Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,381 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 $272 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
16,825
shares
|
$1.63 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
16,809
shares
|
$1.62 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
16,788
shares
|
$1.62 Million
0.24% of portfolio
|
Q1 2025
Reduced 33.35%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
16,783
shares
|
$1.62 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
16,775
shares
|
$1.62 Million
1.51% of portfolio
|
Q1 2025
Added 47.91%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
16,737
shares
|
$1.62 Million
0.67% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Price Capital Management, Inc.
Lafayette, LA |
May 06, 2025 Q1 2025 |
16,730
shares
|
$1.62 Million
3.71% of portfolio
|
Q1 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
16,717
shares
|
$1.61 Million
1.09% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
16,690
shares
|
$1.61 Million
0.61% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
16,666
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 64.08%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
16,637
shares
|
$1.61 Million
1.13% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
16,603
shares
|
$1.6 Million
0.22% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
16,602
shares
|
$1.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 20.85%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
16,575
shares
|
$1.6 Million
0.14% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
16,568
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
16,547
shares
|
$1.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,524
shares
|
$1.6 Million
0.26% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
16,500
shares
|
$1.59 Million
1.23% of portfolio
|
Q4 2024
Added 182.24%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
16,475
shares
|
$1.59 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
May 05, 2025 Q1 2025 |
16,469
shares
|
$1.59 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
16,449
shares
|
$1.59 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
16,377
shares
|
$1.58 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
16,354
shares
|
$1.58 Million
1.11% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
16,350
shares
|
$1.58 Million
0.59% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
16,344
shares
|
$1.58 Million
0.19% of portfolio
|
Q1 2025
Added 37.99%
|