Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,380 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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
153,863
shares
|
$14.7 Million
1.89% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
153,553
shares
|
$14.7 Million
1.69% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
152,535
shares
|
$14.6 Million
1.67% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
152,335
shares
|
$14.6 Million
0.28% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
152,182
shares
|
$14.6 Million
0.4% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
151,322
shares
|
$14.5 Million
1.57% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
150,896
shares
|
$14.5 Million
0.04% of portfolio
|
Q1 2025
Added 120.54%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
150,875
shares
|
$14.5 Million
0.77% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
150,393
shares
|
$14.4 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
149,970
shares
|
$14.4 Million
4.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
149,360
shares
|
$14.3 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
149,020
shares
|
$14.3 Million
0.43% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
148,621
shares
|
$14.2 Million
2.28% of portfolio
|
Q1 2025
Added 41.35%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
148,242
shares
|
$14.2 Million
0.27% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
148,133
shares
|
$14.2 Million
1.82% of portfolio
|
Q3 2023
Reduced 37.13%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
147,791
shares
|
$14.2 Million
1.99% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
147,388
shares
|
$14.1 Million
0.25% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
147,318
shares
|
$14.1 Million
0.18% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
146,877
shares
|
$14.1 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
146,780
shares
|
$14.1 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
|
$14.1 Million
0.96% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
146,584
shares
|
$14.1 Million
0.33% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
146,453
shares
|
$14 Million
0.79% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
146,250
shares
|
$14 Million
0.95% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
145,690
shares
|
$14 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.07%
|