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 |
|---|---|---|---|---|---|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
5,561
shares
|
$543,865
0.48% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
5,559
shares
|
$543,670
0.31% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
5,539
shares
|
$541,714
0.41% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,512
shares
|
$539,073
0.13% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
5,506
shares
|
$538,486
1.38% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
5,500
shares
|
$537,900
0.31% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
5,493
shares
|
$537,215
0.14% of portfolio
|
Q1 2025
Reduced 75.29%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
5,492
shares
|
$537,117
0.04% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
5,478
shares
|
$535,748
0.24% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
5,472
shares
|
$535,161
0.15% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
5,470
shares
|
$534,966
1.14% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,470
shares
|
$534,966
0.24% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
5,455
shares
|
$533,499
0.19% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
5,449
shares
|
$532,912
0.4% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
5,449
shares
|
$532,912
0.31% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
5,446
shares
|
$532,618
0.48% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
5,441
shares
|
$532,129
0.25% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
5,427
shares
|
$530,760
0.29% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
5,427
shares
|
$530,760
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
5,423
shares
|
$530,369
0.07% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
5,422
shares
|
$530,271
0.21% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
5,418
shares
|
$529,880
0.08% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
5,413
shares
|
$529,391
0.08% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,405
shares
|
$528,609
0.82% of portfolio
|
Q2 2023
Added 8.51%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,387
shares
|
$526,848
0.26% of portfolio
|
Q3 2024
Reduced 0.88%
|