Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,438 institutions that hold shares in the stock, with a total of 2.88 Billion shares, which have been reported (via 13F filing form) to have a value of $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
33
shares
|
$3,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$3,108
0.0% of portfolio
|
Q2 2025
Reduced 96.77%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
25
shares
|
$2,590
0.0% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
22
shares
|
$2,279
0.01% of portfolio
|
Q1 2021
Reduced 15.38%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
18
shares
|
$1,865
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
15
shares
|
$1,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
12
shares
|
$1,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11
shares
|
$1,139
0.03% of portfolio
|
Q3 2024
Reduced 96.65%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$621
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
4
shares
|
$414
0.0% of portfolio
|
Q2 2022
Reduced 96.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|