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 |
|---|---|---|---|---|---|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
5,446
shares
|
$521,617
0.48% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
5,441
shares
|
$521,138
0.25% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
5,434
shares
|
$520,468
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
5,427
shares
|
$519,798
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
5,423
shares
|
$519,414
0.07% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
5,422
shares
|
$519,319
0.21% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
5,413
shares
|
$518,457
0.08% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,405
shares
|
$517,690
0.82% of portfolio
|
Q2 2023
Added 8.51%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,387
shares
|
$515,966
0.26% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5,384
shares
|
$515,679
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,376
shares
|
$514,913
0.68% of portfolio
|
Q2 2023
Reduced 4.34%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
5,360
shares
|
$513,380
0.39% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
5,358
shares
|
$513,189
0.1% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
5,350
shares
|
$512,423
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
5,345
shares
|
$511,944
0.23% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
5,343
shares
|
$511,752
0.7% of portfolio
|
Q1 2025
Reduced 47.65%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
5,339
shares
|
$511,369
0.3% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
5,328
shares
|
$510,315
0.1% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
5,317
shares
|
$509,262
0.35% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
5,310
shares
|
$508,591
0.05% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
5,308
shares
|
$508,400
0.22% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
5,298
shares
|
$507,442
0.08% of portfolio
|
Q1 2025
Added 47.91%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
5,297
shares
|
$507,346
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
5,282
shares
|
$505,909
0.3% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
5,268
shares
|
$504,569
0.28% of portfolio
|
Q1 2024
New holding
|