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 |
|---|---|---|---|---|---|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
13,219
shares
|
$1.27 Million
0.12% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
13,205
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
13,200
shares
|
$1.27 Million
1.0% of portfolio
|
Q4 2023
Reduced 61.91%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
13,190
shares
|
$1.26 Million
0.96% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
13,184
shares
|
$1.26 Million
0.73% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
13,167
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
13,138
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
626 Financial, LLC
|
Jul 23, 2025 Q2 2025 |
13,132
shares
|
$1.26 Million
0.69% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
13,082
shares
|
$1.25 Million
1.3% of portfolio
|
Q1 2025
Added 65.11%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
13,079
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
13,070
shares
|
$1.25 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,025
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 83.86%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
13,023
shares
|
$1.25 Million
0.21% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
13,015
shares
|
$1.25 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
13,008
shares
|
$1.25 Million
0.38% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
12,997
shares
|
$1.25 Million
0.65% of portfolio
|
Q2 2025
Added 16.59%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
12,956
shares
|
$1.24 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
12,955
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
12,947
shares
|
$1.24 Million
0.42% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,943
shares
|
$1.24 Million
0.08% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
12,935
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
12,904
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
12,895
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
12,894
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
12,894
shares
|
$1.24 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.84%
|