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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
13,422
shares
|
$1.29 Million
0.09% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
13,398
shares
|
$1.29 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
13,351
shares
|
$1.29 Million
0.43% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
13,346
shares
|
$1.29 Million
0.86% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
13,346
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
13,338
shares
|
$1.28 Million
0.39% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,337
shares
|
$1.28 Million
0.32% of portfolio
|
Q4 2022
Added 6.59%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
13,334
shares
|
$1.28 Million
0.75% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
13,322
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
13,315
shares
|
$1.28 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
13,291
shares
|
$1.28 Million
1.32% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
13,278
shares
|
$1.28 Million
0.32% of portfolio
|
Q1 2025
Added 96.71%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
13,266
shares
|
$1.28 Million
0.65% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
13,263
shares
|
$1.28 Million
0.17% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
13,250
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
13,248
shares
|
$1.28 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
13,219
shares
|
$1.27 Million
0.12% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
13,200
shares
|
$1.27 Million
1.0% of portfolio
|
Q4 2023
Reduced 61.91%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
13,199
shares
|
$1.27 Million
0.31% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
13,196
shares
|
$1.27 Million
1.04% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
13,184
shares
|
$1.27 Million
0.73% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
13,181
shares
|
$1.27 Million
0.63% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
13,138
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
13,116
shares
|
$1.26 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
13,087
shares
|
$1.26 Million
0.36% of portfolio
|
Q1 2025
Added 0.28%
|