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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
49,658
shares
|
$4.79 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
49,648
shares
|
$4.79 Million
1.54% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
49,580
shares
|
$4.78 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
49,499
shares
|
$4.77 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
49,298
shares
|
$4.75 Million
2.31% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
49,235
shares
|
$4.75 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
49,128
shares
|
$4.74 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
48,997
shares
|
$4.72 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
48,947
shares
|
$4.72 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
48,861
shares
|
$4.71 Million
1.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
48,680
shares
|
$4.69 Million
1.19% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
48,665
shares
|
$4.69 Million
1.03% of portfolio
|
Q1 2025
Added 28.32%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
48,649
shares
|
$4.69 Million
1.07% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
48,626
shares
|
$4.69 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
48,623
shares
|
$4.69 Million
0.26% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
48,606
shares
|
$4.69 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
48,600
shares
|
$4.69 Million
0.56% of portfolio
|
Q1 2025
Added 60.08%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
48,592
shares
|
$4.69 Million
2.64% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
48,557
shares
|
$4.68 Million
1.74% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
48,510
shares
|
$4.68 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
48,450
shares
|
$4.67 Million
0.47% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
48,407
shares
|
$4.67 Million
1.46% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
48,308
shares
|
$4.66 Million
0.19% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
48,279
shares
|
$4.66 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
48,229
shares
|
$4.65 Million
2.57% of portfolio
|
Q1 2025
Added 0.2%
|