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 |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
2,948
shares
|
$289,611
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
2,946
shares
|
$289,415
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
2,945
shares
|
$289,316
0.1% of portfolio
|
Q1 2025
Reduced 32.1%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,944
shares
|
$289,218
0.11% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
2,943
shares
|
$289,120
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,943
shares
|
$289,120
0.06% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
2,938
shares
|
$288,629
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,937
shares
|
$288,530
0.09% of portfolio
|
Q2 2022
Added 30.19%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
2,933
shares
|
$288,137
0.12% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
2,923
shares
|
$287,155
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
2,923
shares
|
$287,155
0.16% of portfolio
|
Q1 2025
Reduced 25.11%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
2,920
shares
|
$286,860
0.08% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,919
shares
|
$286,762
0.09% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,918
shares
|
$286,664
0.2% of portfolio
|
Q3 2023
Reduced 23.57%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
2,917
shares
|
$286,566
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
2,916
shares
|
$286,467
0.11% of portfolio
|
Q3 2023
Added 62.0%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
2,912
shares
|
$286,074
0.13% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
2,911
shares
|
$285,976
0.09% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2,901
shares
|
$284,994
0.17% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
2,900
shares
|
$284,896
0.17% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
2,894
shares
|
$284,306
0.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,892
shares
|
$284,110
1.92% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,892
shares
|
$284,110
0.18% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
2,891
shares
|
$284,011
0.09% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
2,884
shares
|
$283,324
0.31% of portfolio
|
Q1 2025
Reduced 3.35%
|