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 $233 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
3,724
shares
|
$317,284
0.15% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,713
shares
|
$316,347
0.07% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
3,708
shares
|
$315,921
0.19% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
3,708
shares
|
$315,921
0.08% of portfolio
|
Q1 2024
Added 191.51%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,702
shares
|
$315,410
0.03% of portfolio
|
Q4 2024
Reduced 71.78%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
3,700
shares
|
$315,240
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,699
shares
|
$315,154
0.17% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,699
shares
|
$315,154
0.1% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
3,696
shares
|
$314,899
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,680
shares
|
$313,536
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,676
shares
|
$313,195
0.07% of portfolio
|
Q4 2024
Added 25.46%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,665
shares
|
$312,258
0.06% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
3,663
shares
|
$312,087
0.17% of portfolio
|
Q4 2024
Added 35.57%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
3,659
shares
|
$311,746
0.29% of portfolio
|
Q3 2024
Reduced 25.01%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,655
shares
|
$311,406
0.01% of portfolio
|
Q2 2023
Added 10.96%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
3,651
shares
|
$311,065
0.2% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,647
shares
|
$310,724
0.07% of portfolio
|
Q2 2024
Added 4.85%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,646
shares
|
$310,639
0.26% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,642
shares
|
$310,298
0.5% of portfolio
|
Q4 2022
Reduced 1.06%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
3,639
shares
|
$310,042
0.15% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
3,638
shares
|
$309,957
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
3,616
shares
|
$308,083
0.3% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Mar 06, 2025 Q4 2024 |
3,612
shares
|
$307,742
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
3,606
shares
|
$307,231
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
3,604
shares
|
$307,060
0.29% of portfolio
|
Q4 2024
New holding
|