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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
7,942
shares
|
$765,847
0.13% of portfolio
|
Q1 2025
Added 23.25%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
7,937
shares
|
$765,364
0.23% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
7,930
shares
|
$764,689
0.63% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
7,922
shares
|
$763,918
0.08% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
7,918
shares
|
$763,532
0.56% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
7,918
shares
|
$763,532
0.65% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
7,913
shares
|
$763,050
0.43% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
7,907
shares
|
$762,472
0.13% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,902
shares
|
$761,989
0.11% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
7,892
shares
|
$761,025
0.16% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
7,878
shares
|
$759,675
0.52% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
7,872
shares
|
$759,096
0.53% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,870
shares
|
$758,904
0.11% of portfolio
|
Q1 2025
Added 208.26%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,865
shares
|
$758,421
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,843
shares
|
$756,300
0.05% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,830
shares
|
$755,046
0.06% of portfolio
|
Q3 2022
Reduced 2.49%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
7,810
shares
|
$753,118
0.09% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
7,805
shares
|
$752,636
0.15% of portfolio
|
Q1 2025
Added 27.55%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
7,800
shares
|
$752,154
0.05% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,799
shares
|
$752,057
0.12% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,798
shares
|
$751,961
0.12% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
7,798
shares
|
$751,961
0.12% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
7,797
shares
|
$751,864
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
7,795
shares
|
$751,671
0.28% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
7,794
shares
|
$751,575
0.12% of portfolio
|
Q1 2025
Added 1.37%
|