Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,343 institutions that hold shares in the stock, with a total of 2.82 Billion shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
70,579
shares
|
$6.76 Million
1.01% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
70,536
shares
|
$6.76 Million
2.98% of portfolio
|
Q1 2025
Added 85.65%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
70,348
shares
|
$6.74 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
70,314
shares
|
$6.73 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
70,294
shares
|
$6.73 Million
0.93% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
70,198
shares
|
$6.72 Million
1.2% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Apr 16, 2025 Q1 2025 |
70,000
shares
|
$6.7 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
69,983
shares
|
$6.7 Million
0.42% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
69,966
shares
|
$6.7 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
69,946
shares
|
$6.7 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
69,913
shares
|
$6.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
69,636
shares
|
$6.67 Million
2.14% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
69,374
shares
|
$6.64 Million
0.57% of portfolio
|
Q1 2025
Reduced 26.22%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
69,073
shares
|
$6.62 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
69,000
shares
|
$6.61 Million
1.44% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
68,834
shares
|
$6.59 Million
0.75% of portfolio
|
Q3 2022
Reduced 1.74%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
68,792
shares
|
$6.59 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
68,749
shares
|
$6.58 Million
0.08% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
68,661
shares
|
$6.58 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
68,547
shares
|
$6.57 Million
0.47% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
68,330
shares
|
$6.54 Million
0.83% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
68,070
shares
|
$6.52 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
68,026
shares
|
$6.52 Million
0.46% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
67,602
shares
|
$6.47 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
67,574
shares
|
$6.47 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.83%
|