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 |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
10,932
shares
|
$1.05 Million
0.43% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
10,911
shares
|
$1.05 Million
0.27% of portfolio
|
Q1 2025
Added 15.62%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
10,888
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
10,885
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,882
shares
|
$1.05 Million
0.39% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
10,881
shares
|
$1.05 Million
0.6% of portfolio
|
Q1 2025
Added 56.29%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
10,866
shares
|
$1.05 Million
0.19% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
10,798
shares
|
$1.04 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,792
shares
|
$1.04 Million
1.76% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
10,791
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
10,785
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
10,779
shares
|
$1.04 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
10,772
shares
|
$1.04 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
10,748
shares
|
$1.04 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
10,744
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
10,740
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
10,737
shares
|
$1.03 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
10,737
shares
|
$1.03 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
10,719
shares
|
$1.03 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
10,677
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
10,668
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
10,624
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 24.3%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
10,617
shares
|
$1.02 Million
0.51% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
May 12, 2025 Q1 2025 |
10,597
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
10,593
shares
|
$1.02 Million
0.67% of portfolio
|
Q1 2025
Added 0.61%
|