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 |
|---|---|---|---|---|---|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,895
shares
|
$664,884
0.17% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,884
shares
|
$663,824
0.17% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
6,867
shares
|
$662,184
0.33% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
6,867
shares
|
$662,184
0.1% of portfolio
|
Q3 2024
Added 213.56%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
6,855
shares
|
$661,027
0.48% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,814
shares
|
$657,074
0.32% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
6,778
shares
|
$653,602
0.07% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,777
shares
|
$653,506
0.2% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,777
shares
|
$653,506
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
6,777
shares
|
$653,506
0.41% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
6,752
shares
|
$651,095
0.35% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
6,751
shares
|
$650,998
0.19% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
6,741
shares
|
$650,034
0.2% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
6,727
shares
|
$648,684
0.26% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
6,726
shares
|
$648,588
0.35% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
6,719
shares
|
$647,913
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
6,717
shares
|
$647,720
0.16% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
6,714
shares
|
$647,431
0.12% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
6,713
shares
|
$647,334
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
6,711
shares
|
$647,141
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,707
shares
|
$646,756
0.12% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
6,707
shares
|
$646,756
0.38% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
6,706
shares
|
$646,659
0.53% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,697
shares
|
$645,791
0.31% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
6,684
shares
|
$644,538
0.18% of portfolio
|
Q3 2024
Added 0.32%
|