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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
9,241
shares
|
$878,726
0.41% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,234
shares
|
$878,061
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
9,220
shares
|
$876,729
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
9,198
shares
|
$874,637
0.09% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
9,196
shares
|
$874,447
0.53% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
9,194
shares
|
$874,257
0.05% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
May 05, 2025 Q1 2025 |
9,188
shares
|
$873,686
0.88% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
9,181
shares
|
$873,021
0.28% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
9,167
shares
|
$871,690
0.44% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
9,160
shares
|
$871,024
0.19% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
9,154
shares
|
$870,453
0.3% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,123
shares
|
$867,506
0.08% of portfolio
|
Q2 2022
Reduced 4.79%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,115
shares
|
$866,745
0.47% of portfolio
|
Q2 2025
Reduced 68.91%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
9,094
shares
|
$864,748
0.05% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
9,087
shares
|
$864,082
0.17% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
9,083
shares
|
$863,702
0.48% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,083
shares
|
$863,702
0.19% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,061
shares
|
$861,610
0.22% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
9,036
shares
|
$859,233
0.48% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
9,022
shares
|
$857,901
0.75% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
9,021
shares
|
$857,806
0.64% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
9,018
shares
|
$857,521
0.27% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
9,000
shares
|
$855,810
0.9% of portfolio
|
Q1 2025
Added 94.59%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
9,000
shares
|
$855,810
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
8,990
shares
|
$854,859
0.44% of portfolio
|
Q2 2025
Reduced 38.99%
|