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 |
|---|---|---|---|---|---|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
2,484
shares
|
$241,618
0.11% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,483
shares
|
$241,521
0.03% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
2,477
shares
|
$240,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
2,475
shares
|
$240,743
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,472
shares
|
$240,451
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
2,464
shares
|
$239,673
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
2,460
shares
|
$239,284
0.1% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
2,460
shares
|
$239,284
0.1% of portfolio
|
Q1 2024
Added 192.51%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,458
shares
|
$239,089
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
2,447
shares
|
$238,019
0.1% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
2,444
shares
|
$237,727
0.74% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
2,444
shares
|
$237,727
0.17% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
2,442
shares
|
$237,533
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,441
shares
|
$237,436
0.22% of portfolio
|
Q2 2022
Reduced 26.19%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
2,436
shares
|
$236,949
0.13% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
2,431
shares
|
$236,463
0.14% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,428
shares
|
$236,171
0.05% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
2,428
shares
|
$236,171
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
2,421
shares
|
$235,490
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,415
shares
|
$234,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
2,414
shares
|
$234,809
0.03% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
2,413
shares
|
$234,712
0.17% of portfolio
|
Q1 2025
Reduced 95.25%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
2,412
shares
|
$234,615
0.05% of portfolio
|
Q1 2025
Added 214.88%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,402
shares
|
$233,642
0.03% of portfolio
|
Q3 2022
Added 8.15%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
2,401
shares
|
$233,545
0.06% of portfolio
|
Q1 2025
Added 46.94%
|