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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
310,186
shares
|
$29.5 Million
2.53% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
309,942
shares
|
$29.5 Million
2.28% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
309,095
shares
|
$29.4 Million
3.7% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
308,749
shares
|
$29.4 Million
2.37% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
308,161
shares
|
$29.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
307,974
shares
|
$29.3 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
306,099
shares
|
$29.1 Million
1.82% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
305,626
shares
|
$29.1 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
305,548
shares
|
$29.1 Million
2.84% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
302,753
shares
|
$28.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
302,195
shares
|
$28.7 Million
1.83% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
301,705
shares
|
$28.7 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
301,602
shares
|
$28.7 Million
12.53% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
301,483
shares
|
$28.7 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
300,680
shares
|
$28.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
300,499
shares
|
$28.6 Million
0.51% of portfolio
|
Q1 2024
Added 203.11%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
299,769
shares
|
$28.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
298,809
shares
|
$28.4 Million
0.26% of portfolio
|
Q1 2025
Added 55.62%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
296,945
shares
|
$28.2 Million
0.27% of portfolio
|
Q1 2025
Added 40.97%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
296,702
shares
|
$28.2 Million
1.71% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
296,446
shares
|
$28.2 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
296,398
shares
|
$28.2 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
293,098
shares
|
$27.9 Million
0.89% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
291,537
shares
|
$27.7 Million
0.85% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
291,459
shares
|
$27.7 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.34%
|