Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,374 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 |
|---|---|---|---|---|---|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
21,363
shares
|
$2.05 Million
0.96% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
21,331
shares
|
$2.04 Million
2.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
21,304
shares
|
$2.04 Million
0.47% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
21,300
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Added 20.34%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
21,299
shares
|
$2.04 Million
0.25% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
21,230
shares
|
$2.03 Million
0.18% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
21,228
shares
|
$2.03 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
21,094
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
21,092
shares
|
$2.02 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
21,064
shares
|
$2.02 Million
2.01% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,058
shares
|
$2.02 Million
0.38% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
21,000
shares
|
$2.01 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
20,905
shares
|
$2 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
20,903
shares
|
$2 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
20,852
shares
|
$2 Million
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
20,837
shares
|
$2 Million
0.67% of portfolio
|
Q1 2025
Added 54.37%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
20,816
shares
|
$2 Million
1.06% of portfolio
|
Q3 2024
Added 182.63%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
20,814
shares
|
$2 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
20,798
shares
|
$1.99 Million
1.3% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
20,775
shares
|
$1.99 Million
0.16% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
20,752
shares
|
$1.99 Million
0.19% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
20,662
shares
|
$1.98 Million
0.37% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
20,600
shares
|
$1.97 Million
0.87% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
20,599
shares
|
$1.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
20,594
shares
|
$1.97 Million
0.75% of portfolio
|
Q1 2025
Added 9052.89%
|