Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,338 institutions that hold shares in the stock, with a total of 2.83 Billion shares, which have been reported (via 13F filing form) to have a value of $274 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
193,948
shares
|
$18.8 Million
2.16% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
193,927
shares
|
$18.8 Million
5.94% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
193,896
shares
|
$18.8 Million
0.15% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
193,244
shares
|
$18.7 Million
0.65% of portfolio
|
Q1 2025
Added 247.92%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
192,947
shares
|
$18.7 Million
0.95% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
192,455
shares
|
$18.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
192,174
shares
|
$18.6 Million
4.81% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
191,855
shares
|
$18.6 Million
2.49% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
191,802
shares
|
$18.6 Million
0.44% of portfolio
|
Q1 2025
Added 350.55%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
190,923
shares
|
$18.5 Million
0.34% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
190,210
shares
|
$18.4 Million
0.38% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
187,932
shares
|
$18.2 Million
2.16% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
187,762
shares
|
$18.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
186,819
shares
|
$18.1 Million
3.86% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
184,794
shares
|
$17.9 Million
0.24% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
184,440
shares
|
$17.9 Million
1.54% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
183,849
shares
|
$17.8 Million
2.16% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
182,703
shares
|
$17.7 Million
0.13% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
182,630
shares
|
$17.7 Million
1.6% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
180,285
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
180,148
shares
|
$17.4 Million
1.17% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
178,323
shares
|
$17.3 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
178,274
shares
|
$17.3 Million
0.69% of portfolio
|
Q3 2022
Added 99.64%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
177,274
shares
|
$17.2 Million
1.16% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
176,175
shares
|
$17.1 Million
1.4% of portfolio
|
Q1 2025
Added 0.76%
|