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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
114,167
shares
|
$11.1 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
113,601
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
Added 49.7%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
113,277
shares
|
$11 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
112,351
shares
|
$10.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
112,343
shares
|
$10.9 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
111,661
shares
|
$10.8 Million
1.54% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
111,553
shares
|
$10.8 Million
0.2% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Oakmont Corp
|
May 15, 2025 Q1 2025 |
110,795
shares
|
$10.7 Million
1.92% of portfolio
|
Q1 2025
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
108,314
shares
|
$10.5 Million
4.12% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
108,021
shares
|
$10.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 45.34%
|
|
|
Shellback Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
108,000
shares
|
$10.5 Million
0.98% of portfolio
|
Q1 2025
Reduced 48.57%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
107,880
shares
|
$10.4 Million
0.66% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
107,822
shares
|
$10.4 Million
2.73% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
107,624
shares
|
$10.4 Million
1.01% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
107,225
shares
|
$10.4 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
106,366
shares
|
$10.3 Million
0.54% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
106,312
shares
|
$10.3 Million
0.03% of portfolio
|
Q1 2025
Added 123.31%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
106,245
shares
|
$10.3 Million
4.51% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
105,809
shares
|
$10.2 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
105,460
shares
|
$10.2 Million
6.39% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
105,443
shares
|
$10.2 Million
1.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
105,220
shares
|
$10.2 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Canal Insurance CO
|
Apr 24, 2025 Q1 2025 |
105,000
shares
|
$10.2 Million
2.17% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
104,867
shares
|
$10.2 Million
0.07% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
104,847
shares
|
$10.2 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.55%
|