Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,316 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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
94,858
shares
|
$9.31 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
94,857
shares
|
$9.31 Million
3.46% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
94,598
shares
|
$9.28 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
94,508
shares
|
$9.27 Million
0.39% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
94,372
shares
|
$9.26 Million
0.29% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
94,247
shares
|
$9.25 Million
0.21% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,142
shares
|
$9.24 Million
0.74% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
94,052
shares
|
$9.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
93,738
shares
|
$9.2 Million
2.09% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
93,626
shares
|
$9.19 Million
0.21% of portfolio
|
Q1 2025
Reduced 54.93%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
93,505
shares
|
$9.17 Million
0.49% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
93,030
shares
|
$9.13 Million
2.17% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
92,981
shares
|
$9.12 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
92,893
shares
|
$9.11 Million
0.33% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
92,854
shares
|
$9.11 Million
1.23% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
92,098
shares
|
$9.04 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
92,073
shares
|
$9.03 Million
1.0% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
92,059
shares
|
$9.03 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
91,852
shares
|
$9.01 Million
1.12% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Chickasaw Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
91,251
shares
|
$8.95 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
91,194
shares
|
$8.95 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
90,923
shares
|
$8.92 Million
1.47% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
90,911
shares
|
$8.92 Million
0.65% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
90,622
shares
|
$8.89 Million
0.48% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
90,293
shares
|
$8.86 Million
1.72% of portfolio
|
Q1 2025
Reduced 9.7%
|