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 |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
2,447
shares
|
$240,393
0.1% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
2,444
shares
|
$240,098
0.74% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
2,444
shares
|
$240,098
0.17% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
2,442
shares
|
$239,902
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,441
shares
|
$239,803
0.22% of portfolio
|
Q2 2022
Reduced 26.19%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
2,436
shares
|
$239,312
0.13% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
2,431
shares
|
$238,821
0.14% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,428
shares
|
$238,526
0.05% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
2,428
shares
|
$238,526
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
2,421
shares
|
$237,839
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,415
shares
|
$237,249
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
2,414
shares
|
$237,151
0.03% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
2,413
shares
|
$237,053
0.17% of portfolio
|
Q1 2025
Reduced 95.25%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
2,412
shares
|
$236,954
0.05% of portfolio
|
Q1 2025
Added 214.88%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,402
shares
|
$235,972
0.03% of portfolio
|
Q3 2022
Added 8.15%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
2,401
shares
|
$235,874
0.06% of portfolio
|
Q1 2025
Added 46.94%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
2,400
shares
|
$235,776
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
2,394
shares
|
$235,186
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
2,389
shares
|
$234,695
0.29% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
2,387
shares
|
$234,498
0.09% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,387
shares
|
$234,498
0.14% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
2,387
shares
|
$234,498
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
2,386
shares
|
$234,400
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
2,380
shares
|
$233,811
0.15% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
2,380
shares
|
$233,811
0.18% of portfolio
|
Q1 2025
Reduced 8.57%
|