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 |
|---|---|---|---|---|---|
|
Generate Investment Management LTD
Auckland, Q2 |
Apr 23, 2025 Q1 2025 |
248,816
shares
|
$24.4 Million
1.53% of portfolio
|
Q1 2025
Added 160.96%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
245,442
shares
|
$24.1 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
244,697
shares
|
$24 Million
0.92% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
243,879
shares
|
$24 Million
0.44% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
243,052
shares
|
$23.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
242,338
shares
|
$23.8 Million
4.52% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
241,857
shares
|
$23.8 Million
1.61% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
240,807
shares
|
$23.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
240,300
shares
|
$23.6 Million
1.49% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
May 08, 2025 Q1 2025 |
240,200
shares
|
$23.6 Million
2.17% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
239,725
shares
|
$23.6 Million
0.78% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
239,404
shares
|
$23.5 Million
1.93% of portfolio
|
Q1 2025
Added 80.2%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
239,162
shares
|
$23.5 Million
0.11% of portfolio
|
Q1 2025
Added 104.95%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
239,117
shares
|
$23.5 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
237,794
shares
|
$23.4 Million
0.65% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
236,292
shares
|
$23.2 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
235,254
shares
|
$23.1 Million
0.37% of portfolio
|
Q1 2025
Added 211.38%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
234,807
shares
|
$23.1 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
234,195
shares
|
$23 Million
0.59% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
233,300
shares
|
$22.9 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
233,042
shares
|
$22.9 Million
10.93% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
231,877
shares
|
$22.8 Million
0.25% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
231,838
shares
|
$22.8 Million
0.58% of portfolio
|
Q1 2025
Reduced 49.21%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
231,392
shares
|
$22.7 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
229,793
shares
|
$22.6 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.5%
|