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 |
|---|---|---|---|---|---|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
3,696
shares
|
$363,095
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
3,692
shares
|
$362,702
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,680
shares
|
$361,523
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3,675
shares
|
$361,032
0.08% of portfolio
|
Q1 2025
Added 57.66%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,673
shares
|
$360,835
0.04% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
3,672
shares
|
$360,737
0.14% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,671
shares
|
$360,639
0.08% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,668
shares
|
$360,344
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
3,668
shares
|
$360,344
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,655
shares
|
$359,067
0.01% of portfolio
|
Q2 2023
Added 10.96%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
3,655
shares
|
$359,067
0.25% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,647
shares
|
$358,281
0.07% of portfolio
|
Q2 2024
Added 4.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,645
shares
|
$358,084
0.42% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
3,645
shares
|
$358,084
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,642
shares
|
$357,790
0.5% of portfolio
|
Q4 2022
Reduced 1.06%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,624
shares
|
$356,021
0.05% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
3,613
shares
|
$354,941
0.11% of portfolio
|
Q1 2025
Reduced 55.52%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,612
shares
|
$354,842
0.28% of portfolio
|
Q1 2025
Added 776.7%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
3,612
shares
|
$354,842
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
3,610
shares
|
$354,646
0.07% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
3,607
shares
|
$354,351
0.05% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
3,606
shares
|
$354,253
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
3,606
shares
|
$354,253
0.15% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
3,603
shares
|
$353,958
0.36% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,600
shares
|
$353,664
0.81% of portfolio
|
Q4 2021
New holding
|