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 |
|---|---|---|---|---|---|
| Vickerman Investment Advisors, Inc. | 58,818 | $3.54M | 1.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Change Path, LLC | 58,785 | $3.54M | 0.14% | +17,574+42.6% | AddedConverted for a 3-for-1 split |
| Benedict Financial Advisors Inc | 58,684 | $3.53M | 0.90% | −419−0.7% | ReducedConverted for a 3-for-1 split |
| Convergence Investment Partners, LLC | 58,678 | $3.53M | 1.35% | +5,743+10.8% | AddedConverted for a 3-for-1 split |
| Siemens Fonds Invest GmbH | 58,667 | $3.53M | 0.27% | +10,973+23.0% | AddedConverted for a 3-for-1 split |
| Equitable Trust Co | 58,596 | $3.53M | 0.24% | +6,336+12.1% | AddedConverted for a 3-for-1 split |
| Deltec Asset Management LLC | 58,366 | $3.51M | 0.69% | +21,250+57.3% | AddedConverted for a 3-for-1 split |
| Mitchell McLeod Pugh & Williams Inc | 58,290 | $3.51M | 0.84% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Phoenix Wealth Advisors | 58,225 | $3.50M | 2.13% | +12,829+28.3% | AddedConverted for a 3-for-1 split |
| Kinloch Capital, LLC | 58,067 | $3.49M | 1.80% | +2,123+3.8% | AddedConverted for a 3-for-1 split |
| Capstone Triton Financial Group, LLC | 57,584 | $3.46M | 2.46% | −6,679−10.4% | ReducedConverted for a 3-for-1 split |
| Tudor Investment Corp Et Al | 57,557 | $3.46M | 0.04% | −347,293−85.8% | ReducedConverted for a 3-for-1 split |
| AlphaCore Capital LLC | 57,483 | $3.46M | 0.92% | +3,243+6.0% | AddedConverted for a 3-for-1 split |
| CIC Wealth, LLC | 57,405 | $3.45M | 1.00% | +474+0.8% | AddedConverted for a 3-for-1 split |
| Cozad Asset Management Inc | 57,382 | $3.45M | 0.36% | −7,745−11.9% | ReducedConverted for a 3-for-1 split |
| Beck Capital Management, LLC | 57,368 | $3.45M | 0.99% | +10,268+21.8% | AddedConverted for a 3-for-1 split |
| Meeder Advisory Services, Inc. | 57,353 | $3.45M | 0.35% | +1,832+3.3% | AddedConverted for a 3-for-1 split |
| Bridges Investment Management Inc | 57,351 | $3.45M | 0.11% | −7,944−12.2% | ReducedConverted for a 3-for-1 split |
| CFO4Life Group, LLC | 57,265 | $3.45M | 0.63% | −2,465−4.1% | ReducedConverted for a 3-for-1 split |
| Checchi Capital Advisers, LLC | 57,112 | $3.44M | 0.27% | +643+1.1% | AddedConverted for a 3-for-1 split |
| Parkside Financial Bank & Trust | 57,090 | $3.44M | 0.55% | +3,237+6.0% | AddedConverted for a 3-for-1 split |
| Mattern Wealth Management LLC | 56,984 | $3.43M | 0.83% | +1,946+3.5% | AddedConverted for a 3-for-1 split |
| Deane Retirement Strategies, Inc. | 56,645 | $3.42M | 1.74% | −2,584−4.4% | ReducedConverted for a 3-for-1 split |
| Good Life Advisors, LLC | 56,826 | $3.42M | 0.30% | +1,572+2.8% | AddedConverted for a 3-for-1 split |
| Douglass Winthrop Advisors, LLC | 56,760 | $3.42M | 0.07% | −408−0.7% | ReducedConverted for a 3-for-1 split |
| Buckhead Capital Management LLC | 56,418 | $3.39M | 1.15% | +693+1.2% | AddedConverted for a 3-for-1 split |
| Dynamic Technology Lab Private Ltd | 56,245 | $3.38M | 0.36% | +48,718+647.2% | AddedConverted for a 3-for-1 split |
| Financial Security Advisor, Inc. | 56,101 | $3.38M | 1.18% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Moody National Bank Trust Division | 56,098 | $3.38M | 0.27% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Riverview Capital Advisers, LLC | 56,021 | $3.37M | 1.16% | −1,147−2.0% | ReducedConverted for a 3-for-1 split |
| Bowen Hanes & Co Inc | 55,980 | $3.37M | 0.10% | −630−1.1% | ReducedConverted for a 3-for-1 split |
| KG&L Capital Management,LLC | 55,920 | $3.36M | 1.34% | −2,670−4.6% | ReducedConverted for a 3-for-1 split |
| Trust Point Inc. | 55,914 | $3.36M | 0.26% | −6,381−10.2% | ReducedConverted for a 3-for-1 split |
