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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,625
shares
|
$154,521
0.03% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,600
shares
|
$152,144
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
1,596
shares
|
$151,763
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,592
shares
|
$151,383
0.14% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,563
shares
|
$148,625
0.03% of portfolio
|
Q2 2025
Reduced 87.21%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,562
shares
|
$148,530
0.03% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,517
shares
|
$144,251
0.05% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,511
shares
|
$143,680
0.01% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,507
shares
|
$143,300
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
1,500
shares
|
$142,635
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
1,480
shares
|
$140,733
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,470
shares
|
$139,782
0.05% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,467
shares
|
$139,497
0.04% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,459
shares
|
$138,736
0.04% of portfolio
|
Q1 2025
Added 49.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
1,457
shares
|
$138,546
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,449
shares
|
$137,785
0.07% of portfolio
|
Q1 2024
Added 230.82%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,440
shares
|
$136,929
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,435
shares
|
$136,454
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,421
shares
|
$135,122
0.02% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,418
shares
|
$134,837
0.13% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,413
shares
|
$134,362
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,408
shares
|
$133,886
0.09% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,400
shares
|
$133,126
0.03% of portfolio
|
Q1 2025
Added 180.0%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,394
shares
|
$132,555
0.15% of portfolio
|
Q3 2023
Reduced 6.69%
|