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 |
|---|---|---|---|---|---|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
3,006
shares
|
$295,309
0.25% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
3,004
shares
|
$295,112
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
3,003
shares
|
$295,014
0.17% of portfolio
|
Q1 2025
Reduced 82.13%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,001
shares
|
$294,818
0.18% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.22% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.03% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.09% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,000
shares
|
$294,720
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
2,997
shares
|
$294,425
0.03% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
2,993
shares
|
$294,032
0.14% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
2,992
shares
|
$293,934
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
2,991
shares
|
$293,835
0.3% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
2,990
shares
|
$293,737
0.15% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
2,990
shares
|
$293,737
0.09% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
2,984
shares
|
$293,148
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,975
shares
|
$292,264
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,958
shares
|
$290,593
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
2,958
shares
|
$290,593
0.05% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
2,956
shares
|
$290,397
0.28% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
2,951
shares
|
$289,906
0.08% of portfolio
|
Q1 2025
Reduced 6.5%
|