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 7 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
- 3,212
- +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
- 1,105 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 592,381 | $35.6M | 0.37% | +39,556+7.2% | AddedConverted for a 3-for-1 split |
| Eastern Bank | 590,655 | $35.5M | 1.48% | −24,327−4.0% | ReducedConverted for a 3-for-1 split |
| Wafra Inc. | 589,626 | $35.5M | 1.86% | 00.0% | UnchangedConverted for a 3-for-1 split |
| KCM Investment Advisors LLC | 586,082 | $35.3M | 1.30% | +23,951+4.3% | AddedConverted for a 3-for-1 split |
| New York Life Investment Management LLC | 585,651 | $35.2M | 0.35% | −22,077−3.6% | ReducedConverted for a 3-for-1 split |
| Prime Capital Investment Advisors, LLC | 585,172 | $35.2M | 0.49% | −80,594−12.1% | ReducedConverted for a 3-for-1 split |
| Heritage Investors Management Corp | 574,330 | $34.6M | 1.22% | −9,188−1.6% | ReducedConverted for a 3-for-1 split |
| Dai-Ichi Life Insurance Company, Ltd | 569,839 | $34.3M | 0.78% | −108,059−15.9% | ReducedConverted for a 3-for-1 split |
| Raymond James Trust N.A. | 563,991 | $33.9M | 0.82% | +4,896+0.9% | AddedConverted for a 3-for-1 split |
| Delta Asset Management LLC | 561,791 | $33.8M | 2.99% | −2,905−0.5% | ReducedConverted for a 3-for-1 split |
| Kornitzer Capital Management Inc | 552,557 | $33.2M | 0.61% | 00.0% | UnchangedConverted for a 3-for-1 split |
| State of Alaska, Department of Revenue | 551,393 | $33.2M | 0.38% | −18,340−3.2% | ReducedConverted for a 3-for-1 split |
| Heritage Wealth Advisors | 548,748 | $33.0M | 1.51% | +9,594+1.8% | AddedConverted for a 3-for-1 split |
| Beacon Pointe Advisors, LLC | 548,162 | $33.0M | 0.37% | +9,503+1.8% | AddedConverted for a 3-for-1 split |
| Mediolanum International Funds Ltd | 541,399 | $32.9M | 0.54% | +541,399 | New |
| Winton Group Ltd | 542,618 | $32.6M | 2.31% | +430,715+384.9% | AddedConverted for a 3-for-1 split |
| United Services Automobile Association | 541,448 | $32.6M | 0.80% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Central Trust Co | 539,877 | $32.5M | 0.81% | −10,770−2.0% | ReducedConverted for a 3-for-1 split |
| British Columbia Investment Management Corp | 532,189 | $32.0M | 0.22% | +20,971+4.1% | AddedConverted for a 3-for-1 split |
| Vestcor Inc | 527,046 | $31.7M | 1.09% | −34,335−6.1% | ReducedConverted for a 3-for-1 split |
| Daiwa Securities Group Inc. | 525,668 | $31.6M | 0.18% | −101,464−16.2% | ReducedConverted for a 3-for-1 split |
| First Financial Bankshares Inc | 518,735 | $31.2M | 0.70% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Banco Santander, S.A. | 514,361 | $30.9M | 0.37% | +87,053+20.4% | AddedConverted for a 3-for-1 split |
| Quantinno Capital Management LP | 511,828 | $30.8M | 0.67% | +254,512+98.9% | AddedConverted for a 3-for-1 split |
| Welch & Forbes LLC | 510,253 | $30.7M | 0.42% | +9,232+1.8% | AddedConverted for a 3-for-1 split |
| Adams Diversified Equity Fund, Inc. | 506,943 | $30.5M | 1.08% | −103,800−17.0% | ReducedConverted for a 3-for-1 split |
| Brinker Capital Investments, LLC | 505,315 | $30.4M | 0.33% | +5,515+1.1% | AddedConverted for a 3-for-1 split |
| Orion Portfolio Solutions, LLC | 505,315 | $30.4M | 0.33% | +5,515+1.1% | AddedConverted for a 3-for-1 split |
| Great West Life Assurance Co | 499,184 | $30.1M | 0.06% | −15,856−3.1% | ReducedConverted for a 3-for-1 split |
| First Horizon Advisors, Inc. | 499,330 | $30.0M | 0.93% | +10,246+2.1% | AddedConverted for a 3-for-1 split |
| Paralel Advisors LLC | 495,000 | $29.8M | 1.37% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Argent Trust Co | 493,215 | $29.7M | 1.33% | −8,004−1.6% | ReducedConverted for a 3-for-1 split |
