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 |
|---|---|---|---|---|---|
| Shelter Mutual Insurance Co | 165,666 | $9.97M | 2.57% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Moran Wealth Management, LLC | 165,629 | $9.97M | 0.32% | −3,049−1.8% | ReducedConverted for a 3-for-1 split |
| Park Avenue Securities LLC | 164,779 | $9.91M | 0.13% | +11,911+7.8% | AddedConverted for a 3-for-1 split |
| Compagnie Lombard Odier SCmA | 164,749 | $9.91M | 0.18% | +33,997+26.0% | AddedConverted for a 3-for-1 split |
| Griffin Asset Management, Inc. | 164,625 | $9.91M | 1.18% | +3,957+2.5% | AddedConverted for a 3-for-1 split |
| First American Bank | 164,249 | $9.88M | 0.75% | +1,604+1.0% | AddedConverted for a 3-for-1 split |
| Ziegler Capital Management, LLC | 162,637 | $9.78M | 0.37% | −4,949−3.0% | ReducedConverted for a 3-for-1 split |
| Cardinal Capital Management | 161,974 | $9.78M | 1.59% | +9,553+6.3% | AddedConverted for a 3-for-1 split |
| Veriti Management LLC | 162,238 | $9.76M | 0.73% | +23,932+17.3% | AddedConverted for a 3-for-1 split |
| Atwater Malick LLC | 162,162 | $9.76M | 3.44% | +4,575+2.9% | AddedConverted for a 3-for-1 split |
| American Assets Investment Management, LLC | 162,000 | $9.75M | 0.93% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TLW Wealth Management, LLC | 161,854 | $9.74M | 6.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Avitas Wealth Management LLC | 161,384 | $9.71M | 1.48% | +2,045+1.3% | AddedConverted for a 3-for-1 split |
| SpiderRock Advisors, LLC | 159,541 | $9.71M | 0.31% | +159,541 | New |
| Physicians Financial Services, Inc. | 161,057 | $9.69M | 3.41% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stratos Wealth Partners, LTD. | 160,293 | $9.64M | 0.16% | −1,797−1.1% | ReducedConverted for a 3-for-1 split |
| Empowered Funds, LLC | 160,292 | $9.64M | 0.17% | +42,173+35.7% | AddedConverted for a 3-for-1 split |
| Waters Parkerson & Co., LLC | 160,167 | $9.64M | 0.49% | −1,506−0.9% | ReducedConverted for a 3-for-1 split |
| Mach-1 Financial Group, Inc. | 160,142 | $9.64M | 7.35% | +10,304+6.9% | AddedConverted for a 3-for-1 split |
| Gabelli Funds LLC | 160,110 | $9.63M | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Marble Harbor Investment Counsel, LLC | 159,682 | $9.61M | 1.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lowe Brockenbrough & Co Inc | 158,620 | $9.57M | 0.65% | −8,522−5.1% | ReducedConverted for a 3-for-1 split |
| Bright Rock Capital Management, LLC | 159,000 | $9.57M | 1.98% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Norinchukin Bank, The | 158,821 | $9.56M | 0.29% | −31,499−16.6% | ReducedConverted for a 3-for-1 split |
| Guardian Capital Advisors LP | 159,922 | $9.54M | 1.03% | −80,696−33.5% | ReducedConverted for a 3-for-1 split |
| Gotham Asset Management, LLC | 158,138 | $9.52M | 0.14% | −32,161−16.9% | ReducedConverted for a 3-for-1 split |
| Jump Financial, LLC | 157,464 | $9.47M | 0.26% | +157,464 | New |
| Hancock Whitney Corp | 157,207 | $9.46M | 0.33% | +12,484+8.6% | AddedConverted for a 3-for-1 split |
| Trajan Wealth LLC | 157,016 | $9.45M | 0.64% | +157,016 | New |
| Marietta Wealth Management, LLC | 156,636 | $9.42M | 1.56% | +2,820+1.8% | AddedConverted for a 3-for-1 split |
| RBF Capital, LLC | 155,322 | $9.35M | 0.53% | 00.0% | UnchangedConverted for a 3-for-1 split |
| WS Management LLLP | 155,304 | $9.34M | 0.86% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Monarch Capital Management Inc | 154,844 | $9.34M | 2.64% | −3,265−2.1% | ReducedConverted for a 3-for-1 split |
| Foster Victor Wealth Advisors, LLC | 155,138 | $9.32M | 0.85% | −4,534−2.8% | ReducedConverted for a 3-for-1 split |
