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 |
|---|---|---|---|---|---|
|
Professional Advisory Services Inc
|
Apr 14, 2025 Q1 2025 |
2,850
shares
|
$277,219
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
2,850
shares
|
$277,219
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,850
shares
|
$277,219
0.14% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
2,850
shares
|
$277,219
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
2,850
shares
|
$277,219
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,850
shares
|
$277,219
0.19% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
2,840
shares
|
$276,246
0.05% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2,839
shares
|
$276,149
0.18% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
2,837
shares
|
$275,954
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,834
shares
|
$275,663
0.1% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
2,834
shares
|
$275,663
0.06% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,830
shares
|
$275,274
0.14% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
2,826
shares
|
$274,885
0.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
2,825
shares
|
$274,787
0.17% of portfolio
|
Q1 2025
Reduced 32.42%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,819
shares
|
$274,204
0.11% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
2,817
shares
|
$274,009
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
2,813
shares
|
$273,620
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
2,802
shares
|
$272,550
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
2,801
shares
|
$272,453
0.23% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,800
shares
|
$272,356
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,792
shares
|
$271,577
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
2,792
shares
|
$271,577
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
2,789
shares
|
$271,286
0.11% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
2,782
shares
|
$270,605
0.03% of portfolio
|
Q1 2025
Added 24.47%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
2,780
shares
|
$270,410
0.25% of portfolio
|
Q1 2025
Reduced 0.71%
|