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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
6,388
shares
|
$624,746
0.05% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
6,381
shares
|
$624,061
0.14% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,378
shares
|
$623,768
0.21% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
6,372
shares
|
$623,181
0.11% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Armstrong Henry H Associates Inc
|
Apr 08, 2025 Q1 2025 |
6,364
shares
|
$622,399
0.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,357
shares
|
$621,714
0.1% of portfolio
|
Q1 2025
Reduced 46.71%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
6,356
shares
|
$621,616
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,352
shares
|
$621,225
0.42% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
6,352
shares
|
$621,225
0.11% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,337
shares
|
$619,758
0.07% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
6,335
shares
|
$619,563
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
6,332
shares
|
$619,269
0.16% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
6,317
shares
|
$617,802
0.16% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
6,302
shares
|
$616,335
0.16% of portfolio
|
Q1 2025
Reduced 86.02%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
6,296
shares
|
$615,748
0.33% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,294
shares
|
$615,553
0.11% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
6,289
shares
|
$615,064
0.34% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
6,286
shares
|
$614,770
0.25% of portfolio
|
Q1 2025
Reduced 44.34%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
6,277
shares
|
$613,890
0.53% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
6,254
shares
|
$611,641
0.09% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
6,243
shares
|
$610,565
0.36% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,233
shares
|
$609,587
0.43% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
6,231
shares
|
$609,391
0.11% of portfolio
|
Q2 2021
Reduced 73.74%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
6,230
shares
|
$609,294
0.4% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
6,213
shares
|
$607,631
0.18% of portfolio
|
Q1 2025
Added 0.53%
|