Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,343 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 $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
5,858
shares
|
$561,079
0.21% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
5,856
shares
|
$560,887
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,854
shares
|
$560,696
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
5,853
shares
|
$560,600
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
5,851
shares
|
$560,408
0.06% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
5,836
shares
|
$558,972
0.04% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,814
shares
|
$556,864
0.28% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
5,814
shares
|
$556,864
0.2% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
5,811
shares
|
$556,577
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
5,810
shares
|
$556,481
0.41% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
5,806
shares
|
$556,098
0.5% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,792
shares
|
$554,757
0.11% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
5,776
shares
|
$553,225
0.27% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
5,772
shares
|
$552,842
0.07% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
5,772
shares
|
$552,842
0.34% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
5,762
shares
|
$551,884
0.04% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
5,761
shares
|
$551,788
0.28% of portfolio
|
Q1 2025
Reduced 46.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
5,756
shares
|
$551,309
0.07% of portfolio
|
Q1 2025
Reduced 74.37%
|
|
|
Tealwood Asset Management Inc
|
Apr 11, 2025 Q1 2025 |
5,754
shares
|
$551,118
0.23% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
5,754
shares
|
$551,118
0.08% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
5,747
shares
|
$550,447
0.06% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
5,746
shares
|
$550,351
0.24% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
5,744
shares
|
$550,160
0.08% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
5,743
shares
|
$550,064
0.12% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
5,742
shares
|
$549,968
0.11% of portfolio
|
Q1 2025
Added 10.36%
|