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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
10,198
shares
|
$982,475
0.54% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
10,197
shares
|
$982,378
0.22% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,196
shares
|
$982,282
0.5% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
10,183
shares
|
$981,030
0.31% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
10,151
shares
|
$977,947
0.27% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Invesco, LLC
Des Plaines, IL |
Apr 23, 2025 Q1 2025 |
10,148
shares
|
$977,658
0.37% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
10,137
shares
|
$976,598
0.62% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
10,106
shares
|
$973,612
0.38% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
10,081
shares
|
$971,203
0.17% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
10,075
shares
|
$970,625
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
10,051
shares
|
$968,313
0.1% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
10,042
shares
|
$967,446
0.16% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
10,028
shares
|
$966,097
0.56% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
10,021
shares
|
$965,423
0.22% of portfolio
|
Q1 2025
Added 211.99%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
10,019
shares
|
$965,230
0.34% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
10,015
shares
|
$964,845
0.16% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
10,009
shares
|
$964,267
0.03% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
10,005
shares
|
$963,881
0.37% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
10,004
shares
|
$963,785
0.05% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Alta Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
10,000
shares
|
$963,400
0.06% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$963,400
1.0% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
9,997
shares
|
$963,110
0.47% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
9,987
shares
|
$962,147
0.1% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,938
shares
|
$957,426
0.35% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
9,938
shares
|
$957,426
0.25% of portfolio
|
Q1 2025
Added 0.94%
|