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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
89,962
shares
|
$8.8 Million
1.27% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
89,517
shares
|
$8.75 Million
0.66% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
89,453
shares
|
$8.75 Million
0.65% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
89,396
shares
|
$8.74 Million
0.33% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
89,288
shares
|
$8.73 Million
0.78% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
89,242
shares
|
$8.73 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
88,722
shares
|
$8.68 Million
0.26% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Spring Capital Management, LLC
|
Apr 09, 2025 Q1 2025 |
88,012
shares
|
$8.61 Million
4.22% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
88,004
shares
|
$8.61 Million
0.21% of portfolio
|
Q1 2025
Added 42.98%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
87,756
shares
|
$8.58 Million
2.34% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
87,606
shares
|
$8.57 Million
0.24% of portfolio
|
Q1 2025
Added 112.02%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
87,586
shares
|
$8.57 Million
0.13% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
87,122
shares
|
$8.52 Million
3.25% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
87,093
shares
|
$8.52 Million
0.66% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
87,068
shares
|
$8.52 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
86,706
shares
|
$8.48 Million
0.1% of portfolio
|
Q1 2025
Added 84.33%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
86,607
shares
|
$8.47 Million
4.81% of portfolio
|
Q3 2024
Reduced 92.05%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
86,566
shares
|
$8.47 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
86,532
shares
|
$8.46 Million
3.34% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
86,209
shares
|
$8.43 Million
1.64% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
86,146
shares
|
$8.43 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
85,721
shares
|
$8.38 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
85,143
shares
|
$8.33 Million
0.69% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
85,133
shares
|
$8.33 Million
1.7% of portfolio
|
Q1 2025
Added 125.24%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
84,681
shares
|
$8.28 Million
2.15% of portfolio
|
Q1 2025
Reduced 21.58%
|