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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 69,701 | $4.19M | 0.32% | +35,978+106.7% | AddedConverted for a 3-for-1 split |
| Paradigm Financial Partners, LLC | 69,436 | $4.18M | 0.90% | −6,950−9.1% | ReducedConverted for a 3-for-1 split |
| Woodmont Investment Counsel LLC | 69,372 | $4.17M | 0.35% | −411−0.6% | ReducedConverted for a 3-for-1 split |
| Wexford Capital LP | 69,345 | $4.17M | 0.85% | −1,854−2.6% | ReducedConverted for a 3-for-1 split |
| Family Legacy, Inc. | 69,185 | $4.16M | 1.50% | −1,783−2.5% | ReducedConverted for a 3-for-1 split |
| Ameritas Investment Partners, Inc. | 69,149 | $4.16M | 0.14% | −1,126−1.6% | ReducedConverted for a 3-for-1 split |
| Claret Asset Management Corp | 68,857 | $4.14M | 0.70% | −770−1.1% | ReducedConverted for a 3-for-1 split |
| Spirepoint Private Client, LLC | 68,849 | $4.14M | 0.63% | +68,849 | New |
| Kampmann Melissa S. | 68,750 | $4.14M | 2.97% | +7,925+13.0% | AddedConverted for a 3-for-1 split |
| Diversified Investment Strategies, LLC | 68,735 | $4.14M | 2.78% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bensler, LLC | 68,669 | $4.13M | 0.60% | +2,177+3.3% | AddedConverted for a 3-for-1 split |
| Appleton Partners Inc | 68,575 | $4.13M | 0.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Genus Capital Management Inc. | 68,100 | $4.10M | 0.53% | +68,100 | New |
| Sugarloaf Wealth Management, LLC | 68,098 | $4.10M | 0.85% | +8,929+15.1% | AddedConverted for a 3-for-1 split |
| Pekin Hardy Strauss, Inc. | 67,798 | $4.08M | 0.56% | +2,770+4.3% | AddedConverted for a 3-for-1 split |
| LGT Fund Management Co Ltd. | 67,380 | $4.05M | 1.69% | +13,725+25.6% | AddedConverted for a 3-for-1 split |
| Wambolt & Associates, LLC | 67,540 | $4.05M | 1.21% | −4,583−6.4% | ReducedConverted for a 3-for-1 split |
| Hutner Capital Management Inc | 67,312 | $4.05M | 2.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Confluence Wealth Services, Inc. | 67,138 | $4.04M | 0.36% | +2,482+3.8% | AddedConverted for a 3-for-1 split |
| Haverford Trust Co | 66,933 | $4.03M | 0.04% | +4,851+7.8% | AddedConverted for a 3-for-1 split |
| Sargent Investment Group, LLC | 66,526 | $4.00M | 0.88% | +15,466+30.3% | AddedConverted for a 3-for-1 split |
| Global Wealth Management Investment Advisory, Inc. | 66,139 | $3.98M | 0.97% | 00.0% | UnchangedConverted for a 3-for-1 split |
| RSM US Wealth Management LLC | 66,082 | $3.98M | 0.10% | +5,350+8.8% | AddedConverted for a 3-for-1 split |
| Blue Fin Capital, Inc. | 65,845 | $3.96M | 0.88% | −2,078−3.1% | ReducedConverted for a 3-for-1 split |
| Jamison Private Wealth Management, Inc. | 65,748 | $3.96M | 0.67% | +576+0.9% | AddedConverted for a 3-for-1 split |
| Stratos Wealth Advisors, LLC | 65,746 | $3.96M | 0.23% | −5,381−7.6% | ReducedConverted for a 3-for-1 split |
| Gifford Fong Associates | 65,550 | $3.94M | 1.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ostrum Asset Management | 65,316 | $3.93M | 0.31% | +6,333+10.7% | AddedConverted for a 3-for-1 split |
| HBK Sorce Advisory LLC | 65,221 | $3.92M | 0.14% | +3,139+5.1% | AddedConverted for a 3-for-1 split |
| Fort Washington Investment Advisors Inc | 65,160 | $3.92M | 0.03% | −391,134−85.7% | ReducedConverted for a 3-for-1 split |
| Citizens National Bank Trust Department | 65,127 | $3.92M | 0.91% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Xcel Wealth Management, LLC | 64,963 | $3.91M | 1.22% | −2,762−4.1% | ReducedConverted for a 3-for-1 split |
| Roman Butler Fullerton & Co | 64,954 | $3.91M | 1.46% | +4,024+6.6% | AddedConverted for a 3-for-1 split |
