Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,343 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 |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
6,478
shares
|
$620,462
0.03% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
6,477
shares
|
$620,367
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
6,473
shares
|
$619,983
0.04% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
6,469
shares
|
$619,600
0.15% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
6,459
shares
|
$618,643
0.09% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,455
shares
|
$618,259
0.35% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
6,445
shares
|
$617,302
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
6,434
shares
|
$616,248
0.15% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
6,432
shares
|
$616,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,426
shares
|
$615,482
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
6,417
shares
|
$614,620
0.31% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
6,414
shares
|
$614,332
0.3% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
6,405
shares
|
$613,470
0.28% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
6,396
shares
|
$612,608
0.42% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Sirios Capital Management L P
Boston, MA |
May 15, 2025 Q1 2025 |
6,395
shares
|
$612,513
0.12% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
6,381
shares
|
$611,172
0.14% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,378
shares
|
$610,884
0.21% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
6,364
shares
|
$609,543
0.06% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,363
shares
|
$609,448
0.1% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
6,359
shares
|
$609,065
0.32% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,357
shares
|
$608,873
0.1% of portfolio
|
Q1 2025
Reduced 46.71%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,352
shares
|
$608,394
0.42% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
6,352
shares
|
$608,394
0.11% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,337
shares
|
$606,957
0.07% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
6,335
shares
|
$606,766
0.07% of portfolio
|
Q1 2025
Added 0.05%
|