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 |
|---|---|---|---|---|---|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
12,843
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,834
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
12,824
shares
|
$1.23 Million
0.6% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,815
shares
|
$1.23 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
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
12,786
shares
|
$1.23 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
12,772
shares
|
$1.22 Million
0.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
12,683
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
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
|
$1.21 Million
0.93% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
12,653
shares
|
$1.21 Million
0.12% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
12,629
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
12,627
shares
|
$1.21 Million
0.36% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
12,625
shares
|
$1.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
12,613
shares
|
$1.21 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
12,609
shares
|
$1.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 44.94%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
12,608
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
12,601
shares
|
$1.21 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
|
$1.21 Million
0.17% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,593
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
12,565
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,554
shares
|
$1.2 Million
0.23% of portfolio
|
Q2 2023
Added 7.51%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
12,550
shares
|
$1.2 Million
1.18% of portfolio
|
Q1 2025
Added 360.38%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
12,548
shares
|
$1.2 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
12,546
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Added 1.35%
|