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 |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
19,028
shares
|
$1.82 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
19,018
shares
|
$1.82 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
18,996
shares
|
$1.82 Million
1.16% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
18,931
shares
|
$1.81 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
18,924
shares
|
$1.81 Million
1.19% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
18,917
shares
|
$1.81 Million
2.46% of portfolio
|
Q3 2023
Reduced 59.25%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
18,911
shares
|
$1.81 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
18,900
shares
|
$1.81 Million
0.19% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
18,885
shares
|
$1.81 Million
0.83% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
18,883
shares
|
$1.81 Million
1.43% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
18,873
shares
|
$1.81 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,839
shares
|
$1.81 Million
0.61% of portfolio
|
Q1 2024
Added 205.23%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
18,827
shares
|
$1.8 Million
0.14% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
18,821
shares
|
$1.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
18,812
shares
|
$1.8 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
18,779
shares
|
$1.8 Million
1.1% of portfolio
|
Q1 2025
Added 607.57%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
18,745
shares
|
$1.8 Million
0.34% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
18,696
shares
|
$1.79 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
18,684
shares
|
$1.79 Million
2.41% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
18,666
shares
|
$1.79 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
18,665
shares
|
$1.79 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
18,628
shares
|
$1.79 Million
1.02% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
18,608
shares
|
$1.78 Million
0.95% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
18,598
shares
|
$1.78 Million
1.17% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
18,561
shares
|
$1.78 Million
0.63% of portfolio
|
Q2 2025
Added 5.24%
|