Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,373 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 |
|---|---|---|---|---|---|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
2,993
shares
|
$286,340
0.14% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
2,992
shares
|
$286,244
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
2,991
shares
|
$286,148
0.3% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
2,990
shares
|
$286,053
0.16% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,988
shares
|
$285,861
0.04% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
2,984
shares
|
$285,479
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
2,976
shares
|
$284,713
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
2,975
shares
|
$284,618
0.08% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,975
shares
|
$284,618
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
2,969
shares
|
$284,044
0.13% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,958
shares
|
$282,991
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,958
shares
|
$282,991
0.05% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
2,949
shares
|
$282,130
0.15% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
2,947
shares
|
$281,939
0.15% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
2,946
shares
|
$281,843
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
2,945
shares
|
$281,748
0.1% of portfolio
|
Q1 2025
Reduced 32.1%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,944
shares
|
$281,652
0.11% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,943
shares
|
$281,556
0.06% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,937
shares
|
$280,982
0.09% of portfolio
|
Q2 2022
Added 30.19%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
2,933
shares
|
$280,600
0.12% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
2,923
shares
|
$279,643
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,919
shares
|
$279,260
0.09% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,918
shares
|
$279,165
0.2% of portfolio
|
Q3 2023
Reduced 23.57%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
2,917
shares
|
$279,069
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
2,916
shares
|
$278,973
0.11% of portfolio
|
Q3 2023
Added 62.0%
|