Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,381 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 $272 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,219
shares
|
$310,955
0.07% of portfolio
|
Q1 2022
Reduced 3.74%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,218
shares
|
$310,858
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
3,218
shares
|
$310,858
0.1% of portfolio
|
Q2 2025
Reduced 47.62%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,213
shares
|
$310,375
0.1% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
3,211
shares
|
$310,182
0.09% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
3,211
shares
|
$310,182
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
|
$310,182
0.23% of portfolio
|
Q1 2025
Added 2150.58%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
3,209
shares
|
$309,989
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
3,209
shares
|
$309,989
0.04% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
3,207
shares
|
$309,796
0.06% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
3,205
shares
|
$309,603
0.16% of portfolio
|
Q2 2025
Added 23.22%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
3,200
shares
|
$309,120
0.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,195
shares
|
$308,637
0.06% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
3,193
shares
|
$308,443
0.08% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
3,192
shares
|
$308,347
0.11% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
3,189
shares
|
$308,057
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
3,185
shares
|
$307,671
0.26% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
3,182
shares
|
$307,381
0.17% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
3,179
shares
|
$307,091
0.2% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
3,170
shares
|
$306,222
0.15% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,165
shares
|
$305,739
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
3,164
shares
|
$305,642
0.09% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
3,158
shares
|
$305,062
0.21% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
3,158
shares
|
$305,062
0.17% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
3,156
shares
|
$304,869
0.19% of portfolio
|
Q1 2025
Added 2.9%
|