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 |
|---|---|---|---|---|---|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
5,732
shares
|
$549,010
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
5,728
shares
|
$548,627
0.31% of portfolio
|
Q1 2025
Added 95.83%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
5,728
shares
|
$548,627
0.46% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
5,727
shares
|
$548,532
0.17% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
5,709
shares
|
$546,808
0.33% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
5,704
shares
|
$546,329
0.28% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
5,702
shares
|
$546,137
0.15% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,701
shares
|
$546,041
0.05% of portfolio
|
Q1 2025
Added 40.73%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
5,697
shares
|
$545,658
0.22% of portfolio
|
Q1 2025
Reduced 34.02%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
5,697
shares
|
$545,658
0.36% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,690
shares
|
$544,988
0.1% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,688
shares
|
$544,796
0.2% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
5,685
shares
|
$544,509
0.03% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
5,667
shares
|
$542,785
0.27% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5,658
shares
|
$541,923
0.12% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,657
shares
|
$541,827
0.03% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
5,655
shares
|
$541,635
0.09% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,655
shares
|
$541,635
0.06% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
5,649
shares
|
$541,061
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
5,646
shares
|
$540,773
0.84% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
5,641
shares
|
$540,294
0.19% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
5,637
shares
|
$539,911
0.32% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,633
shares
|
$539,528
0.24% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
5,631
shares
|
$539,337
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
5,619
shares
|
$538,187
0.1% of portfolio
|
Q2 2025
Reduced 6.15%
|