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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
7,696
shares
|
$731,812
0.17% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
7,689
shares
|
$731,147
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,685
shares
|
$730,766
0.17% of portfolio
|
Q1 2024
Added 197.41%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
7,676
shares
|
$729,910
0.36% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,674
shares
|
$729,720
0.23% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
7,653
shares
|
$727,723
0.04% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
7,649
shares
|
$727,343
0.23% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,647
shares
|
$727,153
0.17% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
7,634
shares
|
$725,917
0.1% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
7,626
shares
|
$725,156
0.66% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
7,625
shares
|
$725,061
0.33% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
7,623
shares
|
$724,871
0.44% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
7,622
shares
|
$724,775
0.07% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,621
shares
|
$724,680
0.07% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
7,606
shares
|
$723,254
0.67% of portfolio
|
Q2 2025
Added 173.89%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
7,606
shares
|
$723,254
0.6% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
7,605
shares
|
$723,159
0.16% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
7,588
shares
|
$721,542
0.07% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,582
shares
|
$720,972
0.05% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
7,579
shares
|
$720,687
0.19% of portfolio
|
Q1 2025
Reduced 41.48%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
7,554
shares
|
$718,309
0.24% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
7,542
shares
|
$717,168
0.19% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
7,523
shares
|
$715,362
0.06% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
7,519
shares
|
$714,981
0.61% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
7,512
shares
|
$714,316
0.04% of portfolio
|
Q1 2025
Added 0.16%
|