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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
28,040
shares
|
$2.7 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sandler Capital Management
New York, NY |
May 15, 2025 Q1 2025 |
28,000
shares
|
$2.7 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
27,946
shares
|
$2.69 Million
1.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
27,933
shares
|
$2.69 Million
0.31% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
27,924
shares
|
$2.69 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
27,883
shares
|
$2.69 Million
0.73% of portfolio
|
Q1 2025
Reduced 23.35%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
27,788
shares
|
$2.68 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
27,680
shares
|
$2.67 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
27,670
shares
|
$2.67 Million
0.61% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
27,594
shares
|
$2.66 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
27,476
shares
|
$2.65 Million
0.19% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
27,471
shares
|
$2.65 Million
1.17% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
27,469
shares
|
$2.65 Million
1.33% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
27,389
shares
|
$2.64 Million
1.31% of portfolio
|
Q2 2022
Added 0.11%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
27,376
shares
|
$2.64 Million
0.13% of portfolio
|
Q1 2025
Added 86.62%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
27,366
shares
|
$2.64 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
27,337
shares
|
$2.63 Million
0.37% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
27,283
shares
|
$2.63 Million
0.74% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
27,234
shares
|
$2.62 Million
0.92% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
27,209
shares
|
$2.62 Million
0.4% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
27,203
shares
|
$2.62 Million
1.89% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
27,194
shares
|
$2.62 Million
0.45% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
27,168
shares
|
$2.62 Million
0.91% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
27,167
shares
|
$2.62 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
27,151
shares
|
$2.62 Million
0.25% of portfolio
|
Q2 2022
Reduced 3.21%
|