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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
5,383
shares
|
$526,457
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,376
shares
|
$525,772
0.68% of portfolio
|
Q2 2023
Reduced 4.34%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
5,360
shares
|
$524,208
0.39% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
5,358
shares
|
$524,012
0.1% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
5,350
shares
|
$523,230
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
5,345
shares
|
$522,741
0.23% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
5,343
shares
|
$522,545
0.7% of portfolio
|
Q1 2025
Reduced 47.65%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
5,339
shares
|
$522,154
0.3% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
5,333
shares
|
$521,567
0.13% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
5,317
shares
|
$520,002
0.35% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
5,310
shares
|
$519,318
0.05% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
5,308
shares
|
$519,122
0.22% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
5,306
shares
|
$518,926
0.02% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
5,298
shares
|
$518,144
0.08% of portfolio
|
Q1 2025
Added 47.91%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
5,297
shares
|
$518,046
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
5,282
shares
|
$516,579
0.3% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
5,268
shares
|
$515,210
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
5,263
shares
|
$514,721
0.05% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,244
shares
|
$512,863
0.27% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
5,235
shares
|
$511,983
0.09% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
5,234
shares
|
$511,885
0.19% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
5,229
shares
|
$511,396
0.14% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
5,224
shares
|
$510,907
0.14% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
5,216
shares
|
$510,124
0.04% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,211
shares
|
$509,635
0.08% of portfolio
|
Q4 2023
Reduced 1.6%
|