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 |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
234
shares
|
$22,251
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
231
shares
|
$21,965
0.02% of portfolio
|
Q1 2025
Reduced 60.31%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
204
shares
|
$19,398
0.01% of portfolio
|
Q1 2025
Added 58.14%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
200
shares
|
$19,018
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
195
shares
|
$18,542
0.0% of portfolio
|
Q1 2025
Added 457.14%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$18,542
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
190
shares
|
$18,067
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
186
shares
|
$17,686
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
186
shares
|
$17,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
185
shares
|
$17,591
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
180
shares
|
$17,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
162
shares
|
$15,404
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
161
shares
|
$15,309
0.01% of portfolio
|
Q2 2024
Added 172.88%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
154
shares
|
$14,643
0.0% of portfolio
|
Q1 2025
Added 58.76%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
154
shares
|
$14,643
0.01% of portfolio
|
Q1 2025
Added 366.67%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
140
shares
|
$13,312
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
138
shares
|
$13,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
129
shares
|
$12,266
0.0% of portfolio
|
Q3 2022
Reduced 15.13%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
119
shares
|
$11,315
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
118
shares
|
$11,220
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
117
shares
|
$11,125
0.59% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
115
shares
|
$10,935
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
111
shares
|
$10,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
102
shares
|
$9,699
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
100
shares
|
$9,509
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|