Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,230 institutions that hold shares in the stock, with a total of 2.73 Billion shares, which have been reported (via 13F filing form) to have a value of $284 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,482
shares
|
$154,187
0.05% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,467
shares
|
$152,626
0.04% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
1,466
shares
|
$152,522
0.1% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
1,455
shares
|
$151,378
0.04% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,454
shares
|
$151,274
0.05% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,449
shares
|
$150,753
0.07% of portfolio
|
Q1 2024
Added 230.82%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
1,446
shares
|
$150,441
0.02% of portfolio
|
Q3 2024
Reduced 41.62%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,440
shares
|
$149,817
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,435
shares
|
$149,297
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,413
shares
|
$147,008
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,394
shares
|
$145,031
0.15% of portfolio
|
Q3 2023
Reduced 6.69%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
1,375
shares
|
$143,055
0.07% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,369
shares
|
$142,430
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,364
shares
|
$141,910
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,363
shares
|
$141,806
0.06% of portfolio
|
Q2 2023
Added 31.31%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,360
shares
|
$141,494
0.01% of portfolio
|
Q4 2024
Added 134.48%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
1,343
shares
|
$139,725
0.05% of portfolio
|
Q2 2023
Reduced 28.75%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,340
shares
|
$139,413
0.02% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,332
shares
|
$138,581
0.07% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,331
shares
|
$138,477
0.05% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
1,325
shares
|
$137,853
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
1,319
shares
|
$137,228
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
1,309
shares
|
$136,188
0.07% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
1,307
shares
|
$135,980
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,272
shares
|
$132,338
0.01% of portfolio
|
Q4 2024
Added 88.17%
|