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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,143
shares
|
$407,008
0.08% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,123
shares
|
$405,043
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
4,122
shares
|
$404,945
0.1% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
4,115
shares
|
$404,257
0.11% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
4,114
shares
|
$404,159
0.15% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
4,101
shares
|
$402,882
0.13% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
4,098
shares
|
$402,587
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
4,098
shares
|
$402,587
0.12% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,091
shares
|
$401,899
0.3% of portfolio
|
Q1 2023
Reduced 15.07%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
4,082
shares
|
$401,015
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,081
shares
|
$400,917
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,078
shares
|
$400,622
0.17% of portfolio
|
Q3 2022
Added 7.94%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,073
shares
|
$400,131
0.31% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
4,064
shares
|
$399,247
0.08% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$398,854
0.24% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
4,057
shares
|
$398,559
0.14% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
4,056
shares
|
$398,461
0.22% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
4,054
shares
|
$398,264
0.2% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,053
shares
|
$398,166
0.12% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
4,050
shares
|
$397,872
0.69% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
4,040
shares
|
$396,889
0.07% of portfolio
|
Q1 2024
Added 189.61%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
4,031
shares
|
$396,005
0.23% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Gladstone Capital Management LLP
London, X0 |
May 13, 2025 Q1 2025 |
4,027
shares
|
$395,612
0.04% of portfolio
|
Q1 2025
Reduced 98.91%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
4,023
shares
|
$395,219
0.09% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
4,023
shares
|
$395,219
0.2% of portfolio
|
Q1 2025
Added 0.12%
|