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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
65,451
shares
|
$6.4 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
65,127
shares
|
$6.37 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
65,000
shares
|
$6.36 Million
7.44% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
64,839
shares
|
$6.34 Million
1.17% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
64,834
shares
|
$6.34 Million
0.47% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
64,806
shares
|
$6.34 Million
0.12% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
64,787
shares
|
$6.34 Million
0.32% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
64,575
shares
|
$6.32 Million
0.78% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
64,534
shares
|
$6.31 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
64,523
shares
|
$6.31 Million
0.82% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
64,345
shares
|
$6.29 Million
1.2% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
64,296
shares
|
$6.29 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
64,245
shares
|
$6.28 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
64,213
shares
|
$6.28 Million
1.15% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
64,166
shares
|
$6.28 Million
1.96% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
64,076
shares
|
$6.27 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
63,957
shares
|
$6.25 Million
3.42% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
63,946
shares
|
$6.25 Million
0.63% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,936
shares
|
$6.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 83.95%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
63,657
shares
|
$6.23 Million
0.27% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
63,613
shares
|
$6.22 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
63,541
shares
|
$6.21 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
63,385
shares
|
$6.2 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
63,329
shares
|
$6.19 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
63,318
shares
|
$6.19 Million
0.45% of portfolio
|
Q1 2025
Reduced 10.59%
|