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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,610
shares
|
$248,184
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,609
shares
|
$248,089
0.1% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
May 15, 2025 Q1 2025 |
2,606
shares
|
$247,804
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
2,606
shares
|
$247,804
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
2,600
shares
|
$247,234
0.11% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
2,595
shares
|
$246,758
0.08% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
2,583
shares
|
$245,617
0.03% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,582
shares
|
$245,522
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
2,579
shares
|
$245,237
0.19% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,575
shares
|
$244,856
0.05% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
2,570
shares
|
$244,381
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,568
shares
|
$244,191
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
2,567
shares
|
$244,096
0.13% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,566
shares
|
$244,000
0.55% of portfolio
|
Q2 2022
Reduced 5.31%
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
2,565
shares
|
$243,905
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,562
shares
|
$243,620
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
2,559
shares
|
$243,335
0.19% of portfolio
|
Q2 2025
Reduced 67.92%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
2,557
shares
|
$243,145
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,557
shares
|
$243,145
0.3% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,556
shares
|
$243,050
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
2,550
shares
|
$242,479
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Barton Investment Management
|
Apr 11, 2025 Q1 2025 |
2,535
shares
|
$241,053
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,530
shares
|
$240,577
0.03% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
2,527
shares
|
$240,292
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
2,524
shares
|
$240,007
0.03% of portfolio
|
Q1 2025
Added 0.24%
|