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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,018
shares
|
$576,404
0.01% of portfolio
|
Q1 2024
Reduced 65.08%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,014
shares
|
$576,020
0.12% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
6,012
shares
|
$575,829
0.27% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
6,006
shares
|
$575,254
0.18% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,002
shares
|
$574,871
0.17% of portfolio
|
Q2 2025
Added 52.14%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
6,000
shares
|
$574,680
0.31% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
One68 Global Capital, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,000
shares
|
$574,680
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
6,000
shares
|
$574,680
0.34% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
5,979
shares
|
$572,668
0.63% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
5,979
shares
|
$572,668
0.19% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,972
shares
|
$571,998
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
5,964
shares
|
$571,231
0.42% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
5,963
shares
|
$571,136
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
5,952
shares
|
$570,082
0.1% of portfolio
|
Q4 2022
Reduced 22.22%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,948
shares
|
$569,699
0.05% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
5,944
shares
|
$569,316
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
5,933
shares
|
$568,262
0.12% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
5,919
shares
|
$566,921
0.16% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
5,916
shares
|
$566,634
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
5,911
shares
|
$566,155
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
5,910
shares
|
$566,059
0.22% of portfolio
|
Q1 2025
Added 28.73%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
5,905
shares
|
$565,580
0.47% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
5,885
shares
|
$563,665
0.39% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,885
shares
|
$563,665
0.34% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
5,870
shares
|
$562,228
0.22% of portfolio
|
Q1 2025
Reduced 1.13%
|