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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
850
shares
|
$80,826
0.03% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
850
shares
|
$80,826
0.06% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
834
shares
|
$79,305
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
805
shares
|
$76,547
0.06% of portfolio
|
Q1 2025
Added 59.41%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
760
shares
|
$72,268
0.05% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
754
shares
|
$71,697
0.03% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
746
shares
|
$70,937
0.03% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
745
shares
|
$70,842
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
716
shares
|
$68,084
0.02% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
712
shares
|
$67,704
0.01% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$66,563
0.06% of portfolio
|
Q3 2021
Reduced 1.13%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
678
shares
|
$64,471
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
677
shares
|
$64,375
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
675
shares
|
$64,185
0.04% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
671
shares
|
$63,805
0.05% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
669
shares
|
$63,615
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
657
shares
|
$62,474
0.03% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
653
shares
|
$62,093
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
647
shares
|
$61,523
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
643
shares
|
$61,142
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
643
shares
|
$61,142
0.05% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
632
shares
|
$60,096
0.03% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
628
shares
|
$59,716
0.05% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
627
shares
|
$59,621
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
622
shares
|
$59,145
0.01% of portfolio
|
Q2 2025
Reduced 15.14%
|