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 |
---|---|---|---|---|---|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
6,626
shares
|
$630,066
0.08% of portfolio
|
Q1 2025
Added 1.04%
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
6,625
shares
|
$629,971
0.57% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
6,622
shares
|
$629,685
0.21% of portfolio
|
Q2 2025
Added 57.52%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
6,611
shares
|
$628,639
0.15% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,602
shares
|
$627,784
0.05% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,600
shares
|
$627,594
0.05% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,595
shares
|
$627,118
0.22% of portfolio
|
Q1 2025
Added 12.64%
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,590
shares
|
$626,643
0.19% of portfolio
|
Q1 2025
Reduced 56.24%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
6,582
shares
|
$625,882
0.24% of portfolio
|
Q1 2025
Added 22.16%
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
6,577
shares
|
$625,406
0.53% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
6,571
shares
|
$624,836
0.08% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
6,571
shares
|
$624,836
0.36% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
6,557
shares
|
$623,505
0.23% of portfolio
|
Q2 2025
Added 149.51%
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
6,545
shares
|
$622,364
0.63% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
6,544
shares
|
$622,268
0.2% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
6,528
shares
|
$620,747
0.47% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
6,513
shares
|
$619,321
0.26% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
6,513
shares
|
$619,321
0.62% of portfolio
|
Q4 2024
New holding
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
6,508
shares
|
$618,845
0.29% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
6,507
shares
|
$618,750
0.45% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,506
shares
|
$618,655
0.06% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
6,501
shares
|
$618,180
0.46% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
6,496
shares
|
$617,704
0.12% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
6,491
shares
|
$617,229
0.62% of portfolio
|
Q4 2024
New holding
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,490
shares
|
$617,134
0.05% of portfolio
|
Q2 2023
Added 5.08%
|