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 |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
167,759
shares
|
$16.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
166,643
shares
|
$16.4 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
165,748
shares
|
$16.3 Million
4.95% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
165,666
shares
|
$16.3 Million
3.64% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
165,088
shares
|
$16.2 Million
2.11% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
164,718
shares
|
$16.2 Million
0.93% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
164,420
shares
|
$16.2 Million
0.39% of portfolio
|
Q3 2024
Added 119.67%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
164,353
shares
|
$16.1 Million
1.09% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
164,168
shares
|
$16.1 Million
4.92% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
163,809
shares
|
$16.1 Million
3.06% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
163,693
shares
|
$16.1 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
163,685
shares
|
$16.1 Million
2.11% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
163,464
shares
|
$16.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
163,351
shares
|
$16 Million
2.34% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
163,055
shares
|
$16 Million
0.47% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Infusive Asset Management Inc.
New York, NY |
May 15, 2025 Q1 2025 |
162,699
shares
|
$16 Million
6.63% of portfolio
|
Q1 2025
Added 24.51%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
162,637
shares
|
$16 Million
0.35% of portfolio
|
Q1 2024
Added 191.14%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
162,441
shares
|
$16 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
162,332
shares
|
$15.9 Million
0.27% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
162,000
shares
|
$15.9 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
161,762
shares
|
$15.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
161,628
shares
|
$15.9 Million
4.51% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Tlw Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
161,459
shares
|
$15.9 Million
8.51% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
161,183
shares
|
$15.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
160,074
shares
|
$15.7 Million
0.69% of portfolio
|
Q1 2025
Added 5.85%
|