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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
5,210
shares
|
$509,538
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
5,166
shares
|
$505,234
0.09% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
5,166
shares
|
$505,234
0.27% of portfolio
|
Q1 2025
Reduced 46.05%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
5,151
shares
|
$503,767
0.22% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,144
shares
|
$503,083
0.22% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
5,142
shares
|
$502,887
0.43% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,140
shares
|
$502,692
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
5,139
shares
|
$502,594
0.29% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,137
shares
|
$502,398
0.09% of portfolio
|
Q2 2023
Reduced 75.64%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
5,131
shares
|
$501,811
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,116
shares
|
$500,344
0.09% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
5,112
shares
|
$499,953
0.11% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
5,109
shares
|
$499,660
0.12% of portfolio
|
Q1 2024
Added 189.46%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
5,107
shares
|
$499,464
0.17% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
5,106
shares
|
$499,366
0.06% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
5,103
shares
|
$499,073
0.43% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
5,102
shares
|
$498,975
0.15% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
5,093
shares
|
$498,095
0.08% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
5,091
shares
|
$497,899
0.13% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
5,082
shares
|
$497,019
0.14% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
5,081
shares
|
$496,921
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
5,076
shares
|
$496,432
0.25% of portfolio
|
Q1 2024
Added 225.38%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
5,061
shares
|
$494,965
0.35% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
5,050
shares
|
$493,890
0.01% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
5,048
shares
|
$493,694
0.21% of portfolio
|
Q1 2025
Reduced 15.53%
|