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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,624
shares
|
$352,506
0.05% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
3,613
shares
|
$351,436
0.11% of portfolio
|
Q1 2025
Reduced 55.52%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,612
shares
|
$351,339
0.28% of portfolio
|
Q1 2025
Added 776.7%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
3,612
shares
|
$351,339
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
3,610
shares
|
$351,144
0.07% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
3,607
shares
|
$350,852
0.05% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
3,606
shares
|
$350,755
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
3,606
shares
|
$350,755
0.15% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
3,603
shares
|
$350,463
0.36% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,600
shares
|
$350,172
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
3,598
shares
|
$349,977
0.06% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
3,592
shares
|
$349,393
0.12% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
3,588
shares
|
$349,004
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
3,580
shares
|
$348,226
0.16% of portfolio
|
Q1 2025
Added 60.97%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
3,569
shares
|
$347,156
0.25% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
3,565
shares
|
$346,767
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
3,562
shares
|
$346,475
0.04% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
3,561
shares
|
$346,378
0.19% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
3,559
shares
|
$346,183
0.14% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
3,558
shares
|
$346,086
0.12% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
3,552
shares
|
$345,503
0.11% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
3,550
shares
|
$345,308
0.26% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
3,548
shares
|
$345,113
0.01% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,542
shares
|
$344,530
0.07% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,537
shares
|
$344,043
0.05% of portfolio
|
Q1 2024
Added 159.88%
|