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 |
|---|---|---|---|---|---|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
3,598
shares
|
$353,467
0.06% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
3,592
shares
|
$352,878
0.12% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
3,588
shares
|
$352,485
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
3,580
shares
|
$351,699
0.16% of portfolio
|
Q1 2025
Added 60.97%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
3,569
shares
|
$350,618
0.25% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
3,565
shares
|
$350,225
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
3,562
shares
|
$349,930
0.04% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
3,561
shares
|
$349,832
0.19% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
3,559
shares
|
$349,636
0.14% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
3,558
shares
|
$349,537
0.12% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
3,552
shares
|
$348,948
0.11% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
3,550
shares
|
$348,752
0.26% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
3,548
shares
|
$348,555
0.01% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,542
shares
|
$347,966
0.07% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,537
shares
|
$347,474
0.05% of portfolio
|
Q1 2024
Added 159.88%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
3,537
shares
|
$347,474
0.09% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
3,534
shares
|
$347,180
0.11% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,533
shares
|
$347,081
0.05% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,530
shares
|
$346,787
0.07% of portfolio
|
Q3 2022
Added 2.92%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,523
shares
|
$346,099
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,512
shares
|
$345,018
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
3,509
shares
|
$344,724
0.21% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
3,505
shares
|
$344,331
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,504
shares
|
$344,232
0.02% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
3,502
shares
|
$344,036
0.2% of portfolio
|
Q1 2025
Reduced 10.59%
|