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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,954
shares
|
$185,805
0.18% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,950
shares
|
$185,425
0.02% of portfolio
|
Q2 2023
Added 2.04%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,946
shares
|
$185,045
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,939
shares
|
$184,379
0.14% of portfolio
|
Q4 2023
Added 7.48%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,921
shares
|
$182,667
0.12% of portfolio
|
Q2 2023
Reduced 48.22%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,908
shares
|
$181,431
0.17% of portfolio
|
Q4 2018
Reduced 8.71%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,884
shares
|
$179,149
0.07% of portfolio
|
Q4 2024
Added 77.9%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,878
shares
|
$178,579
0.01% of portfolio
|
Q1 2025
Added 89.7%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1,873
shares
|
$178,103
0.1% of portfolio
|
Q1 2025
Reduced 47.71%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,873
shares
|
$178,103
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,843
shares
|
$175,250
0.1% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
1,839
shares
|
$174,870
0.05% of portfolio
|
Q3 2022
Added 6.61%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,806
shares
|
$171,732
0.15% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,800
shares
|
$171,162
0.14% of portfolio
|
Q1 2023
Reduced 2.17%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,780
shares
|
$169,260
0.07% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,779
shares
|
$169,165
0.08% of portfolio
|
Q3 2023
Added 1.02%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,768
shares
|
$168,119
0.02% of portfolio
|
Q2 2022
Added 12.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,761
shares
|
$167,453
0.11% of portfolio
|
Q3 2023
Added 9.99%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
1,739
shares
|
$165,361
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,723
shares
|
$163,840
0.14% of portfolio
|
Q4 2024
Reduced 54.98%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,692
shares
|
$160,892
0.12% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,672
shares
|
$158,990
0.01% of portfolio
|
Q1 2025
Reduced 98.22%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,657
shares
|
$157,564
0.13% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,638
shares
|
$155,757
0.07% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,637
shares
|
$155,662
0.04% of portfolio
|
Q1 2025
Added 16.18%
|