Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,366 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 $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,140
shares
|
$488,762
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
5,139
shares
|
$488,667
0.29% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,137
shares
|
$488,477
0.09% of portfolio
|
Q2 2023
Reduced 75.64%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
5,131
shares
|
$487,906
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,116
shares
|
$486,480
0.09% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
5,112
shares
|
$486,100
0.11% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
5,109
shares
|
$485,814
0.12% of portfolio
|
Q1 2024
Added 189.46%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
5,107
shares
|
$485,624
0.17% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
5,103
shares
|
$485,244
0.43% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
5,102
shares
|
$485,149
0.15% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
5,093
shares
|
$484,293
0.18% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
5,093
shares
|
$484,293
0.08% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
5,091
shares
|
$484,103
0.13% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
5,091
shares
|
$484,103
0.11% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
5,081
shares
|
$483,152
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
5,076
shares
|
$482,676
0.23% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
5,076
shares
|
$482,676
0.25% of portfolio
|
Q1 2024
Added 225.38%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
5,075
shares
|
$482,581
0.06% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,066
shares
|
$481,725
0.09% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
5,050
shares
|
$480,204
0.01% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
5,048
shares
|
$480,014
0.21% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
5,030
shares
|
$478,302
0.21% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
5,025
shares
|
$477,827
0.11% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
5,016
shares
|
$476,971
0.28% of portfolio
|
Q1 2025
Added 24.9%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,014
shares
|
$476,781
0.12% of portfolio
|
Q3 2022
Reduced 8.2%
|