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 |
|---|---|---|---|---|---|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
7,588
shares
|
$731,710
0.07% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,582
shares
|
$731,132
0.05% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
7,579
shares
|
$730,842
0.19% of portfolio
|
Q1 2025
Reduced 41.48%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
7,569
shares
|
$729,878
0.06% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
7,554
shares
|
$728,432
0.23% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
7,542
shares
|
$727,275
0.19% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
7,530
shares
|
$726,117
0.38% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
7,523
shares
|
$725,442
0.06% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
7,512
shares
|
$724,382
0.04% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
7,507
shares
|
$723,900
0.17% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
7,500
shares
|
$723,225
0.38% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
7,500
shares
|
$723,225
0.17% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
May 12, 2025 Q1 2025 |
7,500
shares
|
$723,225
0.28% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
7,498
shares
|
$723,032
0.1% of portfolio
|
Q1 2025
Added 150.1%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
7,498
shares
|
$723,032
0.27% of portfolio
|
Q1 2025
Added 100.32%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
7,488
shares
|
$722,067
0.17% of portfolio
|
Q1 2025
Added 49.58%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,482
shares
|
$721,489
0.18% of portfolio
|
Q2 2023
Added 23.75%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
7,473
shares
|
$720,621
0.31% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,467
shares
|
$720,042
0.07% of portfolio
|
Q1 2025
Added 70.32%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
7,454
shares
|
$718,789
0.27% of portfolio
|
Q4 2022
Reduced 1.44%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
7,445
shares
|
$717,921
0.02% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
7,440
shares
|
$717,439
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
7,440
shares
|
$717,439
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
7,440
shares
|
$717,439
0.12% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,432
shares
|
$716,667
0.01% of portfolio
|
Q1 2025
Reduced 28.9%
|