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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; 4,426 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.

Institutional holdersQ1 2024: 3,212 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,921 institutionsQ1 2025: 3,883 institutionsQ2 2025: 3,977 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,415 institutionsQ1 2026: 4,468 institutionsQ2 2026: 4,426 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 20264,426$336.1B
Q1 20264,468$360.0B
Q4 20254,415$325.6B
Q3 20254,031$288.8B
Q2 20253,977$275.7B
Q1 20253,883$247.6B
Q4 20243,921$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$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
Advisory Services Network, LLC235,938$14.2M0.31%+8,106+3.6%AddedConverted for a 3-for-1 split
Patten & Patten Inc235,625$14.2M1.01%+12,035+5.4%AddedConverted for a 3-for-1 split
Franklin Street Advisors Inc234,706$14.1M1.04%00.0%UnchangedConverted for a 3-for-1 split
Simmons Bank234,036$14.1M1.06%+1,350+0.6%AddedConverted for a 3-for-1 split
Kovitz Investment Group Partners, LLC231,780$13.9M0.18%+40,833+21.4%AddedConverted for a 3-for-1 split
Benjamin F. Edwards & Company, Inc.229,739$13.8M0.25%−5,296−2.3%ReducedConverted for a 3-for-1 split
Concurrent Investment Advisors, LLC228,446$13.7M0.56%−17,119−7.0%ReducedConverted for a 3-for-1 split
Forbes J M & Co LLP227,912$13.7M1.49%−4,285−1.8%ReducedConverted for a 3-for-1 split
Levin Capital Strategies, L.P.227,684$13.7M1.39%+3,644+1.6%AddedConverted for a 3-for-1 split
Resources Investment Advisors, LLC.227,262$13.7M0.21%00.0%UnchangedConverted for a 3-for-1 split
Edge Wealth Management LLC223,107$13.4M2.82%−2,607−1.2%ReducedConverted for a 3-for-1 split
Mesirow Financial Investment Management, Inc.222,733$13.4M0.30%+3,034+1.4%AddedConverted for a 3-for-1 split
CSM Advisors, LLC222,453$13.4M0.88%−2,040−0.9%ReducedConverted for a 3-for-1 split
Townsend & Associates, Inc224,378$13.3M1.55%+5,132+2.3%AddedConverted for a 3-for-1 split
Axxcess Wealth Management, LLC220,269$13.3M0.38%−30,489−12.2%ReducedConverted for a 3-for-1 split
Carnegie Capital Asset Management, LLC218,691$13.2M0.41%+19,218+9.6%AddedConverted for a 3-for-1 split
Eagle Asset Management Inc217,471$13.0M0.07%+55,606+34.4%AddedConverted for a 3-for-1 split
New Mexico Educational Retirement Board215,679$13.0M0.47%−3,300−1.5%ReducedConverted for a 3-for-1 split
James Investment Research Inc215,064$12.9M1.54%−6,642−3.0%ReducedConverted for a 3-for-1 split
Choate Investment Advisors213,443$12.8M0.35%+57,323+36.7%AddedConverted for a 3-for-1 split
Savant Capital, LLC211,263$12.7M0.15%+26,820+14.5%AddedConverted for a 3-for-1 split
Lynch & Associates210,250$12.7M2.92%−11,129−5.0%ReducedConverted for a 3-for-1 split
Callahan Advisors, LLC209,746$12.6M1.32%00.0%UnchangedConverted for a 3-for-1 split
Quadrature Capital Ltd208,988$12.6M0.21%−213,442−50.5%ReducedConverted for a 3-for-1 split
Dodge & Cox206,860$12.4M0.01%−2,600−1.2%ReducedConverted for a 3-for-1 split
Abner Herrman & Brock LLC204,168$12.3M1.53%+5,403+2.7%AddedConverted for a 3-for-1 split
Simplicity Wealth,LLC203,692$12.3M0.29%+164,074+414.1%AddedConverted for a 3-for-1 split
LMCG Investments, LLC202,212$12.2M0.72%00.0%UnchangedConverted for a 3-for-1 split
