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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
8,608
shares
|
$830,069
0.16% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
8,576
shares
|
$826,983
0.42% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
8,574
shares
|
$826,790
0.18% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,554
shares
|
$824,862
0.21% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
8,530
shares
|
$822,547
0.28% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
8,522
shares
|
$821,776
2.38% of portfolio
|
Q3 2023
Reduced 19.35%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
8,503
shares
|
$819,944
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
8,492
shares
|
$818,883
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
May 05, 2025 Q1 2025 |
8,464
shares
|
$816,183
0.63% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
8,463
shares
|
$816,087
0.42% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
8,456
shares
|
$815,412
0.32% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
8,444
shares
|
$814,254
0.2% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
8,432
shares
|
$813,097
0.14% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
8,427
shares
|
$812,615
0.04% of portfolio
|
Q1 2025
Reduced 49.23%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
8,426
shares
|
$812,519
0.34% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,425
shares
|
$812,422
0.03% of portfolio
|
Q1 2025
Added 56.05%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
8,424
shares
|
$812,326
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
8,416
shares
|
$811,554
0.15% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
8,412
shares
|
$811,169
0.26% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,410
shares
|
$810,976
0.16% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
8,403
shares
|
$810,301
0.37% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
8,400
shares
|
$810,012
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
8,399
shares
|
$809,915
0.32% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,397
shares
|
$809,722
0.15% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
8,396
shares
|
$809,626
0.46% of portfolio
|
Q1 2025
Added 8.17%
|