Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,374 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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,637
shares
|
$2.27 Million
0.45% of portfolio
|
Q3 2022
Added 6.04%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
23,628
shares
|
$2.26 Million
1.83% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
23,609
shares
|
$2.26 Million
0.91% of portfolio
|
Q2 2025
Reduced 42.33%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
23,596
shares
|
$2.26 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
23,585
shares
|
$2.26 Million
1.03% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
23,563
shares
|
$2.26 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
23,445
shares
|
$2.25 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
23,378
shares
|
$2.24 Million
0.95% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
23,373
shares
|
$2.24 Million
1.35% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
23,368
shares
|
$2.24 Million
0.17% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
23,361
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
23,360
shares
|
$2.24 Million
0.67% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
23,357
shares
|
$2.24 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
23,351
shares
|
$2.24 Million
0.25% of portfolio
|
Q1 2025
Added 102.44%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
23,341
shares
|
$2.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
23,339
shares
|
$2.24 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
23,317
shares
|
$2.23 Million
0.31% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
23,315
shares
|
$2.23 Million
1.26% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
23,295
shares
|
$2.23 Million
0.83% of portfolio
|
Q2 2025
Added 41.52%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
23,292
shares
|
$2.23 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
23,162
shares
|
$2.22 Million
0.25% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
23,116
shares
|
$2.22 Million
0.17% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
23,101
shares
|
$2.21 Million
0.18% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
23,088
shares
|
$2.21 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
23,079
shares
|
$2.21 Million
0.42% of portfolio
|
Q1 2025
Added 9.49%
|