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 |
|---|---|---|---|---|---|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
290,246
shares
|
$28.5 Million
1.05% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
288,967
shares
|
$28.4 Million
0.71% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
288,494
shares
|
$28.3 Million
0.48% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
285,291
shares
|
$28 Million
0.67% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
283,705
shares
|
$27.9 Million
4.94% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
283,682
shares
|
$27.9 Million
0.45% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
283,638
shares
|
$27.9 Million
2.91% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
283,514
shares
|
$27.9 Million
2.15% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
282,353
shares
|
$27.7 Million
2.79% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Absher Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
278,799
shares
|
$27.4 Million
3.31% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
276,902
shares
|
$27.2 Million
0.18% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
276,311
shares
|
$27.1 Million
2.37% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
275,370
shares
|
$27.1 Million
0.63% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
274,128
shares
|
$26.9 Million
0.43% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
271,019
shares
|
$26.6 Million
0.86% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
270,716
shares
|
$26.6 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
270,144
shares
|
$26.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
269,449
shares
|
$26.5 Million
0.03% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
268,851
shares
|
$26.4 Million
1.68% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
268,008
shares
|
$26.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
266,830
shares
|
$26.2 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
265,888
shares
|
$26.1 Million
1.03% of portfolio
|
Q1 2025
Added 175.78%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
265,160
shares
|
$26 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
264,665
shares
|
$26 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
264,199
shares
|
$26 Million
5.77% of portfolio
|
Q1 2025
Added 2.45%
|