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 |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
3,357
shares
|
$326,535
0.05% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
3,357
shares
|
$326,535
0.22% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
3,351
shares
|
$325,951
0.1% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
3,338
shares
|
$324,687
0.12% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
3,337
shares
|
$324,589
0.19% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,332
shares
|
$324,103
0.69% of portfolio
|
Q2 2022
Reduced 24.08%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
3,331
shares
|
$324,006
0.08% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,327
shares
|
$323,617
0.09% of portfolio
|
Q1 2023
Reduced 4.37%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
3,319
shares
|
$322,839
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
3,315
shares
|
$322,450
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
3,315
shares
|
$322,450
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,300
shares
|
$320,991
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
3,297
shares
|
$320,699
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,297
shares
|
$320,699
0.22% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,294
shares
|
$320,407
0.19% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
3,281
shares
|
$319,142
0.23% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
3,279
shares
|
$318,948
0.04% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
3,265
shares
|
$317,586
0.07% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
3,261
shares
|
$317,197
0.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
3,258
shares
|
$316,905
0.16% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
3,242
shares
|
$315,349
0.14% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
3,240
shares
|
$315,154
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,236
shares
|
$314,765
0.12% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
3,229
shares
|
$314,084
0.27% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,228
shares
|
$313,987
0.08% of portfolio
|
Q1 2025
Added 0.09%
|