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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
42,406
shares
|
$4.03 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
42,352
shares
|
$4.03 Million
2.37% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
42,284
shares
|
$4.02 Million
1.32% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
42,280
shares
|
$4.02 Million
0.56% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
42,274
shares
|
$4.02 Million
0.41% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
42,261
shares
|
$4.02 Million
1.83% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
42,228
shares
|
$4.02 Million
2.83% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
42,181
shares
|
$4.01 Million
0.39% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
42,180
shares
|
$4.01 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
41,966
shares
|
$3.99 Million
1.23% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
41,719
shares
|
$3.97 Million
0.81% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
41,707
shares
|
$3.97 Million
1.51% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
41,657
shares
|
$3.96 Million
2.2% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
41,576
shares
|
$3.95 Million
1.53% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
41,555
shares
|
$3.95 Million
0.26% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
41,514
shares
|
$3.95 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
41,483
shares
|
$3.94 Million
0.29% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
41,398
shares
|
$3.94 Million
0.08% of portfolio
|
Q2 2022
Added 55.29%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
41,363
shares
|
$3.93 Million
0.92% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
41,316
shares
|
$3.93 Million
1.36% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
41,199
shares
|
$3.92 Million
0.42% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
41,140
shares
|
$3.91 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
41,135
shares
|
$3.91 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
41,119
shares
|
$3.91 Million
0.66% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
40,936
shares
|
$3.89 Million
0.67% of portfolio
|
Q1 2025
Added 200.67%
|