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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
6,095
shares
|
$596,091
0.08% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
6,085
shares
|
$595,113
0.11% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
6,085
shares
|
$595,113
0.46% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
6,084
shares
|
$595,015
0.18% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
6,065
shares
|
$593,157
0.44% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
6,062
shares
|
$592,863
0.23% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
6,060
shares
|
$592,668
0.46% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,059
shares
|
$592,570
0.1% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
6,053
shares
|
$591,983
0.16% of portfolio
|
Q2 2023
Added 11.43%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,039
shares
|
$590,614
0.27% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
6,035
shares
|
$590,223
1.62% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
6,030
shares
|
$589,734
0.33% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
6,021
shares
|
$588,853
0.14% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
6,018
shares
|
$588,560
0.09% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,018
shares
|
$588,560
0.01% of portfolio
|
Q1 2024
Reduced 65.08%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,014
shares
|
$588,169
0.12% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
6,012
shares
|
$587,973
0.27% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
6,006
shares
|
$587,386
0.18% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
6,000
shares
|
$586,800
0.31% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
One68 Global Capital, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,000
shares
|
$586,800
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
6,000
shares
|
$586,800
0.34% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
5,993
shares
|
$586,115
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
5,987
shares
|
$585,528
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
5,979
shares
|
$584,746
0.63% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,972
shares
|
$584,061
0.0% of portfolio
|
Q3 2024
Added 1.62%
|