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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
4,966
shares
|
$475,643
0.3% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
4,961
shares
|
$475,164
0.07% of portfolio
|
Q4 2024
Reduced 39.18%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
4,957
shares
|
$474,781
0.13% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,950
shares
|
$474,111
0.14% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,947
shares
|
$473,823
0.06% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
4,942
shares
|
$473,344
0.34% of portfolio
|
Q1 2025
Added 48.19%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
4,940
shares
|
$473,153
0.25% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
4,916
shares
|
$470,854
0.17% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
4,915
shares
|
$470,758
0.07% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
4,914
shares
|
$470,662
0.06% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
4,904
shares
|
$469,705
0.08% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
4,898
shares
|
$469,130
0.04% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
4,898
shares
|
$469,130
0.06% of portfolio
|
Q1 2025
Added 36.09%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,894
shares
|
$468,747
0.19% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
4,888
shares
|
$468,172
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
4,881
shares
|
$467,502
0.34% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
4,877
shares
|
$467,119
0.06% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
4,864
shares
|
$465,873
0.33% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
4,845
shares
|
$464,054
0.23% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
4,836
shares
|
$463,192
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
4,829
shares
|
$462,521
0.41% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
4,827
shares
|
$462,330
0.14% of portfolio
|
Q2 2025
Reduced 65.99%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,821
shares
|
$461,755
0.14% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
4,819
shares
|
$461,563
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
4,816
shares
|
$461,276
0.31% of portfolio
|
Q1 2025
Added 18.53%
|