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 |
|---|---|---|---|---|---|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
2,629
shares
|
$258,272
0.19% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
2,628
shares
|
$258,174
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,610
shares
|
$256,406
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
May 15, 2025 Q1 2025 |
2,606
shares
|
$256,013
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
2,606
shares
|
$256,013
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
2,601
shares
|
$255,522
0.13% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
2,600
shares
|
$255,424
0.11% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,598
shares
|
$255,227
0.1% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
2,593
shares
|
$254,736
0.1% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
2,591
shares
|
$254,539
0.05% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
2,589
shares
|
$254,343
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,582
shares
|
$253,655
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
2,579
shares
|
$253,360
0.19% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,568
shares
|
$252,280
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,566
shares
|
$252,083
0.55% of portfolio
|
Q2 2022
Reduced 5.31%
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
2,565
shares
|
$251,985
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,562
shares
|
$251,690
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,559
shares
|
$251,396
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
2,557
shares
|
$251,199
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,557
shares
|
$251,199
0.3% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
2,550
shares
|
$250,512
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
2,549
shares
|
$250,413
0.14% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Barton Investment Management
|
Apr 11, 2025 Q1 2025 |
2,535
shares
|
$249,038
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
2,527
shares
|
$248,252
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
2,524
shares
|
$247,957
0.03% of portfolio
|
Q1 2025
Added 0.24%
|