Metis Global Partners, LLC202,169$12.2M0.44%+1,511+0.8%AddedConverted for a 3-for-1 split
Fiduciary Group LLC201,896$12.1M1.32%−1,705−0.8%ReducedConverted for a 3-for-1 split
Nixon Peabody Trust Co201,358$12.1M1.11%+6,880+3.5%AddedConverted for a 3-for-1 split
CCM Investment Advisers LLC200,726$12.1M1.44%+4,682+2.4%AddedConverted for a 3-for-1 split
iA Global Asset Management Inc.199,815$12.0M0.25%+24,228+13.8%AddedConverted for a 3-for-1 split
Arvest Trust Co N A199,716$12.0M0.68%−8,544−4.1%ReducedConverted for a 3-for-1 split
Modera Wealth Management, LLC199,616$12.0M0.18%+1,139+0.6%AddedConverted for a 3-for-1 split
Pinnbrook Capital Management LP199,445$12.0M2.08%+160,655+414.2%AddedConverted for a 3-for-1 split
Investment Management Corp of Ontario197,952$11.9M0.35%−276,162−58.2%ReducedConverted for a 3-for-1 split
Terry L. Blaker197,834$11.9M0.90%+18,230+10.2%AddedConverted for a 3-for-1 split
Whitener Capital Management, Inc.196,599$11.9M3.89%00.0%UnchangedConverted for a 3-for-1 split
Mizuho Markets Americas LLC197,618$11.9M0.32%+114,542+137.9%AddedConverted for a 3-for-1 split
LSV Asset Management196,820$11.8M0.02%−228,400−53.7%ReducedConverted for a 3-for-1 split
Brown Brothers Harriman & Co195,764$11.8M0.09%−20,221−9.4%ReducedConverted for a 3-for-1 split
Rowland & Co Investment Counsel194,157$11.7M2.47%00.0%UnchangedConverted for a 3-for-1 split
Allen Investment Management LLC193,611$11.6M0.15%00.0%UnchangedConverted for a 3-for-1 split
Hook Mill Capital Partners, LP193,375$11.6M2.53%+23,680+14.0%AddedConverted for a 3-for-1 split
Bradley Foster & Sargent Inc193,152$11.6M0.21%+22,158+13.0%AddedConverted for a 3-for-1 split
Ieq Capital, LLC192,962$11.6M0.17%+18,899+10.9%AddedConverted for a 3-for-1 split
Empirical Capital Management, LLC192,000$11.6M9.37%00.0%UnchangedConverted for a 3-for-1 split
Rheos Capital Works Inc.191,400$11.5M0.55%+107,400+127.9%AddedConverted for a 3-for-1 split
Verition Fund Management LLC191,242$11.5M0.11%−307,883−61.7%ReducedConverted for a 3-for-1 split
City Holding Co190,725$11.5M1.72%00.0%UnchangedConverted for a 3-for-1 split
Core Alternative Capital189,339$11.4M2.04%−17,994−8.7%ReducedConverted for a 3-for-1 split
Webster Bank, N. A.189,334$11.4M1.27%+1,714+0.9%AddedConverted for a 3-for-1 split
BI Asset Management Fondsmaeglerselskab A/S188,312$11.3M0.21%+49,985+36.1%AddedConverted for a 3-for-1 split
Howland Capital Management LLC187,555$11.3M0.54%+176,815+1,646.3%AddedConverted for a 3-for-1 split
Ritholtz Wealth Management186,880$11.2M0.39%+5,455+3.0%AddedConverted for a 3-for-1 split
Prudential PLC186,558$11.2M0.09%−202,101−52.0%ReducedConverted for a 3-for-1 split
Richard C. Young & CO., LTD.185,777$11.2M1.40%+12,302+7.1%AddedConverted for a 3-for-1 split
GFS Advisors, LLC185,461$11.2M1.85%00.0%UnchangedConverted for a 3-for-1 split
Integrated Wealth Concepts LLC185,389$11.2M0.16%+19,543+11.8%AddedConverted for a 3-for-1 split
Apollon Wealth Management, LLC184,117$11.1M0.35%−12,089−6.2%ReducedConverted for a 3-for-1 split
Greystone Financial Group, LLC184,066$11.1M2.21%−1,403−0.8%ReducedConverted for a 3-for-1 split
JB Capital LLC184,039$11.1M0.74%+1,960+1.1%AddedConverted for a 3-for-1 split
Thoroughbred Financial Services, LLC183,261$11.0M1.06%−45,327−19.8%ReducedConverted for a 3-for-1 split
