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; 4,426 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
- 3,211
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 336,050 | $20.2M | 0.86% | −65,215−16.3% | ReducedConverted for a 3-for-1 split |
| Vontobel Holding Ltd. | 335,823 | $20.2M | 0.16% | +35,580+11.9% | AddedConverted for a 3-for-1 split |
| BancorpSouth Bank | 334,398 | $20.1M | 1.47% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Salem Investment Counselors Inc | 332,907 | $20.1M | 0.66% | −5,310−1.6% | ReducedConverted for a 3-for-1 split |
| Rafferty Asset Management, LLC | 333,682 | $20.1M | 0.07% | −10,358−3.0% | ReducedConverted for a 3-for-1 split |
| Maryland State Retirement & Pension System | 335,533 | $20.0M | 0.40% | +2,149+0.6% | AddedConverted for a 3-for-1 split |
| Northeast Investment Management | 331,570 | $20.0M | 0.98% | +3,073+0.9% | AddedConverted for a 3-for-1 split |
| Beck Mack & Oliver LLC | 330,862 | $19.9M | 0.40% | −9,080−2.7% | ReducedConverted for a 3-for-1 split |
| First National Trust Co | 329,448 | $19.8M | 0.80% | −7,251−2.2% | ReducedConverted for a 3-for-1 split |
| Cullen Investment Group, Ltd. | 331,282 | $19.6M | 3.09% | +10,222+3.2% | AddedConverted for a 3-for-1 split |
| Credit Agricole S A | 330,600 | $19.6M | 0.33% | +132,423+66.8% | AddedConverted for a 3-for-1 split |
| Independent Advisor Alliance | 325,144 | $19.6M | 0.71% | −7,370−2.2% | ReducedConverted for a 3-for-1 split |
| Kentucky Retirement Systems | 325,085 | $19.6M | 0.58% | −17,329−5.1% | ReducedConverted for a 3-for-1 split |
| Azimuth Capital Investment Management LLC | 324,862 | $19.5M | 0.81% | −15,884−4.7% | ReducedConverted for a 3-for-1 split |
| South Dakota Investment Council | 324,434 | $19.5M | 0.41% | −6,100−1.8% | ReducedConverted for a 3-for-1 split |
| Washington Trust Co | 322,492 | $19.4M | 0.71% | +2,035+0.6% | AddedConverted for a 3-for-1 split |
| Whittier Trust Co | 320,991 | $19.3M | 0.28% | −7,371−2.2% | ReducedConverted for a 3-for-1 split |
| Edgar Lomax Co | 320,170 | $19.3M | 1.19% | +320,170 | New |
| Asset Advisors Investment Management, LLC | 314,442 | $18.9M | 2.12% | +4,374+1.4% | AddedConverted for a 3-for-1 split |
| Lido Advisors, LLC | 312,922 | $18.9M | 0.17% | −1,856−0.6% | ReducedConverted for a 3-for-1 split |
| Bollard Group LLC | 311,577 | $18.7M | 0.57% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sonora Investment Management Group, LLC | 310,134 | $18.7M | 1.46% | +6,432+2.1% | AddedConverted for a 3-for-1 split |
| Mane Global Capital Management LP | 309,556 | $18.6M | 1.58% | +309,556 | New |
| Capital Investment Counsel, Inc | 306,248 | $18.4M | 3.18% | −45,691−13.0% | ReducedConverted for a 3-for-1 split |
| HB Wealth Management, LLC | 305,853 | $18.4M | 0.23% | +13,968+4.8% | AddedConverted for a 3-for-1 split |
| Polar Capital Holdings Plc | 301,725 | $18.2M | 0.11% | +193,629+179.1% | AddedConverted for a 3-for-1 split |
| Ofi Invest Asset Management | 324,811 | $18.1M | 0.49% | +11,668+3.7% | AddedConverted for a 3-for-1 split |
| Wilbanks Smith & Thomas Asset Management LLC | 300,499 | $18.1M | 0.51% | +3,088+1.0% | AddedConverted for a 3-for-1 split |
| LMR Partners LLP | 298,635 | $18.0M | 0.46% | +298,635 | New |
| Atria Wealth Solutions, Inc. | 295,435 | $17.8M | 0.20% | +25,951+9.6% | AddedConverted for a 3-for-1 split |
| Woodson Capital Management, LP | 295,000 | $17.8M | 3.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Trexquant Investment LP | 294,871 | $17.7M | 0.35% | −454,574−60.7% | ReducedConverted for a 3-for-1 split |
| Prospera Financial Services Inc | 293,964 | $17.7M | 0.53% | +10,677+3.8% | AddedConverted for a 3-for-1 split |
