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 |
|---|---|---|---|---|---|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
14,445
shares
|
$1.38 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
14,431
shares
|
$1.38 Million
0.86% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
14,407
shares
|
$1.38 Million
0.49% of portfolio
|
Q1 2025
Added 5549.8%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
14,399
shares
|
$1.38 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
14,382
shares
|
$1.38 Million
0.76% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
14,366
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
14,350
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
14,347
shares
|
$1.38 Million
0.21% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
14,341
shares
|
$1.37 Million
1.12% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
14,331
shares
|
$1.37 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
14,329
shares
|
$1.37 Million
1.44% of portfolio
|
Q1 2025
Added 55.63%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,328
shares
|
$1.37 Million
0.23% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
14,315
shares
|
$1.37 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
14,271
shares
|
$1.37 Million
0.71% of portfolio
|
Q1 2024
Added 136.04%
|
|
|
Chimera Capital Management LLC
New York, NY |
May 15, 2023 Q1 2023 |
14,250
shares
|
$1.37 Million
1.0% of portfolio
|
Q1 2023
Added 217.94%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,248
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
14,205
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
14,205
shares
|
$1.36 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
14,205
shares
|
$1.36 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
14,177
shares
|
$1.36 Million
1.23% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
14,157
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
14,148
shares
|
$1.36 Million
0.27% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
14,130
shares
|
$1.35 Million
1.35% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,102
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
14,082
shares
|
$1.35 Million
0.15% of portfolio
|
Q2 2025
Added 3.56%
|