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 |
|---|---|---|---|---|---|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
3,961
shares
|
$383,464
0.44% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,955
shares
|
$382,883
0.23% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
3,954
shares
|
$382,786
0.03% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
3,952
shares
|
$382,593
0.1% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,950
shares
|
$382,399
0.08% of portfolio
|
Q1 2023
Added 2.6%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
3,942
shares
|
$381,625
0.14% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
3,940
shares
|
$381,431
0.01% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
3,939
shares
|
$381,334
0.06% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
3,934
shares
|
$380,850
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,930
shares
|
$380,463
0.12% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
3,928
shares
|
$380,269
0.12% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
3,927
shares
|
$380,172
0.05% of portfolio
|
Q1 2025
Reduced 20.76%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
3,927
shares
|
$380,172
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 09, 2025 Q1 2025 |
3,919
shares
|
$379,398
0.21% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
3,906
shares
|
$378,139
0.24% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
3,904
shares
|
$377,946
0.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
3,902
shares
|
$377,752
0.2% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,900
shares
|
$377,559
0.12% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
3,897
shares
|
$377,268
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
3,894
shares
|
$376,978
0.09% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
3,894
shares
|
$376,978
0.16% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
3,892
shares
|
$376,784
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
3,890
shares
|
$376,590
0.09% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
3,885
shares
|
$376,106
0.32% of portfolio
|
Q1 2025
Added 65.81%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
3,885
shares
|
$376,106
0.16% of portfolio
|
Q1 2025
Reduced 32.09%
|