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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,235
shares
|
$128,489
0.01% of portfolio
|
Q1 2023
Added 27.85%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,215
shares
|
$126,408
0.17% of portfolio
|
Q1 2023
Added 8.97%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,212
shares
|
$126,096
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
1,206
shares
|
$125,472
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
1,200
shares
|
$124,848
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$124,848
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,185
shares
|
$123,287
0.15% of portfolio
|
Q2 2022
Reduced 4.05%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,144
shares
|
$119,021
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,124
shares
|
$116,940
0.11% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,072
shares
|
$111,530
0.04% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
1,062
shares
|
$110,490
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,027
shares
|
$106,849
0.04% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,018
shares
|
$105,912
0.04% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,009
shares
|
$104,976
0.03% of portfolio
|
Q4 2024
Added 18.43%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,001
shares
|
$104,144
0.12% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
990
shares
|
$102,999
0.01% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
990
shares
|
$102,999
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
978
shares
|
$101,751
0.03% of portfolio
|
Q3 2024
Added 44.25%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
973
shares
|
$101,230
0.04% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
954
shares
|
$99,254
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
930
shares
|
$96,757
0.07% of portfolio
|
Q4 2024
Added 3000.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
923
shares
|
$96,028
0.18% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
900
shares
|
$93,636
0.05% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
892
shares
|
$92,803
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
872
shares
|
$90,722
0.03% of portfolio
|
Q4 2024
Added 45.33%
|