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 |
|---|---|---|---|---|---|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
5,964
shares
|
$583,279
0.42% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
5,963
shares
|
$583,181
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
5,952
shares
|
$582,105
0.1% of portfolio
|
Q4 2022
Reduced 22.22%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,948
shares
|
$581,714
0.05% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
5,944
shares
|
$581,323
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
5,944
shares
|
$581,323
0.1% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
5,933
shares
|
$580,247
0.12% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
5,919
shares
|
$578,878
0.16% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
5,916
shares
|
$578,584
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
5,911
shares
|
$578,095
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
5,910
shares
|
$577,998
0.22% of portfolio
|
Q1 2025
Added 28.73%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
5,905
shares
|
$577,509
0.47% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
5,885
shares
|
$575,553
0.39% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,885
shares
|
$575,553
0.34% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
5,870
shares
|
$574,086
0.22% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
5,861
shares
|
$573,205
0.13% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
5,860
shares
|
$573,108
0.09% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
5,858
shares
|
$572,912
0.21% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
5,856
shares
|
$572,716
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,854
shares
|
$572,521
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
5,853
shares
|
$572,423
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
5,851
shares
|
$572,227
0.06% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
5,843
shares
|
$571,445
0.18% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,814
shares
|
$568,609
0.28% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
5,814
shares
|
$568,609
0.2% of portfolio
|
Q4 2024
Added 22.04%
|