Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,326 institutions that hold shares in the stock, with a total of 2.72 Billion shares, which have been reported (via 13F filing form) to have a value of $265 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
507,274
shares
|
$49.3 Million
4.24% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
501,111
shares
|
$48.7 Million
2.3% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
499,898
shares
|
$48.6 Million
0.19% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
497,899
shares
|
$48.4 Million
0.63% of portfolio
|
Q4 2024
Reduced 25.52%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
496,318
shares
|
$48.3 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
495,000
shares
|
$48.1 Million
1.81% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
492,183
shares
|
$47.9 Million
0.62% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
489,288
shares
|
$47.6 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
484,613
shares
|
$47.1 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
481,955
shares
|
$46.9 Million
0.77% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
476,254
shares
|
$46.3 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
475,000
shares
|
$46.2 Million
1.19% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
471,188
shares
|
$45.8 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
467,823
shares
|
$45.5 Million
0.47% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
467,519
shares
|
$45.5 Million
1.32% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
467,017
shares
|
$45.4 Million
1.06% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
463,030
shares
|
$45 Million
0.09% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
461,806
shares
|
$44.9 Million
0.04% of portfolio
|
Q1 2025
Added 1155.04%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
460,356
shares
|
$44.8 Million
1.3% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
459,029
shares
|
$44.6 Million
1.92% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
455,029
shares
|
$44.3 Million
0.3% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
454,819
shares
|
$44.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Alecta Tjanstepension Omsesidigt
|
May 06, 2025 Q1 2025 |
448,900
shares
|
$43.7 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
444,646
shares
|
$43.3 Million
0.89% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
444,602
shares
|
$43.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 19.25%
|