Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,374 institutions that hold shares in the stock, with a total of 2.82 Billion shares, which have been reported (via 13F filing form) to have a value of $270 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
|
$335,666
0.24% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
3,498
shares
|
$335,283
0.21% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
3,494
shares
|
$334,899
0.26% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
3,493
shares
|
$334,804
0.41% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,488
shares
|
$334,324
0.37% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,486
shares
|
$334,133
0.13% of portfolio
|
Q2 2023
Reduced 13.46%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
3,484
shares
|
$333,941
0.32% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
3,482
shares
|
$333,749
0.12% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
3,482
shares
|
$333,749
0.11% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
3,480
shares
|
$333,558
0.05% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
3,478
shares
|
$333,366
0.17% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
3,478
shares
|
$333,366
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
3,478
shares
|
$333,366
0.23% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
3,477
shares
|
$333,270
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
3,475
shares
|
$333,078
0.15% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
3,470
shares
|
$332,599
0.06% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,468
shares
|
$332,407
0.04% of portfolio
|
Q3 2022
Reduced 30.33%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
3,467
shares
|
$332,311
0.08% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
3,461
shares
|
$331,736
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
3,456
shares
|
$331,257
0.16% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
3,447
shares
|
$330,394
0.03% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,447
shares
|
$330,394
0.15% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,441
shares
|
$329,819
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,441
shares
|
$329,819
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
|
$329,532
0.29% of portfolio
|
Q1 2025
Reduced 50.01%
|