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 |
|---|---|---|---|---|---|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
7,500
shares
|
$713,175
0.38% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
7,500
shares
|
$713,175
0.17% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
7,500
shares
|
$713,175
0.29% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
7,498
shares
|
$712,984
0.27% of portfolio
|
Q1 2025
Added 100.32%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
7,488
shares
|
$712,033
0.17% of portfolio
|
Q1 2025
Added 49.58%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,482
shares
|
$711,463
0.18% of portfolio
|
Q2 2023
Added 23.75%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
7,475
shares
|
$710,797
0.31% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
7,474
shares
|
$710,702
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
7,473
shares
|
$710,607
0.31% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,467
shares
|
$710,037
0.07% of portfolio
|
Q1 2025
Added 70.32%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
7,463
shares
|
$709,656
0.38% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
7,454
shares
|
$708,800
0.27% of portfolio
|
Q4 2022
Reduced 1.44%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
7,445
shares
|
$707,945
0.02% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
7,440
shares
|
$707,469
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,440
shares
|
$707,469
0.12% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,432
shares
|
$706,708
0.01% of portfolio
|
Q1 2025
Reduced 28.9%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
7,430
shares
|
$706,518
0.42% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
7,430
shares
|
$706,518
0.12% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
7,412
shares
|
$704,807
0.18% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
7,412
shares
|
$704,807
0.25% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
7,410
shares
|
$704,616
0.07% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,378
shares
|
$701,574
0.39% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,373
shares
|
$701,098
0.08% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
7,369
shares
|
$700,718
0.04% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
7,362
shares
|
$700,052
0.26% of portfolio
|
Q1 2025
Reduced 3.18%
|