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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
4,350
shares
|
$421,123
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
4,350
shares
|
$421,123
0.18% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,350
shares
|
$421,123
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,340
shares
|
$420,155
0.11% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
4,333
shares
|
$419,477
0.17% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,329
shares
|
$419,090
0.33% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
4,327
shares
|
$418,896
0.04% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,312
shares
|
$417,444
0.08% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,299
shares
|
$416,186
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,290
shares
|
$415,314
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
4,286
shares
|
$414,927
0.1% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
4,284
shares
|
$414,734
0.07% of portfolio
|
Q1 2025
Reduced 71.39%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
4,283
shares
|
$414,637
0.14% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,271
shares
|
$413,475
0.11% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,271
shares
|
$413,475
0.27% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
4,263
shares
|
$412,701
0.13% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
4,256
shares
|
$412,023
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
4,256
shares
|
$412,023
0.17% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4,244
shares
|
$410,861
0.15% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
4,241
shares
|
$410,571
0.04% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,221
shares
|
$408,635
0.05% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
4,211
shares
|
$407,666
0.14% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
4,209
shares
|
$407,473
0.31% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
4,208
shares
|
$407,376
0.02% of portfolio
|
Q1 2025
Added 46.72%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
4,206
shares
|
$407,182
0.04% of portfolio
|
Q1 2025
Reduced 29.99%
|