Financial Services LLP | 82,184 | $4.95M | 0.36% | +4,313+5.5% | AddedConverted for a 3-for-1 split |
| Hourglass Capital, LLC | 82,128 | $4.94M | 1.49% | −612−0.7% | ReducedConverted for a 3-for-1 split |
| Alerus Financial NA | 82,062 | $4.94M | 0.37% | +912+1.1% | AddedConverted for a 3-for-1 split |
| Capital City Trust Co | 82,013 | $4.93M | 1.37% | −1,366−1.6% | ReducedConverted for a 3-for-1 split |
| Birinyi Associates Inc | 81,655 | $4.91M | 1.60% | +1,495+1.9% | AddedConverted for a 3-for-1 split |
| Graypoint LLC | 81,632 | $4.91M | 0.35% | −1,078−1.3% | ReducedConverted for a 3-for-1 split |
| R.m.sincerbeaux Capital Management LLC | 81,300 | $4.89M | 3.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ar Asset Management Inc | 81,000 | $4.87M | 1.19% | 00.0% | UnchangedConverted for a 3-for-1 split |
| DoubleLine ETF Adviser LP | 80,423 | $4.84M | 1.23% | +80,423 | New |
| Keeler Thomas Management LLC | 80,295 | $4.83M | 1.66% | −3,087−3.7% | ReducedConverted for a 3-for-1 split |
| Silvant Capital Management LLC | 79,842 | $4.82M | 0.23% | 00.0% | UnchangedConverted for a 3-for-1 split |
| RFG Advisory, LLC | 79,995 | $4.81M | 0.16% | −1,476−1.8% | ReducedConverted for a 3-for-1 split |
| Anchor Investment Management, LLC | 79,951 | $4.81M | 0.50% | +3,271+4.3% | AddedConverted for a 3-for-1 split |
| Quest Investment Management LLC | 79,740 | $4.80M | 0.54% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Regal Investment Advisors LLC | 79,614 | $4.79M | 0.33% | +2,931+3.8% | AddedConverted for a 3-for-1 split |
| Kavar Capital Partners Group, LLC | 79,427 | $4.78M | 0.88% | −87,523−52.4% | ReducedConverted for a 3-for-1 split |
| Horan Capital Advisors, LLC. | 79,184 | $4.76M | 1.69% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ameliora Wealth Management Ltd. | 79,021 | $4.75M | 2.16% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Spectrum Asset Management, Inc. (NB/CA) | 78,523 | $4.74M | 2.03% | +6,538+9.1% | AddedConverted for a 3-for-1 split |
| Banque Cantonale Vaudoise | 78,659 | $4.73M | 0.19% | −24,148−23.5% | ReducedConverted for a 3-for-1 split |
| Waldron Private Wealth LLC | 78,521 | $4.72M | 0.21% | +2,678+3.5% | AddedConverted for a 3-for-1 split |
| Dakota Wealth Management | 78,038 | $4.70M | 0.12% | +30,845+65.4% | AddedConverted for a 3-for-1 split |
| World Equity Group, Inc. | 78,004 | $4.69M | 0.96% | −11,996−13.3% | ReducedConverted for a 3-for-1 split |
| RIA Advisory Group LLC | 77,776 | $4.68M | 1.89% | +77,776 | New |
| B & T Capital Management DBA Alpha Capital Management | 77,641 | $4.67M | 0.91% | −1,964−2.5% | ReducedConverted for a 3-for-1 split |
| Edmond de Rothschild Holding S.A. | 77,417 | $4.66M | 0.08% | −162,760−67.8% | ReducedConverted for a 3-for-1 split |
| EFG Asset Management (Americas) Corp. | 77,361 | $4.65M | 1.42% | −29,565−27.6% | ReducedConverted for a 3-for-1 split |
| Redwood Investments, LLC | 88,177 | $4.65M | 1.36% | +18,400+26.4% | AddedConverted for a 3-for-1 split |
| Leelyn Smith, LLC | 77,262 | $4.65M | 0.93% | −1,746−2.2% | ReducedConverted for a 3-for-1 split |
| International Assets Investment Management, LLC | 77,296 | $4.64M | 0.48% | +10,480+15.7% | AddedConverted for a 3-for-1 split |
| Benjamin Edwards Inc | 76,843 | $4.62M | 0.92% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Colonial Trust Co | 76,845 | $4.62M | 0.87% | +765+1.0% | AddedConverted for a 3-for-1 split |
| Stonebrook Private Inc. | 76,636 | $4.61M | 1.35% | +4,903+6.8% | AddedConverted for a 3-for-1 split |
| Mitchell Capital Management Co | 76,188 | $4.58M | 0.88% | +1,800+2.4% | AddedConverted for a 3-for-1 split |
| LaFleur & Godfrey LLC | 76,068 | $4.58M | 0.68% | −1,410−1.8% | ReducedConverted for a 3-for-1 split |
| Slow Capital, Inc. | 75,504 | $4.55M | 0.73% | −4,233−5.3% | ReducedConverted for a 3-for-1 split |
| Simplex Trading, LLC | 75,652 | $4.55M | 0.13% | −467,831−86.1% | ReducedConverted for a 3-for-1 split |
| Northcape Wealth Management, LLC | 75,498 | $4.54M | 1.66% | −2,406−3.1% | ReducedConverted for a 3-for-1 split |
| Hall Capital Management Co Inc | 75,407 | $4.54M | 2.24% | −2,356−3.0% | ReducedConverted for a 3-for-1 split |
| NorthRock Partners, LLC | 75,305 | $4.53M | 0.17% | −14,086−15.8% | ReducedConverted for a 3-for-1 split |
