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 |
|---|---|---|---|---|---|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
4,064
shares
|
$393,435
0.08% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$393,048
0.24% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
4,057
shares
|
$392,758
0.14% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
4,056
shares
|
$392,661
0.22% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
4,054
shares
|
$392,467
0.2% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,053
shares
|
$392,370
0.12% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
4,050
shares
|
$392,080
0.69% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
4,040
shares
|
$391,112
0.07% of portfolio
|
Q1 2024
Added 189.61%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
4,031
shares
|
$390,241
0.23% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Gladstone Capital Management LLP
London, X0 |
May 13, 2025 Q1 2025 |
4,027
shares
|
$389,853
0.04% of portfolio
|
Q1 2025
Reduced 98.91%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
4,023
shares
|
$389,466
0.09% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
4,023
shares
|
$389,466
0.2% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
4,014
shares
|
$388,595
0.23% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,013
shares
|
$388,498
0.13% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,013
shares
|
$388,498
0.28% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
4,001
shares
|
$387,336
0.02% of portfolio
|
Q1 2025
Added 58.96%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
4,000
shares
|
$387,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
4,000
shares
|
$387,240
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$387,240
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,992
shares
|
$386,465
0.1% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
3,977
shares
|
$385,013
0.1% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,977
shares
|
$385,013
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
3,973
shares
|
$384,626
0.02% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
3,965
shares
|
$383,851
0.36% of portfolio
|
Q1 2025
Added 63.64%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,962
shares
|
$383,561
0.09% of portfolio
|
Q1 2025
Reduced 25.2%
|