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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
22,030
shares
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
21,992
shares
|
$2.11 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
21,978
shares
|
$2.11 Million
0.42% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
21,958
shares
|
$2.1 Million
0.43% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
21,957
shares
|
$2.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 26.5%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
21,952
shares
|
$2.1 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
21,940
shares
|
$2.1 Million
1.06% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
21,900
shares
|
$2.1 Million
0.53% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
21,892
shares
|
$2.1 Million
1.66% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
21,891
shares
|
$2.1 Million
0.86% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
21,886
shares
|
$2.1 Million
1.28% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
21,874
shares
|
$2.1 Million
0.79% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
21,864
shares
|
$2.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
21,856
shares
|
$2.09 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
21,855
shares
|
$2.09 Million
0.19% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
21,772
shares
|
$2.09 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
21,690
shares
|
$2.08 Million
0.16% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
21,671
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
21,631
shares
|
$2.07 Million
0.15% of portfolio
|
Q3 2023
Added 14.11%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
21,623
shares
|
$2.07 Million
0.19% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
21,572
shares
|
$2.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 45.88%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
21,560
shares
|
$2.07 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
21,519
shares
|
$2.06 Million
0.88% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
21,513
shares
|
$2.06 Million
0.82% of portfolio
|
Q1 2025
Added 48.23%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
21,467
shares
|
$2.06 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.02%
|