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 |
|---|---|---|---|---|---|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,143
shares
|
$688,799
0.22% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
7,143
shares
|
$688,799
0.1% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
7,143
shares
|
$688,799
0.26% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,132
shares
|
$687,738
0.32% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,128
shares
|
$687,353
0.06% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
7,127
shares
|
$687,256
0.23% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
7,124
shares
|
$686,967
0.71% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
7,089
shares
|
$683,592
0.52% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,074
shares
|
$682,145
0.05% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
7,070
shares
|
$681,760
0.14% of portfolio
|
Q1 2025
Added 85.91%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
7,070
shares
|
$681,760
0.18% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,055
shares
|
$680,313
0.41% of portfolio
|
Q4 2023
Added 1.0%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
7,054
shares
|
$680,217
0.57% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
7,052
shares
|
$680,024
0.29% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
7,029
shares
|
$677,806
0.94% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
7,017
shares
|
$676,649
0.15% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
7,005
shares
|
$675,492
0.05% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
6,991
shares
|
$674,142
0.29% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,985
shares
|
$673,563
0.0% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
6,981
shares
|
$673,177
0.54% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
6,969
shares
|
$672,020
0.23% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
6,967
shares
|
$671,827
0.48% of portfolio
|
Q1 2025
Added 25.24%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,942
shares
|
$669,417
0.25% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,935
shares
|
$668,742
0.13% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
6,896
shares
|
$664,981
0.44% of portfolio
|
Q1 2025
Added 7.99%
|