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 |
|---|---|---|---|---|---|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,754
shares
|
$263,475
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
2,750
shares
|
$263,092
0.05% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
2,750
shares
|
$263,092
0.13% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
2,745
shares
|
$262,614
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
2,745
shares
|
$262,614
0.08% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
2,741
shares
|
$262,231
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,739
shares
|
$262,040
0.08% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
2,737
shares
|
$261,848
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,737
shares
|
$261,848
0.15% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,736
shares
|
$261,753
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
|
$261,561
0.29% of portfolio
|
Q1 2025
Reduced 39.11%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
2,729
shares
|
$261,083
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
2,728
shares
|
$260,987
0.24% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
2,727
shares
|
$260,892
0.12% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,723
shares
|
$260,509
0.09% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
2,722
shares
|
$260,413
0.16% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
2,720
shares
|
$260,222
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
2,714
shares
|
$259,648
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,714
shares
|
$259,648
0.08% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,709
shares
|
$259,170
0.24% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
2,708
shares
|
$259,074
0.11% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,708
shares
|
$259,074
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,705
shares
|
$258,787
0.12% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
2,704
shares
|
$258,691
0.12% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
2,703
shares
|
$258,596
0.05% of portfolio
|
Q1 2025
Reduced 8.15%
|