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 |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
1,480
shares
|
$143,959
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,470
shares
|
$142,986
0.05% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,467
shares
|
$142,695
0.04% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,459
shares
|
$141,916
0.04% of portfolio
|
Q1 2025
Added 49.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
1,457
shares
|
$141,722
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,449
shares
|
$140,944
0.07% of portfolio
|
Q1 2024
Added 230.82%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,440
shares
|
$140,068
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,435
shares
|
$139,582
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,421
shares
|
$138,220
0.02% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,418
shares
|
$137,928
0.13% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,413
shares
|
$137,442
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,408
shares
|
$136,956
0.09% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,400
shares
|
$136,178
0.03% of portfolio
|
Q1 2025
Added 180.0%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,394
shares
|
$135,594
0.15% of portfolio
|
Q3 2023
Reduced 6.69%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,386
shares
|
$134,816
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,385
shares
|
$134,718
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
1,378
shares
|
$134,038
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,369
shares
|
$133,162
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,363
shares
|
$132,579
0.06% of portfolio
|
Q2 2023
Added 31.31%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,360
shares
|
$132,287
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
1,343
shares
|
$130,633
0.05% of portfolio
|
Q2 2023
Reduced 28.75%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,333
shares
|
$129,660
0.11% of portfolio
|
Q1 2025
Reduced 40.78%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,332
shares
|
$129,563
0.07% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
1,322
shares
|
$128,590
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,321
shares
|
$128,493
0.27% of portfolio
|
Q1 2025
New holding
|