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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
290,542
shares
|
$27.6 Million
0.1% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
290,246
shares
|
$27.6 Million
1.05% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
288,967
shares
|
$27.5 Million
0.71% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
288,494
shares
|
$27.4 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
|
$27.1 Million
0.67% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
283,705
shares
|
$27 Million
4.94% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
283,682
shares
|
$27 Million
0.45% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
283,514
shares
|
$27 Million
2.15% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
281,905
shares
|
$26.8 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
281,162
shares
|
$26.7 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
279,596
shares
|
$26.6 Million
2.94% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Absher Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
278,799
shares
|
$26.5 Million
3.31% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
276,902
shares
|
$26.3 Million
0.18% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
275,370
shares
|
$26.2 Million
0.63% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
274,128
shares
|
$26.1 Million
0.43% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
271,019
shares
|
$25.8 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
|
$25.7 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
270,615
shares
|
$25.7 Million
1.88% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
270,144
shares
|
$25.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
269,449
shares
|
$25.6 Million
0.03% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
268,008
shares
|
$25.5 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
266,830
shares
|
$25.4 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
265,888
shares
|
$25.3 Million
1.03% of portfolio
|
Q1 2025
Added 175.78%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
265,160
shares
|
$25.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
264,249
shares
|
$25.1 Million
2.43% of portfolio
|
Q2 2025
Reduced 4.37%
|