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 |
|---|---|---|---|---|---|
|
Wd Rutherford LLC
|
Apr 17, 2025 Q1 2025 |
6,212
shares
|
$607,533
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
6,211
shares
|
$607,435
0.32% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
6,204
shares
|
$606,751
1.1% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
6,195
shares
|
$605,871
0.21% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,187
shares
|
$605,088
0.12% of portfolio
|
Q3 2024
Added 26.52%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,178
shares
|
$604,208
0.08% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
6,165
shares
|
$602,937
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
6,164
shares
|
$602,839
0.24% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
6,163
shares
|
$602,741
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,161
shares
|
$602,545
0.52% of portfolio
|
Q4 2023
Added 15.07%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,155
shares
|
$601,959
1.34% of portfolio
|
Q4 2022
Added 5.12%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
6,152
shares
|
$601,665
0.21% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,143
shares
|
$600,785
0.12% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
6,143
shares
|
$600,785
0.12% of portfolio
|
Q1 2025
Added 91.25%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
6,138
shares
|
$600,296
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,119
shares
|
$598,438
0.19% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
6,115
shares
|
$598,047
0.1% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
6,112
shares
|
$597,753
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
6,111
shares
|
$597,655
0.58% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,108
shares
|
$597,362
0.08% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
6,106
shares
|
$597,166
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,106
shares
|
$597,166
0.07% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
6,103
shares
|
$596,873
0.16% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
6,102
shares
|
$596,775
0.35% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,101
shares
|
$596,677
0.39% of portfolio
|
Q1 2025
Reduced 0.78%
|