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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
8,076
shares
|
$767,946
0.31% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
8,075
shares
|
$767,851
0.43% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,074
shares
|
$767,756
0.34% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
8,061
shares
|
$766,520
0.16% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
8,043
shares
|
$764,808
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
8,036
shares
|
$764,143
0.7% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
8,021
shares
|
$762,716
0.17% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
8,015
shares
|
$762,146
0.36% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
7,999
shares
|
$760,624
0.2% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
7,996
shares
|
$760,339
0.34% of portfolio
|
Q1 2025
Added 61.96%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,976
shares
|
$758,437
0.09% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
7,967
shares
|
$757,582
0.03% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
7,964
shares
|
$757,296
0.03% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
7,942
shares
|
$755,204
0.13% of portfolio
|
Q1 2025
Added 23.25%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
7,937
shares
|
$754,729
0.23% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
7,930
shares
|
$754,063
0.63% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
7,922
shares
|
$753,302
0.08% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
7,918
shares
|
$752,922
0.56% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
7,918
shares
|
$752,922
0.65% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
7,913
shares
|
$752,447
0.43% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
7,907
shares
|
$751,876
0.13% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,902
shares
|
$751,401
0.11% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
7,892
shares
|
$750,450
0.16% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
7,878
shares
|
$749,119
0.52% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
7,874
shares
|
$748,738
0.63% of portfolio
|
Q2 2025
Added 7.45%
|