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 |
|---|---|---|---|---|---|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
94,971
shares
|
$9.19 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
94,875
shares
|
$9.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 51.27%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
94,858
shares
|
$9.18 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
94,857
shares
|
$9.18 Million
3.46% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
94,598
shares
|
$9.16 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
94,508
shares
|
$9.15 Million
0.39% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
94,247
shares
|
$9.12 Million
0.21% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,142
shares
|
$9.11 Million
0.74% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
94,052
shares
|
$9.11 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
93,738
shares
|
$9.07 Million
2.09% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
93,626
shares
|
$9.06 Million
0.21% of portfolio
|
Q1 2025
Reduced 54.93%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
93,505
shares
|
$9.05 Million
0.49% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
93,030
shares
|
$9.01 Million
2.17% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
92,995
shares
|
$9 Million
0.68% of portfolio
|
Q2 2025
Added 56.42%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
92,981
shares
|
$9 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
92,893
shares
|
$8.99 Million
0.33% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
92,854
shares
|
$8.99 Million
1.23% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
92,098
shares
|
$8.92 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
92,073
shares
|
$8.91 Million
1.0% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
92,059
shares
|
$8.91 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
91,852
shares
|
$8.89 Million
1.12% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
91,395
shares
|
$8.85 Million
0.35% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
91,194
shares
|
$8.83 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
90,923
shares
|
$8.8 Million
1.47% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
90,911
shares
|
$8.8 Million
0.65% of portfolio
|
Q1 2025
Added 0.54%
|