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 |
|---|---|---|---|---|---|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
6,332
shares
|
$606,478
0.16% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
6,317
shares
|
$605,042
0.16% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
6,302
shares
|
$603,605
0.16% of portfolio
|
Q1 2025
Reduced 86.02%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
6,296
shares
|
$603,030
0.33% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,294
shares
|
$602,839
0.11% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
6,289
shares
|
$602,360
0.34% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
6,286
shares
|
$602,073
0.25% of portfolio
|
Q1 2025
Reduced 44.34%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
6,277
shares
|
$601,211
0.53% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
6,254
shares
|
$599,008
0.09% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
6,243
shares
|
$597,954
0.36% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,233
shares
|
$596,996
0.43% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
6,231
shares
|
$596,805
0.11% of portfolio
|
Q2 2021
Reduced 73.74%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
6,224
shares
|
$596,134
0.2% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
6,215
shares
|
$595,272
0.06% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
6,213
shares
|
$595,081
0.18% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Wd Rutherford LLC
|
Apr 17, 2025 Q1 2025 |
6,212
shares
|
$594,985
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
6,211
shares
|
$594,889
0.32% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
6,204
shares
|
$594,219
1.1% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
6,195
shares
|
$593,357
0.21% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,187
shares
|
$592,590
0.12% of portfolio
|
Q3 2024
Added 26.52%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
6,165
shares
|
$590,483
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
6,164
shares
|
$590,387
0.24% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
6,163
shares
|
$590,292
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,161
shares
|
$590,100
0.52% of portfolio
|
Q4 2023
Added 15.07%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,155
shares
|
$589,525
1.34% of portfolio
|
Q4 2022
Added 5.12%
|