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 |
|---|---|---|---|---|---|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
151,382
shares
|
$14.9 Million
1.53% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
151,322
shares
|
$14.9 Million
1.57% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
150,896
shares
|
$14.8 Million
0.04% of portfolio
|
Q1 2025
Added 120.54%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
150,875
shares
|
$14.8 Million
0.77% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
150,874
shares
|
$14.8 Million
0.91% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
150,679
shares
|
$14.8 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
150,393
shares
|
$14.8 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
149,957
shares
|
$14.7 Million
4.2% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
149,020
shares
|
$14.6 Million
0.43% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
149,009
shares
|
$14.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
148,621
shares
|
$14.6 Million
2.28% of portfolio
|
Q1 2025
Added 41.35%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
148,430
shares
|
$14.6 Million
0.3% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
148,242
shares
|
$14.6 Million
0.27% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
148,133
shares
|
$14.6 Million
1.82% of portfolio
|
Q3 2023
Reduced 37.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
147,388
shares
|
$14.5 Million
0.25% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
147,318
shares
|
$14.5 Million
0.18% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
146,877
shares
|
$14.4 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
146,780
shares
|
$14.4 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
146,632
shares
|
$14.4 Million
0.96% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
146,584
shares
|
$14.4 Million
0.33% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
146,453
shares
|
$14.4 Million
0.79% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
146,250
shares
|
$14.4 Million
0.95% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Sea Town Holdings Pte. Ltd.
|
May 14, 2025 Q1 2025 |
145,808
shares
|
$14.3 Million
11.18% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
145,690
shares
|
$14.3 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
145,562
shares
|
$14.3 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.08%
|