| Alexander Labrunerie & Co., Inc. | 64,697 | $3.89M | 2.17% | +64,697 | New |
| Ingalls & Snyder LLC | 64,609 | $3.89M | 0.17% | −3,941−5.7% | ReducedConverted for a 3-for-1 split |
| Lakeview Capital Partners, LLC | 64,496 | $3.88M | 0.63% | 00.0% | UnchangedConverted for a 3-for-1 split |
| West Branch Capital LLC | 64,466 | $3.88M | 1.56% | +6,137+10.5% | AddedConverted for a 3-for-1 split |
| Guardian Investment Management | 64,345 | $3.87M | 3.19% | +400+0.6% | AddedConverted for a 3-for-1 split |
| Farmers & Merchants Trust Co of Chambersburg PA | 64,046 | $3.85M | 1.58% | −3,133−4.7% | ReducedConverted for a 3-for-1 split |
| Financial Advisory Partners, LLC | 63,891 | $3.84M | 1.49% | −10,509−14.1% | ReducedConverted for a 3-for-1 split |
| Great Lakes Advisors, LLC | 63,752 | $3.84M | 0.03% | −41,839−39.6% | ReducedConverted for a 3-for-1 split |
| Fluent Financial, LLC | 63,673 | $3.83M | 2.12% | −16,937−21.0% | ReducedConverted for a 3-for-1 split |
| Rossmore Private Capital | 63,627 | $3.83M | 0.50% | +2,115+3.4% | AddedConverted for a 3-for-1 split |
| 180 Wealth Advisors, LLC | 63,591 | $3.83M | 0.69% | +2,148+3.5% | AddedConverted for a 3-for-1 split |
| SPC Financial, Inc. | 63,391 | $3.81M | 0.36% | +29,830+88.9% | AddedConverted for a 3-for-1 split |
| Syon Capital LLC | 63,386 | $3.81M | 0.36% | +5,552+9.6% | AddedConverted for a 3-for-1 split |
| 1st Source Bank | 63,288 | $3.81M | 0.22% | −1,017−1.6% | ReducedConverted for a 3-for-1 split |
| Integrated Advisors Network LLC | 63,266 | $3.81M | 0.19% | −643−1.0% | ReducedConverted for a 3-for-1 split |
| Sofos Investments, Inc. | 45,267 | $3.81M | 0.51% | +11,979+36.0% | AddedConverted for a 3-for-1 split |
| GYL Financial Synergies, LLC | 62,905 | $3.78M | 0.30% | +2,284+3.8% | AddedConverted for a 3-for-1 split |
| Bridge Creek Capital Management LLC | 62,895 | $3.78M | 1.21% | −525−0.8% | ReducedConverted for a 3-for-1 split |
| Moloney Securities Asset Management, LLC | 62,747 | $3.78M | 0.57% | −9,187−12.8% | ReducedConverted for a 3-for-1 split |
| Smith, Moore & Co. | 62,691 | $3.77M | 0.40% | +3,066+5.1% | AddedConverted for a 3-for-1 split |
| Peninsula Asset Management Inc | 62,580 | $3.77M | 2.02% | +2,100+3.5% | AddedConverted for a 3-for-1 split |
| Councilmark Asset Management, LLC | 62,370 | $3.75M | 2.70% | +62,370 | New |
| Pinkerton Retirement Specialists, LLC | 62,186 | $3.74M | 0.60% | +9,254+17.5% | AddedConverted for a 3-for-1 split |
| Liberty One Investment Management, LLC | 62,173 | $3.74M | 0.42% | +3,397+5.8% | AddedConverted for a 3-for-1 split |
| Sheaff Brock Investment Advisors, LLC | 62,111 | $3.74M | 0.30% | −2,020−3.1% | ReducedConverted for a 3-for-1 split |
| Pacifica Partners Inc. | 61,729 | $3.74M | 1.66% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Smith, Salley & Associates | 62,062 | $3.73M | 0.29% | −11,570−15.7% | ReducedConverted for a 3-for-1 split |
| Berry Wealth Group, LP | 62,005 | $3.73M | 3.10% | −8,855−12.5% | ReducedConverted for a 3-for-1 split |
| Arrow Financial Corp | 61,901 | $3.72M | 0.37% | −12,037−16.3% | ReducedConverted for a 3-for-1 split |
| Gilder Gagnon Howe & Co LLC | 61,836 | $3.72M | 0.05% | −2,055−3.2% | ReducedConverted for a 3-for-1 split |
| Finivi Inc. | 61,827 | $3.72M | 3.37% | 00.0% | UnchangedConverted for a 3-for-1 split |
| AMG National Trust Bank | 61,821 | $3.72M | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lincluden Management Ltd | 61,759 | $3.72M | 0.44% | −776−1.2% | ReducedConverted for a 3-for-1 split |
| Hengehold Capital Management LLC | 61,636 | $3.71M | 0.40% | −3,533−5.4% | ReducedConverted for a 3-for-1 split |
