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 |
|---|---|---|---|---|---|
|
Night Squared LP
New York, NY |
May 15, 2025 Q1 2025 |
11,988
shares
|
$1.15 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
11,980
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
11,975
shares
|
$1.15 Million
0.3% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
11,906
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
11,903
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
11,900
shares
|
$1.14 Million
0.71% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,900
shares
|
$1.14 Million
0.49% of portfolio
|
Q2 2024
Reduced 36.49%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
11,899
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2021
Added 0.35%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
11,885
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
11,877
shares
|
$1.14 Million
0.16% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
11,876
shares
|
$1.14 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11,863
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
11,848
shares
|
$1.13 Million
0.13% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
11,829
shares
|
$1.13 Million
0.59% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
11,813
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,806
shares
|
$1.13 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
11,794
shares
|
$1.13 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
11,768
shares
|
$1.13 Million
0.41% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
11,748
shares
|
$1.12 Million
1.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,743
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Added 217.21%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
11,716
shares
|
$1.12 Million
0.26% of portfolio
|
Q1 2025
Reduced 72.05%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
11,708
shares
|
$1.12 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
11,700
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
11,680
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.07%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
11,671
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.34%
|