| Imprint Wealth LLC | 55,905 | $3.35M | 0.81% | +32,505+138.9% | AddedConverted for a 3-for-1 split |
| Resources Management Corp | 55,719 | $3.35M | 0.49% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cullen Capital Management LLC | 55,640 | $3.35M | 0.04% | −8,098−12.7% | ReducedConverted for a 3-for-1 split |
| Shayne & Co., LLC | 55,602 | $3.35M | 0.91% | −867−1.5% | ReducedConverted for a 3-for-1 split |
| Bell & Brown Wealth Advisors, LLC | 55,431 | $3.34M | 1.43% | −1,284−2.3% | ReducedConverted for a 3-for-1 split |
| Arlington Partners LLC | 55,404 | $3.33M | 1.70% | −2,277−3.9% | ReducedConverted for a 3-for-1 split |
| First Hawaiian Bank | 55,401 | $3.33M | 0.10% | −3,585−6.1% | ReducedConverted for a 3-for-1 split |
| Aaron Wealth Advisors | 55,195 | $3.32M | 0.48% | +5,584+11.3% | AddedConverted for a 3-for-1 split |
| Westmount Partners, LLC | 55,008 | $3.31M | 1.19% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rocky Mountain Advisers, LLC | 54,912 | $3.30M | 1.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Reuter James Wealth Management, LLC | 54,857 | $3.30M | 2.29% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kensington Investment Counsel, LLC | 54,740 | $3.29M | 1.50% | −13,918−20.3% | ReducedConverted for a 3-for-1 split |
| SeaCrest Wealth Management, LLC | 54,712 | $3.29M | 0.40% | +7,573+16.1% | AddedConverted for a 3-for-1 split |
| Motley Fool Wealth Management, LLC | 54,699 | $3.29M | 0.17% | +297+0.5% | AddedConverted for a 3-for-1 split |
| Thomasville National Bank | 54,687 | $3.29M | 0.27% | −894−1.6% | ReducedConverted for a 3-for-1 split |
| Ci Investments Inc. | 54,551 | $3.28M | 0.01% | +7,769+16.6% | AddedConverted for a 3-for-1 split |
| WT Wealth Management | 54,199 | $3.27M | 1.17% | +1,666+3.2% | AddedConverted for a 3-for-1 split |
| Delta Financial Advisors LLC | 54,200 | $3.26M | 1.29% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Insigneo Advisory Services, LLC | 53,985 | $3.26M | 0.39% | −3,000−5.3% | ReducedConverted for a 3-for-1 split |
| Mendel Capital Management LLC | 54,153 | $3.26M | 2.16% | −1,014−1.8% | ReducedConverted for a 3-for-1 split |
| Comgest Global Investors S.A.S. | 54,045 | $3.25M | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| AMJ Financial Wealth Management | 54,042 | $3.25M | 1.09% | +3,093+6.1% | AddedConverted for a 3-for-1 split |
| Cito Capital Group, LLC | 53,700 | $3.24M | 1.33% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Allen Capital Group, LLC | 53,835 | $3.24M | 0.47% | +3,207+6.3% | AddedConverted for a 3-for-1 split |
| Trivant Custom Portfolio Group, LLC | 53,794 | $3.24M | 2.06% | −1,799−3.2% | ReducedConverted for a 3-for-1 split |
| Quadcap Wealth Management, LLC | 53,698 | $3.23M | 0.73% | +400+0.8% | AddedConverted for a 3-for-1 split |
| Northstar Group, Inc. | 53,696 | $3.23M | 0.63% | +515+1.0% | AddedConverted for a 3-for-1 split |
| Capital Investment Advisory Services, LLC | 53,675 | $3.23M | 0.35% | +2,921+5.8% | AddedConverted for a 3-for-1 split |
| GQG Partners LLC | 53,457 | $3.22M | 0.01% | −1,914−3.5% | ReducedConverted for a 3-for-1 split |
| JT Stratford LLC | 53,423 | $3.21M | 0.64% | +16,307+43.9% | AddedConverted for a 3-for-1 split |
| Kingswood Wealth Advisors, LLC | 53,407 | $3.21M | 0.37% | +3,904+7.9% | AddedConverted for a 3-for-1 split |
| Brooks, Moore & Associates, Inc. | 53,279 | $3.21M | 2.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wealth Group, Ltd. | 53,238 | $3.20M | 2.42% | +53,238 | New |
