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 |
|---|---|---|---|---|---|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
3,426
shares
|
$336,570
0.13% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
3,423
shares
|
$336,275
0.03% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
3,423
shares
|
$336,275
0.33% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,420
shares
|
$335,980
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,415
shares
|
$335,489
0.22% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
3,409
shares
|
$334,900
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,406
shares
|
$334,605
0.29% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
3,395
shares
|
$333,524
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
3,380
shares
|
$332,051
0.09% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
May 15, 2025 Q1 2025 |
3,375
shares
|
$331,560
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
3,375
shares
|
$331,560
0.08% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
3,373
shares
|
$331,363
0.67% of portfolio
|
Q3 2022
Reduced 2.15%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
3,371
shares
|
$331,167
0.09% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
3,367
shares
|
$330,774
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
3,361
shares
|
$330,184
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
3,357
shares
|
$329,791
0.05% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
3,357
shares
|
$329,791
0.22% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
3,351
shares
|
$329,202
0.1% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
3,338
shares
|
$327,925
0.12% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,332
shares
|
$327,335
0.69% of portfolio
|
Q2 2022
Reduced 24.08%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
3,331
shares
|
$327,237
0.08% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,327
shares
|
$326,844
0.09% of portfolio
|
Q1 2023
Reduced 4.37%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
3,319
shares
|
$326,058
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
3,315
shares
|
$325,665
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
3,315
shares
|
$325,665
0.2% of portfolio
|
Q2 2024
New holding
|