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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,758
shares
|
$1.33 Million
0.65% of portfolio
|
Q2 2022
Added 4.27%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
13,750
shares
|
$1.32 Million
0.24% of portfolio
|
Q4 2024
Reduced 42.01%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
13,747
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
13,742
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
13,716
shares
|
$1.32 Million
1.08% of portfolio
|
Q1 2025
Reduced 41.41%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
13,687
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 90.93%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
13,642
shares
|
$1.31 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
13,635
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
13,606
shares
|
$1.31 Million
1.76% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
13,603
shares
|
$1.31 Million
0.38% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
13,598
shares
|
$1.31 Million
0.13% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
13,571
shares
|
$1.31 Million
0.74% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
13,559
shares
|
$1.31 Million
0.48% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
13,542
shares
|
$1.3 Million
0.79% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
13,516
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
13,514
shares
|
$1.3 Million
0.81% of portfolio
|
Q1 2025
Reduced 53.8%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,509
shares
|
$1.3 Million
0.29% of portfolio
|
Q1 2024
Added 192.53%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
13,500
shares
|
$1.3 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
13,496
shares
|
$1.3 Million
0.75% of portfolio
|
Q1 2025
Added 72.03%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
13,468
shares
|
$1.3 Million
0.86% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
13,461
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
13,459
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,441
shares
|
$1.29 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
13,441
shares
|
$1.29 Million
0.75% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
13,431
shares
|
$1.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.49%
|