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 |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
55,004
shares
|
$5.27 Million
1.5% of portfolio
|
Q1 2025
Added 94.23%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
54,987
shares
|
$5.27 Million
1.55% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
54,974
shares
|
$5.27 Million
0.1% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
54,891
shares
|
$5.26 Million
1.69% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
54,790
shares
|
$5.25 Million
4.16% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
54,762
shares
|
$5.25 Million
0.43% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
54,659
shares
|
$5.24 Million
1.02% of portfolio
|
Q1 2025
Added 156.75%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
54,630
shares
|
$5.23 Million
3.13% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
54,521
shares
|
$5.22 Million
0.45% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
54,463
shares
|
$5.22 Million
1.63% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
54,419
shares
|
$5.21 Million
1.43% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
54,083
shares
|
$5.18 Million
1.81% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
53,942
shares
|
$5.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
53,888
shares
|
$5.16 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
53,876
shares
|
$5.16 Million
1.87% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
53,798
shares
|
$5.15 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
53,545
shares
|
$5.13 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
53,485
shares
|
$5.12 Million
0.12% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
53,467
shares
|
$5.12 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
53,306
shares
|
$5.11 Million
0.73% of portfolio
|
Q4 2022
Reduced 10.21%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
53,271
shares
|
$5.1 Million
2.86% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
53,270
shares
|
$5.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
53,124
shares
|
$5.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
53,086
shares
|
$5.08 Million
0.48% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
53,071
shares
|
$5.08 Million
0.97% of portfolio
|
Q1 2025
Added 4.31%
|