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 |
|---|---|---|---|---|---|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
12,894
shares
|
$1.25 Million
0.16% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
12,894
shares
|
$1.25 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
12,877
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
12,865
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
12,865
shares
|
$1.24 Million
0.39% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
12,843
shares
|
$1.24 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,834
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
12,824
shares
|
$1.24 Million
0.6% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,815
shares
|
$1.24 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
12,810
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
12,786
shares
|
$1.24 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
12,772
shares
|
$1.23 Million
0.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
12,743
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
12,677
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2025
Added 41.14%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
12,677
shares
|
$1.22 Million
0.58% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
12,675
shares
|
$1.22 Million
0.93% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
12,627
shares
|
$1.22 Million
0.36% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
12,625
shares
|
$1.22 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
12,617
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
12,613
shares
|
$1.22 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
12,609
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 44.94%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
12,608
shares
|
$1.22 Million
0.23% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
12,601
shares
|
$1.22 Million
0.57% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
12,597
shares
|
$1.22 Million
0.17% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,593
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2025
Added 0.2%
|