Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,338 institutions that hold shares in the stock, with a total of 2.83 Billion shares, which have been reported (via 13F filing form) to have a value of $274 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
5,263
shares
|
$504,090
0.05% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
5,255
shares
|
$503,323
0.19% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
5,235
shares
|
$501,408
0.09% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,235
shares
|
$501,408
0.3% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
5,234
shares
|
$501,312
0.19% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
5,229
shares
|
$500,833
0.14% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
5,224
shares
|
$500,354
0.14% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
5,216
shares
|
$499,588
0.04% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,211
shares
|
$499,109
0.08% of portfolio
|
Q4 2023
Reduced 1.6%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
5,210
shares
|
$499,013
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
5,166
shares
|
$494,799
0.09% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
5,166
shares
|
$494,799
0.27% of portfolio
|
Q1 2025
Reduced 46.05%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
5,156
shares
|
$493,841
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
5,151
shares
|
$493,362
0.22% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,144
shares
|
$492,692
0.22% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
5,142
shares
|
$492,500
0.51% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,140
shares
|
$492,309
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
5,139
shares
|
$492,213
0.29% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,137
shares
|
$492,021
0.09% of portfolio
|
Q2 2023
Reduced 75.64%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
5,131
shares
|
$491,447
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,116
shares
|
$490,010
0.09% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
5,112
shares
|
$489,627
0.11% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
5,109
shares
|
$489,340
0.12% of portfolio
|
Q1 2024
Added 189.46%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
5,107
shares
|
$489,148
0.17% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
5,103
shares
|
$488,765
0.43% of portfolio
|
Q1 2025
Reduced 0.43%
|