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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; 4,427 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.

Institutional holdersQ1 2024: 3,211 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,733 institutionsQ2 2022: 2,626 institutionsQ3 2022: 2,608 institutionsQ4 2022: 2,813 institutionsQ1 2023: 2,858 institutionsQ2 2023: 2,882 institutionsQ3 2023: 2,930 institutionsQ4 2023: 3,090 institutionsQ1 2024: 3,211 institutionsQ2 2024: 3,320 institutionsQ3 2024: 3,464 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,030 institutionsQ4 2025: 4,415 institutionsQ1 2026: 4,468 institutionsQ2 2026: 4,427 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 20264,427$336.1B
Q1 20264,468$360.0B
Q4 20254,415$325.6B
Q3 20254,030$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,464$225.1B
Q2 20243,320$188.6B
Q1 20243,211$166.5B
Q4 20233,090$145.1B
Q3 20232,930$147.2B
Q2 20232,882$143.0B
Q1 20232,858$131.1B
Q4 20222,813$123.6B
Q3 20222,608$112.7B
Q2 20222,626$106.3B
Q1 20222,733$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
Private Trust Co NA49,799$3.00M0.32%+521+1.1%AddedConverted for a 3-for-1 split
William Blair Investment Management, LLC49,661$2.99M0.01%−1,006−2.0%ReducedConverted for a 3-for-1 split
Gold Investment Management Ltd.49,573$2.98M1.21%00.0%UnchangedConverted for a 3-for-1 split
Guardian Wealth Advisors, LLC49,550$2.98M0.36%+2,342+5.0%AddedConverted for a 3-for-1 split
Snider Financial Group49,506$2.98M1.24%+1,725+3.6%AddedConverted for a 3-for-1 split
Cetera Trust Company, N.A49,458$2.98M1.79%−1,950−3.8%ReducedConverted for a 3-for-1 split
Naples Global Advisors, LLC49,216$2.97M0.30%−314−0.6%ReducedConverted for a 3-for-1 split
Dividend Assets Capital, LLC49,379$2.97M0.63%−679−1.4%ReducedConverted for a 3-for-1 split
Duff & Phelps Investment Management Co49,372$2.97M0.04%+1,624+3.4%AddedConverted for a 3-for-1 split
Finer Wealth Management, Inc.49,317$2.97M1.95%+2,916+6.3%AddedConverted for a 3-for-1 split
Valmark Advisers, Inc.49,166$2.96M0.05%+4,103+9.1%AddedConverted for a 3-for-1 split
Outfitter Financial LLC49,130$2.96M2.43%−4,210−7.9%ReducedConverted for a 3-for-1 split
Hilltop Holdings Inc.48,843$2.94M0.33%+1,347+2.8%AddedConverted for a 3-for-1 split
Silverleafe Capital Partners, LLC48,769$2.93M1.17%−12,164−20.0%ReducedConverted for a 3-for-1 split
Wedmont Private Capital49,014$2.93M0.21%+3,924+8.7%AddedConverted for a 3-for-1 split
Western Wealth Management, LLC48,639$2.93M0.23%−20,862−30.0%ReducedConverted for a 3-for-1 split
Bryn Mawr Trust Co48,534$2.92M0.11%+48,534New
Dearborn Partners LLC48,482$2.92M0.13%−2,152−4.3%ReducedConverted for a 3-for-1 split
Centered Wealth LLC dba Miller Equity Capital Advisors48,456$2.92M1.20%00.0%UnchangedConverted for a 3-for-1 split
Miller Investment Management, LP48,450$2.92M0.37%00.0%UnchangedConverted for a 3-for-1 split
Naviter Wealth, LLC48,169$2.91M0.48%+1,444+3.1%AddedConverted for a 3-for-1 split
Amussen Hunsaker Associates LLC48,243$2.91M0.53%+306+0.6%AddedConverted for a 3-for-1 split
Ledyard National Bank48,197$2.90M0.28%00.0%UnchangedConverted for a 3-for-1 split
Eads & Heald Wealth Management48,196$2.90M1.35%−3,212−6.2%ReducedConverted for a 3-for-1 split
New Hampshire Trust48,123$2.90M0.68%+537+1.1%AddedConverted for a 3-for-1 split
Cary Street Partner Investment Advisory LLC48,105$2.89M0.12%+1,452+3.1%AddedConverted for a 3-for-1 split
