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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
9,160
shares
|
$882,474
0.38% of portfolio
|
Q1 2025
Reduced 33.89%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
9,160
shares
|
$882,474
0.19% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
9,154
shares
|
$881,896
0.3% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,123
shares
|
$878,909
0.08% of portfolio
|
Q2 2022
Reduced 4.79%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
9,094
shares
|
$876,115
0.05% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
9,087
shares
|
$875,441
0.17% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,061
shares
|
$872,936
0.23% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
9,036
shares
|
$870,528
0.48% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
9,022
shares
|
$869,179
0.75% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
9,021
shares
|
$869,083
0.64% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
9,018
shares
|
$868,794
0.27% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
9,000
shares
|
$867,060
0.9% of portfolio
|
Q1 2025
Added 94.59%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
9,000
shares
|
$867,060
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
8,992
shares
|
$866,289
0.31% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
8,982
shares
|
$865,325
0.09% of portfolio
|
Q3 2022
Reduced 51.95%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
8,974
shares
|
$864,555
0.05% of portfolio
|
Q4 2023
Added 23.98%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8,972
shares
|
$864,362
1.26% of portfolio
|
Q2 2023
Reduced 3.51%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
8,966
shares
|
$863,784
0.18% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
8,960
shares
|
$863,206
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
8,946
shares
|
$861,857
0.08% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Trinity Financial Advisors LLC
|
May 19, 2025 Q1 2025 |
8,923
shares
|
$859,641
0.28% of portfolio
|
Q1 2024
Added 200.03%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
8,895
shares
|
$856,944
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
8,892
shares
|
$856,655
0.62% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
8,890
shares
|
$856,462
0.06% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
8,884
shares
|
$855,884
0.13% of portfolio
|
Q2 2022
Reduced 0.46%
|