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 |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,827
shares
|
$375,964
0.18% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,825
shares
|
$375,768
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
3,818
shares
|
$375,080
0.04% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
3,817
shares
|
$374,982
0.24% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
3,816
shares
|
$374,883
0.16% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,812
shares
|
$374,490
0.07% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
3,811
shares
|
$374,392
0.17% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,805
shares
|
$373,803
0.25% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
3,792
shares
|
$372,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
3,787
shares
|
$372,034
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
3,785
shares
|
$371,838
0.04% of portfolio
|
Q1 2025
Added 30.29%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
3,777
shares
|
$371,052
0.05% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
3,767
shares
|
$370,070
0.15% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,756
shares
|
$368,989
0.17% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Apr 08, 2025 Q1 2025 |
3,750
shares
|
$368,400
0.22% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,747
shares
|
$368,105
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
3,734
shares
|
$366,828
0.08% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
3,734
shares
|
$366,828
0.16% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
3,730
shares
|
$366,435
0.06% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,713
shares
|
$364,765
0.07% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Threadgill Financial, LLC
|
Apr 09, 2025 Q1 2025 |
3,706
shares
|
$364,077
0.18% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
3,701
shares
|
$363,586
0.11% of portfolio
|
Q1 2025
Added 437.94%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
3,700
shares
|
$363,488
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,699
shares
|
$363,389
0.1% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
3,698
shares
|
$363,291
0.1% of portfolio
|
Q1 2025
Added 7.78%
|