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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
990
shares
|
$96,297
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
973
shares
|
$94,643
0.04% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
971
shares
|
$94,449
0.04% of portfolio
|
Q1 2025
Added 41.34%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
944
shares
|
$91,822
0.05% of portfolio
|
Q1 2025
Added 356.04%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
942
shares
|
$91,628
0.09% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
933
shares
|
$90,752
0.03% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
930
shares
|
$90,461
0.07% of portfolio
|
Q4 2024
Added 3000.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
926
shares
|
$90,072
0.25% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
915
shares
|
$89,002
0.03% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
911
shares
|
$88,612
0.02% of portfolio
|
Q1 2025
Reduced 43.97%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
878
shares
|
$85,403
0.03% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
877
shares
|
$85,305
0.03% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
850
shares
|
$82,679
0.03% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
850
shares
|
$82,679
0.06% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
834
shares
|
$81,123
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
805
shares
|
$78,302
0.06% of portfolio
|
Q1 2025
Added 59.41%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
760
shares
|
$73,925
0.05% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
754
shares
|
$73,341
0.03% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
745
shares
|
$72,466
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
733
shares
|
$71,298
0.02% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
716
shares
|
$69,645
0.02% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
712
shares
|
$69,256
0.01% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$68,089
0.06% of portfolio
|
Q3 2021
Reduced 1.13%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
678
shares
|
$65,949
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
676
shares
|
$65,754
0.05% of portfolio
|
Q4 2024
New holding
|