Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,438 institutions that hold shares in the stock, with a total of 2.88 Billion shares, which have been reported (via 13F filing form) to have a value of $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
21,064
shares
|
$2.18 Million
2.01% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,058
shares
|
$2.18 Million
0.38% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
21,058
shares
|
$2.18 Million
0.37% of portfolio
|
Q2 2025
Added 513.4%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
21,058
shares
|
$2.18 Million
1.67% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
21,038
shares
|
$2.18 Million
1.65% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
21,001
shares
|
$2.18 Million
0.44% of portfolio
|
Q2 2025
Added 18.59%
|
|
|
Grace & White Inc
|
Jul 24, 2025 Q2 2025 |
21,000
shares
|
$2.18 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
20,967
shares
|
$2.17 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
20,905
shares
|
$2.17 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
20,903
shares
|
$2.17 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
20,890
shares
|
$2.16 Million
0.96% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
20,852
shares
|
$2.16 Million
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
20,844
shares
|
$2.16 Million
0.69% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
20,835
shares
|
$2.16 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
20,798
shares
|
$2.16 Million
0.73% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
20,798
shares
|
$2.16 Million
1.45% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
20,775
shares
|
$2.15 Million
0.16% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,734
shares
|
$2.15 Million
0.39% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
20,600
shares
|
$2.13 Million
0.75% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,590
shares
|
$2.13 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
20,576
shares
|
$2.13 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
20,575
shares
|
$2.13 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
20,558
shares
|
$2.13 Million
0.14% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
20,556
shares
|
$2.13 Million
0.38% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
20,548
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Added 18.28%
|