Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,275 institutions that hold shares in the stock, with a total of 2.74 Billion shares, which have been reported (via 13F filing form) to have a value of $231 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,091
shares
|
$345,689
0.3% of portfolio
|
Q1 2023
Reduced 15.07%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
4,085
shares
|
$345,182
0.24% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,081
shares
|
$344,844
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,078
shares
|
$344,591
0.17% of portfolio
|
Q3 2022
Added 7.94%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
4,063
shares
|
$343,323
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$343,070
0.24% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
4,051
shares
|
$342,309
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
4,050
shares
|
$342,225
0.7% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
4,048
shares
|
$342,056
0.14% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
4,047
shares
|
$341,971
0.32% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
4,046
shares
|
$341,887
0.09% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
4,040
shares
|
$341,380
0.01% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
4,040
shares
|
$341,380
0.05% of portfolio
|
Q1 2024
Added 189.61%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
4,020
shares
|
$339,690
0.06% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
4,019
shares
|
$339,605
0.16% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
4,018
shares
|
$339,521
0.05% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,018
shares
|
$339,521
0.19% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
4,016
shares
|
$339,352
0.24% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,013
shares
|
$339,098
0.13% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
4,004
shares
|
$338,338
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
4,000
shares
|
$338,000
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$338,000
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
3,997
shares
|
$337,746
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
3,988
shares
|
$336,986
0.09% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
3,984
shares
|
$336,648
0.15% of portfolio
|
Q3 2024
Reduced 8.92%
|