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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
18,561
shares
|
$1.78 Million
0.25% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
18,557
shares
|
$1.78 Million
0.85% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,530
shares
|
$1.78 Million
0.17% of portfolio
|
Q2 2025
Reduced 49.62%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
18,528
shares
|
$1.78 Million
1.07% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
18,485
shares
|
$1.77 Million
1.21% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
18,476
shares
|
$1.77 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
18,475
shares
|
$1.77 Million
0.11% of portfolio
|
Q1 2025
Reduced 35.83%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
18,470
shares
|
$1.77 Million
0.86% of portfolio
|
Q1 2025
Reduced 75.24%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
18,411
shares
|
$1.76 Million
0.23% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Stoneridge Investment Partners LLC
|
May 14, 2025 Q1 2025 |
18,394
shares
|
$1.76 Million
1.36% of portfolio
|
Q1 2025
Added 32.28%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
18,268
shares
|
$1.75 Million
0.24% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
18,200
shares
|
$1.74 Million
1.49% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
18,177
shares
|
$1.74 Million
0.71% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
18,153
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.23%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
18,143
shares
|
$1.74 Million
0.74% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
18,140
shares
|
$1.74 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
18,122
shares
|
$1.74 Million
1.5% of portfolio
|
Q1 2025
Added 680.78%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
18,068
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
18,068
shares
|
$1.73 Million
0.2% of portfolio
|
Q1 2024
Added 200.08%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
18,041
shares
|
$1.73 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
18,027
shares
|
$1.73 Million
0.9% of portfolio
|
Q1 2025
Added 170.23%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
17,957
shares
|
$1.72 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
17,929
shares
|
$1.72 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
17,926
shares
|
$1.72 Million
0.79% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
17,903
shares
|
$1.72 Million
0.77% of portfolio
|
Q1 2025
Added 0.32%
|