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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
27,389
shares
|
$2.62 Million
1.31% of portfolio
|
Q2 2022
Added 0.11%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
27,376
shares
|
$2.62 Million
0.13% of portfolio
|
Q1 2025
Added 86.62%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
27,366
shares
|
$2.62 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
27,337
shares
|
$2.62 Million
0.37% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
27,209
shares
|
$2.6 Million
0.4% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
27,203
shares
|
$2.6 Million
1.89% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
27,194
shares
|
$2.6 Million
0.45% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
27,151
shares
|
$2.6 Million
0.25% of portfolio
|
Q2 2022
Reduced 3.21%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
27,124
shares
|
$2.59 Million
0.07% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
27,117
shares
|
$2.59 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
27,036
shares
|
$2.59 Million
0.94% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
26,995
shares
|
$2.58 Million
1.19% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
26,985
shares
|
$2.58 Million
0.86% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
26,916
shares
|
$2.58 Million
0.51% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
May 14, 2025 Q1 2025 |
26,900
shares
|
$2.57 Million
1.4% of portfolio
|
Q1 2025
Reduced 51.96%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
26,899
shares
|
$2.57 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
26,832
shares
|
$2.57 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
26,790
shares
|
$2.56 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
26,742
shares
|
$2.56 Million
0.22% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
26,740
shares
|
$2.56 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
26,738
shares
|
$2.56 Million
0.08% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
26,723
shares
|
$2.56 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
26,701
shares
|
$2.55 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
26,683
shares
|
$2.55 Million
2.34% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
26,609
shares
|
$2.55 Million
0.09% of portfolio
|
Q2 2025
Added 0.45%
|