| FineMark National Bank & Trust | 293,867 | $17.7M | 0.66% | +2,009+0.7% | AddedConverted for a 3-for-1 split |
| Synovus Financial Corp | 293,826 | $17.7M | 0.23% | +6,582+2.3% | AddedConverted for a 3-for-1 split |
| Candriam Luxembourg S.C.A. | 293,296 | $17.6M | 0.11% | +22,930+8.5% | AddedConverted for a 3-for-1 split |
| Bellecapital International Ltd. | 293,237 | $17.6M | 3.90% | +6,692+2.3% | AddedConverted for a 3-for-1 split |
| Edge Capital Group, LLC | 292,514 | $17.6M | 0.88% | +12,386+4.4% | AddedConverted for a 3-for-1 split |
| TCG Advisory Services, LLC | 291,592 | $17.5M | 0.97% | +21,952+8.1% | AddedConverted for a 3-for-1 split |
| Tompkins Financial Corp | 290,240 | $17.5M | 1.97% | +5,102+1.8% | AddedConverted for a 3-for-1 split |
| Exchange Traded Concepts, LLC | 288,577 | $17.4M | 0.45% | −10,403−3.5% | ReducedConverted for a 3-for-1 split |
| HM Payson & Co | 286,300 | $17.2M | 0.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sandy Spring Bank | 285,996 | $17.2M | 0.78% | −7,602−2.6% | ReducedConverted for a 3-for-1 split |
| Westchester Capital Management, Inc. | 285,715 | $17.2M | 4.32% | −2,288−0.8% | ReducedConverted for a 3-for-1 split |
| Swiss Life Asset Management Ltd | 285,673 | $17.2M | 0.24% | −352,613−55.2% | ReducedConverted for a 3-for-1 split |
| Calamos Wealth Management LLC | 285,341 | $17.2M | 0.97% | +1,616+0.6% | AddedConverted for a 3-for-1 split |
| Steigerwald, Gordon & Koch Inc. | 284,856 | $17.1M | 2.13% | +3,438+1.2% | AddedConverted for a 3-for-1 split |
| Atwood & Palmer Inc | 282,369 | $17.0M | 1.29% | +6,762+2.5% | AddedConverted for a 3-for-1 split |
| Bragg Financial Advisors, Inc | 282,167 | $17.0M | 0.76% | −7,942−2.7% | ReducedConverted for a 3-for-1 split |
| Brookstone Capital Management | 281,496 | $16.9M | 0.30% | +55,956+24.8% | AddedConverted for a 3-for-1 split |
| NBT Bank N A | 280,911 | $16.9M | 1.24% | +171,198+156.0% | AddedConverted for a 3-for-1 split |
| Graham Capital Management, L.P. | 280,653 | $16.9M | 0.48% | −182,820−39.4% | ReducedConverted for a 3-for-1 split |
| Nicola Wealth Management Ltd. | 280,200 | $16.9M | 1.63% | −135,000−32.5% | ReducedConverted for a 3-for-1 split |
| Wesbanco Bank Inc | 277,350 | $16.7M | 0.63% | +40,794+17.2% | AddedConverted for a 3-for-1 split |
| Hartford Investment Management Co | 276,640 | $16.6M | 0.59% | −11,522−4.0% | ReducedConverted for a 3-for-1 split |
| National Asset Management, Inc. | 103,607 | $16.6M | 0.45% | −197,395−65.6% | ReducedConverted for a 3-for-1 split |
| Motley Fool Asset Management LLC | 274,520 | $16.5M | 1.07% | +34,445+14.3% | AddedConverted for a 3-for-1 split |
| U.S. Capital Wealth Advisors, LLC | 273,428 | $16.5M | 0.63% | −16,339−5.6% | ReducedConverted for a 3-for-1 split |
| Picton Mahoney Asset Management | 273,294 | $16.4M | 0.69% | +45,114+19.8% | AddedConverted for a 3-for-1 split |
| TCTC Holdings, LLC | 271,576 | $16.3M | 0.54% | −1,769−0.6% | ReducedConverted for a 3-for-1 split |
| Van Eck Associates Corp | 271,506 | $16.3M | 0.02% | +17,505+6.9% | AddedConverted for a 3-for-1 split |
| DuPont Capital Management Corp | 270,147 | $16.3M | 1.34% | −35,256−11.5% | ReducedConverted for a 3-for-1 split |
| Envestnet Portfolio Solutions, Inc. | 270,065 | $16.2M | 0.06% | +62,711+30.2% | AddedConverted for a 3-for-1 split |
| Meiji Yasuda Life Insurance Co | 269,516 | $16.2M | 0.34% | +90,014+50.1% | AddedConverted for a 3-for-1 split |
| Toroso Investments, LLC | 268,073 | $16.1M | 0.28% | −69,382−20.6% | ReducedConverted for a 3-for-1 split |
| Marco Investment Management LLC | 264,496 | $15.9M | 1.50% | 00.0% | UnchangedConverted for a 3-for-1 split |
