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 |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
10,593
shares
|
$1.01 Million
0.67% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
10,585
shares
|
$1.01 Million
0.52% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
10,562
shares
|
$1.01 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
10,556
shares
|
$1.01 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
10,547
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,513
shares
|
$1.01 Million
0.78% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
10,487
shares
|
$1 Million
0.11% of portfolio
|
Q1 2025
Added 30.48%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,461
shares
|
$1 Million
0.39% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
10,456
shares
|
$1 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
10,452
shares
|
$999,942
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
10,422
shares
|
$997,072
0.38% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
10,385
shares
|
$993,532
0.69% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
10,370
shares
|
$992,097
0.75% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
10,365
shares
|
$991,619
0.82% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
10,358
shares
|
$990,949
0.45% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
10,342
shares
|
$989,419
0.12% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
10,314
shares
|
$986,740
0.15% of portfolio
|
Q1 2025
Reduced 33.49%
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
10,300
shares
|
$985,401
0.02% of portfolio
|
Q1 2025
Reduced 95.51%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
10,287
shares
|
$984,157
0.17% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
10,255
shares
|
$981,095
0.38% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
10,254
shares
|
$981,000
0.32% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
10,240
shares
|
$979,660
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
10,238
shares
|
$979,469
0.49% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
10,235
shares
|
$979,182
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,230
shares
|
$978,704
0.17% of portfolio
|
Q4 2024
Added 0.15%
|