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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,391
shares
|
$132,270
0.05% of portfolio
|
Q2 2025
Added 43.25%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,386
shares
|
$131,794
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,385
shares
|
$131,699
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
1,378
shares
|
$131,034
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,369
shares
|
$130,178
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,363
shares
|
$129,607
0.06% of portfolio
|
Q2 2023
Added 31.31%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,360
shares
|
$129,322
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
1,343
shares
|
$127,705
0.05% of portfolio
|
Q2 2023
Reduced 28.75%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,339
shares
|
$127,325
0.04% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,333
shares
|
$126,754
0.11% of portfolio
|
Q1 2025
Reduced 40.78%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,332
shares
|
$126,659
0.07% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
1,322
shares
|
$125,708
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,321
shares
|
$125,613
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,311
shares
|
$124,662
0.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,293
shares
|
$122,951
0.02% of portfolio
|
Q1 2025
Added 117.68%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,272
shares
|
$120,954
0.01% of portfolio
|
Q4 2024
Added 88.17%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,260
shares
|
$119,813
0.07% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,246
shares
|
$118,482
0.05% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,235
shares
|
$117,436
0.01% of portfolio
|
Q1 2023
Added 27.85%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,228
shares
|
$116,770
0.04% of portfolio
|
Q2 2025
Added 31.62%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
1,224
shares
|
$116,390
0.05% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,215
shares
|
$115,534
0.17% of portfolio
|
Q1 2023
Added 8.97%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,212
shares
|
$115,249
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
1,200
shares
|
$114,108
0.11% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$114,108
0.09% of portfolio
|
Q4 2024
New holding
|