| Two Sigma Securities, LLC | 154,913 | $9.32M | 0.45% | −128,065−45.3% | ReducedConverted for a 3-for-1 split |
| Valicenti Advisory Services Inc | 154,716 | $9.31M | 2.59% | −12,840−7.7% | ReducedConverted for a 3-for-1 split |
| AE Wealth Management LLC | 154,599 | $9.30M | 0.11% | −713,100−82.2% | ReducedConverted for a 3-for-1 split |
| Bleakley Financial Group, LLC | 154,491 | $9.30M | 0.27% | −4,893−3.1% | ReducedConverted for a 3-for-1 split |
| Dynamic Advisor Solutions LLC | 153,274 | $9.22M | 0.31% | −14,690−8.7% | ReducedConverted for a 3-for-1 split |
| Empirical Finance, LLC | 152,894 | $9.20M | 0.56% | +5,237+3.5% | AddedConverted for a 3-for-1 split |
| HighPoint Advisor Group LLC | 152,209 | $9.20M | 0.65% | −306,188−66.8% | ReducedConverted for a 3-for-1 split |
| Heritage Trust Co | 152,568 | $9.18M | 1.23% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Trust Co of Vermont | 152,210 | $9.16M | 0.51% | +13,649+9.9% | AddedConverted for a 3-for-1 split |
| Keb Asset Management, LLC | 150,809 | $9.07M | 3.10% | +1,595+1.1% | AddedConverted for a 3-for-1 split |
| Parkside Investments, LLC | 150,806 | $9.07M | 1.44% | −6,145−3.9% | ReducedConverted for a 3-for-1 split |
| Jefferies Financial Group Inc. | 150,297 | $9.04M | 0.18% | −4,314−2.8% | ReducedConverted for a 3-for-1 split |
| Invictus Private Wealth, LLC | 150,054 | $9.03M | 0.80% | −51,519−25.6% | ReducedConverted for a 3-for-1 split |
| McGuire Investment Group, LLC | 150,017 | $9.03M | 1.32% | +26,105+21.1% | AddedConverted for a 3-for-1 split |
| Executive Wealth Management, LLC | 150,374 | $9.02M | 0.79% | −23,818−13.7% | ReducedConverted for a 3-for-1 split |
| Osborne Partners Capital Management, LLC | 149,361 | $8.99M | 0.55% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wesleyan Assurance Society | 149,250 | $8.98M | 0.80% | 00.0% | UnchangedConverted for a 3-for-1 split |
| IHT Wealth Management, LLC | 148,788 | $8.95M | 0.36% | −6,942−4.5% | ReducedConverted for a 3-for-1 split |
| Hantz Financial Services, Inc. | 148,641 | $8.94M | 0.17% | −13,239−8.2% | ReducedConverted for a 3-for-1 split |
| Rockland Trust Co | 148,633 | $8.94M | 0.47% | −40,727−21.5% | ReducedConverted for a 3-for-1 split |
| K.J. Harrison & Partners Inc | 148,577 | $8.94M | 1.38% | −90,451−37.8% | ReducedConverted for a 3-for-1 split |
| Boston Private Wealth LLC | 148,177 | $8.92M | 0.20% | −6,494−4.2% | ReducedConverted for a 3-for-1 split |
| Strategic Planning Group, LLC | 147,918 | $8.90M | 2.23% | +24,588+19.9% | AddedConverted for a 3-for-1 split |
| Citizens Financial Group Inc | 147,812 | $8.89M | 0.30% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Auxier Asset Management | 147,798 | $8.89M | 1.35% | 00.0% | UnchangedConverted for a 3-for-1 split |
| EP Wealth Advisors, LLC | 147,598 | $8.88M | 0.10% | +4,477+3.1% | AddedConverted for a 3-for-1 split |
| Toth Financial Advisory Corp | 147,449 | $8.87M | 1.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bogart Wealth, LLC | 147,092 | $8.85M | 0.46% | +6,821+4.9% | AddedConverted for a 3-for-1 split |
| AlTi Global, Inc. | 145,550 | $8.79M | 0.24% | +64,517+79.6% | AddedConverted for a 3-for-1 split |
| First Manhattan Co | 145,958 | $8.78M | 0.03% | −985−0.7% | ReducedConverted for a 3-for-1 split |
| Trustmark National Bank Trust Department | 145,738 | $8.77M | 0.72% | +3,262+2.3% | AddedConverted for a 3-for-1 split |
| Mutual Advisors, LLC | 145,334 | $8.74M | 0.28% | +18,155+14.3% | AddedConverted for a 3-for-1 split |
