Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,317 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 $266 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
6,670
shares
|
$652,326
0.57% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,670
shares
|
$652,326
0.16% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
6,661
shares
|
$651,445
0.11% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
6,653
shares
|
$650,663
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
6,642
shares
|
$649,587
2.21% of portfolio
|
Q1 2025
Reduced 94.66%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
6,637
shares
|
$649,098
0.19% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
6,633
shares
|
$648,707
0.46% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
6,632
shares
|
$648,609
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,629
shares
|
$648,316
0.09% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
6,626
shares
|
$648,022
0.08% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
6,611
shares
|
$646,555
0.15% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
6,602
shares
|
$645,675
0.05% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,600
shares
|
$645,480
0.05% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,595
shares
|
$644,991
0.22% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,590
shares
|
$644,502
0.19% of portfolio
|
Q1 2025
Reduced 56.24%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
6,585
shares
|
$644,013
0.5% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
6,582
shares
|
$643,719
0.24% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
6,577
shares
|
$643,230
0.53% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
6,571
shares
|
$642,643
0.08% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
6,571
shares
|
$642,643
0.36% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
6,545
shares
|
$640,101
0.63% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
6,544
shares
|
$640,003
0.2% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
6,530
shares
|
$638,634
0.45% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
6,528
shares
|
$638,438
0.47% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
6,513
shares
|
$636,971
0.26% of portfolio
|
Q1 2025
Reduced 3.55%
|