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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
160,014
shares
|
$15.7 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
159,954
shares
|
$15.7 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
159,710
shares
|
$15.7 Million
2.92% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
159,705
shares
|
$15.7 Million
1.47% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Cardinal Capital Management
|
Apr 17, 2025 Q1 2025 |
159,375
shares
|
$15.7 Million
2.21% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
159,330
shares
|
$15.7 Million
0.22% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
158,982
shares
|
$15.6 Million
0.72% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
158,890
shares
|
$15.6 Million
1.29% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
158,591
shares
|
$15.6 Million
0.94% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
158,147
shares
|
$15.5 Million
0.45% of portfolio
|
Q4 2022
Reduced 0.33%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
158,100
shares
|
$15.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
156,681
shares
|
$15.4 Million
1.31% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
156,511
shares
|
$15.4 Million
3.64% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
156,350
shares
|
$15.4 Million
2.69% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
155,689
shares
|
$15.3 Million
0.13% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
155,322
shares
|
$15.3 Million
0.85% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
155,235
shares
|
$15.3 Million
0.57% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
F
|
May 14, 2025 Q1 2025 |
154,891
shares
|
$15.2 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
154,796
shares
|
$15.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 87.82%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
154,771
shares
|
$15.2 Million
2.61% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
154,646
shares
|
$15.2 Million
2.14% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
154,430
shares
|
$15.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 44.72%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
153,553
shares
|
$15.1 Million
1.69% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
152,535
shares
|
$15 Million
1.67% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
152,182
shares
|
$15 Million
0.4% of portfolio
|
Q1 2025
Added 15.83%
|