Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,381 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 $272 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,792
shares
|
$269,707
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
2,789
shares
|
$269,417
0.11% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
2,777
shares
|
$268,258
0.02% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
2,772
shares
|
$267,775
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
2,764
shares
|
$267,002
0.18% of portfolio
|
Q2 2025
Reduced 21.14%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,762
shares
|
$266,809
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
|
$266,422
0.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,757
shares
|
$266,326
0.3% of portfolio
|
Q2 2021
New holding
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
2,754
shares
|
$266,036
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,754
shares
|
$266,036
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
2,750
shares
|
$265,650
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
|
$265,650
0.13% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
2,745
shares
|
$265,167
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
2,745
shares
|
$265,167
0.08% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,739
shares
|
$264,587
0.08% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
2,737
shares
|
$264,394
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,737
shares
|
$264,394
0.15% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,736
shares
|
$264,297
0.13% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
2,734
shares
|
$264,104
0.28% of portfolio
|
Q1 2025
Reduced 39.11%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
2,729
shares
|
$263,621
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
2,727
shares
|
$263,428
0.12% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,723
shares
|
$263,041
0.09% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
2,722
shares
|
$262,945
0.16% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
2,720
shares
|
$262,752
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
2,714
shares
|
$262,172
0.22% of portfolio
|
Q3 2024
New holding
|