D.B. Root & Company, LLC48,072$2.89M0.98%+525+1.1%AddedConverted for a 3-for-1 split
Mather Group, LLC.18,294$2.88M0.05%−36,654−66.7%ReducedConverted for a 3-for-1 split
Girard Partners Ltd.47,804$2.88M0.27%−8,521−15.1%ReducedConverted for a 3-for-1 split
Shepherd Financial Partners LLC47,729$2.87M0.38%+2,621+5.8%AddedConverted for a 3-for-1 split
Dorsey & Whitney Trust CO LLC47,688$2.87M0.20%−7,755−14.0%ReducedConverted for a 3-for-1 split
Old Second National Bank of Aurora47,688$2.87M0.75%−1,935−3.9%ReducedConverted for a 3-for-1 split
BBR Partners, LLC47,631$2.87M0.23%+4,065+9.3%AddedConverted for a 3-for-1 split
Caliber Wealth Management, LLC47,503$2.86M1.52%+1,780+3.9%AddedConverted for a 3-for-1 split
Security National Bank of So Dak47,341$2.85M1.71%−380−0.8%ReducedConverted for a 3-for-1 split
Penobscot Investment Management Company, Inc.47,150$2.84M0.30%+4,820+11.4%AddedConverted for a 3-for-1 split
Capital Planning Advisors, LLC47,099$2.83M0.50%+6,740+16.7%AddedConverted for a 3-for-1 split
Virtu Financial LLC47,036$2.83M0.22%+29,258+164.6%AddedConverted for a 3-for-1 split
Livforsakringsbolaget Skandia, Omsesidigt47,013$2.83M0.24%00.0%UnchangedConverted for a 3-for-1 split
AllGen Financial Advisors, Inc.46,952$2.83M1.15%00.0%UnchangedConverted for a 3-for-1 split
Harbour Investments, Inc.46,714$2.81M0.10%+8,269+21.5%AddedConverted for a 3-for-1 split
Duncker Streett & Co Inc46,619$2.81M0.55%−1,201−2.5%ReducedConverted for a 3-for-1 split
ICW Investment Advisors LLC46,521$2.80M1.24%00.0%UnchangedConverted for a 3-for-1 split
Northstar Asset Management LLC46,280$2.78M0.69%+335+0.7%AddedConverted for a 3-for-1 split
Steward Partners Investment Solutions, LLC46,257$2.78M0.47%+1,905+4.3%AddedConverted for a 3-for-1 split
Pensionfund Sabic46,100$2.77M0.82%−7,300−13.7%ReducedConverted for a 3-for-1 split
Cigna Investments Inc45,584$2.74M0.52%−373−0.8%ReducedConverted for a 3-for-1 split
West Michigan Advisors, LLC45,431$2.73M0.89%+2,852+6.7%AddedConverted for a 3-for-1 split
Dumont & Blake Investment Advisors LLC45,423$2.73M0.79%+300+0.7%AddedConverted for a 3-for-1 split
Trifecta Capital Advisors, LLC45,281$2.72M0.66%+1,661+3.8%AddedConverted for a 3-for-1 split
Spirit of America Management Corp45,252$2.72M0.55%00.0%UnchangedConverted for a 3-for-1 split
Jones Financial Companies LLLP45,223$2.72M0.00%+5,668+14.3%AddedConverted for a 3-for-1 split
Allen Mooney & Barnes Investment Advisors LLC45,178$2.71M0.52%+2,161+5.0%AddedConverted for a 3-for-1 split
Bangor Savings Bank45,071$2.71M0.28%00.0%UnchangedConverted for a 3-for-1 split
Canandaigua National Bank & Trust Co45,066$2.71M0.40%+2,391+5.6%AddedConverted for a 3-for-1 split
Eisler Capital (US) LLC44,990$2.71M0.92%+44,990New
Fifth Third Wealth Advisors LLC44,937$2.70M0.42%+4,335+10.7%AddedConverted for a 3-for-1 split
Fairfield, Bush & Co.44,891$2.70M1.60%−778−1.7%ReducedConverted for a 3-for-1 split
Mustard Seed Financial, LLC44,846$2.70M2.69%00.0%UnchangedConverted for a 3-for-1 split
Providence Wealth Advisors, LLC45,648$2.70M2.30%−8,460−15.6%ReducedConverted for a 3-for-1 split
JCIC Asset Management Inc.44,825$2.70M1.11%+1,244+2.9%AddedConverted for a 3-for-1 split
Chatham Capital Group, Inc.44,577$2.68M0.49%+525+1.2%AddedConverted for a 3-for-1 split
Allred Capital Management, LLC44,569$2.68M1.05%+304+0.7%AddedConverted for a 3-for-1 split
