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 |
|---|---|---|---|---|---|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
3,049
shares
|
$294,533
0.23% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
3,041
shares
|
$293,760
0.26% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
3,039
shares
|
$293,567
0.24% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,033
shares
|
$292,987
0.09% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
3,030
shares
|
$292,698
0.15% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
3,020
shares
|
$291,732
0.25% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,018
shares
|
$291,538
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,017
shares
|
$291,442
0.33% of portfolio
|
Q1 2023
Reduced 1.92%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
3,015
shares
|
$291,249
0.13% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
3,011
shares
|
$290,862
0.1% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
3,008
shares
|
$290,572
0.17% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,006
shares
|
$290,379
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
3,006
shares
|
$290,379
0.25% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
3,004
shares
|
$290,186
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
3,003
shares
|
$290,089
0.17% of portfolio
|
Q1 2025
Reduced 82.13%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,001
shares
|
$289,896
0.18% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,000
shares
|
$289,800
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
3,000
shares
|
$289,800
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
3,000
shares
|
$289,800
0.22% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$289,800
0.16% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
3,000
shares
|
$289,800
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,000
shares
|
$289,800
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,000
shares
|
$289,800
0.03% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,000
shares
|
$289,800
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$289,800
0.09% of portfolio
|
Q3 2024
Reduced 10.23%
|