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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
8,877
shares
|
$856,009
0.94% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
8,848
shares
|
$853,212
0.31% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
8,847
shares
|
$853,116
0.12% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
8,842
shares
|
$852,634
0.45% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
8,839
shares
|
$852,344
0.13% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
8,803
shares
|
$848,873
0.34% of portfolio
|
Q1 2023
Reduced 11.99%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,786
shares
|
$847,233
0.18% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
8,786
shares
|
$847,233
0.33% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
8,783
shares
|
$846,944
0.79% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
8,780
shares
|
$846,655
0.62% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
8,735
shares
|
$842,316
0.15% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
8,734
shares
|
$842,219
0.15% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
8,723
shares
|
$841,158
0.18% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
8,701
shares
|
$839,037
0.04% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
8,697
shares
|
$838,651
0.58% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
8,669
shares
|
$835,951
0.37% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
8,664
shares
|
$835,469
0.54% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
8,634
shares
|
$832,576
0.64% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
8,633
shares
|
$832,480
0.24% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
8,627
shares
|
$831,901
1.48% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
New England Research & Management, Inc.
|
Apr 16, 2025 Q1 2025 |
8,624
shares
|
$831,612
0.38% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
8,615
shares
|
$830,744
0.36% of portfolio
|
Q1 2025
Added 35.61%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
8,610
shares
|
$830,262
0.08% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
8,609
shares
|
$830,165
0.19% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
8,608
shares
|
$830,069
0.09% of portfolio
|
Q1 2025
Reduced 2.27%
|