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 |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
6,752
shares
|
$646,706
0.35% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
6,751
shares
|
$646,610
0.22% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
6,741
shares
|
$645,652
0.2% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
6,727
shares
|
$644,312
0.26% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
6,726
shares
|
$644,216
0.35% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
6,719
shares
|
$643,545
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
6,717
shares
|
$643,354
0.16% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
6,714
shares
|
$643,066
0.12% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
6,713
shares
|
$642,971
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
6,711
shares
|
$642,779
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,707
shares
|
$642,396
0.12% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
6,707
shares
|
$642,396
0.38% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
6,706
shares
|
$642,300
0.53% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,697
shares
|
$641,438
0.31% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
6,684
shares
|
$640,193
0.18% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
6,670
shares
|
$638,852
0.57% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,670
shares
|
$638,852
0.16% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
6,653
shares
|
$637,224
0.15% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
6,653
shares
|
$637,224
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
6,642
shares
|
$636,170
0.38% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
6,642
shares
|
$636,170
2.21% of portfolio
|
Q1 2025
Reduced 94.66%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
6,637
shares
|
$635,691
0.19% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
6,632
shares
|
$635,212
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
6,626
shares
|
$634,638
0.08% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
6,611
shares
|
$633,201
0.15% of portfolio
|
Q1 2025
Reduced 4.55%
|