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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
300
shares
|
$29,181
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
300
shares
|
$29,181
0.02% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
300
shares
|
$29,181
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
299
shares
|
$29,083
0.01% of portfolio
|
Q1 2025
Reduced 98.86%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
286
shares
|
$27,819
0.02% of portfolio
|
Q1 2025
Added 41.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
278
shares
|
$27,041
0.01% of portfolio
|
Q1 2024
Added 198.92%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
270
shares
|
$26,262
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
255
shares
|
$24,803
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
242
shares
|
$23,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
234
shares
|
$22,761
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
231
shares
|
$22,469
0.02% of portfolio
|
Q1 2025
Reduced 60.31%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
208
shares
|
$20,232
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
204
shares
|
$19,843
0.01% of portfolio
|
Q1 2025
Added 58.14%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
200
shares
|
$19,454
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
195
shares
|
$18,967
0.0% of portfolio
|
Q1 2025
Added 457.14%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$18,967
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
190
shares
|
$18,481
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
186
shares
|
$18,092
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
186
shares
|
$18,092
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
185
shares
|
$17,994
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
180
shares
|
$17,508
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
161
shares
|
$15,660
0.01% of portfolio
|
Q2 2024
Added 172.88%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
154
shares
|
$14,979
0.0% of portfolio
|
Q1 2025
Added 58.76%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
154
shares
|
$14,979
0.01% of portfolio
|
Q1 2025
Added 366.67%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
152
shares
|
$14,785
0.01% of portfolio
|
Q1 2025
Reduced 49.83%
|