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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
145,467
shares
|
$13.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
144,665
shares
|
$13.9 Million
0.04% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
144,378
shares
|
$13.8 Million
1.78% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
144,258
shares
|
$13.8 Million
1.11% of portfolio
|
Q1 2025
Reduced 27.42%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
144,231
shares
|
$13.8 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
144,000
shares
|
$13.8 Million
5.19% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
143,641
shares
|
$13.8 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
143,258
shares
|
$13.7 Million
0.57% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
142,734
shares
|
$13.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
142,678
shares
|
$13.7 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
142,400
shares
|
$13.6 Million
0.51% of portfolio
|
Q1 2025
Added 185.6%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
142,185
shares
|
$13.6 Million
1.29% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
142,017
shares
|
$13.6 Million
2.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
141,774
shares
|
$13.6 Million
0.17% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
140,745
shares
|
$13.5 Million
1.39% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
140,015
shares
|
$13.4 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
139,376
shares
|
$13.4 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
139,046
shares
|
$13.3 Million
3.46% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
138,853
shares
|
$13.3 Million
0.36% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
138,821
shares
|
$13.3 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
138,660
shares
|
$13.3 Million
1.36% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
138,586
shares
|
$13.3 Million
1.07% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
138,526
shares
|
$13.3 Million
0.43% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
138,294
shares
|
$13.3 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.33%
|