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 |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
9,987
shares
|
$949,663
0.1% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
9,960
shares
|
$947,096
0.11% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
9,956
shares
|
$946,716
0.01% of portfolio
|
Q2 2025
Reduced 62.14%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
9,932
shares
|
$944,433
0.57% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
9,931
shares
|
$944,338
0.42% of portfolio
|
Q1 2025
Added 96.23%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
9,925
shares
|
$943,768
1.71% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
9,910
shares
|
$942,341
0.98% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
9,904
shares
|
$941,771
0.36% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
9,901
shares
|
$941,486
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
9,900
shares
|
$941,391
0.83% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
9,892
shares
|
$940,630
0.58% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
9,891
shares
|
$940,535
0.63% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
9,883
shares
|
$939,774
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
9,859
shares
|
$937,492
0.11% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
9,837
shares
|
$935,400
0.81% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
9,830
shares
|
$934,734
0.13% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,821
shares
|
$933,878
0.37% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$931,882
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,797
shares
|
$931,596
0.27% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
9,792
shares
|
$931,121
0.12% of portfolio
|
Q1 2025
Added 92.3%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
9,788
shares
|
$930,740
0.21% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
9,765
shares
|
$928,553
0.35% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
9,760
shares
|
$928,078
0.14% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
9,758
shares
|
$927,888
2.05% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
9,751
shares
|
$927,222
0.13% of portfolio
|
Q2 2025
Reduced 13.42%
|