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 |
|---|---|---|---|---|---|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
441,242
shares
|
$43.3 Million
0.7% of portfolio
|
Q1 2023
Reduced 19.33%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
May 08, 2025 Q1 2025 |
433,311
shares
|
$42.6 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
|
$42.3 Million
0.33% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
428,153
shares
|
$42.1 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
426,920
shares
|
$41.9 Million
1.12% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
413,429
shares
|
$40.6 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
|
$40.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
407,929
shares
|
$40.1 Million
0.9% of portfolio
|
Q1 2025
Added 14.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
407,248
shares
|
$40 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Cypress Funds LLC
|
May 13, 2025 Q1 2025 |
404,749
shares
|
$39.8 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
404,477
shares
|
$39.7 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
403,049
shares
|
$39.6 Million
1.57% of portfolio
|
Q1 2025
Added 1514.65%
|
|
|
Saratoga Research & Investment Management
|
May 12, 2025 Q1 2025 |
402,731
shares
|
$39.6 Million
1.87% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
398,784
shares
|
$39.2 Million
1.71% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
398,716
shares
|
$39.2 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
398,569
shares
|
$39.2 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
394,203
shares
|
$38.7 Million
0.28% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
394,187
shares
|
$38.7 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
393,627
shares
|
$38.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
392,641
shares
|
$38.6 Million
2.41% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
390,151
shares
|
$38.3 Million
1.64% of portfolio
|
Q1 2025
Reduced 35.3%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
390,116
shares
|
$38.3 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
388,419
shares
|
$38.2 Million
0.54% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
387,571
shares
|
$38.1 Million
0.59% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
387,260
shares
|
$38 Million
0.29% of portfolio
|
Q1 2025
Added 10.76%
|