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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
4,204
shares
|
$406,989
0.12% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
4,200
shares
|
$406,602
0.25% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
4,200
shares
|
$406,602
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,191
shares
|
$405,730
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
4,184
shares
|
$405,053
0.1% of portfolio
|
Q1 2025
Added 61.67%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
4,180
shares
|
$404,665
0.17% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,178
shares
|
$404,472
0.09% of portfolio
|
Q1 2024
Added 201.44%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,167
shares
|
$403,407
0.13% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
4,164
shares
|
$403,116
0.1% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
4,163
shares
|
$403,020
0.33% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
4,157
shares
|
$402,439
0.33% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,143
shares
|
$401,083
0.08% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
4,131
shares
|
$399,922
0.06% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,123
shares
|
$399,147
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
4,122
shares
|
$399,050
0.1% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
4,115
shares
|
$398,373
0.11% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
4,114
shares
|
$398,276
0.15% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
4,101
shares
|
$397,017
0.13% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
4,098
shares
|
$396,727
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
4,098
shares
|
$396,727
0.12% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,091
shares
|
$396,049
0.3% of portfolio
|
Q1 2023
Reduced 15.07%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
4,082
shares
|
$395,178
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,081
shares
|
$395,081
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,078
shares
|
$394,791
0.17% of portfolio
|
Q3 2022
Added 7.94%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,078
shares
|
$394,791
0.31% of portfolio
|
Q2 2025
Added 0.12%
|