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 |
|---|---|---|---|---|---|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
3,156
shares
|
$306,984
0.19% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
3,152
shares
|
$306,595
0.09% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
3,152
shares
|
$306,595
0.15% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,145
shares
|
$305,914
0.11% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,142
shares
|
$305,622
0.09% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
3,136
shares
|
$305,038
0.17% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
3,135
shares
|
$304,941
0.14% of portfolio
|
Q1 2025
Added 40.27%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
3,132
shares
|
$304,649
0.22% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,128
shares
|
$304,260
0.07% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
3,120
shares
|
$303,482
0.15% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
3,117
shares
|
$303,190
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
3,109
shares
|
$302,412
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
3,103
shares
|
$301,828
0.02% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
3,100
shares
|
$301,537
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
3,092
shares
|
$300,758
0.08% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,091
shares
|
$300,661
0.16% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$299,980
0.12% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Cmc Financial Group
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,078
shares
|
$299,397
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
3,078
shares
|
$299,397
0.34% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
3,077
shares
|
$299,299
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
3,074
shares
|
$299,007
0.13% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
3,073
shares
|
$298,910
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
3,070
shares
|
$298,618
0.21% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
3,062
shares
|
$297,840
0.27% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
3,057
shares
|
$297,354
0.14% of portfolio
|
Q2 2024
New holding
|