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 |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
6,152
shares
|
$589,238
0.21% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
6,150
shares
|
$589,047
0.08% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
6,143
shares
|
$588,376
0.12% of portfolio
|
Q1 2025
Added 91.25%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,139
shares
|
$587,993
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
6,138
shares
|
$587,897
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,136
shares
|
$587,706
0.16% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
6,120
shares
|
$586,173
0.22% of portfolio
|
Q2 2025
Added 168.3%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,119
shares
|
$586,077
0.19% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
6,115
shares
|
$585,694
0.1% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
6,112
shares
|
$585,407
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
6,106
shares
|
$584,832
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,106
shares
|
$584,832
0.07% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
6,102
shares
|
$584,449
0.36% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,101
shares
|
$584,353
0.39% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
6,095
shares
|
$583,779
0.08% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
6,085
shares
|
$582,821
0.11% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
6,085
shares
|
$582,821
0.46% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
6,084
shares
|
$582,725
0.18% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
6,065
shares
|
$580,905
0.46% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
6,062
shares
|
$580,618
0.23% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
6,060
shares
|
$580,426
0.46% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,039
shares
|
$578,415
0.27% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
6,035
shares
|
$578,032
1.62% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
6,030
shares
|
$577,553
0.33% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
6,018
shares
|
$576,404
0.09% of portfolio
|
Q1 2025
Added 1.83%
|