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 |
---|---|---|---|---|---|
Tlw Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
161,459
shares
|
$15.4 Million
8.51% of portfolio
|
Q1 2025
Added 1.31%
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
161,376
shares
|
$15.4 Million
2.17% of portfolio
|
Q2 2025
Added 4.35%
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
161,183
shares
|
$15.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
160,155
shares
|
$15.3 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
160,074
shares
|
$15.3 Million
0.69% of portfolio
|
Q1 2025
Added 5.85%
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
160,014
shares
|
$15.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
159,954
shares
|
$15.3 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
159,710
shares
|
$15.3 Million
2.92% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
159,705
shares
|
$15.3 Million
1.47% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
159,330
shares
|
$15.2 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
|
$15.2 Million
0.72% of portfolio
|
Q1 2025
Added 26.16%
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
158,890
shares
|
$15.2 Million
1.29% of portfolio
|
Q1 2025
Added 0.99%
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
158,591
shares
|
$15.2 Million
0.94% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
158,506
shares
|
$15.2 Million
2.32% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
158,147
shares
|
$15.1 Million
0.45% of portfolio
|
Q4 2022
Reduced 0.33%
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
158,100
shares
|
$15.1 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 Million
1.31% of portfolio
|
Q3 2024
Added 1.37%
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
156,511
shares
|
$15 Million
3.64% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
155,689
shares
|
$14.9 Million
0.13% of portfolio
|
Q1 2025
Added 2.11%
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
155,322
shares
|
$14.9 Million
0.85% of portfolio
|
Q1 2024
Added 200.0%
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
155,235
shares
|
$14.9 Million
0.57% of portfolio
|
Q1 2025
Added 2.78%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
155,073
shares
|
$14.8 Million
0.31% of portfolio
|
Q2 2025
Added 4.48%
|
|
F
|
May 14, 2025 Q1 2025 |
154,891
shares
|
$14.8 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
154,796
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 87.82%
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
154,771
shares
|
$14.8 Million
2.61% of portfolio
|
Q1 2025
Reduced 4.87%
|