Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,374 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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
30,007
shares
|
$2.88 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
30,006
shares
|
$2.88 Million
1.23% of portfolio
|
Q2 2025
Added 90.54%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,000
shares
|
$2.88 Million
0.18% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
30,000
shares
|
$2.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 75.47%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
29,994
shares
|
$2.87 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
29,950
shares
|
$2.87 Million
0.83% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
29,900
shares
|
$2.87 Million
0.85% of portfolio
|
Q1 2025
Reduced 64.91%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
29,746
shares
|
$2.85 Million
0.7% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
29,613
shares
|
$2.84 Million
0.64% of portfolio
|
Q1 2024
Added 213.5%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
29,597
shares
|
$2.84 Million
1.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
29,576
shares
|
$2.83 Million
0.95% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
29,565
shares
|
$2.83 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
29,538
shares
|
$2.83 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
29,537
shares
|
$2.83 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
29,482
shares
|
$2.83 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
29,406
shares
|
$2.82 Million
0.26% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
29,401
shares
|
$2.82 Million
0.48% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
29,400
shares
|
$2.82 Million
1.85% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
29,347
shares
|
$2.81 Million
0.69% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
29,339
shares
|
$2.81 Million
1.92% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
29,311
shares
|
$2.81 Million
0.97% of portfolio
|
Q1 2025
Added 81.76%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
29,288
shares
|
$2.81 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
29,227
shares
|
$2.8 Million
1.94% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
29,193
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.01%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
29,114
shares
|
$2.79 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.62%
|