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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 131,886 | $7.96M | 0.38% | −35,439−21.2% | ReducedConverted for a 3-for-1 split |
| Independent Financial Group, LLC | 132,121 | $7.95M | 0.37% | +6,412+5.1% | AddedConverted for a 3-for-1 split |
| Legacy Private Trust Co. | 132,064 | $7.95M | 0.58% | −8,318−5.9% | ReducedConverted for a 3-for-1 split |
| Clarity Financial LLC | 132,029 | $7.94M | 1.23% | +5,429+4.3% | AddedConverted for a 3-for-1 split |
| Ascent Group, LLC | 131,560 | $7.92M | 0.70% | −20,153−13.3% | ReducedConverted for a 3-for-1 split |
| Daymark Wealth Partners, LLC | 130,945 | $7.88M | 0.42% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kingdon Capital Management, L.L.C. | 130,500 | $7.85M | 1.04% | +130,500 | New |
| Fiduciary Trust Co | 130,223 | $7.84M | 0.12% | +5,420+4.3% | AddedConverted for a 3-for-1 split |
| O'Brien Greene & Co. Inc | 129,522 | $7.79M | 2.56% | +1,584+1.2% | AddedConverted for a 3-for-1 split |
| Walker Asset Management, LLC | 128,921 | $7.76M | 5.13% | +815+0.6% | AddedConverted for a 3-for-1 split |
| ExodusPoint Capital Management, LP | 128,875 | $7.75M | 0.10% | −700,376−84.5% | ReducedConverted for a 3-for-1 split |
| Hayek Kallen Investment Management | 128,765 | $7.75M | 2.97% | +1,370+1.1% | AddedConverted for a 3-for-1 split |
| Parallel Advisors, LLC | 128,663 | $7.74M | 0.21% | +6,425+5.3% | AddedConverted for a 3-for-1 split |
| Foster & Motley Inc | 128,600 | $7.74M | 0.53% | −50,914−28.4% | ReducedConverted for a 3-for-1 split |
| JGP Wealth Management, LLC | 128,303 | $7.72M | 1.12% | −2,149−1.6% | ReducedConverted for a 3-for-1 split |
| Wetherby Asset Management Inc | 127,900 | $7.70M | 0.37% | −968−0.8% | ReducedConverted for a 3-for-1 split |
| Laurel Wealth Advisors LLC | 127,890 | $7.70M | 1.32% | +1,089+0.9% | AddedConverted for a 3-for-1 split |
| Iyo Bank, Ltd. | 127,620 | $7.68M | 3.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Carret Asset Management, LLC | 127,583 | $7.68M | 0.90% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Covington Investment Advisors Inc. | 127,280 | $7.66M | 1.25% | −6,460−4.8% | ReducedConverted for a 3-for-1 split |
| Roundview Capital LLC | 127,217 | $7.65M | 0.63% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ascent Wealth Partners, LLC | 127,187 | $7.65M | 1.14% | −37,525−22.8% | ReducedConverted for a 3-for-1 split |
| Coston, McIsaac & Partners | 127,138 | $7.65M | 2.46% | +1,399+1.1% | AddedConverted for a 3-for-1 split |
| Everence Capital Management Inc | 126,900 | $7.64M | 0.50% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Boyer & Corporon Wealth Management, LLC | 126,298 | $7.60M | 2.62% | −23,069−15.4% | ReducedConverted for a 3-for-1 split |
| Greenline Partners, LLC | 126,063 | $7.59M | 1.21% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Spire Wealth Management | 125,381 | $7.54M | 0.20% | +13,619+12.2% | AddedConverted for a 3-for-1 split |
| Addenda Capital Inc. | 124,119 | $7.49M | 0.28% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Capital Investment Advisors, LLC | 124,421 | $7.49M | 0.17% | +3,398+2.8% | AddedConverted for a 3-for-1 split |
| Pearl River Capital, LLC | 124,064 | $7.46M | 1.18% | +124,064 | New |
| Goelzer Investment Management, Inc. | 123,895 | $7.45M | 0.42% | −1,298−1.0% | ReducedConverted for a 3-for-1 split |
| Gilliland Jeter Wealth Management LLC | 123,856 | $7.45M | 2.60% | −3,410−2.7% | ReducedConverted for a 3-for-1 split |
| Claudia M.P. Batlle, CRP (R) LLC | 123,697 | $7.44M | 2.24% | +123,697 | New |
