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 |
|---|---|---|---|---|---|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
2,268
shares
|
$215,664
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
2,265
shares
|
$215,378
0.15% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
2,250
shares
|
$213,952
0.12% of portfolio
|
Q1 2025
Reduced 27.04%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
2,250
shares
|
$213,952
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
2,249
shares
|
$213,857
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
2,247
shares
|
$213,667
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
2,240
shares
|
$213,001
0.14% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,230
shares
|
$212,050
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,229
shares
|
$211,955
0.11% of portfolio
|
Q4 2024
Reduced 19.5%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,228
shares
|
$211,860
0.2% of portfolio
|
Q3 2023
Reduced 2.19%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
2,227
shares
|
$211,765
0.14% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
2,223
shares
|
$211,385
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,219
shares
|
$211,004
0.17% of portfolio
|
Q3 2023
Added 3.59%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
2,217
shares
|
$210,814
0.21% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
2,211
shares
|
$210,243
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
2,192
shares
|
$208,437
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
2,189
shares
|
$208,152
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
2,183
shares
|
$207,581
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
2,169
shares
|
$206,250
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
2,168
shares
|
$206,155
0.04% of portfolio
|
Q3 2023
Reduced 4.54%
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
2,150
shares
|
$204,443
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,149
shares
|
$204,348
0.07% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
2,144
shares
|
$203,872
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,131
shares
|
$202,636
0.13% of portfolio
|
Q1 2025
Added 30.26%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
2,130
shares
|
$202,541
0.34% of portfolio
|
Q3 2022
Reduced 49.65%
|