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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
24,950
shares
|
$2.39 Million
0.44% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
24,860
shares
|
$2.38 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
24,858
shares
|
$2.38 Million
0.58% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
24,842
shares
|
$2.38 Million
0.44% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Orser Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
24,823
shares
|
$2.38 Million
1.81% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
24,783
shares
|
$2.38 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,776
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 47.55%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
24,681
shares
|
$2.37 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
24,635
shares
|
$2.36 Million
0.18% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
24,604
shares
|
$2.36 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
24,580
shares
|
$2.36 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
24,564
shares
|
$2.35 Million
0.89% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
24,540
shares
|
$2.35 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
24,516
shares
|
$2.35 Million
0.51% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
24,515
shares
|
$2.35 Million
0.23% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
24,467
shares
|
$2.35 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
24,434
shares
|
$2.34 Million
1.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
24,429
shares
|
$2.34 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
24,406
shares
|
$2.34 Million
2.44% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,395
shares
|
$2.34 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
24,382
shares
|
$2.34 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
24,359
shares
|
$2.33 Million
2.14% of portfolio
|
Q1 2025
Added 48.39%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,342
shares
|
$2.33 Million
0.46% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
24,278
shares
|
$2.33 Million
0.19% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
24,256
shares
|
$2.32 Million
0.47% of portfolio
|
Q2 2025
Added 0.15%
|