| Oppenheimer & Co Inc | 492,758 | $29.6M | 0.49% | +3,032+0.6% | AddedConverted for a 3-for-1 split |
| RiverFront Investment Group, LLC | 489,998 | $29.5M | 0.83% | −22,795−4.4% | ReducedConverted for a 3-for-1 split |
| Tiaa Trust, National Association | 489,618 | $29.5M | 0.09% | −17,934−3.5% | ReducedConverted for a 3-for-1 split |
| Pathstone Holdings, LLC | 481,038 | $28.9M | 0.14% | +31,470+7.0% | AddedConverted for a 3-for-1 split |
| Cullen/Frost Bankers, Inc. | 480,004 | $28.9M | 0.43% | −3,371−0.7% | ReducedConverted for a 3-for-1 split |
| Ilmarinen Mutual Pension Insurance Co | 479,500 | $28.9M | 0.35% | +41,500+9.5% | AddedConverted for a 3-for-1 split |
| Avantax Advisory Services, Inc. | 476,280 | $28.7M | 0.25% | +60,975+14.7% | AddedConverted for a 3-for-1 split |
| Farmers & Merchants Investments Inc | 473,783 | $28.5M | 0.96% | 00.0% | UnchangedConverted for a 3-for-1 split |
| National Mutual Insurance Federation of Agricultural Cooperatives | 473,100 | $28.5M | 0.30% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Massachusetts Financial Services Co | 470,701 | $28.3M | 0.01% | −5,963−1.3% | ReducedConverted for a 3-for-1 split |
| Absher Wealth Management, LLC | 466,000 | $28.0M | 3.89% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fullerton Fund Management Co Ltd. | 458,834 | $27.6M | 1.31% | +458,834 | New |
| Gratus Capital LLC | 456,650 | $27.5M | 1.27% | +32,672+7.7% | AddedConverted for a 3-for-1 split |
| MAI Capital Management | 455,893 | $27.4M | 0.29% | +134,302+41.8% | AddedConverted for a 3-for-1 split |
| Illinois Municipal Retirement Fund | 454,106 | $27.3M | 0.42% | −129,511−22.2% | ReducedConverted for a 3-for-1 split |
| Country Club Bank | 443,840 | $26.7M | 1.88% | −3,340−0.7% | ReducedConverted for a 3-for-1 split |
| Wealthfront Advisers LLC | 440,476 | $26.5M | 0.09% | +16,822+4.0% | AddedConverted for a 3-for-1 split |
| Peapack Gladstone Financial Corp | 440,274 | $26.5M | 0.41% | −3,180−0.7% | ReducedConverted for a 3-for-1 split |
| Bridgeway Capital Management, LLC | 437,420 | $26.3M | 0.54% | +2,957+0.7% | AddedConverted for a 3-for-1 split |
| Crawford Investment Counsel Inc | 436,342 | $26.3M | 0.49% | −4,400−1.0% | ReducedConverted for a 3-for-1 split |
| Walleye Capital LLC | 433,477 | $26.1M | 0.28% | +10,045+2.4% | AddedConverted for a 3-for-1 split |
| BNP Paribas | 421,676 | $26.1M | 1.22% | +421,676 | New |
| Unigestion Holding SA | 429,521 | $25.8M | 1.26% | −510,775−54.3% | ReducedConverted for a 3-for-1 split |
| Lazard Asset Management LLC | 425,387 | $25.6M | 0.03% | +212,831+100.1% | AddedConverted for a 3-for-1 split |
| Perfromance Wealth Partners, LLC | 417,219 | $25.1M | 1.05% | +2,622+0.6% | AddedConverted for a 3-for-1 split |
| Crossmark Global Holdings, Inc. | 416,272 | $25.0M | 0.48% | −45,497−9.9% | ReducedConverted for a 3-for-1 split |
| Oakworth Capital, Inc. | 413,851 | $24.9M | 1.87% | +4,720+1.2% | AddedConverted for a 3-for-1 split |
| Bartlett & Co. Wealth Management LLC | 411,080 | $24.8M | 0.38% | −5,479−1.3% | ReducedConverted for a 3-for-1 split |
| Novare Capital Management LLC | 410,676 | $24.7M | 2.23% | +19,179+4.9% | AddedConverted for a 3-for-1 split |
| Jacobs Levy Equity Management, Inc | 408,282 | $24.6M | 0.11% | +408,282 | New |
| Elo Mutual Pension Insurance Co | 405,891 | $24.4M | 0.57% | +18,159+4.7% | AddedConverted for a 3-for-1 split |
| Sapient Capital LLC | 400,009 | $24.2M | 0.53% | −7,580−1.9% | ReducedConverted for a 3-for-1 split |
| Greenwood Gearhart Inc | 398,505 | $24.0M | 2.34% | +5,256+1.3% | AddedConverted for a 3-for-1 split |
| Prana Capital Management, LP | 391,532 | $23.6M | 1.06% | +106,655+37.4% | AddedConverted for a 3-for-1 split |
