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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,830
shares
|
$278,019
0.14% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
2,826
shares
|
$277,626
0.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
2,825
shares
|
$277,528
0.17% of portfolio
|
Q1 2025
Reduced 32.42%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,819
shares
|
$276,938
0.11% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
2,817
shares
|
$276,742
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
2,813
shares
|
$276,349
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
2,802
shares
|
$275,268
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
2,801
shares
|
$275,170
0.23% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,800
shares
|
$275,072
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,792
shares
|
$274,286
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
2,792
shares
|
$274,286
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
2,789
shares
|
$273,991
0.11% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
2,782
shares
|
$273,303
0.03% of portfolio
|
Q1 2025
Added 24.47%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
2,780
shares
|
$273,107
0.25% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
2,777
shares
|
$272,812
0.27% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,776
shares
|
$272,714
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
2,772
shares
|
$272,321
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,762
shares
|
$271,338
0.23% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,760
shares
|
$271,142
0.04% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,758
shares
|
$270,945
0.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,757
shares
|
$270,847
0.3% of portfolio
|
Q2 2021
New holding
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
2,754
shares
|
$270,552
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,754
shares
|
$270,552
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,750
shares
|
$270,160
0.09% of portfolio
|
Q4 2024
Added 39.59%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
2,750
shares
|
$270,160
0.05% of portfolio
|
Q1 2025
Added 11.38%
|