Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,456 institutions that hold shares in the stock, with a total of 2.89 Billion shares, which have been reported (via 13F filing form) to have a value of $299 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,272
shares
|
$131,804
0.01% of portfolio
|
Q4 2024
Added 88.17%
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,259
shares
|
$130,457
0.02% of portfolio
|
Q2 2025
Added 38.2%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
1,236
shares
|
$128,074
0.06% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,235
shares
|
$127,970
0.01% of portfolio
|
Q1 2023
Added 27.85%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,228
shares
|
$127,245
0.04% of portfolio
|
Q2 2025
Added 31.62%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,215
shares
|
$125,898
0.17% of portfolio
|
Q1 2023
Added 8.97%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,212
shares
|
$125,587
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,204
shares
|
$124,758
0.03% of portfolio
|
Q2 2025
Added 7.02%
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
1,200
shares
|
$124,344
0.11% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,186
shares
|
$122,893
0.02% of portfolio
|
Q2 2025
Added 59.19%
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
1,185
shares
|
$122,789
0.02% of portfolio
|
Q2 2025
Added 113.51%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,185
shares
|
$122,789
0.15% of portfolio
|
Q2 2022
Reduced 4.05%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,179
shares
|
$122,167
0.04% of portfolio
|
Q2 2025
Added 7.08%
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,176
shares
|
$121,857
0.04% of portfolio
|
Q1 2025
New holding
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,143
shares
|
$118,437
0.04% of portfolio
|
Q1 2025
New holding
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,124
shares
|
$116,468
0.11% of portfolio
|
Q2 2023
Added 0.54%
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
1,112
shares
|
$115,225
0.02% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
1,095
shares
|
$113,463
0.09% of portfolio
|
Q2 2025
Added 0.09%
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,095
shares
|
$113,463
0.1% of portfolio
|
Q2 2025
New holding
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,085
shares
|
$112,427
0.09% of portfolio
|
Q1 2025
Added 38.22%
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,075
shares
|
$111,391
0.09% of portfolio
|
Q2 2025
Added 62.63%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,072
shares
|
$111,080
0.04% of portfolio
|
Q4 2024
Added 4.79%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,062
shares
|
$110,044
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
1,050
shares
|
$108,801
0.01% of portfolio
|
Q1 2025
Reduced 83.48%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,021
shares
|
$105,796
0.03% of portfolio
|
Q2 2025
Added 16.42%
|