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 |
|---|---|---|---|---|---|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
25,644
shares
|
$2.47 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
25,624
shares
|
$2.47 Million
0.64% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
25,601
shares
|
$2.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
25,564
shares
|
$2.46 Million
0.67% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
25,533
shares
|
$2.46 Million
0.85% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
25,522
shares
|
$2.46 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
25,445
shares
|
$2.45 Million
1.57% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
25,438
shares
|
$2.45 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
25,431
shares
|
$2.45 Million
0.52% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
25,421
shares
|
$2.45 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
25,364
shares
|
$2.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
25,363
shares
|
$2.44 Million
1.15% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
25,162
shares
|
$2.42 Million
0.87% of portfolio
|
Q1 2025
Added 67.84%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
25,148
shares
|
$2.42 Million
0.93% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,065
shares
|
$2.41 Million
0.34% of portfolio
|
Q3 2023
Reduced 10.1%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
25,046
shares
|
$2.41 Million
0.21% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
25,036
shares
|
$2.41 Million
0.68% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
25,011
shares
|
$2.41 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
24,973
shares
|
$2.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
24,961
shares
|
$2.4 Million
0.72% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
24,950
shares
|
$2.4 Million
0.44% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
24,860
shares
|
$2.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
24,842
shares
|
$2.39 Million
0.44% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
24,826
shares
|
$2.39 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
24,783
shares
|
$2.39 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.64%
|