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 |
|---|---|---|---|---|---|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,922
shares
|
$4.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
46,866
shares
|
$4.52 Million
0.68% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
46,667
shares
|
$4.5 Million
1.42% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
46,289
shares
|
$4.46 Million
0.62% of portfolio
|
Q1 2025
Reduced 60.78%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
46,272
shares
|
$4.46 Million
3.46% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,257
shares
|
$4.46 Million
0.47% of portfolio
|
Q1 2024
Added 212.89%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
46,207
shares
|
$4.45 Million
0.66% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,098
shares
|
$4.44 Million
0.37% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Guardian Investment Management
|
Apr 25, 2025 Q1 2025 |
46,000
shares
|
$4.43 Million
3.27% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
45,809
shares
|
$4.41 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
45,796
shares
|
$4.41 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
45,792
shares
|
$4.41 Million
1.16% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
45,774
shares
|
$4.41 Million
0.97% of portfolio
|
Q1 2025
Added 94.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
45,691
shares
|
$4.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
45,673
shares
|
$4.4 Million
3.14% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
45,652
shares
|
$4.4 Million
0.4% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
45,556
shares
|
$4.39 Million
0.47% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
45,553
shares
|
$4.39 Million
1.05% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
45,456
shares
|
$4.38 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
45,456
shares
|
$4.38 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
45,443
shares
|
$4.38 Million
1.34% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
45,412
shares
|
$4.37 Million
0.29% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
45,370
shares
|
$4.37 Million
0.14% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
45,230
shares
|
$4.36 Million
0.74% of portfolio
|
Q1 2025
Reduced 32.7%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
45,177
shares
|
$4.35 Million
0.68% of portfolio
|
Q1 2025
Added 1.83%
|