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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,646
shares
|
$455,865
0.11% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,641
shares
|
$455,374
0.16% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,640
shares
|
$455,276
0.16% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
4,629
shares
|
$454,197
0.34% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
4,626
shares
|
$453,903
0.14% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
4,615
shares
|
$452,823
0.24% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Suncoast Equity Management
|
Apr 22, 2025 Q1 2025 |
4,611
shares
|
$452,431
0.05% of portfolio
|
Q1 2025
Added 42.8%
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
4,608
shares
|
$452,136
0.03% of portfolio
|
Q1 2025
Reduced 29.84%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,603
shares
|
$451,646
0.14% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,603
shares
|
$451,646
0.08% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
4,602
shares
|
$451,548
0.11% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
4,598
shares
|
$451,155
0.23% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
4,595
shares
|
$450,861
0.12% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
4,587
shares
|
$450,076
0.02% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
4,584
shares
|
$449,782
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
4,578
shares
|
$449,193
1.02% of portfolio
|
Q2 2022
Added 29.47%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
4,578
shares
|
$449,193
0.17% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
4,569
shares
|
$448,310
0.41% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,559
shares
|
$447,329
0.07% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
4,554
shares
|
$446,838
0.21% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
4,542
shares
|
$445,661
0.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,539
shares
|
$445,366
0.28% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
4,534
shares
|
$444,876
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
4,531
shares
|
$444,581
0.22% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
4,523
shares
|
$443,796
0.05% of portfolio
|
Q4 2024
Added 36.11%
|