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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,360
shares
|
$699,862
0.05% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
7,360
shares
|
$699,862
0.33% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,349
shares
|
$698,816
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
7,348
shares
|
$698,721
0.1% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
7,342
shares
|
$698,150
0.24% of portfolio
|
Q1 2025
Reduced 20.84%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
7,338
shares
|
$697,770
0.16% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
7,338
shares
|
$697,770
0.22% of portfolio
|
Q1 2024
Added 184.97%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
7,332
shares
|
$697,199
0.59% of portfolio
|
Q2 2025
Added 31.35%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,327
shares
|
$696,724
0.13% of portfolio
|
Q2 2024
Added 202.39%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,322
shares
|
$696,248
0.21% of portfolio
|
Q1 2024
Added 162.72%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
7,318
shares
|
$695,868
0.12% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
7,318
shares
|
$695,868
0.11% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,312
shares
|
$695,298
0.13% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
7,298
shares
|
$693,966
0.27% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
7,291
shares
|
$693,301
0.07% of portfolio
|
Q1 2025
Added 60.42%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
7,290
shares
|
$693,206
0.01% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
7,286
shares
|
$692,825
0.19% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
7,272
shares
|
$691,494
0.58% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
7,269
shares
|
$691,209
0.58% of portfolio
|
Q2 2024
Added 20.11%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
7,268
shares
|
$691,114
0.39% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
7,266
shares
|
$690,923
0.17% of portfolio
|
Q1 2025
Reduced 41.04%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
7,265
shares
|
$690,828
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
7,264
shares
|
$690,733
0.28% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,264
shares
|
$690,733
0.03% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
7,261
shares
|
$690,448
0.26% of portfolio
|
Q1 2025
Reduced 8.74%
|