Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,343 institutions that hold shares in the stock, with a total of 2.82 Billion shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
59,590
shares
|
$5.71 Million
2.97% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
59,538
shares
|
$5.7 Million
0.35% of portfolio
|
Q1 2025
Added 139.81%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
59,425
shares
|
$5.69 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
59,117
shares
|
$5.66 Million
0.58% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
59,098
shares
|
$5.66 Million
0.44% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
58,997
shares
|
$5.65 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
58,983
shares
|
$5.65 Million
0.77% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
58,947
shares
|
$5.65 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
58,872
shares
|
$5.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
58,815
shares
|
$5.63 Million
0.0% of portfolio
|
Q1 2025
Added 124.6%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
58,488
shares
|
$5.6 Million
4.02% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
58,394
shares
|
$5.59 Million
0.27% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
58,214
shares
|
$5.58 Million
0.7% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
57,803
shares
|
$5.54 Million
1.66% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
57,733
shares
|
$5.53 Million
2.86% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
57,723
shares
|
$5.53 Million
1.68% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
57,669
shares
|
$5.52 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
57,604
shares
|
$5.52 Million
0.44% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
57,583
shares
|
$5.52 Million
0.65% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
57,451
shares
|
$5.5 Million
0.36% of portfolio
|
Q1 2023
Reduced 4.58%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
57,427
shares
|
$5.5 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
57,418
shares
|
$5.5 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
57,366
shares
|
$5.49 Million
0.58% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
57,348
shares
|
$5.49 Million
1.08% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
57,346
shares
|
$5.49 Million
1.98% of portfolio
|
Q1 2025
Added 3.74%
|