Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,315 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 $267 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
580,294
shares
|
$57 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
578,664
shares
|
$56.8 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
578,143
shares
|
$56.8 Million
3.64% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
576,205
shares
|
$56.6 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
574,624
shares
|
$56.5 Million
0.15% of portfolio
|
Q1 2025
Added 29.44%
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
560,157
shares
|
$55 Million
0.27% of portfolio
|
Q1 2025
Added 127.04%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
558,467
shares
|
$54.9 Million
0.2% of portfolio
|
Q1 2025
Added 49.31%
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
557,574
shares
|
$54.8 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
554,849
shares
|
$54.5 Million
0.15% of portfolio
|
Q1 2025
Added 6.3%
|
|
Anomaly Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
551,351
shares
|
$54.2 Million
2.38% of portfolio
|
Q1 2025
New holding
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
551,080
shares
|
$54.1 Million
2.48% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
548,444
shares
|
$53.9 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
537,802
shares
|
$52.8 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
534,559
shares
|
$52.5 Million
0.53% of portfolio
|
Q1 2025
Added 2.55%
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
528,514
shares
|
$51.9 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
527,834
shares
|
$51.9 Million
0.52% of portfolio
|
Q1 2025
Reduced 28.46%
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
525,315
shares
|
$51.6 Million
1.58% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
520,363
shares
|
$51.1 Million
0.61% of portfolio
|
Q1 2025
Added 1.52%
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
518,566
shares
|
$50.9 Million
8.25% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
516,136
shares
|
$50.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
515,890
shares
|
$50.7 Million
10.36% of portfolio
|
Q1 2025
Added 1.14%
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
515,381
shares
|
$50.6 Million
0.13% of portfolio
|
Q1 2025
Added 4.58%
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Apr 30, 2025 Q1 2025 |
512,554
shares
|
$50.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 53.81%
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
511,054
shares
|
$50.2 Million
1.19% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
507,917
shares
|
$49.9 Million
0.74% of portfolio
|
Q1 2025
Reduced 11.26%
|