Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,373 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 $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
175,004
shares
|
$16.7 Million
3.42% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
174,917
shares
|
$16.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
174,729
shares
|
$16.7 Million
1.62% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
174,085
shares
|
$16.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
173,832
shares
|
$16.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.82%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
173,389
shares
|
$16.6 Million
0.37% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
173,084
shares
|
$16.6 Million
0.61% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
173,071
shares
|
$16.6 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
172,793
shares
|
$16.5 Million
1.82% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
172,669
shares
|
$16.5 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
172,612
shares
|
$16.5 Million
1.51% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
172,019
shares
|
$16.5 Million
1.81% of portfolio
|
Q1 2025
Reduced 27.85%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
171,804
shares
|
$16.4 Million
2.68% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
171,784
shares
|
$16.4 Million
0.49% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
171,753
shares
|
$16.4 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
170,054
shares
|
$16.3 Million
2.77% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
170,016
shares
|
$16.3 Million
0.09% of portfolio
|
Q1 2025
Added 107.69%
|
|
|
Kehrs Ridge Capital,Llc
|
Nov 14, 2022 Q3 2022 |
170,000
shares
|
$16.3 Million
8.5% of portfolio
|
Q3 2022
Added 70.0%
|
|
|
Empirical Capital Management, LLC
Hendersonville, TN |
May 15, 2025 Q1 2025 |
170,000
shares
|
$16.3 Million
10.6% of portfolio
|
Q2 2024
Reduced 11.46%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
169,862
shares
|
$16.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
169,767
shares
|
$16.2 Million
0.37% of portfolio
|
Q4 2024
Added 43.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
169,494
shares
|
$16.2 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
169,400
shares
|
$16.2 Million
0.47% of portfolio
|
Q1 2025
Added 24.64%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
169,180
shares
|
$16.2 Million
0.55% of portfolio
|
Q1 2025
Reduced 34.62%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
168,857
shares
|
$16.2 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.81%
|