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 |
|---|---|---|---|---|---|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
4,534
shares
|
$438,936
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
4,531
shares
|
$438,646
0.22% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
4,530
shares
|
$438,549
0.06% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
4,523
shares
|
$437,871
0.05% of portfolio
|
Q4 2024
Added 36.11%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
4,520
shares
|
$437,581
0.08% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,515
shares
|
$437,097
1.25% of portfolio
|
Q3 2023
Reduced 5.7%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
4,513
shares
|
$436,903
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
4,512
shares
|
$436,806
0.28% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
4,508
shares
|
$436,419
0.03% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
4,504
shares
|
$436,032
0.11% of portfolio
|
Q1 2025
Added 31.5%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
4,500
shares
|
$435,645
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,500
shares
|
$435,645
0.37% of portfolio
|
Q1 2024
Reduced 10.54%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
4,500
shares
|
$435,645
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
May 14, 2025 Q1 2025 |
4,500
shares
|
$435,645
0.08% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,494
shares
|
$435,064
0.09% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,493
shares
|
$434,967
0.07% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,483
shares
|
$433,999
1.35% of portfolio
|
Q2 2022
Added 1.93%
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
4,480
shares
|
$433,708
0.14% of portfolio
|
Q1 2025
Reduced 84.48%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
4,480
shares
|
$433,708
0.38% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Members Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
4,476
shares
|
$433,321
0.45% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,473
shares
|
$433,031
0.14% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,470
shares
|
$432,740
0.07% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,464
shares
|
$432,159
0.13% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
4,463
shares
|
$432,063
0.19% of portfolio
|
Q1 2025
Added 61.53%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
4,460
shares
|
$431,772
0.14% of portfolio
|
Q1 2025
Reduced 5.45%
|