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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
19,561
shares
|
$1.87 Million
0.16% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
19,546
shares
|
$1.87 Million
1.26% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,540
shares
|
$1.87 Million
0.05% of portfolio
|
Q1 2025
Reduced 62.28%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
19,530
shares
|
$1.87 Million
0.59% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
19,523
shares
|
$1.87 Million
0.49% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
19,495
shares
|
$1.87 Million
0.96% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
19,481
shares
|
$1.87 Million
0.3% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
19,475
shares
|
$1.87 Million
0.96% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
19,428
shares
|
$1.86 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
19,422
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
19,385
shares
|
$1.86 Million
0.8% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
19,384
shares
|
$1.86 Million
3.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
19,372
shares
|
$1.86 Million
0.7% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
19,313
shares
|
$1.85 Million
0.99% of portfolio
|
Q2 2025
Added 44.71%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
19,310
shares
|
$1.85 Million
0.29% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,276
shares
|
$1.85 Million
0.27% of portfolio
|
Q4 2022
Reduced 5.89%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
19,263
shares
|
$1.85 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
19,254
shares
|
$1.85 Million
0.2% of portfolio
|
Q1 2025
Added 1128.72%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
19,242
shares
|
$1.84 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
19,231
shares
|
$1.84 Million
0.45% of portfolio
|
Q2 2025
Added 45.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
19,196
shares
|
$1.84 Million
0.05% of portfolio
|
Q1 2025
Added 84.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
19,179
shares
|
$1.84 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
19,176
shares
|
$1.84 Million
0.97% of portfolio
|
Q2 2022
Added 0.1%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
19,163
shares
|
$1.84 Million
0.32% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,031
shares
|
$1.82 Million
0.11% of portfolio
|
Q4 2023
New holding
|