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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
11,671
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,651
shares
|
$1.11 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
May 05, 2025 Q1 2025 |
11,623
shares
|
$1.11 Million
0.56% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
11,617
shares
|
$1.11 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
11,607
shares
|
$1.11 Million
0.85% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
11,607
shares
|
$1.11 Million
0.79% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
11,600
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
11,596
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2021
Added 4.06%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
11,575
shares
|
$1.11 Million
0.25% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,566
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
11,549
shares
|
$1.1 Million
0.6% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
11,528
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
11,511
shares
|
$1.1 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
11,501
shares
|
$1.1 Million
0.56% of portfolio
|
Q2 2024
Added 15.23%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
11,497
shares
|
$1.1 Million
0.22% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
11,474
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
Added 67.63%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
11,472
shares
|
$1.1 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
11,471
shares
|
$1.1 Million
0.33% of portfolio
|
Q1 2025
Added 137.94%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
11,456
shares
|
$1.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 60.96%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
11,453
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 69.95%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
11,450
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
11,438
shares
|
$1.09 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
11,425
shares
|
$1.09 Million
0.37% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,422
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
11,413
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2024
Added 279.93%
|