Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,316 institutions that hold shares in the stock, with a total of 2.72 Billion shares, which have been reported (via 13F filing form) to have a value of $262 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,371
shares
|
$1.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
11,365
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
11,347
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
11,324
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,311
shares
|
$1.09 Million
1.06% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
11,276
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
11,267
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
11,263
shares
|
$1.09 Million
0.14% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
11,237
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
11,217
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,200
shares
|
$1.08 Million
1.55% of portfolio
|
Q1 2023
Added 3.89%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
11,171
shares
|
$1.08 Million
0.52% of portfolio
|
Q1 2025
Added 40.52%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Apr 22, 2025 Q1 2025 |
11,166
shares
|
$1.08 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
11,150
shares
|
$1.07 Million
0.64% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
11,148
shares
|
$1.07 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
11,122
shares
|
$1.07 Million
0.22% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
11,105
shares
|
$1.07 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
11,105
shares
|
$1.07 Million
0.49% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,104
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
11,064
shares
|
$1.07 Million
0.77% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,026
shares
|
$1.06 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
11,012
shares
|
$1.06 Million
0.18% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
10,970
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Added 41.02%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
10,951
shares
|
$1.06 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,936
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2025
Added 31.68%
|