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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
45,556
shares
|
$4.33 Million
0.47% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
45,456
shares
|
$4.32 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
45,443
shares
|
$4.32 Million
1.34% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
45,412
shares
|
$4.32 Million
0.29% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
45,370
shares
|
$4.31 Million
0.14% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
45,230
shares
|
$4.3 Million
0.74% of portfolio
|
Q1 2025
Reduced 32.7%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
45,177
shares
|
$4.3 Million
0.68% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
45,028
shares
|
$4.28 Million
0.19% of portfolio
|
Q1 2025
Added 33.31%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
45,025
shares
|
$4.28 Million
0.74% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
44,905
shares
|
$4.27 Million
1.99% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
44,873
shares
|
$4.27 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
44,790
shares
|
$4.26 Million
1.61% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
44,751
shares
|
$4.26 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
44,731
shares
|
$4.25 Million
0.75% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
44,560
shares
|
$4.24 Million
0.71% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
44,513
shares
|
$4.23 Million
0.23% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
44,449
shares
|
$4.23 Million
0.96% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
44,166
shares
|
$4.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
44,141
shares
|
$4.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
44,100
shares
|
$4.19 Million
0.15% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
44,100
shares
|
$4.19 Million
0.17% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
44,072
shares
|
$4.19 Million
0.88% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
44,045
shares
|
$4.19 Million
2.71% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
44,037
shares
|
$4.19 Million
3.19% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
43,901
shares
|
$4.17 Million
1.62% of portfolio
|
Q4 2024
Added 0.12%
|