Dorchester Wealth Management Co182,364$11.0M1.97%−4,155−2.2%ReducedConverted for a 3-for-1 split
Colony Group, LLC182,317$11.0M0.09%+115,135+171.4%AddedConverted for a 3-for-1 split
St Germain D J Co Inc182,135$11.0M0.54%+1,859+1.0%AddedConverted for a 3-for-1 split
WealthPlan Investment Management, LLC180,802$10.9M1.66%+44,239+32.4%AddedConverted for a 3-for-1 split
Schonfeld Strategic Advisors LLC180,750$10.9M0.09%+95,754+112.7%AddedConverted for a 3-for-1 split
Canal Insurance CO180,000$10.8M2.79%00.0%UnchangedConverted for a 3-for-1 split
LMG Wealth Partners, LLC179,040$10.8M2.71%−20,346−10.2%ReducedConverted for a 3-for-1 split
MMBG Investment Advisors Co.177,780$10.7M1.13%00.0%UnchangedConverted for a 3-for-1 split
Cinctive Capital Management LP176,644$10.6M0.55%+98,398+125.8%AddedConverted for a 3-for-1 split
Motco176,068$10.6M0.63%+1,165+0.7%AddedConverted for a 3-for-1 split
WESPAC Advisors SoCal, LLC175,887$10.6M2.77%+49,143+38.8%AddedConverted for a 3-for-1 split
First American Trust, FSB175,700$10.6M1.11%+7,931+4.7%AddedConverted for a 3-for-1 split
LS Investment Advisors, LLC175,029$10.5M1.67%+5,421+3.2%AddedConverted for a 3-for-1 split
Allworth Financial LP174,741$10.5M0.07%+951+0.5%AddedConverted for a 3-for-1 split
One Capital Management, LLC174,105$10.5M0.38%+5,055+3.0%AddedConverted for a 3-for-1 split
Transform Wealth, LLC173,076$10.4M0.99%+168,741+3,892.5%AddedConverted for a 3-for-1 split
Te Ahumairangi Investment Management Ltd173,027$10.4M1.81%−4,450−2.5%ReducedConverted for a 3-for-1 split
GHP Investment Advisors, Inc.172,994$10.4M0.52%00.0%UnchangedConverted for a 3-for-1 split
Great Valley Advisor Group, Inc.172,933$10.4M0.32%+5,086+3.0%AddedConverted for a 3-for-1 split
Metropolitan Life Insurance Co172,652$10.4M0.45%−1,546−0.9%ReducedConverted for a 3-for-1 split
Waterloo Capital, L.P.171,910$10.3M1.32%+55,057+47.1%AddedConverted for a 3-for-1 split
Pacific Global Investment Management CO170,957$10.3M1.97%+12,797+8.1%AddedConverted for a 3-for-1 split
Clifford Swan Investment Counsel LLC170,428$10.3M0.38%−9,803−5.4%ReducedConverted for a 3-for-1 split
ARS Wealth Advisors Group, LLC170,380$10.3M1.38%−10,919−6.0%ReducedConverted for a 3-for-1 split
Vinva Investment Management Ltd170,170$10.2M0.59%+17,548+11.5%AddedConverted for a 3-for-1 split
Charter Trust Co170,097$10.2M0.68%+1,311+0.8%AddedConverted for a 3-for-1 split
Mattern Capital Management, LLC169,869$10.2M1.39%+1,095+0.6%AddedConverted for a 3-for-1 split
Visionary Wealth Advisors169,492$10.2M0.69%00.0%UnchangedConverted for a 3-for-1 split
Pettyjohn, Wood & White, Inc169,454$10.2M2.03%+1,598+1.0%AddedConverted for a 3-for-1 split
Leavell Investment Management, Inc.168,767$10.2M0.59%+20,354+13.7%AddedConverted for a 3-for-1 split
TownSquare Capital, LLC168,690$10.2M0.15%00.0%UnchangedConverted for a 3-for-1 split
Arkadios Wealth Advisors168,516$10.1M0.79%+5,196+3.2%AddedConverted for a 3-for-1 split
Colonial Trust Advisors167,755$10.1M1.00%+2,617+1.6%AddedConverted for a 3-for-1 split
Lockheed Martin Investment Management Co173,460$10.0M0.73%+115,260+198.0%AddedConverted for a 3-for-1 split
Catalyst Funds Management Pty Ltd166,100$9.99M2.79%+166,100New
Farmers Trust Co165,738$9.97M2.01%00.0%UnchangedConverted for a 3-for-1 split