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 |
|---|---|---|---|---|---|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
12,226
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
12,225
shares
|
$1.17 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
12,221
shares
|
$1.17 Million
0.4% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
12,215
shares
|
$1.17 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
12,212
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
12,212
shares
|
$1.17 Million
0.26% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,210
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
12,207
shares
|
$1.17 Million
0.94% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
12,202
shares
|
$1.17 Million
0.37% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
12,186
shares
|
$1.17 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
12,177
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,170
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
12,160
shares
|
$1.16 Million
1.07% of portfolio
|
Q1 2024
Added 184.78%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
12,159
shares
|
$1.16 Million
0.37% of portfolio
|
Q2 2025
Reduced 32.48%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
12,118
shares
|
$1.16 Million
0.4% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
12,114
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2024
Added 142.67%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
12,099
shares
|
$1.16 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
12,094
shares
|
$1.16 Million
0.83% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
12,057
shares
|
$1.15 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
12,044
shares
|
$1.15 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,036
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
12,035
shares
|
$1.15 Million
0.23% of portfolio
|
Q2 2025
Added 89.32%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
12,027
shares
|
$1.15 Million
0.19% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
12,000
shares
|
$1.15 Million
0.31% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
11,988
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
New holding
|