Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,248 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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
498
shares
|
$51,792
0.03% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
475
shares
|
$49,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
456
shares
|
$47,424
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
450
shares
|
$46,800
0.03% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
450
shares
|
$46,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
450
shares
|
$46,800
0.0% of portfolio
|
Q3 2024
Added 114.29%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
441
shares
|
$45,864
0.02% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
422
shares
|
$43,888
0.01% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
412
shares
|
$42,848
0.01% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
412
shares
|
$42,848
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
405
shares
|
$42,120
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
404
shares
|
$42,016
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
380
shares
|
$39,520
0.54% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
378
shares
|
$39,312
0.01% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
366
shares
|
$38,064
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
364
shares
|
$37,856
0.01% of portfolio
|
Q1 2024
Reduced 99.13%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
364
shares
|
$37,856
0.02% of portfolio
|
Q1 2024
Reduced 35.16%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
360
shares
|
$37,440
0.01% of portfolio
|
Q2 2022
Added 140.0%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
357
shares
|
$37,128
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
353
shares
|
$36,712
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
344
shares
|
$35,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
334
shares
|
$34,736
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
329
shares
|
$34,216
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
324
shares
|
$33,696
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
320
shares
|
$33,280
0.01% of portfolio
|
Q3 2024
Added 6.67%
|