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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
3,434
shares
|
$329,148
0.31% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
3,433
shares
|
$329,053
0.06% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
3,423
shares
|
$328,094
0.03% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,420
shares
|
$327,807
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
3,403
shares
|
$326,177
0.14% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
3,401
shares
|
$325,985
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
3,395
shares
|
$325,410
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
3,380
shares
|
$323,973
0.09% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
May 15, 2025 Q1 2025 |
3,375
shares
|
$323,493
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
3,375
shares
|
$323,493
0.08% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
3,373
shares
|
$323,302
0.67% of portfolio
|
Q3 2022
Reduced 2.15%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
3,373
shares
|
$323,302
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
3,371
shares
|
$323,110
0.09% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
3,367
shares
|
$322,726
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
3,361
shares
|
$322,151
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,359
shares
|
$321,960
0.14% of portfolio
|
Q2 2025
Added 41.91%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
3,357
shares
|
$321,768
0.05% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
3,357
shares
|
$321,768
0.22% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
3,351
shares
|
$321,193
0.11% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
3,338
shares
|
$319,947
0.12% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,332
shares
|
$319,372
0.69% of portfolio
|
Q2 2022
Reduced 24.08%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,327
shares
|
$318,892
0.09% of portfolio
|
Q1 2023
Reduced 4.37%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
3,319
shares
|
$318,126
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
3,315
shares
|
$317,742
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
3,300
shares
|
$316,305
0.05% of portfolio
|
Q2 2024
New holding
|