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 |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
16,328
shares
|
$1.57 Million
1.65% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
16,324
shares
|
$1.56 Million
0.25% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
16,283
shares
|
$1.56 Million
1.55% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
16,252
shares
|
$1.56 Million
0.21% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
16,242
shares
|
$1.56 Million
1.35% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
16,197
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
16,111
shares
|
$1.54 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
16,110
shares
|
$1.54 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
16,084
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
16,062
shares
|
$1.54 Million
0.82% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
16,006
shares
|
$1.53 Million
0.86% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
16,004
shares
|
$1.53 Million
0.92% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
16,002
shares
|
$1.53 Million
0.62% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
16,000
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
15,997
shares
|
$1.53 Million
0.6% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
15,979
shares
|
$1.53 Million
0.76% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
15,960
shares
|
$1.53 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,956
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2022
Reduced 2.12%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
15,938
shares
|
$1.53 Million
0.84% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
15,935
shares
|
$1.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
15,916
shares
|
$1.53 Million
0.74% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,891
shares
|
$1.52 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
15,865
shares
|
$1.52 Million
0.43% of portfolio
|
Q2 2025
Reduced 33.2%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
15,848
shares
|
$1.52 Million
0.11% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
15,848
shares
|
$1.52 Million
1.07% of portfolio
|
Q1 2025
Added 0.25%
|