| South State Corp. | 264,230 | $15.9M | 1.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Moors & Cabot, Inc. | 263,675 | $15.9M | 0.86% | +18,269+7.4% | AddedConverted for a 3-for-1 split |
| Anchor Capital Advisors LLC | 263,650 | $15.9M | 0.42% | −41,762−13.7% | ReducedConverted for a 3-for-1 split |
| Stonebridge Capital Advisors LLC | 261,986 | $15.8M | 1.42% | +3,452+1.3% | AddedConverted for a 3-for-1 split |
| Concentric Capital Strategies, LP | 260,324 | $15.7M | 1.01% | +260,324 | New |
| First Nebraska Trust Co | 260,207 | $15.7M | 1.62% | −1,870−0.7% | ReducedConverted for a 3-for-1 split |
| Oppenheimer Asset Management Inc. | 259,276 | $15.6M | 0.23% | −45,515−14.9% | ReducedConverted for a 3-for-1 split |
| Smith Group Asset Management, LLC | 259,200 | $15.6M | 0.89% | −108,900−29.6% | ReducedConverted for a 3-for-1 split |
| Segment Wealth Management, LLC | 259,024 | $15.6M | 1.18% | +9,703+3.9% | AddedConverted for a 3-for-1 split |
| Montag A & Associates Inc | 257,853 | $15.6M | 0.78% | +2,133+0.8% | AddedConverted for a 3-for-1 split |
| GTS Securities LLC | 258,394 | $15.5M | 0.42% | +186,730+260.6% | AddedConverted for a 3-for-1 split |
| Stillwater Capital Advisors, LLC | 257,607 | $15.5M | 2.30% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BTC Capital Management, Inc. | 256,570 | $15.4M | 1.41% | +256,570 | New |
| Cutler Investment Counsel LLC | 254,109 | $15.3M | 2.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Janney Capital Management LLC | 253,496 | $15.3M | 1.01% | −8,281−3.2% | ReducedConverted for a 3-for-1 split |
| Tower Research Capital LLC (TRC) | 253,422 | $15.2M | 0.37% | −378,774−59.9% | ReducedConverted for a 3-for-1 split |
| B. Metzler seel. Sohn & Co. AG | 253,302 | $15.2M | 0.17% | +26,148+11.5% | AddedConverted for a 3-for-1 split |
| Nemes Rush Group LLC | 252,161 | $15.2M | 2.17% | +8,207+3.4% | AddedConverted for a 3-for-1 split |
| Securian Asset Management, Inc | 252,128 | $15.2M | 0.44% | −18,883−7.0% | ReducedConverted for a 3-for-1 split |
| Phoenix Holdings Ltd. | 251,429 | $15.1M | 0.21% | +51,059+25.5% | AddedConverted for a 3-for-1 split |
| Snowden Capital Advisors LLC | 248,927 | $15.0M | 0.47% | +44,387+21.7% | AddedConverted for a 3-for-1 split |
| Louisiana State Employees Retirement System | 249,200 | $15.0M | 0.29% | −9,700−3.7% | ReducedConverted for a 3-for-1 split |
| Advisors Capital Management, LLC | 248,967 | $15.0M | 0.27% | −51,561−17.2% | ReducedConverted for a 3-for-1 split |
| Danica Pension, Livsforsikringsaktieselskab | 248,244 | $14.9M | 0.33% | +248,244 | New |
| Capital Analysts, LLC | 247,603 | $14.9M | 0.70% | +160,483+184.2% | AddedConverted for a 3-for-1 split |
| GDS Wealth Management | 246,503 | $14.8M | 1.74% | +15,644+6.8% | AddedConverted for a 3-for-1 split |
| Zweig-DiMenna Associates LLC | 246,030 | $14.8M | 1.31% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Agf Management Ltd | 252,129 | $14.8M | 0.08% | −39,759−13.6% | ReducedConverted for a 3-for-1 split |
| Boston Mountain Money Management Inc | 244,268 | $14.7M | 10.07% | +244,268 | New |
| Venturi Wealth Management, LLC | 243,733 | $14.7M | 0.94% | +15,784+6.9% | AddedConverted for a 3-for-1 split |
| American National Bank | 241,009 | $14.5M | 1.92% | +11,455+5.0% | AddedConverted for a 3-for-1 split |
| Parthenon LLC | 240,930 | $14.5M | 1.84% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Unisphere Establishment | 240,000 | $14.4M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hamel Associates, Inc. | 239,058 | $14.4M | 4.61% | 00.0% | UnchangedConverted for a 3-for-1 split |