Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,373 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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
13,598
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
13,571
shares
|
$1.3 Million
0.74% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
13,559
shares
|
$1.3 Million
0.48% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
13,542
shares
|
$1.3 Million
0.79% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
13,518
shares
|
$1.29 Million
0.48% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,509
shares
|
$1.29 Million
0.29% of portfolio
|
Q1 2024
Added 192.53%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
13,500
shares
|
$1.29 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
13,468
shares
|
$1.29 Million
0.86% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
13,459
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,441
shares
|
$1.29 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
13,441
shares
|
$1.29 Million
0.75% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
13,422
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
13,398
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
13,398
shares
|
$1.28 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
13,377
shares
|
$1.28 Million
0.42% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
13,338
shares
|
$1.28 Million
0.39% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,337
shares
|
$1.28 Million
0.32% of portfolio
|
Q4 2022
Added 6.59%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
13,322
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
13,315
shares
|
$1.27 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
13,291
shares
|
$1.27 Million
1.32% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
13,278
shares
|
$1.27 Million
0.32% of portfolio
|
Q1 2025
Added 96.71%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
13,266
shares
|
$1.27 Million
0.65% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
13,263
shares
|
$1.27 Million
0.17% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
13,250
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
13,243
shares
|
$1.27 Million
0.65% of portfolio
|
Q2 2025
Added 0.47%
|