Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,374 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
138,143
shares
|
$13.2 Million
1.35% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
137,971
shares
|
$13.2 Million
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
137,519
shares
|
$13.2 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
135,962
shares
|
$13 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 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 Million
3.27% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
135,321
shares
|
$13 Million
2.92% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
134,990
shares
|
$12.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
134,473
shares
|
$12.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
133,946
shares
|
$12.8 Million
0.94% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
133,273
shares
|
$12.8 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
133,149
shares
|
$12.8 Million
0.23% of portfolio
|
Q1 2025
Added 71.25%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
132,564
shares
|
$12.7 Million
3.03% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
132,410
shares
|
$12.7 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
131,379
shares
|
$12.6 Million
0.28% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
131,354
shares
|
$12.6 Million
2.86% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
130,996
shares
|
$12.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
130,569
shares
|
$12.5 Million
0.37% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
129,883
shares
|
$12.4 Million
7.95% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
129,831
shares
|
$12.4 Million
0.94% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
129,821
shares
|
$12.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
129,635
shares
|
$12.4 Million
1.73% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
129,357
shares
|
$12.4 Million
1.55% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
129,286
shares
|
$12.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 63.68%
|