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 |
|---|---|---|---|---|---|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,879
shares
|
$282,832
1.23% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
2,878
shares
|
$282,734
0.04% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
2,876
shares
|
$282,538
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
2,875
shares
|
$282,440
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
2,870
shares
|
$281,948
0.24% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
2,866
shares
|
$281,555
0.2% of portfolio
|
Q1 2025
Reduced 55.23%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,865
shares
|
$281,457
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
2,864
shares
|
$281,359
0.18% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
2,862
shares
|
$281,162
0.05% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
2,859
shares
|
$280,868
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,859
shares
|
$280,868
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,858
shares
|
$280,769
0.08% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,854
shares
|
$280,376
0.08% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,852
shares
|
$280,180
0.23% of portfolio
|
Q1 2025
Reduced 22.06%
|
|
|
Professional Advisory Services Inc
|
Apr 14, 2025 Q1 2025 |
2,850
shares
|
$279,984
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
2,850
shares
|
$279,984
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,850
shares
|
$279,984
0.14% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
2,850
shares
|
$279,984
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
2,850
shares
|
$279,984
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,850
shares
|
$279,984
0.19% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
2,840
shares
|
$279,001
0.05% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2,839
shares
|
$278,903
0.18% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
2,837
shares
|
$278,706
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,834
shares
|
$278,412
0.1% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
2,834
shares
|
$278,412
0.06% of portfolio
|
Q1 2025
Added 2.46%
|