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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,013
shares
|
$394,237
0.13% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
4,013
shares
|
$394,237
0.31% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
4,001
shares
|
$393,058
0.02% of portfolio
|
Q1 2025
Added 58.96%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
4,000
shares
|
$392,960
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
4,000
shares
|
$392,960
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$392,960
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,992
shares
|
$392,174
0.1% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
3,977
shares
|
$390,700
0.1% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,977
shares
|
$390,700
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
3,973
shares
|
$390,307
0.02% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
3,965
shares
|
$389,521
0.36% of portfolio
|
Q1 2025
Added 63.64%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,962
shares
|
$389,226
0.09% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
3,961
shares
|
$389,128
0.44% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,955
shares
|
$388,539
0.23% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
3,954
shares
|
$388,440
0.03% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
3,952
shares
|
$388,244
0.1% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,950
shares
|
$388,048
0.08% of portfolio
|
Q1 2023
Added 2.6%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
3,946
shares
|
$387,655
0.14% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,945
shares
|
$387,556
0.12% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
3,940
shares
|
$387,065
0.01% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
3,939
shares
|
$386,967
0.06% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
3,934
shares
|
$386,476
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,930
shares
|
$386,083
0.12% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
3,928
shares
|
$385,886
0.12% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
3,927
shares
|
$385,788
0.05% of portfolio
|
Q1 2025
Reduced 20.76%
|