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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,441
shares
|
$232,114
0.22% of portfolio
|
Q2 2022
Reduced 26.19%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
2,436
shares
|
$231,639
0.11% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
2,436
shares
|
$231,639
0.13% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
2,431
shares
|
$231,163
0.14% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,428
shares
|
$230,878
0.05% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
2,428
shares
|
$230,878
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
2,421
shares
|
$230,212
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
2,417
shares
|
$229,832
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,415
shares
|
$229,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
2,413
shares
|
$229,452
0.17% of portfolio
|
Q1 2025
Reduced 95.25%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
2,409
shares
|
$229,071
0.18% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
2,408
shares
|
$228,976
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,402
shares
|
$228,406
0.03% of portfolio
|
Q3 2022
Added 8.15%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
2,401
shares
|
$228,311
0.06% of portfolio
|
Q1 2025
Added 46.94%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
2,400
shares
|
$228,216
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
2,394
shares
|
$227,645
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
2,393
shares
|
$227,550
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
2,391
shares
|
$227,360
0.13% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
2,390
shares
|
$227,265
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
2,387
shares
|
$226,979
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
|
$226,979
0.14% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
2,386
shares
|
$226,884
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
2,380
shares
|
$226,314
0.16% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,378
shares
|
$226,124
0.19% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
2,374
shares
|
$225,743
0.12% of portfolio
|
Q4 2024
New holding
|