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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
11,899
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2021
Added 0.35%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
11,885
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
11,877
shares
|
$1.14 Million
0.16% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
11,876
shares
|
$1.14 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
11,863
shares
|
$1.14 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
11,848
shares
|
$1.14 Million
0.13% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
11,829
shares
|
$1.14 Million
0.31% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
11,829
shares
|
$1.14 Million
0.59% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
11,813
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
11,811
shares
|
$1.14 Million
1.2% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,806
shares
|
$1.14 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
11,794
shares
|
$1.14 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
11,786
shares
|
$1.14 Million
0.3% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
11,768
shares
|
$1.13 Million
0.38% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
11,753
shares
|
$1.13 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
11,748
shares
|
$1.13 Million
1.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,743
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Added 217.21%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
11,716
shares
|
$1.13 Million
0.26% of portfolio
|
Q1 2025
Reduced 72.05%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
11,708
shares
|
$1.13 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
11,700
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
11,680
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.07%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
11,651
shares
|
$1.12 Million
0.35% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
11,651
shares
|
$1.12 Million
0.47% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,651
shares
|
$1.12 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
May 05, 2025 Q1 2025 |
11,623
shares
|
$1.12 Million
0.56% of portfolio
|
Q1 2025
Reduced 19.08%
|