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 |
|---|---|---|---|---|---|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
3,502
shares
|
$344,036
0.24% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
3,498
shares
|
$343,643
0.21% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
3,493
shares
|
$343,152
0.41% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,486
shares
|
$342,464
0.13% of portfolio
|
Q2 2023
Reduced 13.46%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
3,484
shares
|
$342,268
0.32% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
3,482
shares
|
$342,071
0.11% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
3,480
shares
|
$341,875
0.05% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
3,478
shares
|
$341,678
0.17% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
3,478
shares
|
$341,678
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
3,478
shares
|
$341,678
0.23% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
3,477
shares
|
$341,580
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
3,475
shares
|
$341,384
0.15% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
3,470
shares
|
$340,892
0.06% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,468
shares
|
$340,696
0.04% of portfolio
|
Q3 2022
Reduced 30.33%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
3,467
shares
|
$340,598
0.08% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
3,457
shares
|
$339,615
0.12% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
3,456
shares
|
$339,517
0.16% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
3,455
shares
|
$339,419
0.13% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
3,447
shares
|
$338,633
0.03% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,447
shares
|
$338,633
0.15% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,441
shares
|
$338,043
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,441
shares
|
$338,043
0.12% of portfolio
|
Q2 2022
Reduced 56.57%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
3,438
shares
|
$337,749
0.29% of portfolio
|
Q1 2025
Reduced 50.01%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
3,434
shares
|
$337,356
0.31% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
3,433
shares
|
$337,257
0.06% of portfolio
|
Q1 2025
Added 12.82%
|