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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
4,801
shares
|
$459,839
0.05% of portfolio
|
Q4 2024
Added 206.19%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
4,800
shares
|
$459,744
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
4,800
shares
|
$459,744
0.09% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
4,799
shares
|
$459,648
0.08% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
4,791
shares
|
$458,881
0.89% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
4,783
shares
|
$458,115
0.09% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
4,783
shares
|
$458,115
0.06% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,764
shares
|
$456,295
0.18% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
4,764
shares
|
$456,295
0.31% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
4,756
shares
|
$455,529
0.14% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
4,744
shares
|
$454,380
0.42% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
4,744
shares
|
$454,380
0.11% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
4,744
shares
|
$454,380
0.03% of portfolio
|
Q1 2025
Added 143.28%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
4,734
shares
|
$453,422
0.22% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
4,731
shares
|
$453,135
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
4,728
shares
|
$452,847
0.49% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,726
shares
|
$452,656
0.22% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,726
shares
|
$452,656
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
4,725
shares
|
$452,560
0.35% of portfolio
|
Q1 2024
Added 190.77%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
4,723
shares
|
$452,368
0.11% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
4,705
shares
|
$450,644
0.07% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
4,703
shares
|
$450,453
0.16% of portfolio
|
Q1 2025
Added 40.43%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
4,694
shares
|
$449,591
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
4,689
shares
|
$449,112
0.24% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,688
shares
|
$449,016
0.2% of portfolio
|
Q2 2025
Added 8.27%
|