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 |
|---|---|---|---|---|---|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,300
shares
|
$324,192
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
3,297
shares
|
$323,897
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,297
shares
|
$323,897
0.22% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,294
shares
|
$323,602
0.19% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
3,281
shares
|
$322,325
0.23% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
3,279
shares
|
$322,128
0.04% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
3,265
shares
|
$320,753
0.07% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
3,261
shares
|
$320,360
0.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
3,258
shares
|
$320,065
0.16% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
3,242
shares
|
$318,494
0.14% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
3,240
shares
|
$318,297
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,236
shares
|
$317,904
0.12% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
3,229
shares
|
$317,216
0.27% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,228
shares
|
$317,118
0.08% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,227
shares
|
$317,020
0.22% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,221
shares
|
$316,431
0.37% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
3,221
shares
|
$316,431
0.06% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,220
shares
|
$316,332
0.2% of portfolio
|
Q2 2022
Reduced 0.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,219
shares
|
$316,234
0.07% of portfolio
|
Q1 2022
Reduced 3.74%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,218
shares
|
$316,136
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,213
shares
|
$315,645
0.1% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
3,211
shares
|
$315,448
0.09% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
3,211
shares
|
$315,448
0.24% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
3,211
shares
|
$315,448
0.23% of portfolio
|
Q1 2025
Added 2150.58%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
3,209
shares
|
$315,252
0.04% of portfolio
|
Q1 2025
Added 2.46%
|