| Headinvest, LLC | 123,610 | $7.44M | 1.45% | −806−0.6% | ReducedConverted for a 3-for-1 split |
| Caldwell Trust Co | 123,317 | $7.42M | 0.86% | −1,972−1.6% | ReducedConverted for a 3-for-1 split |
| First National Bank of Mount Dora, Trust Investment Services | 123,091 | $7.41M | 1.80% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Strategic Blueprint, LLC | 122,623 | $7.38M | 0.52% | −7,073−5.5% | ReducedConverted for a 3-for-1 split |
| Jacobi Capital Management LLC | 122,288 | $7.36M | 0.68% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Schnieders Capital Management LLC | 121,884 | $7.33M | 1.51% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Field & Main Bank | 121,776 | $7.33M | 2.85% | +981+0.8% | AddedConverted for a 3-for-1 split |
| Community Bank, N.A. | 121,645 | $7.32M | 0.96% | −2,810−2.3% | ReducedConverted for a 3-for-1 split |
| Cohen Klingenstein LLC | 120,900 | $7.27M | 0.27% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Csenge Advisory Group | 120,829 | $7.27M | 0.41% | +2,242+1.9% | AddedConverted for a 3-for-1 split |
| Canal Capital Management, LLC | 120,568 | $7.25M | 1.22% | +5,131+4.4% | AddedConverted for a 3-for-1 split |
| Cornerstone Wealth Management, LLC | 120,131 | $7.23M | 0.59% | +6,638+5.8% | AddedConverted for a 3-for-1 split |
| NJ State Employees Deferred Compensation Plan | 120,000 | $7.22M | 0.91% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Nwi Management LP | 120,000 | $7.22M | 0.99% | 00.0% | UnchangedConverted for a 3-for-1 split |
| King Wealth | 119,856 | $7.21M | 1.26% | +2,064+1.8% | AddedConverted for a 3-for-1 split |
| Community Bank & Trust, Waco, Texas | 119,645 | $7.20M | 1.77% | +1,265+1.1% | AddedConverted for a 3-for-1 split |
| Hodges Capital Management Inc. | 119,598 | $7.20M | 0.46% | −16,242−12.0% | ReducedConverted for a 3-for-1 split |
| Tritonpoint Wealth, LLC | 144,580 | $7.19M | 0.75% | +4,540+3.2% | AddedConverted for a 3-for-1 split |
| Venture Visionary Partners LLC | 119,435 | $7.19M | 0.34% | +5,231+4.6% | AddedConverted for a 3-for-1 split |
| Thompson Siegel & Walmsley LLC | 119,351 | $7.18M | 0.11% | −2,083−1.7% | ReducedConverted for a 3-for-1 split |
| SFMG, LLC | 118,564 | $7.13M | 0.61% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Investment House LLC | 118,113 | $7.11M | 0.42% | −1,980−1.6% | ReducedConverted for a 3-for-1 split |
| WealthPLAN Partners, LLC | 117,833 | $7.09M | 0.73% | −14,257−10.8% | ReducedConverted for a 3-for-1 split |
| Adell Harriman & Carpenter Inc | 117,527 | $7.07M | 0.58% | +17,774+17.8% | AddedConverted for a 3-for-1 split |
| First Citizens Bank & Trust Co | 117,433 | $7.07M | 0.14% | +30,817+35.6% | AddedConverted for a 3-for-1 split |
| Red Door Wealth Management, LLC | 117,348 | $7.06M | 1.36% | +2,535+2.2% | AddedConverted for a 3-for-1 split |
| Easterly Investment Partners LLC | 117,239 | $7.05M | 0.54% | −72,823−38.3% | ReducedConverted for a 3-for-1 split |
| Capstone Investment Advisors, LLC | 116,945 | $7.04M | 0.13% | +116,945 | New |
| Bahl & Gaynor Inc | 116,069 | $6.98M | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sienna Gestion | 115,500 | $6.95M | 0.64% | +115,500 | New |
| Summit Financial, LLC | 114,913 | $6.94M | 0.41% | +4,582+4.2% | AddedConverted for a 3-for-1 split |
| Stock Yards Bank & Trust Co | 115,269 | $6.94M | 0.23% | −7,074−5.8% | ReducedConverted for a 3-for-1 split |
| Freemont Management S.A. | 115,000 | $6.92M | 1.07% | −35,600−23.6% | ReducedConverted for a 3-for-1 split |
| Parallax Volatility Advisers, L.P. | 114,445 | $6.89M | 0.20% | +114,445 | New |
