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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
8,982
shares
|
$854,098
0.09% of portfolio
|
Q3 2022
Reduced 51.95%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
8,974
shares
|
$853,337
0.05% of portfolio
|
Q4 2023
Added 23.98%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8,972
shares
|
$853,147
1.26% of portfolio
|
Q2 2023
Reduced 3.51%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
8,970
shares
|
$852,957
0.22% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
8,966
shares
|
$852,576
0.18% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
8,964
shares
|
$852,386
0.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
8,955
shares
|
$851,530
0.4% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
8,930
shares
|
$849,153
0.16% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
8,923
shares
|
$848,488
0.27% of portfolio
|
Q1 2024
Added 200.03%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
8,895
shares
|
$845,825
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
8,892
shares
|
$845,540
0.62% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
8,890
shares
|
$845,350
0.06% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
8,886
shares
|
$844,969
0.32% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
8,884
shares
|
$844,779
0.13% of portfolio
|
Q2 2022
Reduced 0.46%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
8,877
shares
|
$844,113
0.2% of portfolio
|
Q2 2025
Reduced 28.56%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
8,877
shares
|
$844,113
0.94% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
8,866
shares
|
$843,067
0.27% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
8,848
shares
|
$841,356
0.31% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
8,847
shares
|
$841,261
0.12% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
8,842
shares
|
$840,785
0.45% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
8,839
shares
|
$840,500
0.13% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
8,803
shares
|
$837,077
0.34% of portfolio
|
Q1 2023
Reduced 11.99%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
8,803
shares
|
$837,077
0.3% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
8,786
shares
|
$835,460
0.33% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
8,783
shares
|
$835,175
0.79% of portfolio
|
Q1 2025
Reduced 1.16%
|