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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 106,363 | $6.40M | 0.37% | +7,111+7.2% | AddedConverted for a 3-for-1 split |
| Financial & Tax Architects, LLC | 106,113 | $6.38M | 1.76% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Baugh & Associates, LLC | 105,141 | $6.33M | 3.37% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Carlson Capital L P | 104,300 | $6.28M | 0.51% | −66,400−38.9% | ReducedConverted for a 3-for-1 split |
| PFG Investments, LLC | 104,273 | $6.27M | 0.38% | +69,176+197.1% | AddedConverted for a 3-for-1 split |
| Saranac Partners Ltd | 103,550 | $6.23M | 3.81% | −8,308−7.4% | ReducedConverted for a 3-for-1 split |
| Harrell Investment Partners, LLC | 103,265 | $6.21M | 1.84% | +1,154+1.1% | AddedConverted for a 3-for-1 split |
| Conning Inc. | 103,102 | $6.20M | 0.20% | −719−0.7% | ReducedConverted for a 3-for-1 split |
| Baker Chad R | 103,020 | $6.20M | 1.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Alberta Investment Management Corp | 102,300 | $6.16M | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Farther Finance Advisors, LLC | 102,504 | $6.15M | 0.37% | −1,491−1.4% | ReducedConverted for a 3-for-1 split |
| Twin Capital Management Inc | 101,822 | $6.13M | 0.76% | −4,585−4.3% | ReducedConverted for a 3-for-1 split |
| Merit Financial Group, LLC | 102,064 | $6.11M | 0.15% | +47,209+86.1% | AddedConverted for a 3-for-1 split |
| Plimoth Trust Co LLC | 101,460 | $6.10M | 1.63% | −1,506−1.5% | ReducedConverted for a 3-for-1 split |
| Hennion & Walsh Asset Management, Inc. | 101,314 | $6.10M | 0.33% | −6,299−5.9% | ReducedConverted for a 3-for-1 split |
| Buckingham Strategic Partners | 100,959 | $6.07M | 0.18% | +73,785+271.5% | AddedConverted for a 3-for-1 split |
| DLK Investment Management, LLC | 100,857 | $6.07M | 2.58% | +2,379+2.4% | AddedConverted for a 3-for-1 split |
| Cornerstone Wealth Group, LLC | 100,328 | $6.04M | 0.56% | +5,096+5.4% | AddedConverted for a 3-for-1 split |
| Scissortail Wealth Management, LLC | 100,139 | $6.03M | 1.59% | +100,139 | New |
| Asset Dedication, LLC | 100,090 | $6.03M | 0.45% | +2,791+2.9% | AddedConverted for a 3-for-1 split |
| Consolidated Planning Corp | 100,051 | $6.02M | 1.03% | +3,439+3.6% | AddedConverted for a 3-for-1 split |
| Banque Pictet & Cie SA | 99,615 | $5.99M | 0.06% | +7,800+8.5% | AddedConverted for a 3-for-1 split |
| Freestone Capital Holdings, LLC | 99,517 | $5.99M | 0.22% | +4,033+4.2% | AddedConverted for a 3-for-1 split |
| Landscape Capital Management, L.L.C. | 99,442 | $5.98M | 0.52% | +99,442 | New |
| Kingsview Wealth Management, LLC | 99,197 | $5.97M | 0.15% | −73,270−42.5% | ReducedConverted for a 3-for-1 split |
| Vise Technologies, Inc. | 99,095 | $5.96M | 1.17% | +14,291+16.9% | AddedConverted for a 3-for-1 split |
| Asset Planning Services Inc | 98,845 | $5.95M | 3.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Seven Eight Capital, LP | 98,304 | $5.91M | 0.62% | +89,850+1,062.8% | AddedConverted for a 3-for-1 split |
| Flputnam Investment Management Co | 98,221 | $5.91M | 0.13% | −7,034−6.7% | ReducedConverted for a 3-for-1 split |
| Degroof Petercam Asset Management | 98,100 | $5.90M | 0.07% | −3,600−3.5% | ReducedConverted for a 3-for-1 split |
| NewEdge Wealth, LLC | 98,701 | $5.89M | 0.13% | +8,068+8.9% | AddedConverted for a 3-for-1 split |
| Silphium Asset Management Ltd | 97,800 | $5.88M | 3.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hilton Capital Management, LLC | 97,769 | $5.88M | 0.53% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Capital Investment Counsel, LLC | 97,714 | $5.88M | 1.26% | +34,870+55.5% | AddedConverted for a 3-for-1 split |
