Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,315 institutions that hold shares in the stock, with a total of 2.72 Billion shares, which have been reported (via 13F filing form) to have a value of $267 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
911
shares
|
$89,496
0.02% of portfolio
|
Q1 2025
Reduced 43.97%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
878
shares
|
$86,254
0.03% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
877
shares
|
$86,156
0.03% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
850
shares
|
$83,504
0.03% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
850
shares
|
$83,504
0.06% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
834
shares
|
$81,932
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
805
shares
|
$79,083
0.06% of portfolio
|
Q1 2025
Added 59.41%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
760
shares
|
$74,662
0.05% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
754
shares
|
$74,072
0.03% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
745
shares
|
$73,188
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
733
shares
|
$72,009
0.02% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
716
shares
|
$70,339
0.02% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
712
shares
|
$69,946
0.01% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$68,768
0.06% of portfolio
|
Q3 2021
Reduced 1.13%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
678
shares
|
$66,606
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
676
shares
|
$66,410
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
671
shares
|
$65,919
0.05% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
669
shares
|
$65,722
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
661
shares
|
$64,936
0.04% of portfolio
|
Q1 2025
Added 63.61%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
657
shares
|
$64,543
0.03% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
653
shares
|
$64,150
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
648
shares
|
$63,659
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
647
shares
|
$63,561
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
643
shares
|
$63,168
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
632
shares
|
$62,087
0.03% of portfolio
|
Q1 2025
Reduced 10.48%
|