Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,316 institutions that hold shares in the stock, with a total of 2.72 Billion shares, which have been reported (via 13F filing form) to have a value of $262 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
48,194
shares
|
$4.64 Million
3.07% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
48,130
shares
|
$4.64 Million
0.33% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
48,096
shares
|
$4.63 Million
1.77% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
48,048
shares
|
$4.63 Million
0.58% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
48,039
shares
|
$4.63 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
48,005
shares
|
$4.62 Million
0.41% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
48,004
shares
|
$4.62 Million
2.56% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
47,956
shares
|
$4.62 Million
0.61% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
47,940
shares
|
$4.62 Million
1.91% of portfolio
|
Q1 2025
Added 260.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
47,671
shares
|
$4.59 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
47,583
shares
|
$4.58 Million
0.19% of portfolio
|
Q1 2025
Added 58.29%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
47,583
shares
|
$4.58 Million
0.4% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
47,503
shares
|
$4.58 Million
1.52% of portfolio
|
Q1 2024
Added 211.68%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
47,502
shares
|
$4.58 Million
1.92% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
47,459
shares
|
$4.57 Million
0.41% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
47,428
shares
|
$4.57 Million
0.27% of portfolio
|
Q1 2025
Added 23.57%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
47,247
shares
|
$4.55 Million
2.5% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
47,233
shares
|
$4.55 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
47,221
shares
|
$4.55 Million
0.84% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
47,134
shares
|
$4.54 Million
0.18% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
47,110
shares
|
$4.54 Million
0.67% of portfolio
|
Q1 2025
Added 33.39%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
47,052
shares
|
$4.53 Million
0.85% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
47,022
shares
|
$4.53 Million
2.05% of portfolio
|
Q1 2023
Added 98.84%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
46,995
shares
|
$4.53 Million
0.38% of portfolio
|
Q1 2025
Added 44.62%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
46,950
shares
|
$4.52 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.01%
|