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 |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
2,517
shares
|
$247,270
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,516
shares
|
$247,171
0.09% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,514
shares
|
$246,975
0.07% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
2,512
shares
|
$246,778
0.05% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
2,506
shares
|
$246,189
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
2,504
shares
|
$245,992
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
2,500
shares
|
$245,600
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
2,500
shares
|
$245,600
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,499
shares
|
$245,501
0.17% of portfolio
|
Q4 2024
Reduced 83.35%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
2,496
shares
|
$245,207
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
2,494
shares
|
$245,010
0.06% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
2,492
shares
|
$244,814
0.19% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
2,490
shares
|
$244,617
0.15% of portfolio
|
Q1 2025
Reduced 23.67%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,488
shares
|
$244,421
0.05% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
2,488
shares
|
$244,421
0.13% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
2,485
shares
|
$244,126
0.19% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
2,484
shares
|
$244,028
0.11% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,483
shares
|
$243,929
0.03% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
2,477
shares
|
$243,340
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
2,475
shares
|
$243,144
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,472
shares
|
$242,849
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
2,464
shares
|
$242,063
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
2,460
shares
|
$241,670
0.1% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
2,460
shares
|
$241,670
0.1% of portfolio
|
Q1 2024
Added 192.51%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,458
shares
|
$241,473
0.05% of portfolio
|
Q1 2025
New holding
|