Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,015 institutions that hold shares in the stock, with a total of 2.65 Billion shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
329
shares
|
$33,278
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
324
shares
|
$32,772
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
320
shares
|
$32,368
0.01% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
312
shares
|
$31,558
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
303
shares
|
$30,648
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
300
shares
|
$30,345
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
278
shares
|
$28,119
0.01% of portfolio
|
Q1 2024
Added 198.92%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
270
shares
|
$27,310
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
259
shares
|
$26,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
256
shares
|
$25,894
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
255
shares
|
$25,793
0.01% of portfolio
|
Q4 2024
Reduced 43.33%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
242
shares
|
$24,478
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
234
shares
|
$23,669
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
225
shares
|
$22,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
210
shares
|
$21,241
0.01% of portfolio
|
Q4 2024
Reduced 68.18%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
207
shares
|
$20,938
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
202
shares
|
$20,432
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$19,724
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
190
shares
|
$19,218
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
186
shares
|
$18,813
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
185
shares
|
$18,712
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
183
shares
|
$18,510
0.01% of portfolio
|
Q2 2024
Added 22.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
180
shares
|
$18,207
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
170
shares
|
$17,195
0.01% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
161
shares
|
$16,285
0.01% of portfolio
|
Q2 2024
Added 172.88%
|