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 |
|---|---|---|---|---|---|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
2,723
shares
|
$264,866
0.09% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Penn Davis Mcfarland Inc
|
Apr 23, 2025 Q1 2025 |
2,720
shares
|
$264,574
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
2,715
shares
|
$264,088
0.11% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
2,714
shares
|
$263,990
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
2,714
shares
|
$263,990
0.08% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,709
shares
|
$263,504
0.08% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,708
shares
|
$263,407
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,705
shares
|
$263,115
0.12% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
2,703
shares
|
$262,920
0.05% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
2,700
shares
|
$262,629
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
2,699
shares
|
$262,531
0.06% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
May 14, 2025 Q1 2025 |
2,697
shares
|
$262,337
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,692
shares
|
$261,850
0.08% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
2,692
shares
|
$261,850
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
2,691
shares
|
$261,753
0.24% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,691
shares
|
$261,753
0.07% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
2,688
shares
|
$261,461
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
2,679
shares
|
$260,586
0.07% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
2,676
shares
|
$260,294
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,676
shares
|
$260,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,671
shares
|
$259,808
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,667
shares
|
$259,419
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,667
shares
|
$259,419
3.5% of portfolio
|
Q1 2022
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
2,664
shares
|
$259,127
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
2,662
shares
|
$258,932
0.23% of portfolio
|
Q1 2025
Added 3.18%
|