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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
263,957
shares
|
$25.9 Million
0.06% of portfolio
|
Q1 2025
Added 98.36%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
263,125
shares
|
$25.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Benchstone Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
262,118
shares
|
$25.8 Million
2.45% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
262,087
shares
|
$25.7 Million
0.21% of portfolio
|
Q3 2024
Added 621.82%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
260,820
shares
|
$25.6 Million
2.14% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
259,875
shares
|
$25.5 Million
0.13% of portfolio
|
Q1 2025
Added 535.92%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
259,332
shares
|
$25.5 Million
1.59% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 12, 2025 Q1 2025 |
258,684
shares
|
$25.4 Million
3.31% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
258,310
shares
|
$25.4 Million
2.86% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
257,464
shares
|
$25.3 Million
0.65% of portfolio
|
Q1 2025
Reduced 68.18%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
256,366
shares
|
$25.2 Million
0.52% of portfolio
|
Q1 2025
Added 114.77%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
255,428
shares
|
$25.1 Million
1.17% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ceredex Value Advisors LLC
|
May 14, 2025 Q1 2025 |
254,702
shares
|
$25 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
253,808
shares
|
$24.9 Million
0.77% of portfolio
|
Q1 2025
Reduced 26.66%
|
|
|
Polar Capital Holdings PLC
London, X0 |
May 15, 2025 Q1 2025 |
253,750
shares
|
$24.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
252,722
shares
|
$24.8 Million
0.72% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
252,643
shares
|
$24.8 Million
0.38% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
251,292
shares
|
$24.7 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
250,697
shares
|
$24.6 Million
0.13% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
250,141
shares
|
$24.6 Million
0.33% of portfolio
|
Q1 2025
Added 57.2%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
249,879
shares
|
$24.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
249,754
shares
|
$24.5 Million
3.15% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
249,500
shares
|
$24.5 Million
1.88% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
249,211
shares
|
$24.5 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
249,194
shares
|
$24.5 Million
0.36% of portfolio
|
Q1 2025
Added 0.35%
|