Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,316 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 $262 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
52,939
shares
|
$5.1 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
52,813
shares
|
$5.09 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
52,738
shares
|
$5.09 Million
1.48% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
52,689
shares
|
$5.08 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
52,542
shares
|
$5.07 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
52,444
shares
|
$5.06 Million
0.42% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
52,252
shares
|
$5.04 Million
0.44% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
52,141
shares
|
$5.03 Million
3.12% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
52,081
shares
|
$5.02 Million
2.63% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
52,068
shares
|
$5.02 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
52,056
shares
|
$5.02 Million
0.72% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
52,013
shares
|
$5.02 Million
2.13% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
52,000
shares
|
$5.01 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
51,990
shares
|
$5.01 Million
0.38% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
51,866
shares
|
$5 Million
0.5% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
51,755
shares
|
$4.99 Million
3.93% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
51,750
shares
|
$4.99 Million
0.35% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
51,608
shares
|
$4.98 Million
0.21% of portfolio
|
Q1 2025
Reduced 35.23%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
51,475
shares
|
$4.96 Million
2.05% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
51,456
shares
|
$4.96 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
51,436
shares
|
$4.96 Million
0.16% of portfolio
|
Q1 2025
Added 27.96%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
51,393
shares
|
$4.96 Million
1.22% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
51,392
shares
|
$4.96 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
51,361
shares
|
$4.95 Million
0.31% of portfolio
|
Q1 2025
Added 152.89%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
51,326
shares
|
$4.95 Million
1.08% of portfolio
|
Q1 2025
Added 5.36%
|