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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
84,540
shares
|
$8.1 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
84,417
shares
|
$8.09 Million
1.15% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
83,891
shares
|
$8.04 Million
0.63% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
83,837
shares
|
$8.03 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
83,565
shares
|
$8 Million
3.15% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
83,509
shares
|
$8 Million
0.64% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
83,075
shares
|
$7.96 Million
1.18% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
82,973
shares
|
$7.95 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
82,958
shares
|
$7.95 Million
0.44% of portfolio
|
Q1 2025
Added 68.2%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
82,887
shares
|
$7.94 Million
0.46% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
82,828
shares
|
$7.93 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
82,568
shares
|
$7.91 Million
0.95% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
82,452
shares
|
$7.9 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
82,352
shares
|
$7.89 Million
0.2% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
82,321
shares
|
$7.88 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
82,288
shares
|
$7.88 Million
4.71% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
82,199
shares
|
$7.87 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
82,058
shares
|
$7.86 Million
0.08% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
81,838
shares
|
$7.84 Million
0.47% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
81,729
shares
|
$7.83 Million
0.35% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
81,698
shares
|
$7.83 Million
0.67% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
81,640
shares
|
$7.82 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
81,494
shares
|
$7.81 Million
1.65% of portfolio
|
Q2 2025
Added 1226.62%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
81,489
shares
|
$7.81 Million
1.19% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
81,456
shares
|
$7.8 Million
0.27% of portfolio
|
Q1 2025
Added 11.18%
|