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 |
|---|---|---|---|---|---|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
26,514
shares
|
$2.54 Million
0.99% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
26,450
shares
|
$2.54 Million
0.79% of portfolio
|
Q1 2025
Added 32.16%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
26,432
shares
|
$2.53 Million
1.21% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
26,428
shares
|
$2.53 Million
0.82% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
26,310
shares
|
$2.52 Million
0.73% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
26,156
shares
|
$2.51 Million
0.18% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
26,146
shares
|
$2.51 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
26,109
shares
|
$2.5 Million
0.48% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
26,104
shares
|
$2.5 Million
0.14% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
26,097
shares
|
$2.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
25,984
shares
|
$2.49 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
25,951
shares
|
$2.49 Million
1.42% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
25,915
shares
|
$2.48 Million
0.32% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
25,894
shares
|
$2.48 Million
0.56% of portfolio
|
Q2 2025
Added 97.86%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
25,890
shares
|
$2.48 Million
2.09% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
25,876
shares
|
$2.48 Million
1.06% of portfolio
|
Q1 2025
Added 37.01%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
25,847
shares
|
$2.48 Million
0.17% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
25,815
shares
|
$2.47 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,752
shares
|
$2.47 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
25,741
shares
|
$2.47 Million
2.01% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
25,708
shares
|
$2.46 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
25,699
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
25,692
shares
|
$2.46 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
25,663
shares
|
$2.46 Million
1.18% of portfolio
|
Q2 2025
Added 421.29%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
25,661
shares
|
$2.46 Million
0.23% of portfolio
|
Q2 2024
Added 448.19%
|