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 |
|---|---|---|---|---|---|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
3,300
shares
|
$316,305
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
3,297
shares
|
$316,017
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
3,297
shares
|
$316,017
0.24% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,297
shares
|
$316,017
0.22% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
3,281
shares
|
$314,483
0.23% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
3,279
shares
|
$314,292
0.04% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,264
shares
|
$312,854
0.03% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
3,261
shares
|
$312,566
0.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
3,258
shares
|
$312,279
0.16% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,247
shares
|
$311,224
0.2% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
3,242
shares
|
$310,745
0.14% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
3,240
shares
|
$310,554
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,237
shares
|
$310,266
0.29% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,236
shares
|
$310,170
0.12% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
3,236
shares
|
$310,170
0.14% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,228
shares
|
$309,403
0.08% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,227
shares
|
$309,307
0.22% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
3,223
shares
|
$308,924
0.07% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
3,221
shares
|
$308,732
0.06% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,220
shares
|
$308,637
0.2% of portfolio
|
Q2 2022
Reduced 0.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,219
shares
|
$308,541
0.07% of portfolio
|
Q1 2022
Reduced 3.74%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,218
shares
|
$308,445
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,213
shares
|
$307,966
0.1% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
3,211
shares
|
$307,774
0.09% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
3,211
shares
|
$307,774
0.24% of portfolio
|
Q1 2025
Reduced 8.49%
|