Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,316 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 $267 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
4,898
shares
|
$480,591
0.04% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
4,898
shares
|
$480,591
0.06% of portfolio
|
Q1 2025
Added 36.09%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,894
shares
|
$480,199
0.19% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
4,888
shares
|
$479,610
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
4,881
shares
|
$478,923
0.34% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
4,877
shares
|
$478,531
0.06% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
4,864
shares
|
$477,255
0.33% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
4,845
shares
|
$475,391
0.23% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
4,840
shares
|
$474,900
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
4,836
shares
|
$474,508
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
4,821
shares
|
$473,036
0.19% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
4,819
shares
|
$472,840
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
4,816
shares
|
$472,545
0.31% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
4,801
shares
|
$471,074
0.05% of portfolio
|
Q4 2024
Added 206.19%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
4,800
shares
|
$470,976
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
4,800
shares
|
$470,976
0.09% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
4,799
shares
|
$470,877
0.08% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
4,791
shares
|
$470,092
0.89% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
4,783
shares
|
$469,307
0.18% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
4,783
shares
|
$469,307
0.09% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
4,783
shares
|
$469,307
0.06% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,765
shares
|
$467,541
0.08% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,764
shares
|
$467,443
0.18% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
4,764
shares
|
$467,443
0.31% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
4,756
shares
|
$466,658
0.14% of portfolio
|
Q1 2025
Added 5.22%
|