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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
2,750
shares
|
$270,160
0.13% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
2,750
shares
|
$270,160
0.25% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
2,745
shares
|
$269,668
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
2,745
shares
|
$269,668
0.08% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,744
shares
|
$269,570
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
2,743
shares
|
$269,472
0.15% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
2,741
shares
|
$269,275
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,741
shares
|
$269,275
0.08% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
2,737
shares
|
$268,882
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,737
shares
|
$268,882
0.15% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,736
shares
|
$268,784
0.13% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
2,734
shares
|
$268,588
0.29% of portfolio
|
Q1 2025
Reduced 39.11%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
2,729
shares
|
$268,096
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
2,728
shares
|
$267,998
0.24% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
2,727
shares
|
$267,900
0.12% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
2,723
shares
|
$267,507
0.09% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Penn Davis Mcfarland Inc
|
Apr 23, 2025 Q1 2025 |
2,720
shares
|
$267,212
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
2,715
shares
|
$266,721
0.11% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
2,714
shares
|
$266,623
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
2,714
shares
|
$266,623
0.08% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,709
shares
|
$266,132
0.08% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,708
shares
|
$266,033
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,705
shares
|
$265,739
0.12% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
2,703
shares
|
$265,542
0.05% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
2,700
shares
|
$265,248
0.06% of portfolio
|
Q3 2024
New holding
|