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 |
|---|---|---|---|---|---|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
8,456
shares
|
$804,081
0.32% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,445
shares
|
$803,035
0.13% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
8,444
shares
|
$802,939
0.2% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
8,432
shares
|
$801,798
0.14% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
8,427
shares
|
$801,323
0.04% of portfolio
|
Q1 2025
Reduced 49.23%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
8,426
shares
|
$801,228
0.34% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
8,416
shares
|
$800,277
0.14% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
8,412
shares
|
$799,897
0.26% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,410
shares
|
$799,706
0.16% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
8,403
shares
|
$799,041
0.37% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
8,400
shares
|
$798,756
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
8,399
shares
|
$798,660
0.32% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,397
shares
|
$798,470
0.15% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
8,396
shares
|
$798,375
0.46% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
8,390
shares
|
$797,805
0.36% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
8,388
shares
|
$797,614
0.56% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
8,375
shares
|
$796,378
0.59% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
8,358
shares
|
$794,762
0.28% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
8,350
shares
|
$794,001
0.27% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
8,338
shares
|
$792,860
0.76% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
8,328
shares
|
$791,909
0.29% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
8,322
shares
|
$791,338
0.56% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
8,315
shares
|
$790,673
0.67% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
8,300
shares
|
$789,247
0.7% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
8,279
shares
|
$787,250
0.14% of portfolio
|
Q1 2025
Added 1.35%
|