| Pittenger & Anderson Inc | 144,961 | $8.72M | 0.35% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Northwest Bancshares, Inc. | 144,462 | $8.69M | 1.37% | +3,594+2.6% | AddedConverted for a 3-for-1 split |
| WoodTrust Financial Corp | 144,377 | $8.69M | 1.38% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Barbara Oil Co. | 144,000 | $8.66M | 3.66% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Meeder Asset Management Inc | 143,972 | $8.66M | 0.55% | +131,036+1,013.0% | AddedConverted for a 3-for-1 split |
| Alps Advisors Inc | 143,166 | $8.61M | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Valeo Financial Advisors, LLC | 143,389 | $8.58M | 0.31% | +7,234+5.3% | AddedConverted for a 3-for-1 split |
| Signaturefd, LLC | 142,139 | $8.55M | 0.18% | +962+0.7% | AddedConverted for a 3-for-1 split |
| Pinnacle Financial Partners Inc | 142,133 | $8.55M | 0.19% | +10,502+8.0% | AddedConverted for a 3-for-1 split |
| Kentucky Retirement Systems Insurance Trust Fund | 141,265 | $8.50M | 0.58% | −11,198−7.3% | ReducedConverted for a 3-for-1 split |
| Whittier Trust Co of Nevada Inc | 140,904 | $8.48M | 0.24% | +6,501+4.8% | AddedConverted for a 3-for-1 split |
| Meridian Management Co | 140,880 | $8.48M | 2.31% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Level Four Advisory Services, LLC | 53,723 | $8.47M | 0.47% | −103,933−65.9% | ReducedConverted for a 3-for-1 split |
| Sanibel Captiva Trust Company, Inc. | 140,700 | $8.47M | 0.29% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Boston Research & Management Inc | 140,603 | $8.46M | 2.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cubist Systematic Strategies, LLC | 140,547 | $8.46M | 0.10% | +140,547 | New |
| FRG Family Wealth Advisors LLC | 141,481 | $8.40M | 1.65% | −4,715−3.2% | ReducedConverted for a 3-for-1 split |
| Shelton Capital Management | 139,430 | $8.39M | 0.24% | −13,399−8.8% | ReducedConverted for a 3-for-1 split |
| Burney Co | 139,168 | $8.37M | 0.32% | −3,686−2.6% | ReducedConverted for a 3-for-1 split |
| Coldstream Capital Management Inc | 139,044 | $8.37M | 0.21% | +6,660+5.0% | AddedConverted for a 3-for-1 split |
| Oak Harvest Investment Services | 138,508 | $8.33M | 1.38% | +1,954+1.4% | AddedConverted for a 3-for-1 split |
| Nippon Life Global Investors Americas, Inc. | 138,020 | $8.33M | 0.39% | +18,401+15.4% | AddedConverted for a 3-for-1 split |
| Sigma Planning Corp | 138,043 | $8.31M | 0.26% | +66,985+94.3% | AddedConverted for a 3-for-1 split |
| Greenleaf Trust | 137,462 | $8.27M | 0.08% | +1,352+1.0% | AddedConverted for a 3-for-1 split |
| Buckingham Strategic Wealth, LLC | 136,926 | $8.24M | 0.09% | −31,554−18.7% | ReducedConverted for a 3-for-1 split |
| Associated Banc-Corp | 136,678 | $8.22M | 0.26% | −7,715−5.3% | ReducedConverted for a 3-for-1 split |
| GLOBALT Investments LLC | 135,896 | $8.18M | 0.33% | −811−0.6% | ReducedConverted for a 3-for-1 split |
| Northwestern Mutual Investment Management Company, LLC | 135,832 | $8.17M | 0.21% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Chemung Canal Trust Co | 135,733 | $8.17M | 1.58% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ancora Advisors, LLC | 134,715 | $8.11M | 0.19% | +2,673+2.0% | AddedConverted for a 3-for-1 split |
| Greenwood Capital Associates LLC | 133,357 | $8.02M | 1.07% | −10,856−7.5% | ReducedConverted for a 3-for-1 split |
| Pinnacle Wealth Management Advisory Group, LLC | 133,269 | $8.02M | 0.86% | −1,446−1.1% | ReducedConverted for a 3-for-1 split |
| Woodstock Corp | 133,207 | $8.02M | 0.83% | +1,330+1.0% | AddedConverted for a 3-for-1 split |
| Cypress Capital Group | 132,811 | $7.99M | 0.96% | −1,256−0.9% | ReducedConverted for a 3-for-1 split |