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 |
---|---|---|---|---|---|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,843
shares
|
$179,268
0.1% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
1,839
shares
|
$178,879
0.05% of portfolio
|
Q3 2022
Added 6.61%
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,806
shares
|
$175,669
0.15% of portfolio
|
Q1 2024
Added 200.0%
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,800
shares
|
$175,086
0.14% of portfolio
|
Q1 2023
Reduced 2.17%
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,780
shares
|
$173,140
0.07% of portfolio
|
Q1 2025
Added 12.37%
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,779
shares
|
$173,043
0.08% of portfolio
|
Q3 2023
Added 1.02%
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,768
shares
|
$171,973
0.02% of portfolio
|
Q2 2022
Added 12.04%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,761
shares
|
$171,292
0.11% of portfolio
|
Q3 2023
Added 9.99%
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
1,739
shares
|
$169,152
0.81% of portfolio
|
Q1 2025
New holding
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,723
shares
|
$167,596
0.14% of portfolio
|
Q4 2024
Reduced 54.98%
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,692
shares
|
$164,580
0.12% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,672
shares
|
$162,635
0.01% of portfolio
|
Q1 2025
Reduced 98.22%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,658
shares
|
$161,273
0.03% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,657
shares
|
$161,176
0.13% of portfolio
|
Q1 2025
Added 9.45%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,654
shares
|
$160,884
0.11% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,638
shares
|
$159,328
0.07% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,637
shares
|
$159,230
0.04% of portfolio
|
Q1 2025
Added 16.18%
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,625
shares
|
$158,063
0.03% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,600
shares
|
$155,632
0.1% of portfolio
|
Q4 2022
New holding
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
1,596
shares
|
$155,242
0.05% of portfolio
|
Q1 2025
New holding
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,592
shares
|
$154,853
0.14% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
1,590
shares
|
$154,659
0.04% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,517
shares
|
$147,558
0.05% of portfolio
|
Q1 2025
Added 2.36%
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,511
shares
|
$146,974
0.01% of portfolio
|
Q1 2025
Added 11.1%
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
1,500
shares
|
$145,905
0.27% of portfolio
|
Q4 2022
New holding
|