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 |
|---|---|---|---|---|---|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
8,389
shares
|
$808,951
0.58% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
8,388
shares
|
$808,854
0.56% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
8,358
shares
|
$805,961
0.28% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
8,350
shares
|
$805,190
0.27% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
8,349
shares
|
$805,094
0.29% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
8,338
shares
|
$804,033
0.76% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
8,328
shares
|
$803,069
0.29% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
8,322
shares
|
$802,490
0.56% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
8,316
shares
|
$801,911
0.38% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
8,300
shares
|
$800,369
0.7% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
8,295
shares
|
$799,886
0.05% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
8,279
shares
|
$798,343
0.14% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
8,274
shares
|
$797,861
0.74% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
8,273
shares
|
$797,765
0.36% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,269
shares
|
$797,379
0.3% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
8,262
shares
|
$796,704
0.69% of portfolio
|
Q4 2022
Reduced 24.09%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
8,256
shares
|
$796,126
0.01% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
8,254
shares
|
$795,933
0.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
8,249
shares
|
$795,451
0.1% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,246
shares
|
$795,161
0.05% of portfolio
|
Q1 2025
Reduced 39.21%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
8,246
shares
|
$795,161
0.32% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
8,224
shares
|
$793,040
0.11% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,216
shares
|
$792,268
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
8,208
shares
|
$791,497
0.35% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
8,206
shares
|
$791,304
0.04% of portfolio
|
Q1 2025
Reduced 15.79%
|