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 |
|---|---|---|---|---|---|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
8,780
shares
|
$834,890
0.62% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
8,736
shares
|
$830,706
0.07% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
8,735
shares
|
$830,611
0.15% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
8,723
shares
|
$829,470
0.18% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
8,701
shares
|
$827,378
0.04% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
8,697
shares
|
$826,997
0.58% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
8,669
shares
|
$824,335
0.37% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
8,664
shares
|
$823,859
0.55% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
8,634
shares
|
$821,007
0.64% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
8,633
shares
|
$820,911
0.24% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
8,627
shares
|
$820,341
1.48% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
8,615
shares
|
$819,200
0.36% of portfolio
|
Q1 2025
Added 35.61%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
8,610
shares
|
$818,724
0.08% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
8,609
shares
|
$818,629
0.19% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
8,608
shares
|
$818,534
0.09% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
8,608
shares
|
$818,534
0.16% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
8,599
shares
|
$817,678
0.13% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
8,576
shares
|
$815,491
0.42% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
8,574
shares
|
$815,301
0.18% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,554
shares
|
$813,399
0.21% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
8,522
shares
|
$810,356
2.38% of portfolio
|
Q3 2023
Reduced 19.35%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
8,515
shares
|
$809,691
0.22% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
8,503
shares
|
$808,550
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
8,492
shares
|
$807,504
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
8,467
shares
|
$805,127
0.15% of portfolio
|
Q2 2025
Reduced 3.06%
|