Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,315 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 |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
4,422
shares
|
$434,417
0.23% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
4,420
shares
|
$434,220
1.13% of portfolio
|
Q3 2023
Added 8.47%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Apr 30, 2025 Q1 2025 |
4,411
shares
|
$433,336
0.39% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
4,410
shares
|
$433,238
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
4,409
shares
|
$433,140
0.28% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
May 15, 2025 Q1 2025 |
4,408
shares
|
$433,041
0.01% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
4,398
shares
|
$432,059
0.36% of portfolio
|
Q4 2024
Added 46.65%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,398
shares
|
$432,059
0.27% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
4,397
shares
|
$431,961
0.17% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
4,395
shares
|
$431,764
0.08% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
4,395
shares
|
$431,764
0.08% of portfolio
|
Q1 2025
Reduced 22.09%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
4,389
shares
|
$431,175
0.22% of portfolio
|
Q3 2024
Reduced 47.05%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
4,388
shares
|
$431,077
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,385
shares
|
$430,782
0.03% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
4,383
shares
|
$430,585
0.24% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
4,382
shares
|
$430,487
0.12% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,380
shares
|
$430,291
0.17% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
4,373
shares
|
$429,603
0.35% of portfolio
|
Q1 2023
Reduced 15.5%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
4,352
shares
|
$427,540
0.03% of portfolio
|
Q3 2022
Reduced 9.28%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
4,350
shares
|
$427,344
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
4,350
shares
|
$427,344
0.18% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,350
shares
|
$427,344
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
4,333
shares
|
$425,673
0.17% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,330
shares
|
$425,379
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,329
shares
|
$425,280
0.33% of portfolio
|
Q1 2025
Added 0.28%
|