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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,918
shares
|
$283,833
0.2% of portfolio
|
Q3 2023
Reduced 23.57%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
2,917
shares
|
$283,736
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
2,916
shares
|
$283,639
0.11% of portfolio
|
Q3 2023
Added 62.0%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
2,912
shares
|
$283,250
0.13% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
2,911
shares
|
$283,152
0.09% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2,901
shares
|
$282,180
0.17% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
2,900
shares
|
$282,083
0.17% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
2,894
shares
|
$281,499
0.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,892
shares
|
$281,304
1.92% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,892
shares
|
$281,304
0.18% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
2,891
shares
|
$281,207
0.09% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
2,884
shares
|
$280,526
0.31% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,879
shares
|
$280,040
1.23% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
2,878
shares
|
$279,943
0.04% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
2,876
shares
|
$279,748
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
2,875
shares
|
$279,651
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
2,870
shares
|
$279,164
0.24% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
2,866
shares
|
$278,775
0.2% of portfolio
|
Q1 2025
Reduced 55.23%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,865
shares
|
$278,678
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
2,864
shares
|
$278,581
0.18% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
2,862
shares
|
$278,386
0.05% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
2,859
shares
|
$278,094
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,859
shares
|
$278,094
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,858
shares
|
$277,997
0.08% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,852
shares
|
$277,414
0.23% of portfolio
|
Q1 2025
Reduced 22.06%
|