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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,852
shares
|
$272,850
0.23% of portfolio
|
Q1 2025
Reduced 22.06%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
2,850
shares
|
$272,659
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,850
shares
|
$272,659
0.14% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
2,850
shares
|
$272,659
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,850
shares
|
$272,659
0.19% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
2,848
shares
|
$272,468
0.1% of portfolio
|
Q2 2025
Reduced 50.01%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2,839
shares
|
$271,607
0.18% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
2,837
shares
|
$271,415
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,835
shares
|
$271,224
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
2,833
shares
|
$271,033
0.06% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,830
shares
|
$270,746
0.14% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
2,829
shares
|
$270,650
0.19% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
2,826
shares
|
$270,363
0.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
2,825
shares
|
$270,267
0.11% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
2,815
shares
|
$269,311
0.06% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
2,813
shares
|
$269,119
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
2,802
shares
|
$268,067
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
2,800
shares
|
$267,876
0.13% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,800
shares
|
$267,876
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
2,795
shares
|
$267,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,792
shares
|
$267,110
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
2,789
shares
|
$266,823
0.11% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
2,772
shares
|
$265,197
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,762
shares
|
$264,240
0.23% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,758
shares
|
$263,857
0.23% of portfolio
|
Q2 2023
Reduced 2.41%
|