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 |
|---|---|---|---|---|---|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
2,400
shares
|
$233,448
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
2,394
shares
|
$232,864
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
2,389
shares
|
$232,378
0.29% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
2,387
shares
|
$232,183
0.09% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,387
shares
|
$232,183
0.14% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
2,387
shares
|
$232,183
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
2,386
shares
|
$232,086
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
2,380
shares
|
$231,502
0.15% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
2,380
shares
|
$231,502
0.18% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
2,379
shares
|
$231,405
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,378
shares
|
$231,308
0.19% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
2,374
shares
|
$230,918
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2,367
shares
|
$230,238
0.09% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
2,365
shares
|
$230,043
0.24% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,365
shares
|
$230,043
0.13% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
2,361
shares
|
$229,654
0.2% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
2,354
shares
|
$228,973
0.03% of portfolio
|
Q1 2025
Added 32.92%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,344
shares
|
$228,000
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,336
shares
|
$227,222
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
2,329
shares
|
$226,541
0.11% of portfolio
|
Q1 2025
Reduced 92.32%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,324
shares
|
$226,055
0.03% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
2,321
shares
|
$225,763
0.01% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
2,318
shares
|
$225,471
0.2% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
2,318
shares
|
$225,471
0.2% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
2,317
shares
|
$225,374
0.13% of portfolio
|
Q4 2024
Reduced 7.95%
|