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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
144,501
shares
|
$14.2 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
144,350
shares
|
$14.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
144,258
shares
|
$14.2 Million
1.11% of portfolio
|
Q1 2025
Reduced 27.42%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
144,231
shares
|
$14.2 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
144,000
shares
|
$14.1 Million
5.19% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
143,151
shares
|
$14.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
142,877
shares
|
$14 Million
0.29% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
142,734
shares
|
$14 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
142,400
shares
|
$14 Million
0.51% of portfolio
|
Q1 2025
Added 185.6%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Apr 23, 2025 Q1 2025 |
142,256
shares
|
$14 Million
5.14% of portfolio
|
Q1 2025
New holding
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
141,955
shares
|
$13.9 Million
1.25% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
141,821
shares
|
$13.9 Million
2.13% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
141,774
shares
|
$13.9 Million
0.17% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Hodges Capital Management Inc.
|
May 15, 2025 Q1 2025 |
141,503
shares
|
$13.9 Million
0.86% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
141,206
shares
|
$13.9 Million
1.64% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
141,067
shares
|
$13.9 Million
0.55% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
140,745
shares
|
$13.8 Million
1.39% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
140,053
shares
|
$13.8 Million
1.91% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
139,906
shares
|
$13.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
139,376
shares
|
$13.7 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
139,046
shares
|
$13.7 Million
3.46% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
138,853
shares
|
$13.6 Million
0.36% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
138,821
shares
|
$13.6 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
138,731
shares
|
$13.6 Million
0.25% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
138,720
shares
|
$13.6 Million
3.13% of portfolio
|
Q1 2025
Reduced 0.39%
|