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 |
|---|---|---|---|---|---|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
24,227
shares
|
$2.32 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
24,222
shares
|
$2.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
24,221
shares
|
$2.32 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
24,221
shares
|
$2.32 Million
1.19% of portfolio
|
Q1 2025
Added 108.5%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
24,183
shares
|
$2.32 Million
0.19% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
24,174
shares
|
$2.32 Million
2.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
24,141
shares
|
$2.31 Million
0.16% of portfolio
|
Q1 2025
Added 41.89%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
24,117
shares
|
$2.31 Million
0.24% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
24,087
shares
|
$2.31 Million
0.2% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
24,000
shares
|
$2.3 Million
0.04% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
24,000
shares
|
$2.3 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
24,000
shares
|
$2.3 Million
0.62% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Boxwood Ventures, Inc.
|
May 09, 2025 Q1 2025 |
23,991
shares
|
$2.3 Million
3.09% of portfolio
|
Q1 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
23,897
shares
|
$2.29 Million
0.39% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
23,839
shares
|
$2.28 Million
0.42% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
23,834
shares
|
$2.28 Million
1.92% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
23,825
shares
|
$2.28 Million
5.08% of portfolio
|
Q1 2022
Reduced 3.05%
|
|
|
Tang Capital Management LLC
San Diego, CA |
May 15, 2025 Q1 2025 |
23,802
shares
|
$2.28 Million
0.14% of portfolio
|
Q1 2025
Added 36.61%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
23,790
shares
|
$2.28 Million
1.49% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
23,783
shares
|
$2.28 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
23,749
shares
|
$2.28 Million
0.68% of portfolio
|
Q1 2025
Added 129.61%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
23,720
shares
|
$2.27 Million
0.05% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
23,706
shares
|
$2.27 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
23,692
shares
|
$2.27 Million
0.53% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
23,641
shares
|
$2.27 Million
0.41% of portfolio
|
Q2 2025
Added 27.08%
|