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 |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
3,207
shares
|
$315,055
0.06% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
3,201
shares
|
$314,466
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
3,200
shares
|
$314,368
0.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
3,198
shares
|
$314,171
0.06% of portfolio
|
Q1 2025
Reduced 24.54%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,195
shares
|
$313,876
0.06% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
3,192
shares
|
$313,582
0.11% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
3,189
shares
|
$313,287
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
3,186
shares
|
$312,992
0.11% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
3,185
shares
|
$312,894
0.26% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
3,179
shares
|
$312,304
0.2% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,165
shares
|
$310,929
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
3,163
shares
|
$310,733
0.16% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
3,158
shares
|
$310,241
0.17% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
3,156
shares
|
$310,045
0.19% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
3,152
shares
|
$309,652
0.09% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
3,152
shares
|
$309,652
0.15% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,145
shares
|
$308,964
0.11% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,142
shares
|
$308,670
0.09% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
3,136
shares
|
$308,080
0.17% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
3,135
shares
|
$307,982
0.14% of portfolio
|
Q1 2025
Added 40.27%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
3,132
shares
|
$307,687
0.22% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,128
shares
|
$307,294
0.07% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
3,120
shares
|
$306,508
0.15% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
3,117
shares
|
$306,214
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
3,109
shares
|
$305,428
0.05% of portfolio
|
Q1 2025
Added 0.13%
|