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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
229,538
shares
|
$22.5 Million
1.86% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
229,357
shares
|
$22.5 Million
1.27% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
229,311
shares
|
$22.5 Million
0.52% of portfolio
|
Q1 2025
Added 82.15%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
229,278
shares
|
$22.5 Million
2.47% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
228,283
shares
|
$22.4 Million
1.13% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
227,652
shares
|
$22.4 Million
0.67% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
226,044
shares
|
$22.2 Million
0.37% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
225,152
shares
|
$22.1 Million
0.19% of portfolio
|
Q1 2025
Added 22.57%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
224,385
shares
|
$22 Million
0.25% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
221,441
shares
|
$21.8 Million
1.06% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
221,310
shares
|
$21.7 Million
0.55% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
220,937
shares
|
$21.7 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
220,655
shares
|
$21.7 Million
1.21% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
219,597
shares
|
$21.6 Million
4.13% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
219,573
shares
|
$21.6 Million
0.18% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
219,241
shares
|
$21.5 Million
0.51% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
217,217
shares
|
$21.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
216,927
shares
|
$21.3 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
215,733
shares
|
$21.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
215,623
shares
|
$21.2 Million
1.58% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
211,705
shares
|
$20.8 Million
0.26% of portfolio
|
Q3 2022
Reduced 57.6%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
210,309
shares
|
$20.7 Million
0.67% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
209,042
shares
|
$20.5 Million
0.76% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
207,506
shares
|
$20.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Abner Herrman & Brock LLC
|
Apr 08, 2025 Q1 2025 |
207,416
shares
|
$20.4 Million
2.32% of portfolio
|
Q1 2025
Added 0.52%
|