Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,381 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 $272 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
104,703
shares
|
$10.1 Million
2.34% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
104,219
shares
|
$10.1 Million
3.53% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
104,174
shares
|
$10.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
104,113
shares
|
$10.1 Million
0.38% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
104,040
shares
|
$10.1 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
104,013
shares
|
$10 Million
0.86% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
103,810
shares
|
$10 Million
0.45% of portfolio
|
Q2 2025
Added 82.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
103,764
shares
|
$10 Million
0.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
103,300
shares
|
$9.98 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Chad R
Perrysburg, OH |
Jul 11, 2025 Q2 2025 |
103,020
shares
|
$9.95 Million
1.95% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
102,110
shares
|
$9.86 Million
3.11% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
102,106
shares
|
$9.86 Million
0.26% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
102,037
shares
|
$9.86 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
101,722
shares
|
$9.83 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
101,567
shares
|
$9.81 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
101,451
shares
|
$9.8 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
101,217
shares
|
$9.78 Million
3.09% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
100,877
shares
|
$9.74 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
100,850
shares
|
$9.74 Million
3.63% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
100,141
shares
|
$9.67 Million
0.06% of portfolio
|
Q2 2023
Reduced 32.27%
|
|
|
Kingdon Capital Management, L.L.C.
New York, NY |
May 15, 2025 Q1 2025 |
100,000
shares
|
$9.66 Million
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
99,992
shares
|
$9.66 Million
2.24% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
99,973
shares
|
$9.66 Million
0.32% of portfolio
|
Q1 2025
Reduced 61.95%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
99,689
shares
|
$9.63 Million
0.39% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
99,503
shares
|
$9.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.49%
|