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 |
|---|---|---|---|---|---|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
138,660
shares
|
$13.6 Million
1.36% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
138,633
shares
|
$13.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
138,586
shares
|
$13.6 Million
1.07% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
138,294
shares
|
$13.6 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
138,143
shares
|
$13.6 Million
1.35% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
137,971
shares
|
$13.6 Million
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
137,710
shares
|
$13.5 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
135,962
shares
|
$13.4 Million
3.79% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
135,861
shares
|
$13.3 Million
0.44% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
135,439
shares
|
$13.3 Million
3.27% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
135,321
shares
|
$13.3 Million
2.92% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
135,053
shares
|
$13.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
134,990
shares
|
$13.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
134,473
shares
|
$13.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
133,273
shares
|
$13.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
133,149
shares
|
$13.1 Million
0.23% of portfolio
|
Q1 2025
Added 71.25%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
132,410
shares
|
$13 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
131,730
shares
|
$12.9 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
131,716
shares
|
$12.9 Million
1.45% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
131,379
shares
|
$12.9 Million
0.28% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
131,354
shares
|
$12.9 Million
2.86% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
130,569
shares
|
$12.8 Million
0.37% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
129,831
shares
|
$12.8 Million
0.94% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
129,821
shares
|
$12.8 Million
1.29% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
129,635
shares
|
$12.7 Million
1.73% of portfolio
|
Q1 2025
Added 2.02%
|