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 |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
65,616
shares
|
$6.28 Million
0.72% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
65,550
shares
|
$6.28 Million
1.43% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
65,549
shares
|
$6.28 Million
0.34% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
65,539
shares
|
$6.28 Million
0.19% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
65,536
shares
|
$6.28 Million
1.04% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
65,500
shares
|
$6.27 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
65,451
shares
|
$6.27 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
65,127
shares
|
$6.24 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
65,000
shares
|
$6.23 Million
7.44% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
64,839
shares
|
$6.21 Million
1.17% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
64,834
shares
|
$6.21 Million
0.47% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
64,806
shares
|
$6.21 Million
0.12% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
64,787
shares
|
$6.21 Million
0.32% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
64,672
shares
|
$6.19 Million
0.6% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
64,575
shares
|
$6.18 Million
0.78% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
64,534
shares
|
$6.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
64,523
shares
|
$6.18 Million
0.82% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
64,345
shares
|
$6.16 Million
1.2% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
64,296
shares
|
$6.16 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
64,245
shares
|
$6.15 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
64,213
shares
|
$6.15 Million
1.15% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
64,166
shares
|
$6.15 Million
1.96% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
64,076
shares
|
$6.14 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
63,957
shares
|
$6.13 Million
3.42% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
63,946
shares
|
$6.12 Million
0.63% of portfolio
|
Q1 2025
Added 3.36%
|