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 |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,884
shares
|
$376,010
0.1% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,867
shares
|
$374,364
0.15% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,866
shares
|
$374,267
0.07% of portfolio
|
Q4 2023
Reduced 57.23%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,864
shares
|
$374,073
0.17% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
3,863
shares
|
$373,977
0.17% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
3,855
shares
|
$373,202
0.14% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
3,850
shares
|
$372,718
0.08% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
3,850
shares
|
$372,718
0.17% of portfolio
|
Q1 2025
Reduced 27.5%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,849
shares
|
$372,621
0.12% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
3,848
shares
|
$372,524
0.15% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
3,847
shares
|
$372,428
0.09% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
3,831
shares
|
$370,879
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,827
shares
|
$370,491
0.18% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,825
shares
|
$370,298
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
3,818
shares
|
$369,620
0.04% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
3,816
shares
|
$369,426
0.16% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,812
shares
|
$369,039
0.07% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
3,811
shares
|
$368,942
0.17% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,805
shares
|
$368,362
0.25% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
3,792
shares
|
$367,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
3,787
shares
|
$366,619
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
3,786
shares
|
$366,522
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
3,785
shares
|
$366,425
0.04% of portfolio
|
Q1 2025
Added 30.29%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
3,767
shares
|
$364,683
0.15% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,756
shares
|
$363,618
0.17% of portfolio
|
Q4 2024
Reduced 11.95%
|