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 |
|---|---|---|---|---|---|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
140
shares
|
$13,617
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
138
shares
|
$13,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
129
shares
|
$12,547
0.0% of portfolio
|
Q3 2022
Reduced 15.13%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
119
shares
|
$11,575
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
118
shares
|
$11,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
117
shares
|
$11,380
0.59% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
115
shares
|
$11,186
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
111
shares
|
$10,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
102
shares
|
$9,921
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
100
shares
|
$9,727
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
100
shares
|
$9,727
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
94
shares
|
$9,143
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
93
shares
|
$9,046
0.0% of portfolio
|
Q1 2025
Added 47.62%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
87
shares
|
$8,462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
87
shares
|
$8,462
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
87
shares
|
$8,462
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
83
shares
|
$8,073
0.0% of portfolio
|
Q1 2025
Reduced 79.85%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
75
shares
|
$7,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
66
shares
|
$6,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
65
shares
|
$6,322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
63
shares
|
$6,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
50
shares
|
$4,863
0.0% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
49
shares
|
$4,766
0.0% of portfolio
|
Q3 2022
Added 390.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
49
shares
|
$4,766
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
47
shares
|
$4,571
0.0% of portfolio
|
Q4 2022
New holding
|