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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
67,479
shares
|
$6.46 Million
0.68% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
67,258
shares
|
$6.44 Million
0.17% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
67,240
shares
|
$6.44 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
67,023
shares
|
$6.42 Million
3.14% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
67,012
shares
|
$6.42 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Apr 28, 2025 Q1 2025 |
66,924
shares
|
$6.41 Million
5.65% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
66,786
shares
|
$6.4 Million
0.29% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
66,708
shares
|
$6.39 Million
0.87% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
66,682
shares
|
$6.39 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
66,660
shares
|
$6.38 Million
0.92% of portfolio
|
Q1 2025
Added 75.42%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
66,632
shares
|
$6.38 Million
1.07% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
66,573
shares
|
$6.38 Million
4.02% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
May 15, 2025 Q1 2025 |
66,426
shares
|
$6.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
66,423
shares
|
$6.36 Million
0.09% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
66,381
shares
|
$6.36 Million
0.43% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
66,380
shares
|
$6.36 Million
0.89% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
66,371
shares
|
$6.36 Million
0.14% of portfolio
|
Q1 2025
Added 40.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
66,206
shares
|
$6.34 Million
0.23% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
66,071
shares
|
$6.33 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
65,934
shares
|
$6.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 25.08%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
65,913
shares
|
$6.31 Million
0.08% of portfolio
|
Q1 2025
Added 1218.79%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
65,863
shares
|
$6.31 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
65,798
shares
|
$6.3 Million
0.13% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
65,728
shares
|
$6.3 Million
0.41% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
65,640
shares
|
$6.29 Million
4.05% of portfolio
|
Q1 2025
Reduced 1.77%
|