Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,366 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 $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
53,024
shares
|
$5.04 Million
0.43% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
May 06, 2025 Q1 2025 |
53,005
shares
|
$5.04 Million
0.59% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
52,939
shares
|
$5.03 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
52,776
shares
|
$5.02 Million
0.75% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
52,689
shares
|
$5.01 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
52,612
shares
|
$5 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
52,554
shares
|
$5 Million
0.39% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
52,542
shares
|
$5 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
52,252
shares
|
$4.97 Million
0.44% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
52,154
shares
|
$4.96 Million
0.76% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
52,141
shares
|
$4.96 Million
3.12% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
52,081
shares
|
$4.95 Million
2.63% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
52,068
shares
|
$4.95 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
52,000
shares
|
$4.94 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
51,905
shares
|
$4.94 Million
1.17% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
51,866
shares
|
$4.93 Million
0.5% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
51,755
shares
|
$4.92 Million
3.93% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
51,608
shares
|
$4.91 Million
0.21% of portfolio
|
Q1 2025
Reduced 35.23%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
51,475
shares
|
$4.89 Million
2.05% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
51,470
shares
|
$4.89 Million
1.25% of portfolio
|
Q2 2025
Added 187.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
51,456
shares
|
$4.89 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
51,436
shares
|
$4.89 Million
0.16% of portfolio
|
Q1 2025
Added 27.96%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
51,393
shares
|
$4.89 Million
1.22% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
51,361
shares
|
$4.88 Million
0.31% of portfolio
|
Q1 2025
Added 152.89%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
51,299
shares
|
$4.88 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.18%
|