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 |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
43,892
shares
|
$4.17 Million
1.37% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
43,850
shares
|
$4.17 Million
0.73% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
43,789
shares
|
$4.16 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
43,700
shares
|
$4.16 Million
1.46% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
43,694
shares
|
$4.15 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
43,617
shares
|
$4.15 Million
0.96% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
43,609
shares
|
$4.15 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
43,471
shares
|
$4.13 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
43,440
shares
|
$4.13 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
43,348
shares
|
$4.12 Million
2.3% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
43,267
shares
|
$4.11 Million
0.51% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
43,217
shares
|
$4.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
43,182
shares
|
$4.11 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
43,168
shares
|
$4.1 Million
1.05% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,122
shares
|
$4.1 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
43,056
shares
|
$4.09 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
42,978
shares
|
$4.09 Million
0.27% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
42,936
shares
|
$4.08 Million
1.52% of portfolio
|
Q4 2024
Added 89.68%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
42,912
shares
|
$4.08 Million
0.49% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
42,911
shares
|
$4.08 Million
0.44% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
42,871
shares
|
$4.08 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
42,827
shares
|
$4.07 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
42,633
shares
|
$4.05 Million
0.41% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
42,511
shares
|
$4.04 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
42,487
shares
|
$4.04 Million
2.99% of portfolio
|
Q2 2025
Reduced 3.53%
|