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 |
|---|---|---|---|---|---|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
347,345
shares
|
$34.1 Million
0.76% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
345,418
shares
|
$33.9 Million
0.17% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
344,105
shares
|
$33.8 Million
1.75% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
342,083
shares
|
$33.6 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
340,585
shares
|
$33.5 Million
0.8% of portfolio
|
Q1 2025
Reduced 55.37%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
May 05, 2025 Q1 2025 |
339,100
shares
|
$33.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
338,775
shares
|
$33.3 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
338,214
shares
|
$33.2 Million
1.06% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
May 15, 2025 Q1 2025 |
336,460
shares
|
$33.1 Million
1.49% of portfolio
|
Q1 2025
Added 41.78%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
334,211
shares
|
$32.8 Million
0.99% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
331,947
shares
|
$32.6 Million
0.73% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
325,170
shares
|
$31.9 Million
4.33% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
325,053
shares
|
$31.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 58.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
322,048
shares
|
$31.6 Million
0.65% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
321,887
shares
|
$31.6 Million
1.2% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
321,057
shares
|
$31.5 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
320,508
shares
|
$31.5 Million
0.08% of portfolio
|
Q1 2025
Added 406.35%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
318,951
shares
|
$31.3 Million
4.22% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
318,400
shares
|
$31.3 Million
1.22% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
314,652
shares
|
$30.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
314,466
shares
|
$30.9 Million
0.22% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
314,164
shares
|
$30.9 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
314,012
shares
|
$30.8 Million
0.88% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
312,195
shares
|
$30.7 Million
3.42% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
311,699
shares
|
$30.6 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.01%
|