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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
206,967
shares
|
$20.3 Million
0.64% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
203,124
shares
|
$20 Million
0.44% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
202,879
shares
|
$19.9 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
202,525
shares
|
$19.9 Million
3.91% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
202,235
shares
|
$19.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
202,209
shares
|
$19.9 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
201,637
shares
|
$19.8 Million
1.25% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
201,507
shares
|
$19.8 Million
0.37% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
200,869
shares
|
$19.7 Million
0.9% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
198,886
shares
|
$19.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
198,450
shares
|
$19.5 Million
0.76% of portfolio
|
Q1 2025
Added 59.43%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
198,178
shares
|
$19.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 37.45%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
197,873
shares
|
$19.4 Million
0.52% of portfolio
|
Q1 2025
Reduced 30.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
197,757
shares
|
$19.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
May 08, 2025 Q1 2025 |
197,612
shares
|
$19.4 Million
1.36% of portfolio
|
Q1 2025
Reduced 24.58%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
196,526
shares
|
$19.3 Million
2.15% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
196,338
shares
|
$19.3 Million
3.78% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
196,054
shares
|
$19.3 Million
0.51% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
194,957
shares
|
$19.2 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
194,502
shares
|
$19.1 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
194,443
shares
|
$19.1 Million
1.97% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
194,280
shares
|
$19.1 Million
1.34% of portfolio
|
Q1 2025
Added 56.44%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
193,948
shares
|
$19.1 Million
2.16% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
193,927
shares
|
$19.1 Million
5.94% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
193,896
shares
|
$19 Million
0.15% of portfolio
|
Q1 2025
Added 11.8%
|