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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
2,997
shares
|
$291,518
0.03% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
2,993
shares
|
$291,129
0.14% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
2,992
shares
|
$291,031
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
2,991
shares
|
$290,934
0.3% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
2,990
shares
|
$290,837
0.15% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
2,990
shares
|
$290,837
0.09% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
2,984
shares
|
$290,253
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,975
shares
|
$289,378
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,958
shares
|
$287,724
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
2,958
shares
|
$287,724
0.05% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
2,956
shares
|
$287,530
0.28% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
2,951
shares
|
$287,043
0.08% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
2,948
shares
|
$286,751
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
2,946
shares
|
$286,557
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
2,945
shares
|
$286,460
0.1% of portfolio
|
Q1 2025
Reduced 32.1%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,944
shares
|
$286,362
0.11% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
2,943
shares
|
$286,265
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,943
shares
|
$286,265
0.06% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
2,938
shares
|
$285,779
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,937
shares
|
$285,681
0.09% of portfolio
|
Q2 2022
Added 30.19%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
2,933
shares
|
$285,292
0.12% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
2,923
shares
|
$284,320
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
2,923
shares
|
$284,320
0.16% of portfolio
|
Q1 2025
Reduced 25.11%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
2,920
shares
|
$284,028
0.08% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,919
shares
|
$283,931
0.09% of portfolio
|
Q4 2024
Added 4.51%
|