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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
2,777
shares
|
$270,118
0.27% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,776
shares
|
$270,021
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
2,772
shares
|
$269,632
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,762
shares
|
$268,659
0.23% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,760
shares
|
$268,465
0.04% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,758
shares
|
$268,270
0.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,757
shares
|
$268,173
0.3% of portfolio
|
Q2 2021
New holding
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
2,754
shares
|
$267,881
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,754
shares
|
$267,881
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,750
shares
|
$267,492
0.09% of portfolio
|
Q4 2024
Added 39.59%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
2,750
shares
|
$267,492
0.05% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
2,750
shares
|
$267,492
0.13% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
2,750
shares
|
$267,492
0.25% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
2,745
shares
|
$267,006
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
2,745
shares
|
$267,006
0.08% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
2,743
shares
|
$266,811
0.15% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
2,741
shares
|
$266,617
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,741
shares
|
$266,617
0.08% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
2,737
shares
|
$266,227
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,737
shares
|
$266,227
0.15% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,736
shares
|
$266,130
0.13% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
2,734
shares
|
$265,936
0.29% of portfolio
|
Q1 2025
Reduced 39.11%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
2,729
shares
|
$265,449
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
2,728
shares
|
$265,352
0.24% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
2,727
shares
|
$265,255
0.12% of portfolio
|
Q1 2025
Added 13.77%
|