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 |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
15,844
shares
|
$1.52 Million
0.22% of portfolio
|
Q1 2023
Added 36.57%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
15,766
shares
|
$1.51 Million
0.73% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
15,763
shares
|
$1.51 Million
0.14% of portfolio
|
Q3 2024
Added 200.02%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
15,748
shares
|
$1.51 Million
0.16% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
15,722
shares
|
$1.51 Million
0.92% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
15,712
shares
|
$1.51 Million
0.52% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
15,691
shares
|
$1.5 Million
0.41% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,670
shares
|
$1.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 71.2%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,648
shares
|
$1.5 Million
0.15% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
15,622
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
15,608
shares
|
$1.5 Million
0.25% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
15,534
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
15,480
shares
|
$1.48 Million
1.34% of portfolio
|
Q1 2025
Reduced 50.15%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
15,450
shares
|
$1.48 Million
1.53% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
15,448
shares
|
$1.48 Million
1.12% of portfolio
|
Q2 2025
Added 39.62%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
15,435
shares
|
$1.48 Million
0.25% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
15,418
shares
|
$1.48 Million
0.75% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
15,400
shares
|
$1.48 Million
0.5% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
15,378
shares
|
$1.47 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
15,365
shares
|
$1.47 Million
0.37% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
15,363
shares
|
$1.47 Million
0.31% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
15,340
shares
|
$1.47 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
15,332
shares
|
$1.47 Million
1.21% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
15,303
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
15,194
shares
|
$1.46 Million
0.24% of portfolio
|
Q2 2025
Added 1.08%
|