Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,366 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 $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
47,134
shares
|
$4.48 Million
0.18% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
47,110
shares
|
$4.48 Million
0.67% of portfolio
|
Q1 2025
Added 33.39%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
47,052
shares
|
$4.47 Million
0.85% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
47,022
shares
|
$4.47 Million
2.05% of portfolio
|
Q1 2023
Added 98.84%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
46,995
shares
|
$4.47 Million
0.38% of portfolio
|
Q1 2025
Added 44.62%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
46,950
shares
|
$4.46 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,922
shares
|
$4.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
46,866
shares
|
$4.46 Million
0.68% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
46,667
shares
|
$4.44 Million
1.42% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
46,442
shares
|
$4.42 Million
0.63% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
46,337
shares
|
$4.41 Million
0.78% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
46,323
shares
|
$4.4 Million
0.74% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
46,272
shares
|
$4.4 Million
3.46% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,257
shares
|
$4.4 Million
0.47% of portfolio
|
Q1 2024
Added 212.89%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,098
shares
|
$4.38 Million
0.37% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Arlington Partners LLC
|
Jul 14, 2025 Q2 2025 |
46,010
shares
|
$4.38 Million
1.81% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
45,809
shares
|
$4.36 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
45,796
shares
|
$4.35 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
45,792
shares
|
$4.35 Million
1.16% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
45,774
shares
|
$4.35 Million
0.97% of portfolio
|
Q1 2025
Added 94.14%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
45,709
shares
|
$4.35 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
45,691
shares
|
$4.34 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
45,673
shares
|
$4.34 Million
3.14% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
45,652
shares
|
$4.34 Million
0.4% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
45,630
shares
|
$4.34 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.39%
|