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 |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
7,431
shares
|
$716,571
0.4% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
7,430
shares
|
$716,474
0.42% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
7,430
shares
|
$716,474
0.12% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
7,412
shares
|
$714,739
0.18% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
7,412
shares
|
$714,739
0.25% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
7,410
shares
|
$714,546
0.07% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
7,401
shares
|
$713,678
0.28% of portfolio
|
Q1 2025
Added 48.79%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
7,384
shares
|
$712,039
0.59% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
7,378
shares
|
$711,460
0.61% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,373
shares
|
$710,978
0.08% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
7,369
shares
|
$710,592
0.04% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
7,362
shares
|
$709,917
0.26% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,360
shares
|
$709,724
0.05% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
7,360
shares
|
$709,724
0.33% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
7,357
shares
|
$709,435
0.33% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
7,342
shares
|
$707,989
0.24% of portfolio
|
Q1 2025
Reduced 20.84%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
7,338
shares
|
$707,603
0.16% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
7,338
shares
|
$707,603
0.22% of portfolio
|
Q1 2024
Added 184.97%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
7,331
shares
|
$706,928
0.08% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
7,328
shares
|
$706,639
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,327
shares
|
$706,542
0.13% of portfolio
|
Q2 2024
Added 202.39%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,322
shares
|
$706,060
0.21% of portfolio
|
Q1 2024
Added 162.72%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
7,318
shares
|
$705,674
0.12% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
7,318
shares
|
$705,674
0.11% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,312
shares
|
$705,096
0.13% of portfolio
|
Q1 2025
Added 0.47%
|