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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
31,163
shares
|
$2.98 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
31,122
shares
|
$2.98 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
31,077
shares
|
$2.97 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
31,071
shares
|
$2.97 Million
2.4% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
31,046
shares
|
$2.97 Million
1.3% of portfolio
|
Q1 2025
Added 55.62%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
30,991
shares
|
$2.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
30,963
shares
|
$2.96 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
30,962
shares
|
$2.96 Million
1.61% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,889
shares
|
$2.96 Million
0.64% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
30,848
shares
|
$2.95 Million
0.64% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
30,825
shares
|
$2.95 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
30,737
shares
|
$2.94 Million
0.95% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
30,646
shares
|
$2.93 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
30,626
shares
|
$2.93 Million
0.72% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
30,519
shares
|
$2.92 Million
0.09% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
30,517
shares
|
$2.92 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
30,493
shares
|
$2.92 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
30,449
shares
|
$2.91 Million
0.26% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
30,437
shares
|
$2.91 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
30,390
shares
|
$2.91 Million
1.3% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
30,347
shares
|
$2.9 Million
0.88% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
30,254
shares
|
$2.89 Million
1.52% of portfolio
|
Q1 2025
Added 539.08%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
30,250
shares
|
$2.89 Million
0.74% of portfolio
|
Q1 2024
Added 202.5%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
30,119
shares
|
$2.88 Million
0.24% of portfolio
|
Q1 2025
Added 44.17%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
30,081
shares
|
$2.88 Million
1.07% of portfolio
|
Q3 2024
New holding
|