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 |
|---|---|---|---|---|---|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
9,630
shares
|
$927,754
0.23% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,627
shares
|
$927,465
0.11% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
9,620
shares
|
$926,790
0.59% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
9,609
shares
|
$925,731
0.35% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
9,600
shares
|
$924,864
0.17% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
9,596
shares
|
$924,478
0.29% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
9,594
shares
|
$924,285
0.09% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,588
shares
|
$923,707
0.09% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
9,587
shares
|
$923,611
0.1% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,549
shares
|
$919,950
0.17% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
9,548
shares
|
$919,854
0.37% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
9,542
shares
|
$919,276
0.03% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
9,502
shares
|
$915,422
0.16% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
9,486
shares
|
$913,881
0.34% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
9,481
shares
|
$913,399
0.42% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
9,480
shares
|
$913,303
0.5% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
9,475
shares
|
$912,821
0.49% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,466
shares
|
$911,954
0.11% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
9,455
shares
|
$910,894
0.05% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,430
shares
|
$908,486
0.82% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,426
shares
|
$908,100
0.44% of portfolio
|
Q1 2025
Added 46.12%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
9,423
shares
|
$907,811
0.41% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
9,413
shares
|
$906,848
0.13% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
9,388
shares
|
$904,439
0.07% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
9,386
shares
|
$904,247
0.05% of portfolio
|
Q1 2025
Added 7.86%
|