Johnson Financial Group, Inc.44,393$2.68M0.14%−8,902−16.7%ReducedConverted for a 3-for-1 split
CFM Wealth Partners LLC44,387$2.67M0.54%+2,441+5.8%AddedConverted for a 3-for-1 split
Systematic Alpha Investments, LLC44,100$2.65M0.11%00.0%UnchangedConverted for a 3-for-1 split
Lester Murray Antman dba SimplyRich44,052$2.65M0.86%00.0%UnchangedConverted for a 3-for-1 split
LM Advisors LLC44,060$2.65M0.42%+11,789+36.5%AddedConverted for a 3-for-1 split
Harbor Investment Advisory, LLC44,044$2.65M0.28%00.0%UnchangedConverted for a 3-for-1 split
Hudson Valley Investment Advisors Inc43,993$2.65M0.32%−1,682−3.7%ReducedConverted for a 3-for-1 split
Roberts Glore & Co Inc43,888$2.64M0.79%−4,160−8.7%ReducedConverted for a 3-for-1 split
Nelson, Van Denburg & Campbell Wealth Management Group, LLC43,866$2.64M0.12%+11,751+36.6%AddedConverted for a 3-for-1 split
Beacon Financial Group43,770$2.63M0.30%−606−1.4%ReducedConverted for a 3-for-1 split
Sumitomo Life Insurance Co43,728$2.63M0.07%−879−2.0%ReducedConverted for a 3-for-1 split
Aspen Investment Management Inc43,567$2.62M1.33%−572−1.3%ReducedConverted for a 3-for-1 split
Hudson Value Partners, LLC43,365$2.61M1.11%−2,511−5.5%ReducedConverted for a 3-for-1 split
Kanawha Capital Management LLC43,326$2.61M0.21%+2,658+6.5%AddedConverted for a 3-for-1 split
Belmont Capital, LLC43,318$2.61M0.71%+400+0.9%AddedConverted for a 3-for-1 split
Central Valley Advisors, LLC43,111$2.59M1.34%+1,840+4.5%AddedConverted for a 3-for-1 split
Archford Capital Strategies, LLC43,111$2.59M0.44%−1,301−2.9%ReducedConverted for a 3-for-1 split
Parsons Capital Management Inc43,036$2.59M0.18%+919+2.2%AddedConverted for a 3-for-1 split
JPL Wealth Management, LLC42,972$2.59M1.43%+10,212+31.2%AddedConverted for a 3-for-1 split
Stokes Family Office, LLC42,915$2.58M0.32%+2,529+6.3%AddedConverted for a 3-for-1 split
Welch Group, LLC42,907$2.58M0.13%+706+1.7%AddedConverted for a 3-for-1 split
IFP Advisors, Inc42,660$2.57M0.11%−564−1.3%ReducedConverted for a 3-for-1 split
Beverly Hills Private Wealth, LLC42,567$2.56M0.59%−5,097−10.7%ReducedConverted for a 3-for-1 split
Successful Portfolios LLC42,524$2.56M1.75%+4,706+12.4%AddedConverted for a 3-for-1 split
M Holdings Securities, Inc.42,459$2.56M0.43%−17,310−29.0%ReducedConverted for a 3-for-1 split
Evergreen Capital Management LLC42,186$2.55M0.10%+1,323+3.2%AddedConverted for a 3-for-1 split
Mission Wealth Management, LP42,259$2.54M0.07%−2,237−5.0%ReducedConverted for a 3-for-1 split
Abbrea Capital, LLC42,098$2.54M0.33%+1,019+2.5%AddedConverted for a 3-for-1 split
Hemenway Trust Co LLC42,231$2.54M0.22%−510−1.2%ReducedConverted for a 3-for-1 split
Oak Harbor Wealth Partners, LLC42,178$2.54M0.79%00.0%UnchangedConverted for a 3-for-1 split
R.H. Dinel Investment Counsel, Inc.42,150$2.54M1.62%00.0%UnchangedConverted for a 3-for-1 split
Second Line Capital, LLC41,940$2.53M0.82%+8,745+26.3%AddedConverted for a 3-for-1 split
Rockline Wealth Management, LLC42,059$2.53M0.88%+1,148+2.8%AddedConverted for a 3-for-1 split
Providence First Trust Co42,036$2.53M1.10%+7,863+23.0%AddedConverted for a 3-for-1 split
Westover Capital Advisors, LLC41,971$2.53M0.74%−1,412−3.3%ReducedConverted for a 3-for-1 split
Cidel Asset Management Inc41,921$2.52M0.19%−700−1.6%ReducedConverted for a 3-for-1 split
Engineers Gate Manager LP41,848$2.52M0.07%−340,052−89.0%ReducedConverted for a 3-for-1 split