Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,374 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 |
|---|---|---|---|---|---|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
2,900
shares
|
$277,965
0.17% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
2,894
shares
|
$277,389
0.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,892
shares
|
$277,198
1.92% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,892
shares
|
$277,198
0.18% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
2,891
shares
|
$277,102
0.05% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
2,884
shares
|
$276,431
0.31% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
2,880
shares
|
$276,048
0.05% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,880
shares
|
$276,048
0.27% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,879
shares
|
$275,952
0.1% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,879
shares
|
$275,952
1.23% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
2,876
shares
|
$275,664
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
2,875
shares
|
$275,568
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
2,870
shares
|
$275,089
0.24% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
2,868
shares
|
$274,897
0.16% of portfolio
|
Q2 2025
Reduced 53.07%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
2,866
shares
|
$274,706
0.2% of portfolio
|
Q1 2025
Reduced 55.23%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,865
shares
|
$274,610
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
2,864
shares
|
$274,514
0.18% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
2,862
shares
|
$274,322
0.05% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,861
shares
|
$274,226
0.04% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
2,859
shares
|
$274,035
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,859
shares
|
$274,035
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,858
shares
|
$273,939
0.08% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,852
shares
|
$273,364
0.23% of portfolio
|
Q1 2025
Reduced 22.06%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
2,850
shares
|
$273,172
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,850
shares
|
$273,172
0.14% of portfolio
|
Q4 2024
Added 35.71%
|