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 |
|---|---|---|---|---|---|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
2,316
shares
|
$225,277
0.11% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,316
shares
|
$225,277
0.05% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
2,301
shares
|
$223,818
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,288
shares
|
$222,553
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
2,287
shares
|
$222,456
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
2,286
shares
|
$222,359
0.06% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
2,281
shares
|
$221,872
0.09% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,279
shares
|
$221,678
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,268
shares
|
$220,608
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
2,265
shares
|
$220,316
0.15% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
2,250
shares
|
$218,857
0.12% of portfolio
|
Q1 2025
Reduced 27.04%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
2,250
shares
|
$218,857
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
2,240
shares
|
$217,884
0.14% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,230
shares
|
$216,912
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,229
shares
|
$216,814
0.11% of portfolio
|
Q4 2024
Reduced 19.5%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,228
shares
|
$216,717
0.2% of portfolio
|
Q3 2023
Reduced 2.19%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
2,227
shares
|
$216,620
0.14% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,219
shares
|
$215,842
0.17% of portfolio
|
Q3 2023
Added 3.59%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
2,168
shares
|
$210,881
0.04% of portfolio
|
Q3 2023
Reduced 4.54%
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
2,150
shares
|
$209,130
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,131
shares
|
$207,282
0.13% of portfolio
|
Q1 2025
Added 30.26%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
2,130
shares
|
$207,185
0.34% of portfolio
|
Q3 2022
Reduced 49.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,129
shares
|
$207,087
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
2,115
shares
|
$205,726
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,100
shares
|
$204,267
0.11% of portfolio
|
Q1 2024
Added 200.0%
|