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 |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
2,374
shares
|
$225,743
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2,367
shares
|
$225,078
0.09% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
2,365
shares
|
$224,887
0.24% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,365
shares
|
$224,887
0.13% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
2,361
shares
|
$224,507
0.2% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
2,360
shares
|
$224,412
0.09% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
2,354
shares
|
$223,841
0.03% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,348
shares
|
$223,271
0.03% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,344
shares
|
$222,890
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,336
shares
|
$222,130
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
2,332
shares
|
$221,749
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
2,318
shares
|
$220,418
0.05% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
2,318
shares
|
$220,418
0.2% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
2,317
shares
|
$220,323
0.03% of portfolio
|
Q1 2025
Reduced 81.04%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
2,317
shares
|
$220,323
0.13% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,316
shares
|
$220,228
0.05% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
2,301
shares
|
$218,802
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,297
shares
|
$218,421
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
2,292
shares
|
$217,946
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
2,287
shares
|
$217,470
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
2,286
shares
|
$217,375
0.06% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,284
shares
|
$217,185
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
2,279
shares
|
$216,710
0.17% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
2,276
shares
|
$216,424
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,269
shares
|
$215,759
0.03% of portfolio
|
Q2 2025
New holding
|