Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,351 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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
49,678
shares
|
$4.76 Million
0.89% of portfolio
|
Q1 2025
Reduced 19.6%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
49,665
shares
|
$4.76 Million
0.93% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
49,658
shares
|
$4.76 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
49,580
shares
|
$4.75 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
49,499
shares
|
$4.74 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
49,298
shares
|
$4.72 Million
2.31% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
49,235
shares
|
$4.72 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
49,145
shares
|
$4.71 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
49,128
shares
|
$4.71 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
48,997
shares
|
$4.69 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
48,947
shares
|
$4.69 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
48,861
shares
|
$4.68 Million
1.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
48,680
shares
|
$4.66 Million
1.19% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
48,654
shares
|
$4.66 Million
1.49% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
48,626
shares
|
$4.66 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
48,623
shares
|
$4.66 Million
0.26% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
48,600
shares
|
$4.65 Million
0.56% of portfolio
|
Q1 2025
Added 60.08%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
48,557
shares
|
$4.65 Million
1.74% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
48,556
shares
|
$4.65 Million
2.15% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
48,510
shares
|
$4.65 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
48,450
shares
|
$4.64 Million
0.47% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
48,407
shares
|
$4.64 Million
1.46% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
48,332
shares
|
$4.63 Million
0.46% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
48,308
shares
|
$4.63 Million
0.19% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
48,279
shares
|
$4.62 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.94%
|