| Diversified Trust Co | 97,691 | $5.88M | 0.18% | −9,751−9.1% | ReducedConverted for a 3-for-1 split |
| Texas Yale Capital Corp. | 97,665 | $5.88M | 0.26% | +4,200+4.5% | AddedConverted for a 3-for-1 split |
| SignalPoint Asset Management, LLC | 97,594 | $5.87M | 1.61% | +4,159+4.5% | AddedConverted for a 3-for-1 split |
| Fragasso Group Inc. | 96,981 | $5.84M | 0.49% | −6,018−5.8% | ReducedConverted for a 3-for-1 split |
| Strategy Asset Managers LLC | 96,660 | $5.82M | 1.25% | +3,009+3.2% | AddedConverted for a 3-for-1 split |
| BKD Wealth Advisors, LLC | 96,249 | $5.79M | 0.15% | +2,055+2.2% | AddedConverted for a 3-for-1 split |
| Ameritas Advisory Services, LLC | 96,687 | $5.79M | 0.24% | +10,338+12.0% | AddedConverted for a 3-for-1 split |
| Raab & Moskowitz Asset Management LLC | 96,175 | $5.79M | 1.62% | +640+0.7% | AddedConverted for a 3-for-1 split |
| Opus Investment Management Inc | 96,000 | $5.78M | 3.77% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Symmetry Partners, LLC | 95,856 | $5.77M | 0.45% | −7,344−7.1% | ReducedConverted for a 3-for-1 split |
| Point72 (DIFC) Ltd | 95,841 | $5.77M | 0.45% | +95,841 | New |
| First National Bank of Omaha | 65,646 | $5.76M | 0.39% | −61,335−48.3% | ReducedConverted for a 3-for-1 split |
| Royal Fund Management, LLC | 95,526 | $5.75M | 0.66% | +492+0.5% | AddedConverted for a 3-for-1 split |
| Horrell Capital Management, Inc. | 94,743 | $5.70M | 1.58% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Commerzbank Aktiengesellschaft | 94,371 | $5.68M | 0.19% | +7,743+8.9% | AddedConverted for a 3-for-1 split |
| Silvercrest Asset Management Group LLC | 93,833 | $5.65M | 0.04% | −6,442−6.4% | ReducedConverted for a 3-for-1 split |
| Clearstead Advisors, LLC | 93,406 | $5.64M | 0.28% | +4,045+4.5% | AddedConverted for a 3-for-1 split |
| Signet Investment Advisory Group, Inc. | 93,504 | $5.63M | 3.08% | +1,098+1.2% | AddedConverted for a 3-for-1 split |
| IFG Advisory, LLC | 93,132 | $5.60M | 0.42% | −7,980−7.9% | ReducedConverted for a 3-for-1 split |
| Old National Bancorp | 92,982 | $5.59M | 0.13% | −9,285−9.1% | ReducedConverted for a 3-for-1 split |
| Acropolis Investment Management, LLC | 92,892 | $5.59M | 0.37% | −1,494−1.6% | ReducedConverted for a 3-for-1 split |
| University of Texas/Texas Am Investment Managment Co | 90,131 | $5.57M | 0.66% | +85,466+1,832.1% | AddedConverted for a 3-for-1 split |
| WCG Wealth Advisors LLC | 92,369 | $5.56M | 0.46% | −8,266−8.2% | ReducedConverted for a 3-for-1 split |
| Spinnaker Trust | 92,359 | $5.56M | 0.36% | +2,467+2.7% | AddedConverted for a 3-for-1 split |
| Plato Investment Management Ltd | 92,039 | $5.54M | 0.57% | +76,100+477.4% | AddedConverted for a 3-for-1 split |
| Busey Wealth Management | 92,036 | $5.54M | 0.20% | −3,661−3.8% | ReducedConverted for a 3-for-1 split |
| Arete Wealth Advisors, LLC | 91,903 | $5.53M | 0.51% | +1,315+1.5% | AddedConverted for a 3-for-1 split |
| Constitution Capital LLC | 91,896 | $5.53M | 3.12% | +1,599+1.8% | AddedConverted for a 3-for-1 split |
| RBA Wealth Management, LLC | 91,798 | $5.52M | 2.24% | +766+0.8% | AddedConverted for a 3-for-1 split |
| Chickasaw Capital Management LLC | 91,766 | $5.52M | 0.26% | +845+0.9% | AddedConverted for a 3-for-1 split |
| Hamilton Point Investment Advisors, LLC | 91,411 | $5.52M | 1.08% | −1,109−1.2% | ReducedConverted for a 3-for-1 split |
| Balentine LLC | 91,285 | $5.49M | 0.16% | −13,784−13.1% | ReducedConverted for a 3-for-1 split |
