Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,317 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 $266 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
81,031
shares
|
$7.92 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
80,444
shares
|
$7.87 Million
0.33% of portfolio
|
Q1 2023
Added 3786.18%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
80,408
shares
|
$7.86 Million
0.08% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
80,387
shares
|
$7.86 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
80,310
shares
|
$7.85 Million
1.77% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
80,300
shares
|
$7.85 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
80,176
shares
|
$7.84 Million
2.3% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
79,740
shares
|
$7.8 Million
1.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
79,698
shares
|
$7.79 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
79,588
shares
|
$7.78 Million
3.52% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
79,557
shares
|
$7.78 Million
0.56% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
79,398
shares
|
$7.77 Million
0.46% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
79,345
shares
|
$7.76 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Windward Capital Management CO
|
May 13, 2025 Q1 2025 |
79,149
shares
|
$7.74 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sitrin Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
79,123
shares
|
$7.74 Million
3.99% of portfolio
|
Q1 2025
Reduced 29.44%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
May 15, 2025 Q1 2025 |
79,113
shares
|
$7.74 Million
2.31% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
79,083
shares
|
$7.73 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
78,964
shares
|
$7.72 Million
0.5% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
78,875
shares
|
$7.71 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
78,817
shares
|
$7.71 Million
0.18% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
78,816
shares
|
$7.71 Million
0.24% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
78,680
shares
|
$7.69 Million
0.04% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
78,300
shares
|
$7.66 Million
0.9% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
78,258
shares
|
$7.65 Million
2.55% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
78,040
shares
|
$7.63 Million
1.03% of portfolio
|
Q4 2024
New holding
|