Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,374 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
167,842
shares
|
$16.1 Million
2.12% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
167,759
shares
|
$16.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
167,674
shares
|
$16.1 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
166,643
shares
|
$16 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
165,748
shares
|
$15.9 Million
4.95% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
165,666
shares
|
$15.9 Million
3.64% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
165,088
shares
|
$15.8 Million
2.11% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
164,718
shares
|
$15.8 Million
0.93% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
164,574
shares
|
$15.8 Million
2.61% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
164,420
shares
|
$15.8 Million
0.39% of portfolio
|
Q3 2024
Added 119.67%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
164,353
shares
|
$15.8 Million
1.09% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
163,809
shares
|
$15.7 Million
3.06% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
163,693
shares
|
$15.7 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
163,654
shares
|
$15.7 Million
5.12% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
163,464
shares
|
$15.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
163,055
shares
|
$15.6 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
|
$15.6 Million
6.63% of portfolio
|
Q1 2025
Added 24.51%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
162,637
shares
|
$15.6 Million
0.35% of portfolio
|
Q1 2024
Added 191.14%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
162,441
shares
|
$15.6 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
162,332
shares
|
$15.6 Million
0.27% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
162,000
shares
|
$15.5 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
161,885
shares
|
$15.5 Million
2.43% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
161,762
shares
|
$15.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.33%
|