| Jacobs & Co | 90,968 | $5.47M | 0.58% | −946−1.0% | ReducedConverted for a 3-for-1 split |
| Millennium Capital Advisors, LLC | 90,580 | $5.45M | 3.85% | +2,104+2.4% | AddedConverted for a 3-for-1 split |
| Riggs Asset Managment Co. Inc. | 90,364 | $5.44M | 1.59% | +796+0.9% | AddedConverted for a 3-for-1 split |
| Community Financial Services Group, LLC | 90,357 | $5.44M | 1.24% | +90,357 | New |
| Richard Bernstein Advisors LLC | 90,213 | $5.43M | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tyche Wealth Partners LLC | 90,121 | $5.42M | 1.33% | −5,612−5.9% | ReducedConverted for a 3-for-1 split |
| Inscription Capital, LLC | 89,962 | $5.41M | 0.89% | +3,025+3.5% | AddedConverted for a 3-for-1 split |
| Stablepoint Partners, LLC | 89,843 | $5.41M | 1.10% | +7,907+9.7% | AddedConverted for a 3-for-1 split |
| Wendell David Associates Inc | 89,676 | $5.40M | 0.55% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Loomis Sayles & Co L P | 89,660 | $5.39M | 0.01% | −12,667−12.4% | ReducedConverted for a 3-for-1 split |
| Exeter Financial, LLC | 90,539 | $5.39M | 2.48% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Journey Advisory Group, LLC | 89,301 | $5.37M | 0.66% | +4,296+5.1% | AddedConverted for a 3-for-1 split |
| Lincoln National Corp | 89,172 | $5.37M | 0.08% | +7,572+9.3% | AddedConverted for a 3-for-1 split |
| Amarillo National Bank | 88,929 | $5.35M | 1.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Nomura Holdings Inc | 88,524 | $5.33M | 0.04% | −4,809−5.2% | ReducedConverted for a 3-for-1 split |
| Kinsale Capital Group, Inc. | 88,371 | $5.32M | 2.10% | +13,695+18.3% | AddedConverted for a 3-for-1 split |
| Washington Trust Advisors, Inc. | 88,182 | $5.31M | 0.49% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Jackson Hole Capital Partners, LLC | 88,156 | $5.30M | 1.21% | +622+0.7% | AddedConverted for a 3-for-1 split |
| Courier Capital LLC | 88,102 | $5.30M | 0.38% | −872−1.0% | ReducedConverted for a 3-for-1 split |
| J.W. Cole Advisors, Inc. | 88,031 | $5.29M | 0.27% | +2,888+3.4% | AddedConverted for a 3-for-1 split |
| Proficio Capital Partners LLC | 87,968 | $5.29M | 0.58% | −5,950−6.3% | ReducedConverted for a 3-for-1 split |
| Summit Financial Strategies, Inc. | 87,943 | $5.29M | 0.74% | −851−1.0% | ReducedConverted for a 3-for-1 split |
| Gunn & Co Investment Management, Inc. | 87,825 | $5.28M | 3.97% | −997,935−91.9% | ReducedConverted for a 3-for-1 split |
| Legato Capital Management LLC | 87,699 | $5.28M | 0.64% | 00.0% | UnchangedConverted for a 3-for-1 split |
| YHB Investment Advisors, Inc. | 87,379 | $5.26M | 0.47% | −3,596−4.0% | ReducedConverted for a 3-for-1 split |
| Rothschild Investment LLC | 87,120 | $5.24M | 0.38% | +1,524+1.8% | AddedConverted for a 3-for-1 split |
| Annandale Capital, LLC | 86,997 | $5.24M | 1.19% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Equitable Holdings, Inc. | 86,750 | $5.22M | 0.06% | +2,678+3.2% | AddedConverted for a 3-for-1 split |
| Walter & Keenan Financial Consulting Co | 86,644 | $5.21M | 1.71% | −1,055−1.2% | ReducedConverted for a 3-for-1 split |
| Gladstone Institutional Advisory LLC | 86,265 | $5.19M | 0.28% | +2,796+3.3% | AddedConverted for a 3-for-1 split |
| William Allan, LLC | 85,993 | $5.17M | 3.44% | −1,814−2.1% | ReducedConverted for a 3-for-1 split |
| Mechanics Bank Trust Department | 85,925 | $5.17M | 0.76% | +839+1.0% | AddedConverted for a 3-for-1 split |
| Vident Advisory, LLC | 85,390 | $5.14M | 0.11% | −230,969−73.0% | ReducedConverted for a 3-for-1 split |
| Sompo Asset Management Co., Ltd. | 85,370 | $5.14M | 0.84% | −2,440−2.8% | ReducedConverted for a 3-for-1 split |