| Berger Financial Group, Inc | 113,660 | $6.84M | 0.56% | +7,190+6.8% | AddedConverted for a 3-for-1 split |
| Investment Advisory Services Inc | 112,976 | $6.80M | 2.50% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Advanced Asset Management Advisors Inc | 112,845 | $6.79M | 1.68% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Oak Family Advisors, LLC | 112,816 | $6.79M | 2.61% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Patton Albertson Miller Group, LLC | 112,335 | $6.76M | 1.01% | +7,902+7.6% | AddedConverted for a 3-for-1 split |
| Sitrin Capital Management LLC | 112,286 | $6.76M | 3.69% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Proequities, Inc. | 111,593 | $6.74M | 0.44% | +4,262+4.0% | AddedConverted for a 3-for-1 split |
| Summit Global Investments | 111,495 | $6.71M | 0.50% | +34,146+44.1% | AddedConverted for a 3-for-1 split |
| Fundamentun, LLC | 111,226 | $6.69M | 0.65% | −6,110−5.2% | ReducedConverted for a 3-for-1 split |
| Bradley & Co. Private Wealth Management, LLC | 111,013 | $6.68M | 5.40% | +111,013 | New |
| Assetmark, Inc | 110,727 | $6.66M | 0.02% | −6,438−5.5% | ReducedConverted for a 3-for-1 split |
| Dana Investment Advisors, Inc. | 110,380 | $6.64M | 0.22% | −5,153−4.5% | ReducedConverted for a 3-for-1 split |
| L & S Advisors Inc | 109,962 | $6.62M | 0.75% | −23,364−17.5% | ReducedConverted for a 3-for-1 split |
| First Interstate Bank | 109,838 | $6.61M | 0.46% | −6,532−5.6% | ReducedConverted for a 3-for-1 split |
| Tokio Marine Asset Management Co Ltd | 109,536 | $6.59M | 0.33% | +2,646+2.5% | AddedConverted for a 3-for-1 split |
| NBC Securities, Inc. | 109,210 | $6.57M | 0.62% | −3,206−2.9% | ReducedConverted for a 3-for-1 split |
| HTLF Bank | 109,175 | $6.57M | 0.75% | −2,872−2.6% | ReducedConverted for a 3-for-1 split |
| Pavion Blue Capital, LLC | 109,014 | $6.56M | 3.24% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Weik Capital Management | 108,935 | $6.55M | 2.78% | −1,300−1.2% | ReducedConverted for a 3-for-1 split |
| Grassi Investment Management | 108,922 | $6.55M | 0.59% | +4,801+4.6% | AddedConverted for a 3-for-1 split |
| Moneta Group Investment Advisors LLC | 108,919 | $6.55M | 0.11% | +16,966+18.5% | AddedConverted for a 3-for-1 split |
| Horizon Investments, LLC | 109,235 | $6.55M | 0.17% | +6,122+5.9% | AddedConverted for a 3-for-1 split |
| TD Private Client Wealth LLC | 108,346 | $6.52M | 0.21% | +10,843+11.1% | AddedConverted for a 3-for-1 split |
| First Personal Financial Services | 108,229 | $6.51M | 1.51% | −887−0.8% | ReducedConverted for a 3-for-1 split |
| Little House Capital LLC | 108,177 | $6.51M | 2.16% | +8,568+8.6% | AddedConverted for a 3-for-1 split |
| Wealth Advisors of Tampa Bay, LLC | 108,130 | $6.51M | 3.09% | −1,313−1.2% | ReducedConverted for a 3-for-1 split |
| Glen Eagle Advisors, LLC | 107,946 | $6.50M | 1.23% | +2,430+2.3% | AddedConverted for a 3-for-1 split |
| Laffer Tengler Investments | 107,936 | $6.49M | 1.68% | −7,390−6.4% | ReducedConverted for a 3-for-1 split |
| NEOS Investment Management LLC | 107,505 | $6.47M | 0.40% | +34,212+46.7% | AddedConverted for a 3-for-1 split |
| Wedbush Securities Inc | 106,943 | $6.43M | 0.24% | +15,131+16.5% | AddedConverted for a 3-for-1 split |
| Tower Bridge Advisors | 106,710 | $6.42M | 0.65% | −72,438−40.4% | ReducedConverted for a 3-for-1 split |
| Erste Asset Management GmbH | 106,642 | $6.42M | 0.09% | −9,350−8.1% | ReducedConverted for a 3-for-1 split |
| United Capital Management of KS, Inc. | 106,485 | $6.41M | 1.47% | +987+0.9% | AddedConverted for a 3-for-1 split |