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 |
|---|---|---|---|---|---|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
7,298
shares
|
$703,746
0.27% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
7,291
shares
|
$703,071
0.07% of portfolio
|
Q1 2025
Added 60.42%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
7,288
shares
|
$702,781
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
7,286
shares
|
$702,588
0.19% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
7,280
shares
|
$702,010
0.23% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
7,272
shares
|
$701,238
0.58% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
7,269
shares
|
$700,949
0.58% of portfolio
|
Q2 2024
Added 20.11%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
7,268
shares
|
$700,853
0.39% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
7,266
shares
|
$700,660
0.17% of portfolio
|
Q1 2025
Reduced 41.04%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
7,264
shares
|
$700,467
0.28% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,264
shares
|
$700,467
0.03% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
7,261
shares
|
$700,178
0.26% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
7,256
shares
|
$699,696
0.3% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
7,250
shares
|
$699,117
0.24% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
7,223
shares
|
$696,513
0.18% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,206
shares
|
$694,874
0.23% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
7,199
shares
|
$694,199
0.02% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
7,186
shares
|
$692,945
0.1% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
7,186
shares
|
$692,945
0.28% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
7,185
shares
|
$692,849
0.49% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
7,175
shares
|
$691,885
0.3% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
7,171
shares
|
$691,499
0.48% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
7,169
shares
|
$691,306
0.21% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
7,152
shares
|
$689,667
0.51% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
7,148
shares
|
$689,281
1.9% of portfolio
|
Q3 2022
New holding
|