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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
63,161
shares
|
$6.18 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
63,020
shares
|
$6.16 Million
0.08% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
63,019
shares
|
$6.16 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
62,964
shares
|
$6.16 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
62,844
shares
|
$6.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
62,842
shares
|
$6.15 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
62,774
shares
|
$6.14 Million
0.38% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
62,733
shares
|
$6.14 Million
2.51% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
62,692
shares
|
$6.13 Million
0.36% of portfolio
|
Q1 2025
Added 117.69%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
62,471
shares
|
$6.11 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Bridge Creek Capital Management LLC
|
Apr 10, 2025 Q1 2025 |
62,241
shares
|
$6.09 Million
1.74% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
62,200
shares
|
$6.08 Million
0.18% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
62,120
shares
|
$6.08 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
62,093
shares
|
$6.07 Million
0.15% of portfolio
|
Q1 2025
Reduced 57.41%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
62,083
shares
|
$6.07 Million
3.01% of portfolio
|
Q1 2025
Added 34.38%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
62,037
shares
|
$6.07 Million
0.45% of portfolio
|
Q1 2025
Reduced 23.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
61,894
shares
|
$6.05 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
61,491
shares
|
$6.01 Million
2.51% of portfolio
|
Q2 2022
Added 3.17%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
61,420
shares
|
$6.01 Million
1.37% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
61,412
shares
|
$6.01 Million
2.99% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
61,389
shares
|
$6 Million
0.88% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
61,372
shares
|
$6 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
61,361
shares
|
$6 Million
2.51% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
61,224
shares
|
$5.99 Million
1.07% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
61,070
shares
|
$5.97 Million
0.52% of portfolio
|
Q2 2022
Reduced 8.0%
|