Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,373 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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
32,146
shares
|
$3.08 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
32,122
shares
|
$3.07 Million
0.8% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
32,092
shares
|
$3.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
32,063
shares
|
$3.07 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
32,055
shares
|
$3.07 Million
2.55% of portfolio
|
Q1 2025
Reduced 21.11%
|
|
|
Element Capital Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
32,022
shares
|
$3.06 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
31,966
shares
|
$3.06 Million
0.51% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
31,951
shares
|
$3.06 Million
2.53% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
31,928
shares
|
$3.05 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
31,914
shares
|
$3.05 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
31,910
shares
|
$3.05 Million
0.2% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
31,902
shares
|
$3.05 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
31,786
shares
|
$3.04 Million
2.46% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
31,776
shares
|
$3.04 Million
0.38% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
31,772
shares
|
$3.04 Million
0.77% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
31,743
shares
|
$3.04 Million
0.09% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
31,674
shares
|
$3.03 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
31,668
shares
|
$3.03 Million
0.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
31,572
shares
|
$3.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
31,551
shares
|
$3.02 Million
1.12% of portfolio
|
Q3 2023
Added 161.99%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
31,488
shares
|
$3.01 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
31,300
shares
|
$2.99 Million
0.02% of portfolio
|
Q1 2025
Added 31.51%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
31,265
shares
|
$2.99 Million
0.6% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
31,180
shares
|
$2.98 Million
0.83% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
31,168
shares
|
$2.98 Million
0.13% of portfolio
|
Q1 2025
Added 4.97%
|