Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,366 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 $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
2,700
shares
|
$256,743
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
2,699
shares
|
$256,647
0.06% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
2,697
shares
|
$256,457
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,694
shares
|
$256,172
0.09% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
2,692
shares
|
$255,982
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
2,691
shares
|
$255,887
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
|
$255,887
0.07% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
2,688
shares
|
$255,601
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,683
shares
|
$255,126
0.01% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
2,676
shares
|
$254,460
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,676
shares
|
$254,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,667
shares
|
$253,605
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,667
shares
|
$253,605
3.5% of portfolio
|
Q1 2022
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
2,664
shares
|
$253,319
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
2,662
shares
|
$253,129
0.23% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
2,657
shares
|
$252,654
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
2,654
shares
|
$252,368
0.06% of portfolio
|
Q1 2025
Reduced 62.04%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
2,647
shares
|
$251,703
0.1% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
2,646
shares
|
$251,608
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
2,646
shares
|
$251,608
0.16% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,642
shares
|
$251,227
0.05% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,642
shares
|
$251,227
0.0% of portfolio
|
Q3 2022
Reduced 42.4%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
2,637
shares
|
$250,752
0.05% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,635
shares
|
$250,562
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
2,635
shares
|
$250,562
0.07% of portfolio
|
Q1 2025
Added 4.11%
|