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 |
|---|---|---|---|---|---|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
38,184
shares
|
$3.63 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
38,088
shares
|
$3.62 Million
1.26% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
38,068
shares
|
$3.62 Million
0.97% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
38,021
shares
|
$3.62 Million
2.71% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
38,001
shares
|
$3.61 Million
1.38% of portfolio
|
Q2 2023
New holding
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
37,927
shares
|
$3.61 Million
1.43% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
37,908
shares
|
$3.6 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
37,428
shares
|
$3.56 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
37,408
shares
|
$3.56 Million
1.19% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
37,179
shares
|
$3.54 Million
0.88% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
36,937
shares
|
$3.51 Million
2.06% of portfolio
|
Q2 2024
Added 6.95%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
36,818
shares
|
$3.5 Million
0.3% of portfolio
|
Q3 2022
Added 13.48%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
36,810
shares
|
$3.5 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36,793
shares
|
$3.5 Million
2.51% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
36,759
shares
|
$3.5 Million
0.86% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
36,690
shares
|
$3.49 Million
1.52% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
36,572
shares
|
$3.48 Million
1.0% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
36,510
shares
|
$3.47 Million
0.35% of portfolio
|
Q1 2025
Added 149.73%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
36,500
shares
|
$3.47 Million
1.0% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
36,496
shares
|
$3.47 Million
0.32% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
36,405
shares
|
$3.46 Million
0.99% of portfolio
|
Q1 2025
Added 170.41%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
36,342
shares
|
$3.46 Million
1.19% of portfolio
|
Q1 2024
Added 247.77%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
36,222
shares
|
$3.44 Million
1.93% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
36,050
shares
|
$3.43 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
36,011
shares
|
$3.42 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.9%
|