Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,316 institutions that hold shares in the stock, with a total of 2.72 Billion shares, which have been reported (via 13F filing form) to have a value of $262 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
9,381
shares
|
$903,765
0.44% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
9,373
shares
|
$902,994
0.16% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
James Hambro & Partners
|
Apr 17, 2025 Q1 2025 |
9,372
shares
|
$902,898
0.03% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
9,368
shares
|
$902,513
0.14% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
9,365
shares
|
$902,224
0.26% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
9,361
shares
|
$901,838
0.46% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
9,346
shares
|
$900,393
0.05% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,343
shares
|
$900,104
0.08% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
9,338
shares
|
$899,622
0.56% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,329
shares
|
$898,755
0.16% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
9,311
shares
|
$897,021
0.02% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
9,310
shares
|
$896,925
0.44% of portfolio
|
Q1 2025
Added 675.83%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
9,284
shares
|
$894,420
0.39% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
9,276
shares
|
$893,649
0.12% of portfolio
|
Q1 2025
Added 120.86%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
9,273
shares
|
$893,360
0.05% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
9,272
shares
|
$893,264
0.51% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
9,257
shares
|
$891,819
0.17% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
9,254
shares
|
$891,530
0.15% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
9,233
shares
|
$889,507
0.06% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
9,196
shares
|
$885,942
0.53% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
9,194
shares
|
$885,749
0.05% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
May 05, 2025 Q1 2025 |
9,188
shares
|
$885,171
0.88% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
9,181
shares
|
$884,497
0.28% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
9,172
shares
|
$883,630
0.18% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
9,167
shares
|
$883,148
0.44% of portfolio
|
Q1 2025
Added 0.28%
|