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 |
|---|---|---|---|---|---|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
9,932
shares
|
$956,848
0.57% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
9,931
shares
|
$956,752
0.42% of portfolio
|
Q1 2025
Added 96.23%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
9,925
shares
|
$956,174
1.71% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
9,910
shares
|
$954,729
0.98% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,908
shares
|
$954,536
0.37% of portfolio
|
Q1 2025
Added 53.26%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
9,901
shares
|
$953,862
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
9,892
shares
|
$952,995
0.58% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
9,867
shares
|
$950,586
0.07% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
9,859
shares
|
$949,816
0.11% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
9,831
shares
|
$947,118
0.86% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
9,830
shares
|
$947,022
0.13% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$944,132
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,797
shares
|
$943,842
0.27% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
9,792
shares
|
$943,361
0.12% of portfolio
|
Q1 2025
Added 92.3%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
9,758
shares
|
$940,085
2.05% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
9,747
shares
|
$939,025
0.08% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
9,730
shares
|
$937,388
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,727
shares
|
$937,099
0.13% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
9,714
shares
|
$935,846
0.06% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
9,708
shares
|
$935,268
0.44% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
9,698
shares
|
$934,305
0.2% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
9,693
shares
|
$933,823
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
9,661
shares
|
$930,740
0.15% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,653
shares
|
$929,970
0.27% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
9,635
shares
|
$928,235
0.18% of portfolio
|
Q1 2025
Reduced 2.51%
|