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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
671
shares
|
$65,268
0.05% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
669
shares
|
$65,073
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
661
shares
|
$64,295
0.04% of portfolio
|
Q1 2025
Added 63.61%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
657
shares
|
$63,906
0.03% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
653
shares
|
$63,517
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
648
shares
|
$63,030
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
647
shares
|
$62,933
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
643
shares
|
$62,544
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
632
shares
|
$61,474
0.03% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
628
shares
|
$61,085
0.05% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
627
shares
|
$60,988
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
621
shares
|
$60,404
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
619
shares
|
$60,210
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
609
shares
|
$59,237
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
600
shares
|
$58,362
0.03% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
600
shares
|
$58,362
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
585
shares
|
$56,902
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
563
shares
|
$54,763
0.03% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
560
shares
|
$54,471
0.04% of portfolio
|
Q1 2022
Added 9.8%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
555
shares
|
$53,984
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
545
shares
|
$53,012
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
543
shares
|
$52,817
0.03% of portfolio
|
Q3 2023
Added 2.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
525
shares
|
$51,066
0.02% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
520
shares
|
$50,580
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
505
shares
|
$49,121
0.03% of portfolio
|
Q3 2024
New holding
|