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 |
|---|---|---|---|---|---|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
2,657
shares
|
$258,446
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
2,655
shares
|
$258,251
0.14% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
2,654
shares
|
$258,154
0.06% of portfolio
|
Q1 2025
Reduced 62.04%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
2,647
shares
|
$257,473
0.1% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
2,646
shares
|
$257,376
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
2,646
shares
|
$257,376
0.16% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,642
shares
|
$256,987
0.05% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,642
shares
|
$256,987
0.0% of portfolio
|
Q3 2022
Reduced 42.4%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,635
shares
|
$256,306
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
2,635
shares
|
$256,306
0.07% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
2,629
shares
|
$255,722
0.19% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
2,628
shares
|
$255,625
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,610
shares
|
$253,874
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
May 15, 2025 Q1 2025 |
2,606
shares
|
$253,485
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
2,606
shares
|
$253,485
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
2,601
shares
|
$252,999
0.13% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
2,600
shares
|
$252,902
0.11% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,598
shares
|
$252,707
0.1% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
2,593
shares
|
$252,221
0.1% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
2,591
shares
|
$252,026
0.05% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,582
shares
|
$251,151
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
2,579
shares
|
$250,859
0.19% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,568
shares
|
$249,789
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,566
shares
|
$249,594
0.55% of portfolio
|
Q2 2022
Reduced 5.31%
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
2,565
shares
|
$249,497
0.07% of portfolio
|
Q1 2025
New holding
|