Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,380 institutions that hold shares in the stock, with a total of 2.82 Billion shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
23,609
shares
|
$2.26 Million
0.91% of portfolio
|
Q2 2025
Reduced 42.33%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
23,596
shares
|
$2.26 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
23,585
shares
|
$2.26 Million
1.03% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
23,563
shares
|
$2.26 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
23,496
shares
|
$2.25 Million
0.77% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
23,445
shares
|
$2.25 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
23,433
shares
|
$2.25 Million
0.75% of portfolio
|
Q2 2025
Added 552.37%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
23,373
shares
|
$2.24 Million
1.35% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
23,368
shares
|
$2.24 Million
0.17% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
23,361
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
23,360
shares
|
$2.24 Million
0.67% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
23,357
shares
|
$2.24 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
23,351
shares
|
$2.24 Million
0.25% of portfolio
|
Q1 2025
Added 102.44%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
23,341
shares
|
$2.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
23,339
shares
|
$2.24 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
23,317
shares
|
$2.23 Million
0.31% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
23,295
shares
|
$2.23 Million
0.83% of portfolio
|
Q2 2025
Added 41.52%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
23,292
shares
|
$2.23 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
23,187
shares
|
$2.22 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
23,162
shares
|
$2.22 Million
0.25% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
23,116
shares
|
$2.22 Million
0.17% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
23,101
shares
|
$2.21 Million
0.18% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
23,088
shares
|
$2.21 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
23,079
shares
|
$2.21 Million
0.42% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
23,069
shares
|
$2.21 Million
1.21% of portfolio
|
Q2 2025
Reduced 2.85%
|