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 |
|---|---|---|---|---|---|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
29,006
shares
|
$2.79 Million
0.74% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
28,996
shares
|
$2.79 Million
0.2% of portfolio
|
Q1 2025
Added 51.03%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
28,987
shares
|
$2.79 Million
0.16% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
28,976
shares
|
$2.79 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
28,971
shares
|
$2.79 Million
0.36% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
28,959
shares
|
$2.79 Million
0.15% of portfolio
|
Q1 2025
Added 28.96%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
28,884
shares
|
$2.78 Million
1.27% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
28,857
shares
|
$2.78 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
28,827
shares
|
$2.78 Million
0.4% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
28,781
shares
|
$2.77 Million
0.74% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
28,725
shares
|
$2.77 Million
0.45% of portfolio
|
Q1 2025
Added 102.09%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
28,656
shares
|
$2.76 Million
0.22% of portfolio
|
Q1 2025
Added 84.35%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
28,616
shares
|
$2.76 Million
2.42% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
28,524
shares
|
$2.75 Million
0.55% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
28,506
shares
|
$2.75 Million
0.21% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
28,356
shares
|
$2.73 Million
0.6% of portfolio
|
Q1 2025
Added 68.2%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
28,320
shares
|
$2.73 Million
1.65% of portfolio
|
Q4 2023
Reduced 16.26%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
28,297
shares
|
$2.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
28,200
shares
|
$2.72 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
28,178
shares
|
$2.71 Million
0.69% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
28,165
shares
|
$2.71 Million
0.38% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
28,145
shares
|
$2.71 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
28,131
shares
|
$2.71 Million
1.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
28,125
shares
|
$2.71 Million
0.09% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
28,106
shares
|
$2.71 Million
0.55% of portfolio
|
Q1 2025
Added 2.04%
|