| Somerset Trust Co | 75,259 | $4.53M | 1.85% | +2,248+3.1% | AddedConverted for a 3-for-1 split |
| Brighton Jones LLC | 75,253 | $4.53M | 0.16% | +5,047+7.2% | AddedConverted for a 3-for-1 split |
| Longbow Finance SA | 75,006 | $4.51M | 0.46% | +75,006 | New |
| Sentry LLC | 74,677 | $4.49M | 0.85% | −623−0.8% | ReducedConverted for a 3-for-1 split |
| BFSG, LLC | 74,339 | $4.47M | 0.59% | +980+1.3% | AddedConverted for a 3-for-1 split |
| Grantham, Mayo, Van Otterloo & Co. LLC | 74,278 | $4.47M | 0.02% | +53,563+258.6% | AddedConverted for a 3-for-1 split |
| Gamco Investors, Inc. Et Al | 74,195 | $4.46M | 0.05% | −1,705−2.2% | ReducedConverted for a 3-for-1 split |
| Capital Asset Advisory Services LLC | 74,221 | $4.44M | 0.25% | +997+1.4% | AddedConverted for a 3-for-1 split |
| Wealthspire Advisors, LLC | 73,785 | $4.44M | 0.06% | −14,838−16.7% | ReducedConverted for a 3-for-1 split |
| Berkshire Bank | 73,741 | $4.44M | 1.10% | −4,220−5.4% | ReducedConverted for a 3-for-1 split |
| Family Management Corp | 73,628 | $4.43M | 0.82% | +1,214+1.7% | AddedConverted for a 3-for-1 split |
| Financial Advisory Service, Inc. | 73,550 | $4.43M | 0.39% | +851+1.2% | AddedConverted for a 3-for-1 split |
| Hudson Capital Management LLC | 73,277 | $4.41M | 1.52% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rehmann Capital Advisory Group | 73,181 | $4.40M | 0.33% | +15,521+26.9% | AddedConverted for a 3-for-1 split |
| Nvest Financial, LLC | 72,815 | $4.38M | 2.92% | +2,456+3.5% | AddedConverted for a 3-for-1 split |
| NovaPoint Capital, LLC | 72,734 | $4.38M | 1.53% | −7,984−9.9% | ReducedConverted for a 3-for-1 split |
| Ballentine Partners, LLC | 72,564 | $4.37M | 0.08% | −9,039−11.1% | ReducedConverted for a 3-for-1 split |
| Principal Securities, Inc. | 72,551 | $4.37M | 0.14% | +6,464+9.8% | AddedConverted for a 3-for-1 split |
| Forum Financial Management, LP | 72,523 | $4.36M | 0.07% | +1,807+2.6% | AddedConverted for a 3-for-1 split |
| Vectors Research Management, LLC | 72,419 | $4.36M | 1.23% | −9,745−11.9% | ReducedConverted for a 3-for-1 split |
| Planning Capital Management Corp | 72,213 | $4.35M | 3.17% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Radnor Capital Management, LLC | 72,150 | $4.34M | 0.74% | −900−1.2% | ReducedConverted for a 3-for-1 split |
| SevenBridge Financial Group, LLC | 72,483 | $4.34M | 0.98% | −2,445−3.3% | ReducedConverted for a 3-for-1 split |
| Global Retirement Partners, LLC | 72,045 | $4.33M | 0.16% | −3,741−4.9% | ReducedConverted for a 3-for-1 split |
| We Are One Seven, LLC | 71,928 | $4.33M | 0.22% | +1,221+1.7% | AddedConverted for a 3-for-1 split |
| Game Creek Capital, LP | 71,850 | $4.32M | 2.34% | −27,525−27.7% | ReducedConverted for a 3-for-1 split |
| Keene & Associates, Inc. | 71,814 | $4.32M | 3.23% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stevens Capital Management LP | 71,817 | $4.32M | 0.84% | +71,817 | New |
| NWF Advisory Services Inc. | 71,428 | $4.30M | 0.72% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Warren Averett Asset Management, LLC | 71,384 | $4.30M | 0.10% | +19,388+37.3% | AddedConverted for a 3-for-1 split |
| Legacy CG, LLC | 71,234 | $4.29M | 1.55% | +71,234 | New |
| Means Investment Co., Inc. | 70,848 | $4.26M | 0.55% | −1,053−1.5% | ReducedConverted for a 3-for-1 split |
| All Terrain Financial Advisors, LLC | 70,672 | $4.25M | 1.83% | −635−0.9% | ReducedConverted for a 3-for-1 split |
| Hyman Charles D | 70,647 | $4.25M | 0.24% | +807+1.2% | AddedConverted for a 3-for-1 split |
| Institutional & Family Asset Management, LLC | 70,643 | $4.25M | 0.68% | +1,832+2.7% | AddedConverted for a 3-for-1 split |
| First National Advisers, LLC | 56,835 | $4.25M | 0.95% | −2,352−4.0% | ReducedConverted for a 3-for-1 split |
| Capital Advisors Inc | 70,447 | $4.24M | 0.09% | +1,213+1.8% | AddedConverted for a 3-for-1 split |
| Edgestream Partners, L.P. | 70,145 | $4.22M | 0.21% | +13,277+23.3% | AddedConverted for a 3-for-1 split |
| Wealthcare Advisory Partners LLC | 70,041 | $4.21M | 0.14% | +2,481+3.7% | AddedConverted for a 3-for-1 split |
| Nations Financial Group Inc, | 70,034 | $4.21M | 0.35% | +563+0.8% | AddedConverted for a 3-for-1 split |
| Northwest Investment Counselors, LLC | 70,001 | $4.21M | 1.03% | −1,423−2.0% | ReducedConverted for a 3-for-1 split |