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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
20,112
shares
|
$1.93 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
20,110
shares
|
$1.93 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
20,107
shares
|
$1.93 Million
0.24% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
20,076
shares
|
$1.92 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,035
shares
|
$1.92 Million
0.19% of portfolio
|
Q1 2025
Reduced 23.14%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
20,030
shares
|
$1.92 Million
1.15% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
20,026
shares
|
$1.92 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
20,017
shares
|
$1.92 Million
0.24% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
20,011
shares
|
$1.92 Million
0.37% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
20,008
shares
|
$1.92 Million
0.34% of portfolio
|
Q1 2025
Reduced 39.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
20,006
shares
|
$1.92 Million
0.15% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
19,952
shares
|
$1.91 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
19,949
shares
|
$1.91 Million
1.56% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
19,948
shares
|
$1.91 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
19,924
shares
|
$1.91 Million
1.56% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
19,877
shares
|
$1.91 Million
0.3% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
19,829
shares
|
$1.9 Million
1.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
19,825
shares
|
$1.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
19,782
shares
|
$1.9 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
19,776
shares
|
$1.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
19,746
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
19,707
shares
|
$1.89 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
19,568
shares
|
$1.88 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
19,565
shares
|
$1.88 Million
1.13% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
19,561
shares
|
$1.87 Million
0.16% of portfolio
|
Q1 2025
Added 2.45%
|