Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,316 institutions that hold shares in the stock, with a total of 2.72 Billion shares, which have been reported (via 13F filing form) to have a value of $262 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
14,270
shares
|
$1.37 Million
0.67% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Chimera Capital Management LLC
New York, NY |
May 15, 2023 Q1 2023 |
14,250
shares
|
$1.37 Million
1.0% of portfolio
|
Q1 2023
Added 217.94%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,248
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
14,205
shares
|
$1.37 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
14,205
shares
|
$1.37 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
14,191
shares
|
$1.37 Million
0.25% of portfolio
|
Q1 2025
Added 18.43%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
14,177
shares
|
$1.37 Million
1.23% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
14,167
shares
|
$1.36 Million
0.24% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
14,157
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
14,148
shares
|
$1.36 Million
0.27% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
14,130
shares
|
$1.36 Million
1.35% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,102
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
14,060
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
13,996
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
13,977
shares
|
$1.35 Million
0.49% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
13,969
shares
|
$1.35 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
13,946
shares
|
$1.34 Million
0.23% of portfolio
|
Q1 2025
Added 23.6%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
13,941
shares
|
$1.34 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
13,930
shares
|
$1.34 Million
0.29% of portfolio
|
Q1 2025
Added 42.43%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
13,904
shares
|
$1.34 Million
0.8% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Apr 21, 2025 Q1 2025 |
13,877
shares
|
$1.34 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
13,871
shares
|
$1.34 Million
0.42% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
13,868
shares
|
$1.34 Million
0.6% of portfolio
|
Q1 2025
Reduced 25.81%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
13,828
shares
|
$1.33 Million
1.09% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
13,793
shares
|
$1.33 Million
0.44% of portfolio
|
Q4 2020
Reduced 0.76%
|