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 |
|---|---|---|---|---|---|
|
Jacobs & CO
|
Apr 02, 2025 Q1 2025 |
77,941
shares
|
$7.62 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
77,547
shares
|
$7.58 Million
1.8% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
77,491
shares
|
$7.58 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
77,443
shares
|
$7.57 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
76,979
shares
|
$7.53 Million
2.15% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
76,790
shares
|
$7.51 Million
0.78% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
76,777
shares
|
$7.51 Million
0.18% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
76,649
shares
|
$7.5 Million
2.29% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
76,580
shares
|
$7.49 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
76,442
shares
|
$7.48 Million
0.59% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
76,365
shares
|
$7.47 Million
0.44% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
76,067
shares
|
$7.44 Million
0.44% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
76,005
shares
|
$7.43 Million
1.95% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
75,494
shares
|
$7.38 Million
2.33% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
75,486
shares
|
$7.38 Million
1.24% of portfolio
|
Q1 2025
Added 167.92%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
75,208
shares
|
$7.36 Million
0.49% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
75,023
shares
|
$7.34 Million
0.4% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
74,747
shares
|
$7.31 Million
1.37% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
74,651
shares
|
$7.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
74,070
shares
|
$7.24 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
73,929
shares
|
$7.23 Million
0.99% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
73,922
shares
|
$7.23 Million
0.63% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
73,908
shares
|
$7.23 Million
1.85% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
73,839
shares
|
$7.22 Million
3.95% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Apr 23, 2025 Q1 2025 |
73,312
shares
|
$7.17 Million
2.69% of portfolio
|
Q1 2025
Reduced 9.67%
|