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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
25,661
shares
|
$2.46 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
25,644
shares
|
$2.46 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
25,624
shares
|
$2.46 Million
0.64% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
25,601
shares
|
$2.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
25,533
shares
|
$2.45 Million
0.85% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
25,522
shares
|
$2.45 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
25,438
shares
|
$2.44 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
25,431
shares
|
$2.44 Million
0.52% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
25,421
shares
|
$2.44 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
25,364
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
25,363
shares
|
$2.43 Million
1.15% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
25,321
shares
|
$2.43 Million
0.3% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
25,283
shares
|
$2.42 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
25,232
shares
|
$2.42 Million
1.36% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
25,216
shares
|
$2.42 Million
0.61% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
25,162
shares
|
$2.41 Million
0.87% of portfolio
|
Q1 2025
Added 67.84%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
25,161
shares
|
$2.41 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
25,154
shares
|
$2.41 Million
0.69% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
25,148
shares
|
$2.41 Million
0.93% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,065
shares
|
$2.4 Million
0.34% of portfolio
|
Q3 2023
Reduced 10.1%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
25,046
shares
|
$2.4 Million
0.21% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
25,045
shares
|
$2.4 Million
0.68% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
25,036
shares
|
$2.4 Million
0.68% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
25,011
shares
|
$2.4 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
24,973
shares
|
$2.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.72%
|