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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
51,051
shares
|
$4.92 Million
1.15% of portfolio
|
Q1 2025
Added 26.89%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
51,000
shares
|
$4.92 Million
0.17% of portfolio
|
Q4 2024
Reduced 57.82%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
50,898
shares
|
$4.91 Million
0.65% of portfolio
|
Q1 2025
Reduced 56.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50,865
shares
|
$4.9 Million
0.28% of portfolio
|
Q2 2020
Added 23.49%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
50,790
shares
|
$4.9 Million
0.65% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
50,762
shares
|
$4.89 Million
0.52% of portfolio
|
Q1 2025
Reduced 23.17%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
50,727
shares
|
$4.89 Million
2.5% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
50,523
shares
|
$4.87 Million
0.19% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
50,393
shares
|
$4.86 Million
0.05% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
50,382
shares
|
$4.86 Million
0.78% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
50,379
shares
|
$4.86 Million
0.04% of portfolio
|
Q1 2025
Reduced 81.15%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
50,363
shares
|
$4.86 Million
1.17% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
50,361
shares
|
$4.86 Million
0.41% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
50,349
shares
|
$4.86 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
50,307
shares
|
$4.85 Million
2.52% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
50,301
shares
|
$4.85 Million
1.13% of portfolio
|
Q1 2025
Added 50.94%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
50,257
shares
|
$4.85 Million
1.6% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
50,173
shares
|
$4.84 Million
0.66% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
50,122
shares
|
$4.83 Million
1.03% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
50,106
shares
|
$4.83 Million
0.53% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
50,014
shares
|
$4.82 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
50,000
shares
|
$4.82 Million
1.19% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
49,810
shares
|
$4.8 Million
0.99% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
49,692
shares
|
$4.79 Million
1.11% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
49,678
shares
|
$4.79 Million
0.89% of portfolio
|
Q1 2025
Reduced 19.6%
|