Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,015 institutions that hold shares in the stock, with a total of 2.65 Billion shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
1,726
shares
|
$174,584
0.06% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,660
shares
|
$167,909
0.03% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,641
shares
|
$165,987
0.03% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
1,638
shares
|
$165,683
0.07% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1,634
shares
|
$165,279
0.04% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,626
shares
|
$164,469
0.03% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,600
shares
|
$161,840
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,592
shares
|
$161,030
0.14% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
1,584
shares
|
$160,221
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
1,579
shares
|
$159,715
0.03% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,568
shares
|
$158,603
0.03% of portfolio
|
Q4 2023
Reduced 18.08%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
1,516
shares
|
$153,343
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
1,500
shares
|
$151,725
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,482
shares
|
$149,904
0.05% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,467
shares
|
$148,387
0.03% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
1,466
shares
|
$148,285
0.1% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,459
shares
|
$147,577
0.06% of portfolio
|
Q3 2024
Added 74.94%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
1,455
shares
|
$147,173
0.04% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,454
shares
|
$147,072
0.05% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,449
shares
|
$146,566
0.07% of portfolio
|
Q1 2024
Added 230.82%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
1,446
shares
|
$146,262
0.02% of portfolio
|
Q3 2024
Reduced 41.62%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,440
shares
|
$145,656
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,435
shares
|
$145,150
0.02% of portfolio
|
Q3 2024
Added 92.1%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,435
shares
|
$145,150
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
1,431
shares
|
$144,745
0.44% of portfolio
|
Q2 2023
New holding
|