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 |
|---|---|---|---|---|---|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
7,787
shares
|
$750,900
0.69% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
7,786
shares
|
$750,803
0.19% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
7,760
shares
|
$748,296
0.45% of portfolio
|
Q1 2025
Reduced 39.7%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
7,756
shares
|
$747,911
0.13% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
7,754
shares
|
$747,718
0.12% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,752
shares
|
$747,525
0.15% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
7,749
shares
|
$747,236
0.13% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
7,743
shares
|
$746,657
0.65% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
7,740
shares
|
$746,368
0.15% of portfolio
|
Q4 2024
Added 66.45%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
7,701
shares
|
$742,607
0.2% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,698
shares
|
$742,318
0.08% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
7,696
shares
|
$742,125
0.17% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
7,695
shares
|
$742,028
0.41% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
7,689
shares
|
$741,450
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,685
shares
|
$741,064
0.17% of portfolio
|
Q1 2024
Added 197.41%
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
7,678
shares
|
$740,389
0.01% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,674
shares
|
$740,003
0.23% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
7,653
shares
|
$737,978
0.04% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
7,649
shares
|
$737,593
0.23% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,647
shares
|
$737,400
0.17% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
7,634
shares
|
$736,146
0.1% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
7,626
shares
|
$735,375
0.66% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
7,622
shares
|
$734,989
0.07% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,621
shares
|
$734,893
0.07% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
7,605
shares
|
$733,350
0.16% of portfolio
|
Q1 2025
Reduced 3.48%
|