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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
43,744
shares
|
$4.21 Million
0.62% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
43,700
shares
|
$4.21 Million
1.46% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
43,694
shares
|
$4.21 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
43,668
shares
|
$4.21 Million
0.44% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
43,617
shares
|
$4.2 Million
0.96% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
43,471
shares
|
$4.19 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
43,440
shares
|
$4.19 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
43,361
shares
|
$4.18 Million
2.15% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
43,348
shares
|
$4.18 Million
2.3% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
43,267
shares
|
$4.17 Million
0.61% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
43,217
shares
|
$4.16 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
43,206
shares
|
$4.16 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,122
shares
|
$4.15 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
43,056
shares
|
$4.15 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
42,978
shares
|
$4.14 Million
0.27% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
42,953
shares
|
$4.14 Million
0.69% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
42,936
shares
|
$4.14 Million
1.52% of portfolio
|
Q4 2024
Added 89.68%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
42,912
shares
|
$4.13 Million
0.49% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
42,911
shares
|
$4.13 Million
0.44% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
42,857
shares
|
$4.13 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
42,511
shares
|
$4.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Arlington Partners LLC
|
Apr 23, 2025 Q1 2025 |
42,485
shares
|
$4.09 Million
1.54% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
42,406
shares
|
$4.09 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
42,352
shares
|
$4.08 Million
2.37% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
42,284
shares
|
$4.07 Million
1.32% of portfolio
|
Q1 2025
Added 3.89%
|