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 |
|---|---|---|---|---|---|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
3,855
shares
|
$325,747
0.14% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
3,849
shares
|
$325,240
0.12% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
3,847
shares
|
$325,071
0.13% of portfolio
|
Q1 2024
Added 195.47%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
3,844
shares
|
$324,818
0.09% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Searcy Financial Services Inc
|
Jan 13, 2025 Q4 2024 |
3,839
shares
|
$324,395
0.16% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,825
shares
|
$323,212
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
3,821
shares
|
$322,874
0.25% of portfolio
|
Q4 2024
Reduced 17.31%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
3,817
shares
|
$322,536
0.24% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
3,816
shares
|
$322,452
0.17% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
3,815
shares
|
$322,367
0.17% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
3,803
shares
|
$321,353
0.09% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
3,801
shares
|
$321,184
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
3,792
shares
|
$320,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
3,779
shares
|
$319,325
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
3,777
shares
|
$319,156
0.04% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
3,777
shares
|
$319,156
0.04% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
3,774
shares
|
$318,903
0.03% of portfolio
|
Q2 2024
Added 16.16%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
3,768
shares
|
$318,396
0.06% of portfolio
|
Q4 2024
Reduced 22.28%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
3,763
shares
|
$317,973
0.16% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,759
shares
|
$317,635
0.07% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
3,758
shares
|
$317,551
0.14% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,756
shares
|
$317,382
0.18% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,747
shares
|
$316,621
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
3,746
shares
|
$316,537
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
3,743
shares
|
$316,283
0.17% of portfolio
|
Q4 2024
New holding
|