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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
4,327
shares
|
$425,084
0.04% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,312
shares
|
$423,610
0.08% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,299
shares
|
$422,333
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,290
shares
|
$421,449
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
4,284
shares
|
$420,860
0.07% of portfolio
|
Q1 2025
Reduced 71.39%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
4,283
shares
|
$420,761
0.14% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,271
shares
|
$419,583
0.11% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,271
shares
|
$419,583
0.27% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
4,263
shares
|
$418,797
0.13% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4,244
shares
|
$416,930
0.15% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
4,241
shares
|
$416,635
0.04% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,239
shares
|
$416,439
0.17% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,221
shares
|
$414,671
0.05% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
4,211
shares
|
$413,688
0.14% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
4,209
shares
|
$413,492
0.28% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
4,208
shares
|
$413,393
0.02% of portfolio
|
Q1 2025
Added 46.72%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
4,206
shares
|
$413,197
0.04% of portfolio
|
Q1 2025
Reduced 29.99%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
4,204
shares
|
$413,000
0.12% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
4,200
shares
|
$412,608
0.25% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
4,200
shares
|
$412,608
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,191
shares
|
$411,723
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
4,184
shares
|
$411,036
0.1% of portfolio
|
Q1 2025
Added 61.67%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
4,178
shares
|
$410,446
0.09% of portfolio
|
Q1 2024
Added 201.44%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,167
shares
|
$409,366
0.13% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
4,164
shares
|
$409,071
0.1% of portfolio
|
Q3 2024
Reduced 46.19%
|