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 |
|---|---|---|---|---|---|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
619
shares
|
$58,860
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
609
shares
|
$57,909
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
600
shares
|
$57,054
0.03% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
600
shares
|
$57,054
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
585
shares
|
$55,627
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
569
shares
|
$54,106
0.01% of portfolio
|
Q2 2025
Reduced 76.41%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
563
shares
|
$53,535
0.03% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
560
shares
|
$53,250
0.04% of portfolio
|
Q1 2022
Added 9.8%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
555
shares
|
$52,774
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
545
shares
|
$51,824
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
543
shares
|
$51,633
0.03% of portfolio
|
Q3 2023
Added 2.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
525
shares
|
$49,922
0.02% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
520
shares
|
$49,446
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
505
shares
|
$48,020
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
500
shares
|
$47,545
0.02% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
498
shares
|
$47,354
0.03% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
456
shares
|
$43,361
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
450
shares
|
$42,790
0.03% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
450
shares
|
$42,790
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
441
shares
|
$41,934
0.02% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
422
shares
|
$40,127
0.01% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
410
shares
|
$38,986
0.02% of portfolio
|
Q1 2025
Added 95.24%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
405
shares
|
$38,511
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
404
shares
|
$38,416
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$38,036
0.01% of portfolio
|
Q2 2025
Added 20.12%
|