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 |
|---|---|---|---|---|---|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
3,927
shares
|
$385,788
0.05% of portfolio
|
Q1 2025
Reduced 20.76%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 09, 2025 Q1 2025 |
3,919
shares
|
$385,002
0.21% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
3,906
shares
|
$383,725
0.24% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
3,904
shares
|
$383,528
0.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
3,902
shares
|
$383,332
0.2% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,900
shares
|
$383,136
0.12% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
3,897
shares
|
$382,841
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
3,894
shares
|
$382,546
0.16% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
3,892
shares
|
$382,350
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
3,890
shares
|
$382,153
0.09% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
3,885
shares
|
$381,662
0.32% of portfolio
|
Q1 2025
Added 65.81%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
3,885
shares
|
$381,662
0.16% of portfolio
|
Q1 2025
Reduced 32.09%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,884
shares
|
$381,564
0.1% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,867
shares
|
$379,894
0.15% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,866
shares
|
$379,795
0.07% of portfolio
|
Q4 2023
Reduced 57.23%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,864
shares
|
$379,599
0.17% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
3,864
shares
|
$379,599
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
3,863
shares
|
$379,501
0.17% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
3,855
shares
|
$378,715
0.14% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
3,850
shares
|
$378,224
0.08% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
3,850
shares
|
$378,224
0.17% of portfolio
|
Q1 2025
Reduced 27.5%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,849
shares
|
$378,125
0.12% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
3,847
shares
|
$377,929
0.13% of portfolio
|
Q1 2024
Added 195.47%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
3,847
shares
|
$377,929
0.09% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Searcy Financial Services Inc
|
Apr 17, 2025 Q1 2025 |
3,842
shares
|
$377,438
0.15% of portfolio
|
Q1 2025
Added 0.08%
|