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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
73,239
shares
|
$7.16 Million
2.26% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
73,078
shares
|
$7.15 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
72,931
shares
|
$7.13 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
72,898
shares
|
$7.13 Million
1.46% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
72,752
shares
|
$7.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
72,682
shares
|
$7.11 Million
0.9% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
72,595
shares
|
$7.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
72,570
shares
|
$7.1 Million
0.72% of portfolio
|
Q1 2025
Reduced 50.77%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
72,482
shares
|
$7.09 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
72,328
shares
|
$7.07 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
72,175
shares
|
$7.06 Million
0.61% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
72,045
shares
|
$7.05 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
71,817
shares
|
$7.02 Million
0.07% of portfolio
|
Q2 2023
Reduced 65.54%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
71,811
shares
|
$7.02 Million
0.51% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
71,257
shares
|
$6.97 Million
0.3% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
71,246
shares
|
$6.97 Million
1.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
71,242
shares
|
$6.97 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
71,024
shares
|
$6.95 Million
0.47% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
70,964
shares
|
$6.94 Million
1.33% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
70,826
shares
|
$6.93 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
70,729
shares
|
$6.92 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
70,612
shares
|
$6.91 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
70,598
shares
|
$6.9 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
70,348
shares
|
$6.88 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
70,314
shares
|
$6.88 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.69%
|