Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,366 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 $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
444,602
shares
|
$42.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 19.25%
|
|
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
May 02, 2025 Q1 2025 |
442,485
shares
|
$42.1 Million
0.54% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
May 08, 2025 Q1 2025 |
433,311
shares
|
$41.2 Million
0.83% of portfolio
|
Q1 2025
Reduced 39.28%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
430,939
shares
|
$41 Million
0.33% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
426,920
shares
|
$40.6 Million
1.12% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
418,050
shares
|
$39.8 Million
1.21% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
413,429
shares
|
$39.3 Million
2.1% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
412,585
shares
|
$39.2 Million
0.62% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Cypress Funds LLC
|
Jul 15, 2025 Q2 2025 |
404,749
shares
|
$38.5 Million
3.19% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
403,198
shares
|
$38.3 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
403,049
shares
|
$38.3 Million
1.57% of portfolio
|
Q1 2025
Added 1514.65%
|
|
|
Saratoga Research & Investment Management
|
May 12, 2025 Q1 2025 |
402,731
shares
|
$38.3 Million
1.87% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
401,117
shares
|
$38.1 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
398,784
shares
|
$37.9 Million
1.71% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
398,716
shares
|
$37.9 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
396,949
shares
|
$37.7 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
396,702
shares
|
$37.7 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
394,203
shares
|
$37.5 Million
0.28% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
393,627
shares
|
$37.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
393,590
shares
|
$37.4 Million
2.5% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
390,809
shares
|
$37.2 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
390,151
shares
|
$37.1 Million
1.64% of portfolio
|
Q1 2025
Reduced 35.3%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
390,116
shares
|
$37.1 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
388,419
shares
|
$36.9 Million
0.54% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
387,571
shares
|
$36.9 Million
0.59% of portfolio
|
Q1 2025
Added 2.32%
|