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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
7,872
shares
|
$748,548
0.53% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,870
shares
|
$748,358
0.11% of portfolio
|
Q1 2025
Added 208.26%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,865
shares
|
$747,882
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
7,858
shares
|
$747,217
0.37% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,845
shares
|
$745,981
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,830
shares
|
$744,554
0.06% of portfolio
|
Q3 2022
Reduced 2.49%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
7,806
shares
|
$742,272
0.26% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
7,805
shares
|
$742,177
0.15% of portfolio
|
Q1 2025
Added 27.55%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
7,800
shares
|
$741,702
0.05% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,798
shares
|
$741,511
0.12% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
7,798
shares
|
$741,511
0.12% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
7,797
shares
|
$741,416
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
7,794
shares
|
$741,131
0.12% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
7,787
shares
|
$740,465
0.69% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
7,786
shares
|
$740,370
0.19% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
7,760
shares
|
$737,898
0.45% of portfolio
|
Q1 2025
Reduced 39.7%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
7,759
shares
|
$737,803
0.4% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
7,756
shares
|
$737,518
0.13% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
7,755
shares
|
$737,422
0.57% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
7,754
shares
|
$737,327
0.12% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,752
shares
|
$737,137
0.15% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
7,749
shares
|
$736,852
0.13% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
7,743
shares
|
$736,281
0.65% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
7,740
shares
|
$735,996
0.15% of portfolio
|
Q4 2024
Added 66.45%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,698
shares
|
$732,002
0.08% of portfolio
|
Q1 2025
Added 0.04%
|