Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,317 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 $266 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
5,038
shares
|
$492,716
0.17% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
5,033
shares
|
$492,227
0.28% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
5,030
shares
|
$491,934
0.21% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Renaissance Investment Group LLC
|
May 07, 2025 Q1 2025 |
5,025
shares
|
$491,445
0.11% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
5,016
shares
|
$490,564
0.28% of portfolio
|
Q1 2025
Added 24.9%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,014
shares
|
$490,369
0.12% of portfolio
|
Q3 2022
Reduced 8.2%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
5,000
shares
|
$489,000
0.33% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Shay Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$489,000
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
4,988
shares
|
$487,826
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,982
shares
|
$487,239
0.04% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
4,972
shares
|
$486,261
0.31% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
4,969
shares
|
$485,968
1.8% of portfolio
|
Q2 2023
Added 0.12%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
4,961
shares
|
$485,185
0.07% of portfolio
|
Q4 2024
Reduced 39.18%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
4,957
shares
|
$484,794
0.13% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
4,954
shares
|
$484,501
0.29% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,950
shares
|
$484,110
0.14% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,947
shares
|
$483,816
0.06% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
4,942
shares
|
$483,327
0.34% of portfolio
|
Q1 2025
Added 48.19%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
4,940
shares
|
$483,132
0.25% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
4,923
shares
|
$481,469
0.36% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
4,916
shares
|
$480,784
0.17% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
4,915
shares
|
$480,687
0.07% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
4,914
shares
|
$480,589
0.06% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Norway Savings Bank
|
Apr 22, 2025 Q1 2025 |
4,910
shares
|
$480,198
0.25% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
4,904
shares
|
$479,611
0.08% of portfolio
|
Q1 2025
Added 4.25%
|