Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,373 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 |
|---|---|---|---|---|---|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
34,611
shares
|
$3.31 Million
1.98% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
34,593
shares
|
$3.31 Million
0.94% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
34,582
shares
|
$3.31 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
34,559
shares
|
$3.31 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
34,523
shares
|
$3.3 Million
2.62% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
34,437
shares
|
$3.29 Million
0.63% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
34,385
shares
|
$3.29 Million
1.85% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
34,375
shares
|
$3.29 Million
0.28% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
34,323
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Added 32.83%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
34,309
shares
|
$3.28 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
34,204
shares
|
$3.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
34,150
shares
|
$3.27 Million
1.01% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
34,079
shares
|
$3.26 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
34,024
shares
|
$3.26 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
33,933
shares
|
$3.25 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
33,889
shares
|
$3.24 Million
0.27% of portfolio
|
Q1 2025
Added 99.73%
|
|
|
Game Creek Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
33,725
shares
|
$3.23 Million
1.52% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
33,665
shares
|
$3.22 Million
0.1% of portfolio
|
Q1 2025
Added 47.01%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
33,652
shares
|
$3.22 Million
0.78% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
33,644
shares
|
$3.22 Million
1.14% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
33,637
shares
|
$3.22 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
33,206
shares
|
$3.18 Million
0.79% of portfolio
|
Q2 2025
Added 35.76%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
33,182
shares
|
$3.17 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
33,180
shares
|
$3.17 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
33,168
shares
|
$3.17 Million
0.96% of portfolio
|
Q1 2024
Added 154.08%
|