| Broadwater Capital Management LLC | 52,939 | $3.19M | 2.44% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Madden Securities Corp | 52,912 | $3.18M | 1.47% | +1,630+3.2% | AddedConverted for a 3-for-1 split |
| Patriot Financial Group Insurance Agency, LLC | 52,904 | $3.18M | 0.51% | −547−1.0% | ReducedConverted for a 3-for-1 split |
| Peddock Capital Advisors, LLC | 52,871 | $3.18M | 0.83% | +1,076+2.1% | AddedConverted for a 3-for-1 split |
| Bayesian Capital Management, LP | 52,800 | $3.18M | 0.30% | +52,800 | New |
| Foundations Investment Advisors, LLC | 52,776 | $3.18M | 0.08% | −4,413−7.7% | ReducedConverted for a 3-for-1 split |
| Telos Capital Management, Inc. | 52,768 | $3.18M | 0.36% | +373+0.7% | AddedConverted for a 3-for-1 split |
| Summit Place Financial Advisors, LLC | 52,698 | $3.17M | 1.86% | −2,142−3.9% | ReducedConverted for a 3-for-1 split |
| North Star Investment Management Corp. | 52,114 | $3.14M | 0.22% | +655+1.3% | AddedConverted for a 3-for-1 split |
| Robbins Farley LLC | 52,072 | $3.13M | 1.72% | +2,401+4.8% | AddedConverted for a 3-for-1 split |
| AlphaQ Advisors LLC | 51,999 | $3.13M | 1.88% | −1,362−2.6% | ReducedConverted for a 3-for-1 split |
| Hollow Brook Wealth Management LLC | 51,630 | $3.11M | 1.15% | +336+0.7% | AddedConverted for a 3-for-1 split |
| Marshall Financial Group LLC | 51,599 | $3.10M | 0.89% | +2,318+4.7% | AddedConverted for a 3-for-1 split |
| Summit Asset Management, LLC | 51,579 | $3.10M | 0.67% | −288−0.6% | ReducedConverted for a 3-for-1 split |
| Quotient Wealth Partners, LLC | 51,448 | $3.10M | 0.11% | −27,806−35.1% | ReducedConverted for a 3-for-1 split |
| CWA Asset Management Group, LLC | 51,328 | $3.09M | 0.19% | +3,769+7.9% | AddedConverted for a 3-for-1 split |
| J. W. Coons Advisors, LLC | 51,293 | $3.09M | 0.70% | −700−1.3% | ReducedConverted for a 3-for-1 split |
| Diligent Investors, LLC | 51,212 | $3.08M | 0.77% | −355−0.7% | ReducedConverted for a 3-for-1 split |
| Profund Advisors LLC | 51,146 | $3.08M | 0.12% | −7,162−12.3% | ReducedConverted for a 3-for-1 split |
| Wunderlich Capital Managemnt | 51,041 | $3.07M | 1.38% | −3,007−5.6% | ReducedConverted for a 3-for-1 split |
| Plancorp, LLC | 51,014 | $3.07M | 0.13% | +1,325+2.7% | AddedConverted for a 3-for-1 split |
| Arvest Investments, Inc. | 50,899 | $3.06M | 0.49% | −1,526−2.9% | ReducedConverted for a 3-for-1 split |
| Sterling Investment Advisors, Ltd. | 50,879 | $3.06M | 0.86% | +1,436+2.9% | AddedConverted for a 3-for-1 split |
| Schechter Investment Advisors, LLC | 50,869 | $3.06M | 0.23% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Octavia Wealth Advisors, LLC | 50,633 | $3.06M | 0.45% | −625−1.2% | ReducedConverted for a 3-for-1 split |
| Pathway Financial Advisers, LLC | 50,671 | $3.05M | 1.10% | −3,788−7.0% | ReducedConverted for a 3-for-1 split |
| Pine Valley Investments Ltd Liability Co | 50,558 | $3.05M | 0.24% | −412−0.8% | ReducedConverted for a 3-for-1 split |
| AIMZ Investment Advisors, LLC | 50,519 | $3.04M | 1.13% | −1,798−3.4% | ReducedConverted for a 3-for-1 split |
| Peterson Wealth Management | 50,456 | $3.04M | 2.19% | +12,953+34.5% | AddedConverted for a 3-for-1 split |
| GeoWealth Management, LLC | 50,392 | $3.03M | 0.12% | +12,340+32.4% | AddedConverted for a 3-for-1 split |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,344 | $3.03M | 1.76% | +586+1.2% | AddedConverted for a 3-for-1 split |
| Koshinski Asset Management, Inc. | 50,280 | $3.03M | 0.31% | +8,949+21.7% | AddedConverted for a 3-for-1 split |
| Weaver Capital Management LLC | 50,183 | $3.02M | 1.05% | +7,052+16.4% | AddedConverted for a 3-for-1 split |
| Harvey Capital Management Inc | 49,950 | $3.01M | 0.88% | 00.0% | UnchangedConverted for a 3-for-1 split |