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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
4,744
shares
|
$465,481
0.42% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
4,744
shares
|
$465,481
0.11% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
4,744
shares
|
$465,481
0.03% of portfolio
|
Q1 2025
Added 143.28%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
4,736
shares
|
$464,696
0.16% of portfolio
|
Q1 2025
Added 689.33%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
4,735
shares
|
$464,598
0.15% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
4,734
shares
|
$464,500
0.22% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
4,731
shares
|
$464,205
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
4,728
shares
|
$463,911
0.49% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,726
shares
|
$463,715
0.22% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,726
shares
|
$463,715
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
4,725
shares
|
$463,617
0.12% of portfolio
|
Q1 2025
Added 68.51%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
4,725
shares
|
$463,617
0.35% of portfolio
|
Q1 2024
Added 190.77%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
4,723
shares
|
$463,420
0.11% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
4,706
shares
|
$461,752
0.17% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
4,705
shares
|
$461,654
0.07% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
4,703
shares
|
$461,458
0.16% of portfolio
|
Q1 2025
Added 40.43%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
4,694
shares
|
$460,575
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
4,689
shares
|
$460,084
0.24% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
4,685
shares
|
$459,692
0.22% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
4,679
shares
|
$459,103
0.36% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,677
shares
|
$458,907
0.11% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
4,674
shares
|
$458,612
0.36% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
4,667
shares
|
$457,926
0.12% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
4,659
shares
|
$457,141
0.08% of portfolio
|
Q1 2025
Added 63.24%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
4,656
shares
|
$456,846
0.17% of portfolio
|
Q2 2024
New holding
|