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 |
|---|---|---|---|---|---|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
3,457
shares
|
$336,262
0.12% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
3,456
shares
|
$336,165
0.16% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
3,455
shares
|
$336,067
0.13% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
3,447
shares
|
$335,289
0.03% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,447
shares
|
$335,289
0.15% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,441
shares
|
$334,706
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,441
shares
|
$334,706
0.12% of portfolio
|
Q2 2022
Reduced 56.57%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
3,438
shares
|
$334,414
0.29% of portfolio
|
Q1 2025
Reduced 50.01%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
3,434
shares
|
$334,025
0.31% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
3,433
shares
|
$333,927
0.06% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
3,426
shares
|
$333,247
0.13% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
3,423
shares
|
$332,955
0.03% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
3,423
shares
|
$332,955
0.33% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,420
shares
|
$332,663
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,415
shares
|
$332,177
0.22% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
3,409
shares
|
$331,593
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,406
shares
|
$331,301
0.29% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
3,395
shares
|
$330,231
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
3,380
shares
|
$328,772
0.09% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
May 15, 2025 Q1 2025 |
3,375
shares
|
$328,286
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
3,375
shares
|
$328,286
0.08% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
3,373
shares
|
$328,091
0.67% of portfolio
|
Q3 2022
Reduced 2.15%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
3,371
shares
|
$327,897
0.09% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
3,367
shares
|
$327,508
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
3,361
shares
|
$326,924
0.16% of portfolio
|
Q1 2025
Added 0.03%
|