Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,380 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 |
|---|---|---|---|---|---|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,145
shares
|
$301,448
0.11% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,142
shares
|
$301,160
0.09% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
3,135
shares
|
$300,489
0.14% of portfolio
|
Q1 2025
Added 40.27%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
3,120
shares
|
$299,052
0.11% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
3,120
shares
|
$299,052
0.15% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
3,117
shares
|
$298,764
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
3,116
shares
|
$298,668
0.14% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
3,109
shares
|
$297,997
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
3,103
shares
|
$297,422
0.02% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
3,101
shares
|
$297,230
0.08% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
3,094
shares
|
$296,559
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,091
shares
|
$296,272
0.16% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
3,088
shares
|
$295,984
0.25% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$295,601
0.12% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Cmc Financial Group
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,078
shares
|
$295,026
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
3,078
shares
|
$295,026
0.35% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
3,077
shares
|
$294,930
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
3,073
shares
|
$294,547
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
3,070
shares
|
$294,259
0.23% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
3,062
shares
|
$293,492
0.27% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
3,060
shares
|
$293,301
0.15% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
3,059
shares
|
$293,205
0.08% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
3,050
shares
|
$292,342
0.26% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
3,049
shares
|
$292,246
0.23% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
3,041
shares
|
$291,479
0.26% of portfolio
|
Q1 2025
Reduced 2.22%
|