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 |
|---|---|---|---|---|---|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
2,699
shares
|
$265,149
0.06% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
May 14, 2025 Q1 2025 |
2,697
shares
|
$264,953
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,692
shares
|
$264,462
0.08% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
2,692
shares
|
$264,462
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
2,691
shares
|
$264,363
0.24% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,691
shares
|
$264,363
0.07% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
2,688
shares
|
$264,069
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
2,679
shares
|
$263,184
0.07% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
2,676
shares
|
$262,890
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,676
shares
|
$262,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,671
shares
|
$262,399
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,667
shares
|
$262,006
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,667
shares
|
$262,006
3.5% of portfolio
|
Q1 2022
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
2,664
shares
|
$261,711
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
2,662
shares
|
$261,514
0.23% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
2,657
shares
|
$261,023
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
2,655
shares
|
$260,827
0.14% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
2,654
shares
|
$260,728
0.06% of portfolio
|
Q1 2025
Reduced 62.04%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
2,647
shares
|
$260,041
0.1% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
2,646
shares
|
$259,943
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
2,646
shares
|
$259,943
0.16% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,642
shares
|
$259,550
0.05% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,642
shares
|
$259,550
0.0% of portfolio
|
Q3 2022
Reduced 42.4%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,635
shares
|
$258,862
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
2,635
shares
|
$258,862
0.07% of portfolio
|
Q1 2025
Added 4.11%
|