Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,366 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 $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
10,235
shares
|
$973,246
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,230
shares
|
$972,770
0.17% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
10,198
shares
|
$969,727
0.54% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,196
shares
|
$969,537
0.5% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
10,190
shares
|
$968,967
0.11% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
10,165
shares
|
$966,589
0.47% of portfolio
|
Q2 2025
Added 63.63%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
10,137
shares
|
$963,927
0.62% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
10,097
shares
|
$960,123
0.99% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
10,081
shares
|
$958,602
0.17% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
10,075
shares
|
$958,031
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
10,065
shares
|
$957,080
0.26% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
10,051
shares
|
$955,749
0.1% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
10,051
shares
|
$955,749
0.23% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
10,045
shares
|
$955,179
0.36% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
10,028
shares
|
$953,562
0.56% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
10,021
shares
|
$952,896
0.22% of portfolio
|
Q1 2025
Added 211.99%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
10,019
shares
|
$952,706
0.34% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
10,009
shares
|
$951,755
0.03% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
10,009
shares
|
$951,755
0.91% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
10,004
shares
|
$951,280
0.05% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Alta Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
10,000
shares
|
$950,900
0.06% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$950,900
1.0% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
9,999
shares
|
$950,804
0.19% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
9,997
shares
|
$950,614
0.47% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
9,989
shares
|
$949,854
0.94% of portfolio
|
Q2 2025
Added 1.61%
|