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 |
|---|---|---|---|---|---|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
5,702
shares
|
$557,655
0.15% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,701
shares
|
$557,557
0.05% of portfolio
|
Q1 2025
Added 40.73%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
5,697
shares
|
$557,166
0.22% of portfolio
|
Q1 2025
Reduced 34.02%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
5,697
shares
|
$557,166
0.36% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,690
shares
|
$556,482
0.1% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,688
shares
|
$556,286
0.2% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
5,685
shares
|
$555,993
0.03% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
5,667
shares
|
$554,232
0.27% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5,658
shares
|
$553,352
0.12% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,657
shares
|
$553,254
0.03% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
5,655
shares
|
$553,059
0.09% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,655
shares
|
$553,059
0.06% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
5,649
shares
|
$552,472
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
5,646
shares
|
$552,178
0.84% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
5,637
shares
|
$551,298
0.32% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,633
shares
|
$550,907
0.24% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
5,631
shares
|
$550,711
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
5,617
shares
|
$549,342
0.44% of portfolio
|
Q1 2025
Added 21.79%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
5,607
shares
|
$548,364
0.11% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
5,605
shares
|
$548,169
0.8% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,604
shares
|
$548,071
0.1% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
5,595
shares
|
$547,191
0.5% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
5,594
shares
|
$547,093
0.21% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
5,582
shares
|
$545,919
0.36% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
5,574
shares
|
$545,137
0.27% of portfolio
|
Q1 2025
Reduced 0.25%
|