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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,094
shares
|
$203,683
0.01% of portfolio
|
Q2 2024
Added 13.74%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
2,092
shares
|
$203,488
0.07% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
2,091
shares
|
$203,391
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
2,073
shares
|
$201,640
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,052
shares
|
$199,598
0.02% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,026
shares
|
$197,069
0.05% of portfolio
|
Q2 2023
Reduced 3.34%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
2,016
shares
|
$196,096
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,014
shares
|
$195,901
0.13% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
2,000
shares
|
$194,540
0.09% of portfolio
|
Q4 2023
Reduced 4.94%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
2,000
shares
|
$194,540
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,989
shares
|
$193,470
0.11% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,989
shares
|
$193,470
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,987
shares
|
$193,275
0.05% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,972
shares
|
$191,816
0.05% of portfolio
|
Q2 2022
Reduced 2.47%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,954
shares
|
$190,065
0.07% of portfolio
|
Q1 2025
Added 34.39%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,954
shares
|
$190,065
0.18% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,950
shares
|
$189,676
0.02% of portfolio
|
Q2 2023
Added 2.04%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
1,946
shares
|
$189,287
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,939
shares
|
$188,606
0.14% of portfolio
|
Q4 2023
Added 7.48%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,921
shares
|
$186,855
0.12% of portfolio
|
Q2 2023
Reduced 48.22%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,908
shares
|
$185,591
0.17% of portfolio
|
Q4 2018
Reduced 8.71%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,884
shares
|
$183,256
0.07% of portfolio
|
Q4 2024
Added 77.9%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,878
shares
|
$182,673
0.01% of portfolio
|
Q1 2025
Added 89.7%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1,873
shares
|
$182,186
0.1% of portfolio
|
Q1 2025
Reduced 47.71%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,873
shares
|
$182,186
0.02% of portfolio
|
Q1 2025
New holding
|