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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
3,103
shares
|
$304,838
0.02% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
3,100
shares
|
$304,544
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
3,092
shares
|
$303,758
0.08% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,091
shares
|
$303,659
0.16% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$302,972
0.12% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Cmc Financial Group
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,078
shares
|
$302,382
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
3,078
shares
|
$302,382
0.34% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
3,077
shares
|
$302,284
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
3,074
shares
|
$301,989
0.13% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
3,073
shares
|
$301,891
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
3,070
shares
|
$301,596
0.21% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
3,062
shares
|
$300,810
0.27% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
3,057
shares
|
$300,319
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
3,050
shares
|
$299,632
0.26% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
3,049
shares
|
$299,533
0.23% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
3,041
shares
|
$298,747
0.26% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
3,039
shares
|
$298,551
0.24% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,033
shares
|
$297,961
0.09% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
3,030
shares
|
$297,667
0.14% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
3,020
shares
|
$296,684
0.25% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,018
shares
|
$296,488
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,017
shares
|
$296,390
0.33% of portfolio
|
Q1 2023
Reduced 1.92%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
3,015
shares
|
$296,193
0.13% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
3,011
shares
|
$295,800
0.1% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,006
shares
|
$295,309
0.13% of portfolio
|
Q3 2024
New holding
|