Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,381 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 $272 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
12,565
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,554
shares
|
$1.21 Million
0.23% of portfolio
|
Q2 2023
Added 7.51%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
12,550
shares
|
$1.21 Million
1.18% of portfolio
|
Q1 2025
Added 360.38%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
12,548
shares
|
$1.21 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
12,546
shares
|
$1.21 Million
0.14% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,536
shares
|
$1.21 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
12,528
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
12,524
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
12,501
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
12,496
shares
|
$1.21 Million
0.25% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
12,484
shares
|
$1.21 Million
0.38% of portfolio
|
Q2 2025
Added 92.68%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
12,473
shares
|
$1.2 Million
0.58% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
12,391
shares
|
$1.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
12,383
shares
|
$1.2 Million
0.76% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
12,382
shares
|
$1.2 Million
0.13% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
12,370
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2025
Added 208.94%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
12,357
shares
|
$1.19 Million
0.96% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
12,343
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
12,341
shares
|
$1.19 Million
0.31% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,308
shares
|
$1.19 Million
0.52% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
12,298
shares
|
$1.19 Million
0.3% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
12,297
shares
|
$1.19 Million
0.31% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
12,284
shares
|
$1.19 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
12,276
shares
|
$1.19 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
12,276
shares
|
$1.19 Million
0.71% of portfolio
|
Q1 2025
New holding
|