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 |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
28,178
shares
|
$2.7 Million
0.69% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
28,165
shares
|
$2.7 Million
0.38% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
28,145
shares
|
$2.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
28,131
shares
|
$2.7 Million
1.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
28,125
shares
|
$2.7 Million
0.09% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
28,106
shares
|
$2.69 Million
0.55% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
28,040
shares
|
$2.69 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sandler Capital Management
New York, NY |
May 15, 2025 Q1 2025 |
28,000
shares
|
$2.68 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
27,970
shares
|
$2.68 Million
0.78% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
27,948
shares
|
$2.68 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
27,933
shares
|
$2.68 Million
0.31% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
27,924
shares
|
$2.68 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
27,883
shares
|
$2.67 Million
0.73% of portfolio
|
Q1 2025
Reduced 23.35%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27,833
shares
|
$2.67 Million
0.19% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
27,828
shares
|
$2.67 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
27,788
shares
|
$2.66 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
27,680
shares
|
$2.65 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
27,670
shares
|
$2.65 Million
0.61% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
27,607
shares
|
$2.65 Million
0.7% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
27,594
shares
|
$2.64 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
27,538
shares
|
$2.64 Million
1.24% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
27,471
shares
|
$2.63 Million
1.17% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
27,469
shares
|
$2.63 Million
1.33% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
27,458
shares
|
$2.63 Million
0.24% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
27,389
shares
|
$2.63 Million
1.31% of portfolio
|
Q2 2022
Added 0.11%
|