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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
27,124
shares
|
$2.61 Million
0.07% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
27,119
shares
|
$2.61 Million
0.23% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
27,117
shares
|
$2.61 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
27,036
shares
|
$2.6 Million
0.94% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
26,985
shares
|
$2.6 Million
0.86% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
26,930
shares
|
$2.59 Million
1.2% of portfolio
|
Q1 2025
Reduced 33.5%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
26,916
shares
|
$2.59 Million
0.51% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
May 14, 2025 Q1 2025 |
26,900
shares
|
$2.59 Million
1.4% of portfolio
|
Q1 2025
Reduced 51.96%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
26,899
shares
|
$2.59 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
26,832
shares
|
$2.58 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
26,767
shares
|
$2.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
26,748
shares
|
$2.58 Million
1.4% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
26,740
shares
|
$2.58 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
26,738
shares
|
$2.58 Million
0.08% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
26,723
shares
|
$2.57 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
26,701
shares
|
$2.57 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
26,683
shares
|
$2.57 Million
2.34% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
26,636
shares
|
$2.57 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
26,578
shares
|
$2.56 Million
1.12% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
26,570
shares
|
$2.56 Million
0.35% of portfolio
|
Q1 2025
Reduced 87.43%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
26,559
shares
|
$2.56 Million
0.53% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
26,539
shares
|
$2.56 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
26,514
shares
|
$2.55 Million
0.99% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
26,490
shares
|
$2.55 Million
0.09% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
26,450
shares
|
$2.55 Million
0.79% of portfolio
|
Q1 2025
Added 32.16%
|