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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,227
shares
|
$313,890
0.22% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,221
shares
|
$313,306
0.37% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
3,221
shares
|
$313,306
0.06% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,220
shares
|
$313,209
0.2% of portfolio
|
Q2 2022
Reduced 0.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,219
shares
|
$313,112
0.07% of portfolio
|
Q1 2022
Reduced 3.74%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,218
shares
|
$313,014
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,213
shares
|
$312,528
0.1% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
3,211
shares
|
$312,333
0.09% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
3,211
shares
|
$312,333
0.24% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
3,211
shares
|
$312,333
0.23% of portfolio
|
Q1 2025
Added 2150.58%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
3,209
shares
|
$312,139
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
3,209
shares
|
$312,139
0.04% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
3,207
shares
|
$311,944
0.06% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
3,201
shares
|
$311,361
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
3,200
shares
|
$311,264
0.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
3,198
shares
|
$311,069
0.06% of portfolio
|
Q1 2025
Reduced 24.54%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,195
shares
|
$310,777
0.06% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
3,192
shares
|
$310,485
0.11% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
3,189
shares
|
$310,194
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
3,186
shares
|
$309,902
0.11% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
3,185
shares
|
$309,804
0.26% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
3,179
shares
|
$309,221
0.2% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,165
shares
|
$307,859
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
3,163
shares
|
$307,665
0.16% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
3,158
shares
|
$307,178
0.17% of portfolio
|
Q1 2025
Added 0.16%
|