| JustInvest LLC | 387,557 | $23.3M | 0.50% | +67,376+21.0% | AddedConverted for a 3-for-1 split |
| Community Trust & Investment Co | 387,293 | $23.3M | 1.64% | −2,149−0.6% | ReducedConverted for a 3-for-1 split |
| Macquarie Group Ltd | 629,847 | $23.2M | 0.03% | −98,640−13.5% | ReducedConverted for a 3-for-1 split |
| Massmutual Trust Co FSB | 385,642 | $23.2M | 0.72% | +10,633+2.8% | AddedConverted for a 3-for-1 split |
| Willis Investment Counsel | 385,545 | $23.2M | 1.60% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lighthouse Investment Partners, LLC | 383,000 | $23.0M | 1.35% | −91,438−19.3% | ReducedConverted for a 3-for-1 split |
| Gradient Investments LLC | 382,375 | $23.0M | 0.53% | +34,081+9.8% | AddedConverted for a 3-for-1 split |
| Pinnacle Associates Ltd | 380,728 | $22.9M | 0.36% | −4,664−1.2% | ReducedConverted for a 3-for-1 split |
| Brown Advisory Inc | 380,509 | $22.9M | 0.03% | −23,603−5.8% | ReducedConverted for a 3-for-1 split |
| Gulf International Bank (UK) Ltd | 380,395 | $22.9M | 0.58% | +14,986+4.1% | AddedConverted for a 3-for-1 split |
| Forest Avenue Capital Management LP | 379,900 | $22.9M | 5.61% | +379,900 | New |
| FIL Ltd | 379,649 | $22.8M | 0.02% | −302,443−44.3% | ReducedConverted for a 3-for-1 split |
| Shellback Capital, LP | 378,300 | $22.8M | 1.53% | +378,300 | New |
| Kestra Private Wealth Services, LLC | 375,747 | $22.6M | 0.51% | −3,726−1.0% | ReducedConverted for a 3-for-1 split |
| Destination Wealth Management | 375,133 | $22.6M | 0.75% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Atria Investments LLC | 373,074 | $22.5M | 0.31% | +13,029+3.6% | AddedConverted for a 3-for-1 split |
| Cornerstone Advisors, LLC | 373,000 | $22.4M | 0.93% | −52,100−12.3% | ReducedConverted for a 3-for-1 split |
| Symmetry Investments LP | 372,250 | $22.4M | 2.34% | +68,500+22.6% | AddedConverted for a 3-for-1 split |
| Pacer Advisors, Inc. | 371,596 | $22.4M | 0.05% | −48,644−11.6% | ReducedConverted for a 3-for-1 split |
| Baader Bank INC | 367,086 | $22.1M | 1.80% | −4,308−1.2% | ReducedConverted for a 3-for-1 split |
| Oregon Public Employees Retirement Fund | 365,926 | $22.0M | 0.44% | +31,888+9.5% | AddedConverted for a 3-for-1 split |
| GW Henssler & Associates Ltd | 364,527 | $21.9M | 1.29% | −4,761−1.3% | ReducedConverted for a 3-for-1 split |
| Brandywine Global Investment Management, LLC | 363,124 | $21.8M | 0.16% | −3,944−1.1% | ReducedConverted for a 3-for-1 split |
| Badgley Phelps Wealth Managers, LLC | 361,211 | $21.8M | 0.55% | −6,067−1.7% | ReducedConverted for a 3-for-1 split |
| Aptus Capital Advisors, LLC | 360,410 | $21.7M | 0.47% | +48,938+15.7% | AddedConverted for a 3-for-1 split |
| Guggenheim Capital LLC | 359,544 | $21.6M | 0.15% | −95,349−21.0% | ReducedConverted for a 3-for-1 split |
| HRT Financial LP | 354,371 | $21.3M | 0.13% | −66,943−15.9% | ReducedConverted for a 3-for-1 split |
| Teachers Retirement System of the State of Kentucky | 352,724 | $21.2M | 0.19% | −13,915−3.8% | ReducedConverted for a 3-for-1 split |
| Capital Fund Management S.A. | 347,225 | $20.9M | 0.26% | −45,511−11.6% | ReducedConverted for a 3-for-1 split |
| Northwest & Ethical Investments L.P. | 346,208 | $20.8M | 0.60% | +75,809+28.0% | AddedConverted for a 3-for-1 split |
| D.A. Davidson & Co. | 345,207 | $20.8M | 0.19% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Connor, Clark & Lunn Investment Management Ltd. | 344,406 | $20.7M | 0.09% | +2,001+0.6% | AddedConverted for a 3-for-1 split |
| Lathrop Investment Management Corp | 342,761 | $20.6M | 3.99% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Managed Asset Portfolios, LLC | 338,096 | $20.3M | 2.96% | 00.0% | UnchangedConverted for a 3-for-1 split |