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 |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,936
shares
|
$6.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 83.95%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
63,657
shares
|
$6.1 Million
0.27% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
63,613
shares
|
$6.09 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
63,385
shares
|
$6.07 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
63,329
shares
|
$6.07 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
63,318
shares
|
$6.06 Million
0.45% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
May 13, 2025 Q1 2025 |
63,281
shares
|
$6.06 Million
2.37% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
63,161
shares
|
$6.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
63,020
shares
|
$6.04 Million
0.08% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
63,019
shares
|
$6.04 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
62,844
shares
|
$6.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
62,842
shares
|
$6.02 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
62,774
shares
|
$6.01 Million
0.38% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
62,733
shares
|
$6.01 Million
2.51% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
62,692
shares
|
$6 Million
0.36% of portfolio
|
Q1 2025
Added 117.69%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
62,471
shares
|
$5.98 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
62,202
shares
|
$5.96 Million
0.18% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
62,136
shares
|
$5.95 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
62,120
shares
|
$5.95 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
62,093
shares
|
$5.95 Million
0.15% of portfolio
|
Q1 2024
Added 457.56%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
62,083
shares
|
$5.95 Million
3.01% of portfolio
|
Q1 2025
Added 34.38%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
62,037
shares
|
$5.94 Million
0.45% of portfolio
|
Q1 2025
Reduced 23.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
61,894
shares
|
$5.93 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
61,491
shares
|
$5.89 Million
2.51% of portfolio
|
Q2 2022
Added 3.17%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
61,420
shares
|
$5.88 Million
1.37% of portfolio
|
Q1 2025
Reduced 3.5%
|