Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,366 institutions that hold shares in the stock, with a total of 2.82 Billion shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
9,502
shares
|
$903,545
0.16% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
9,500
shares
|
$903,355
0.33% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
9,481
shares
|
$901,548
0.42% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
9,480
shares
|
$901,453
0.5% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
9,475
shares
|
$900,977
0.49% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,466
shares
|
$900,121
0.11% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,430
shares
|
$896,698
0.82% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
9,423
shares
|
$896,033
0.41% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
9,420
shares
|
$895,747
0.13% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
9,410
shares
|
$894,796
0.57% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
9,388
shares
|
$892,704
0.07% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
9,386
shares
|
$892,514
0.05% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
9,381
shares
|
$892,039
0.44% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
9,373
shares
|
$891,278
0.16% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
9,372
shares
|
$891,183
0.04% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
9,365
shares
|
$890,517
0.26% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
9,346
shares
|
$888,711
0.05% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,329
shares
|
$887,094
0.16% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
9,311
shares
|
$885,382
0.02% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
9,310
shares
|
$885,287
0.44% of portfolio
|
Q1 2025
Added 675.83%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
9,276
shares
|
$882,054
0.12% of portfolio
|
Q1 2025
Added 120.86%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
9,267
shares
|
$881,199
0.81% of portfolio
|
Q2 2025
Added 70.16%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,263
shares
|
$880,818
0.08% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
9,257
shares
|
$880,248
0.17% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
9,254
shares
|
$879,962
0.15% of portfolio
|
Q3 2024
Reduced 8.84%
|