Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,326 institutions that hold shares in the stock, with a total of 2.72 Billion shares, which have been reported (via 13F filing form) to have a value of $265 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
3,734
shares
|
$363,206
0.08% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
3,734
shares
|
$363,206
0.16% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
3,730
shares
|
$362,817
0.06% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
3,714
shares
|
$361,260
0.17% of portfolio
|
Q1 2025
Added 43.45%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,713
shares
|
$361,163
0.07% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Threadgill Financial, LLC
|
Apr 09, 2025 Q1 2025 |
3,706
shares
|
$360,482
0.18% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
3,701
shares
|
$359,996
0.11% of portfolio
|
Q1 2025
Added 437.94%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
3,700
shares
|
$359,899
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,699
shares
|
$359,801
0.1% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
3,698
shares
|
$359,704
0.1% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
3,696
shares
|
$359,509
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
3,692
shares
|
$359,120
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,680
shares
|
$357,953
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3,675
shares
|
$357,467
0.08% of portfolio
|
Q1 2025
Added 57.66%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,673
shares
|
$357,272
0.04% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
3,672
shares
|
$357,175
0.14% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,671
shares
|
$357,078
0.08% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,668
shares
|
$356,786
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
3,668
shares
|
$356,786
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,655
shares
|
$355,521
0.01% of portfolio
|
Q2 2023
Added 10.96%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
3,655
shares
|
$355,521
0.25% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,647
shares
|
$354,743
0.07% of portfolio
|
Q2 2024
Added 4.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,645
shares
|
$354,549
0.42% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
3,645
shares
|
$354,549
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,642
shares
|
$354,257
0.5% of portfolio
|
Q4 2022
Reduced 1.06%
|