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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
57,137
shares
|
$5.59 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
56,934
shares
|
$5.57 Million
0.44% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
56,834
shares
|
$5.56 Million
0.62% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Apr 25, 2025 Q1 2025 |
56,789
shares
|
$5.55 Million
3.94% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
56,775
shares
|
$5.55 Million
0.41% of portfolio
|
Q1 2025
Added 348.14%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
56,641
shares
|
$5.54 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
56,595
shares
|
$5.53 Million
1.93% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
56,583
shares
|
$5.53 Million
3.63% of portfolio
|
Q1 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
56,540
shares
|
$5.53 Million
1.13% of portfolio
|
Q1 2025
Added 68.22%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
56,240
shares
|
$5.5 Million
0.14% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
56,148
shares
|
$5.49 Million
0.25% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
56,072
shares
|
$5.48 Million
0.4% of portfolio
|
Q1 2025
Added 35.3%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
55,929
shares
|
$5.47 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
55,905
shares
|
$5.47 Million
0.81% of portfolio
|
Q1 2024
Added 616.73%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
55,869
shares
|
$5.46 Million
1.35% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
55,753
shares
|
$5.45 Million
0.61% of portfolio
|
Q1 2025
Added 30.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
55,731
shares
|
$5.45 Million
0.03% of portfolio
|
Q3 2022
Added 0.27%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
55,455
shares
|
$5.42 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
55,360
shares
|
$5.41 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
55,240
shares
|
$5.4 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
55,186
shares
|
$5.4 Million
0.35% of portfolio
|
Q1 2025
Added 15942.44%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
55,175
shares
|
$5.4 Million
1.72% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
55,087
shares
|
$5.39 Million
0.7% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
55,077
shares
|
$5.39 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
55,004
shares
|
$5.38 Million
1.5% of portfolio
|
Q1 2025
Added 94.23%
|