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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
3,537
shares
|
$344,043
0.09% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
3,534
shares
|
$343,752
0.11% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,533
shares
|
$343,654
0.05% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,530
shares
|
$343,363
0.07% of portfolio
|
Q3 2022
Added 2.92%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,523
shares
|
$342,682
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,512
shares
|
$341,612
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
3,509
shares
|
$341,320
0.21% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
3,505
shares
|
$340,931
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,504
shares
|
$340,834
0.02% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
3,502
shares
|
$340,639
0.2% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
3,502
shares
|
$340,639
0.24% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
3,498
shares
|
$340,250
0.21% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
3,493
shares
|
$339,764
0.41% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,486
shares
|
$339,083
0.13% of portfolio
|
Q2 2023
Reduced 13.46%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
3,484
shares
|
$338,888
0.32% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
3,482
shares
|
$338,694
0.11% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
3,480
shares
|
$338,499
0.05% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
3,478
shares
|
$338,305
0.17% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
3,478
shares
|
$338,305
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
3,478
shares
|
$338,305
0.23% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
3,477
shares
|
$338,207
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
3,475
shares
|
$338,013
0.15% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
3,470
shares
|
$337,526
0.06% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,468
shares
|
$337,332
0.04% of portfolio
|
Q3 2022
Reduced 30.33%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
3,467
shares
|
$337,235
0.08% of portfolio
|
Q3 2024
Reduced 1.9%
|