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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,185
shares
|
$112,681
0.15% of portfolio
|
Q2 2022
Reduced 4.05%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,176
shares
|
$111,825
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1,143
shares
|
$108,687
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,125
shares
|
$106,976
0.04% of portfolio
|
Q1 2025
Reduced 32.68%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,124
shares
|
$106,881
0.11% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
1,112
shares
|
$105,740
0.02% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,101
shares
|
$104,694
0.04% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,094
shares
|
$104,028
0.08% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,085
shares
|
$103,172
0.09% of portfolio
|
Q1 2025
Added 38.22%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,075
shares
|
$102,221
0.09% of portfolio
|
Q2 2025
Added 62.63%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,072
shares
|
$101,936
0.04% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,062
shares
|
$100,985
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,050
shares
|
$99,844
0.01% of portfolio
|
Q1 2025
Reduced 83.48%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
1,050
shares
|
$99,844
0.25% of portfolio
|
Q1 2025
Added 153.14%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,001
shares
|
$95,185
0.12% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
990
shares
|
$94,139
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
973
shares
|
$92,522
0.04% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
944
shares
|
$89,764
0.05% of portfolio
|
Q1 2025
Added 356.04%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
942
shares
|
$89,574
0.09% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
930
shares
|
$88,433
0.07% of portfolio
|
Q4 2024
Added 3000.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
926
shares
|
$88,053
0.25% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
915
shares
|
$87,007
0.04% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
911
shares
|
$86,626
0.02% of portfolio
|
Q1 2025
Reduced 43.97%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
878
shares
|
$83,489
0.03% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
877
shares
|
$83,393
0.03% of portfolio
|
Q1 2025
Reduced 13.08%
|