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 |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
129,357
shares
|
$12.7 Million
1.55% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
129,346
shares
|
$12.7 Million
7.47% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
129,286
shares
|
$12.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
128,665
shares
|
$12.6 Million
0.8% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
128,301
shares
|
$12.6 Million
0.67% of portfolio
|
Q1 2025
Added 120.49%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
128,199
shares
|
$12.6 Million
2.27% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
127,620
shares
|
$12.5 Million
3.66% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
126,771
shares
|
$12.5 Million
0.33% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
126,687
shares
|
$12.4 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
126,264
shares
|
$12.4 Million
0.81% of portfolio
|
Q1 2025
Added 120.38%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
126,229
shares
|
$12.4 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
125,094
shares
|
$12.3 Million
0.28% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
124,974
shares
|
$12.3 Million
4.04% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
124,826
shares
|
$12.3 Million
0.34% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
124,620
shares
|
$12.2 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
124,459
shares
|
$12.2 Million
0.39% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
124,206
shares
|
$12.2 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
123,847
shares
|
$12.2 Million
0.67% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
122,400
shares
|
$12 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
122,049
shares
|
$12 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
121,968
shares
|
$12 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
121,885
shares
|
$12 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
121,850
shares
|
$12 Million
0.73% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
121,622
shares
|
$11.9 Million
3.77% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
121,055
shares
|
$11.9 Million
2.3% of portfolio
|
Q1 2025
Added 3.81%
|