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 |
|---|---|---|---|---|---|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,590
shares
|
$1.97 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
20,579
shares
|
$1.97 Million
0.16% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
20,575
shares
|
$1.97 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
20,561
shares
|
$1.97 Million
0.32% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
20,556
shares
|
$1.97 Million
0.38% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
20,551
shares
|
$1.97 Million
0.37% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
20,548
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,536
shares
|
$1.97 Million
0.85% of portfolio
|
Q1 2025
Reduced 37.51%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
20,461
shares
|
$1.96 Million
0.79% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
20,452
shares
|
$1.96 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
20,445
shares
|
$1.96 Million
0.92% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
20,413
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 30.47%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
20,394
shares
|
$1.95 Million
0.15% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
20,386
shares
|
$1.95 Million
0.25% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
20,364
shares
|
$1.95 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
20,346
shares
|
$1.95 Million
0.52% of portfolio
|
Q2 2025
Added 141.52%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
20,341
shares
|
$1.95 Million
0.61% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
20,334
shares
|
$1.95 Million
0.06% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
20,290
shares
|
$1.94 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
20,237
shares
|
$1.94 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
20,220
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
20,216
shares
|
$1.94 Million
0.94% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
20,203
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
20,170
shares
|
$1.93 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
20,124
shares
|
$1.93 Million
0.21% of portfolio
|
Q1 2025
Added 7.9%
|