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 |
|---|---|---|---|---|---|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
4,674
shares
|
$452,489
0.36% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
4,667
shares
|
$451,812
0.12% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,661
shares
|
$451,231
0.17% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
4,659
shares
|
$451,037
0.08% of portfolio
|
Q1 2025
Added 63.24%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
4,656
shares
|
$450,747
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,646
shares
|
$449,779
0.11% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,640
shares
|
$449,198
0.16% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
4,629
shares
|
$448,133
0.34% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
4,617
shares
|
$446,971
0.17% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
4,615
shares
|
$446,778
0.24% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Suncoast Equity Management
|
Apr 22, 2025 Q1 2025 |
4,611
shares
|
$446,390
0.05% of portfolio
|
Q1 2025
Added 42.8%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,603
shares
|
$445,616
0.14% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,603
shares
|
$445,616
0.08% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
4,598
shares
|
$445,132
0.23% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
4,595
shares
|
$444,841
0.12% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
4,587
shares
|
$444,067
0.02% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
4,578
shares
|
$443,196
1.02% of portfolio
|
Q2 2022
Added 29.47%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
4,578
shares
|
$443,196
0.17% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
4,569
shares
|
$442,324
0.41% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,559
shares
|
$441,356
0.07% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
4,554
shares
|
$440,872
0.21% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
4,542
shares
|
$439,711
0.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
4,541
shares
|
$439,614
0.17% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
4,539
shares
|
$439,420
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,539
shares
|
$439,420
0.28% of portfolio
|
Q1 2025
Added 6.18%
|