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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,026
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
11,012
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
10,970
shares
|
$1.05 Million
0.16% of portfolio
|
Q1 2025
Added 41.02%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,936
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
10,932
shares
|
$1.05 Million
0.43% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
10,925
shares
|
$1.05 Million
0.64% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
10,888
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
10,885
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,882
shares
|
$1.04 Million
0.39% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
10,866
shares
|
$1.04 Million
0.19% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
10,798
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,792
shares
|
$1.03 Million
1.76% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
10,785
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
10,779
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
10,772
shares
|
$1.03 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
10,761
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
10,748
shares
|
$1.03 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
10,740
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
10,737
shares
|
$1.03 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
10,719
shares
|
$1.03 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
10,677
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
10,645
shares
|
$1.02 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
10,617
shares
|
$1.02 Million
0.51% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
10,601
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
May 12, 2025 Q1 2025 |
10,597
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|