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 |
|---|---|---|---|---|---|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,055
shares
|
$675,727
0.41% of portfolio
|
Q4 2023
Added 1.0%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
7,054
shares
|
$675,632
0.57% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
7,029
shares
|
$673,237
0.94% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
7,017
shares
|
$672,088
0.15% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
7,005
shares
|
$670,938
0.05% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
6,991
shares
|
$669,597
0.29% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,985
shares
|
$669,023
0.0% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
6,971
shares
|
$667,682
0.47% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
6,969
shares
|
$667,490
0.25% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
6,967
shares
|
$667,299
0.48% of portfolio
|
Q1 2025
Added 25.24%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
6,948
shares
|
$665,479
0.48% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,942
shares
|
$664,904
0.25% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,935
shares
|
$664,234
0.13% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,902
shares
|
$661,073
0.09% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,895
shares
|
$660,403
0.17% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,884
shares
|
$659,349
0.17% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
6,867
shares
|
$657,721
0.33% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
6,867
shares
|
$657,721
0.1% of portfolio
|
Q3 2024
Added 213.56%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
6,855
shares
|
$656,571
0.48% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
6,806
shares
|
$651,878
0.35% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
6,792
shares
|
$650,537
0.12% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
6,778
shares
|
$649,196
0.07% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,777
shares
|
$649,101
0.2% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,777
shares
|
$649,101
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
6,777
shares
|
$649,101
0.41% of portfolio
|
Q1 2025
Reduced 4.24%
|