Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,373 institutions that hold shares in the stock, with a total of 2.82 Billion shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
11,394
shares
|
$1.09 Million
0.43% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
11,394
shares
|
$1.09 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
11,383
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
11,382
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,377
shares
|
$1.09 Million
0.58% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
11,365
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
11,347
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
11,324
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,318
shares
|
$1.08 Million
0.19% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,311
shares
|
$1.08 Million
1.06% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
11,276
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
11,267
shares
|
$1.08 Million
0.19% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
11,255
shares
|
$1.08 Million
0.29% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
11,248
shares
|
$1.08 Million
0.53% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
11,240
shares
|
$1.08 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
11,237
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
11,217
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,200
shares
|
$1.07 Million
1.55% of portfolio
|
Q1 2023
Added 3.89%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
11,151
shares
|
$1.07 Million
0.41% of portfolio
|
Q2 2025
Added 33.56%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
11,148
shares
|
$1.07 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
11,129
shares
|
$1.06 Million
0.23% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
11,124
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
11,105
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
11,105
shares
|
$1.06 Million
0.49% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
11,062
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2025
Reduced 43.02%
|