Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,351 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 $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
7,248
shares
|
$694,213
0.12% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
7,223
shares
|
$691,818
0.18% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,206
shares
|
$690,190
0.23% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
7,199
shares
|
$689,520
0.02% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
7,186
shares
|
$688,275
0.1% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
7,186
shares
|
$688,275
0.28% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
7,185
shares
|
$688,179
0.49% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
7,175
shares
|
$687,221
0.3% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
7,171
shares
|
$686,838
0.48% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
7,169
shares
|
$686,646
0.21% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
7,152
shares
|
$685,018
0.51% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
7,148
shares
|
$684,635
1.9% of portfolio
|
Q3 2022
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,143
shares
|
$684,156
0.22% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
7,143
shares
|
$684,156
0.1% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
7,143
shares
|
$684,156
0.26% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,132
shares
|
$683,102
0.32% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,128
shares
|
$682,719
0.06% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
7,127
shares
|
$682,624
0.23% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
7,124
shares
|
$682,336
0.71% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
7,089
shares
|
$678,984
0.52% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
7,083
shares
|
$678,409
0.51% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,074
shares
|
$677,547
0.05% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
7,070
shares
|
$677,164
0.2% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
7,070
shares
|
$677,164
0.14% of portfolio
|
Q1 2025
Added 85.91%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
7,070
shares
|
$677,164
0.18% of portfolio
|
Q1 2025
Added 0.47%
|