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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
8,278
shares
|
$787,155
0.05% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
8,273
shares
|
$786,679
0.36% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,269
shares
|
$786,299
0.3% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
8,262
shares
|
$785,633
0.69% of portfolio
|
Q4 2022
Reduced 24.09%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
8,256
shares
|
$785,063
0.01% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
8,254
shares
|
$784,872
0.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
8,249
shares
|
$784,397
0.1% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,246
shares
|
$784,112
0.05% of portfolio
|
Q1 2025
Reduced 39.21%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
8,244
shares
|
$783,921
0.72% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
8,224
shares
|
$782,020
0.11% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,216
shares
|
$781,259
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
8,208
shares
|
$780,498
0.35% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
8,206
shares
|
$780,308
0.04% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,199
shares
|
$779,642
1.15% of portfolio
|
Q3 2022
Reduced 88.27%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
8,187
shares
|
$778,501
0.36% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
8,175
shares
|
$777,360
0.47% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,166
shares
|
$776,504
0.21% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
8,142
shares
|
$774,222
0.31% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,139
shares
|
$773,937
0.06% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,135
shares
|
$773,557
0.38% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
8,110
shares
|
$771,179
0.06% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
8,104
shares
|
$770,609
0.0% of portfolio
|
Q1 2025
Reduced 97.35%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
8,083
shares
|
$768,612
0.36% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
8,082
shares
|
$768,517
0.25% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
8,078
shares
|
$768,137
0.67% of portfolio
|
Q1 2025
Reduced 12.89%
|