| LGT Group Foundation | 61,463 | $3.70M | 0.09% | −38,788−38.7% | ReducedConverted for a 3-for-1 split |
| Palisade Asset Management, LLC | 61,284 | $3.69M | 0.36% | −1,326−2.1% | ReducedConverted for a 3-for-1 split |
| Comprehensive Financial Consultants Institutional, Inc. | 61,188 | $3.68M | 1.53% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Qtron Investments LLC | 61,140 | $3.68M | 0.52% | +5,343+9.6% | AddedConverted for a 3-for-1 split |
| SeaBridge Investment Advisors LLC | 61,048 | $3.67M | 0.97% | +8,959+17.2% | AddedConverted for a 3-for-1 split |
| TCW Group Inc | 60,897 | $3.66M | 0.04% | −10,107−14.2% | ReducedConverted for a 3-for-1 split |
| Argonautica Private Wealth Management, Inc | 60,839 | $3.66M | 1.31% | +848+1.4% | AddedConverted for a 3-for-1 split |
| Mogy Joel R Investment Counsel Inc | 60,789 | $3.66M | 0.25% | −822−1.3% | ReducedConverted for a 3-for-1 split |
| FourThought Financial Partners, LLC | 60,752 | $3.66M | 0.42% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Centerstone Investors, LLC | 60,708 | $3.65M | 2.82% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Mitchell Sinkler & Starr | 60,405 | $3.63M | 0.91% | +2,031+3.5% | AddedConverted for a 3-for-1 split |
| TrinityPoint Wealth, LLC | 60,330 | $3.63M | 0.60% | +1,782+3.0% | AddedConverted for a 3-for-1 split |
| Meritage Portfolio Management | 60,278 | $3.63M | 0.23% | −1,222−2.0% | ReducedConverted for a 3-for-1 split |
| EverSource Wealth Advisors, LLC | 61,077 | $3.62M | 0.28% | +8,856+17.0% | AddedConverted for a 3-for-1 split |
| Grey Street Capital, LLC | 60,038 | $3.62M | 0.49% | +54,053+903.1% | AddedConverted for a 3-for-1 split |
| Geneos Wealth Management Inc. | 60,229 | $3.62M | 0.17% | +4,582+8.2% | AddedConverted for a 3-for-1 split |
| Quintet Private Bank (Europe) S.A. | 52,127 | $3.61M | 0.16% | −21,076−28.8% | ReducedConverted for a 3-for-1 split |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $3.61M | 0.85% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Meridian Investment Counsel Inc. | 59,949 | $3.61M | 1.20% | −1,209−2.0% | ReducedConverted for a 3-for-1 split |
| Quadrant Capital Group LLC | 59,920 | $3.61M | 0.28% | +676+1.1% | AddedConverted for a 3-for-1 split |
| Occidental Asset Management, LLC | 59,922 | $3.61M | 0.67% | +4,632+8.4% | AddedConverted for a 3-for-1 split |
| Aries Wealth Management | 59,855 | $3.60M | 1.16% | −961−1.6% | ReducedConverted for a 3-for-1 split |
| Foyston, Gordon, & Payne Inc | 59,850 | $3.60M | 0.87% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Flagship Harbor Advisors, LLC | 59,709 | $3.59M | 0.23% | +3,714+6.6% | AddedConverted for a 3-for-1 split |
| Robertson Stephens Wealth Management, LLC | 59,447 | $3.59M | 0.20% | −25,744−30.2% | ReducedConverted for a 3-for-1 split |
| ClariVest Asset Management LLC | 59,511 | $3.58M | 0.37% | −140,652−70.3% | ReducedConverted for a 3-for-1 split |
| Citizens Business Bank | 59,324 | $3.57M | 0.74% | 00.0% | UnchangedConverted for a 3-for-1 split |
| High Note Wealth, LLC | 59,315 | $3.57M | 1.16% | +1,607+2.8% | AddedConverted for a 3-for-1 split |
| CAPROCK Group, Inc. | 59,032 | $3.56M | 0.20% | +3,490+6.3% | AddedConverted for a 3-for-1 split |
| WealthShield Partners, LLC | 58,981 | $3.56M | 0.58% | +1,252+2.2% | AddedConverted for a 3-for-1 split |
| Pensionmark Financial Group, LLC | 58,767 | $3.55M | 0.51% | −8,568−12.7% | ReducedConverted for a 3-for-1 split |
| Garrett Investment Advisors LLC | 58,871 | $3.54M | 0.45% | +977+1.7% | AddedConverted for a 3-for-1 split |
| MV Capital Management, Inc. | 58,831 | $3.54M | 0.41% | +4,822+8.9% | AddedConverted for a 3-for-1 split |