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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
35,983
shares
|
$3.42 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
35,897
shares
|
$3.41 Million
0.65% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,832
shares
|
$3.41 Million
0.52% of portfolio
|
Q1 2024
Added 200.7%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
35,717
shares
|
$3.4 Million
1.99% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
35,706
shares
|
$3.4 Million
1.28% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
35,683
shares
|
$3.39 Million
2.43% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
35,682
shares
|
$3.39 Million
1.23% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
35,561
shares
|
$3.38 Million
0.5% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
35,543
shares
|
$3.38 Million
1.13% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
35,517
shares
|
$3.38 Million
1.34% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
35,500
shares
|
$3.38 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
35,486
shares
|
$3.37 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
35,368
shares
|
$3.36 Million
0.3% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
35,293
shares
|
$3.36 Million
1.34% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
35,226
shares
|
$3.35 Million
1.09% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
35,098
shares
|
$3.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.67%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
35,089
shares
|
$3.34 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
35,060
shares
|
$3.33 Million
0.24% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
34,932
shares
|
$3.32 Million
0.76% of portfolio
|
Q1 2025
Added 411.97%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
34,905
shares
|
$3.32 Million
1.78% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
34,865
shares
|
$3.32 Million
0.44% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
34,850
shares
|
$3.31 Million
3.4% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
34,829
shares
|
$3.31 Million
0.23% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
34,748
shares
|
$3.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
34,655
shares
|
$3.3 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.03%
|