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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
500
shares
|
$48,635
0.02% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
498
shares
|
$48,440
0.03% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
456
shares
|
$44,355
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
450
shares
|
$43,771
0.03% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
441
shares
|
$42,896
0.02% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
422
shares
|
$41,047
0.01% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
410
shares
|
$39,880
0.02% of portfolio
|
Q1 2025
Added 95.24%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
405
shares
|
$39,394
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
404
shares
|
$39,297
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
379
shares
|
$36,865
0.04% of portfolio
|
Q1 2025
Reduced 74.15%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
368
shares
|
$35,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
366
shares
|
$35,600
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
364
shares
|
$35,406
0.01% of portfolio
|
Q1 2024
Reduced 99.13%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
362
shares
|
$35,211
0.0% of portfolio
|
Q1 2025
Added 432.35%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
360
shares
|
$35,017
0.01% of portfolio
|
Q2 2022
Added 140.0%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
357
shares
|
$34,725
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
337
shares
|
$32,779
0.01% of portfolio
|
Q1 2025
Added 98.24%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
333
shares
|
$32,390
0.0% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
331
shares
|
$32,196
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
329
shares
|
$32,001
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
324
shares
|
$31,515
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
320
shares
|
$31,126
0.01% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
319
shares
|
$31,029
0.01% of portfolio
|
Q1 2025
Added 319.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
305
shares
|
$29,667
0.02% of portfolio
|
Q1 2025
Reduced 93.96%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
303
shares
|
$29,472
0.02% of portfolio
|
Q1 2025
Added 93.07%
|