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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,311
shares
|
$127,520
0.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,293
shares
|
$125,770
0.02% of portfolio
|
Q1 2025
Added 117.68%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,272
shares
|
$123,727
0.01% of portfolio
|
Q4 2024
Added 88.17%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,260
shares
|
$122,560
0.07% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,246
shares
|
$121,198
0.05% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,235
shares
|
$120,128
0.01% of portfolio
|
Q1 2023
Added 27.85%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
1,224
shares
|
$119,058
0.05% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,215
shares
|
$118,183
0.17% of portfolio
|
Q1 2023
Added 8.97%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,212
shares
|
$117,891
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
1,200
shares
|
$116,724
0.11% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$116,724
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,185
shares
|
$115,264
0.15% of portfolio
|
Q2 2022
Reduced 4.05%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,176
shares
|
$114,389
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1,143
shares
|
$111,179
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,125
shares
|
$109,428
0.04% of portfolio
|
Q1 2025
Reduced 32.68%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,124
shares
|
$109,331
0.11% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
1,112
shares
|
$108,164
0.02% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,101
shares
|
$107,094
0.04% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,094
shares
|
$106,413
0.08% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,085
shares
|
$105,537
0.09% of portfolio
|
Q1 2025
Added 38.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,072
shares
|
$104,273
0.04% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,062
shares
|
$103,300
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,050
shares
|
$102,133
0.01% of portfolio
|
Q1 2025
Reduced 83.48%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
1,050
shares
|
$102,133
0.25% of portfolio
|
Q1 2025
Added 153.14%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,001
shares
|
$97,367
0.12% of portfolio
|
Q4 2024
Added 11.97%
|