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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
45,028
shares
|
$4.34 Million
0.19% of portfolio
|
Q1 2025
Added 33.31%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
45,025
shares
|
$4.34 Million
0.74% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
44,873
shares
|
$4.32 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
44,790
shares
|
$4.32 Million
1.61% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
44,751
shares
|
$4.31 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
44,731
shares
|
$4.31 Million
0.75% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
44,600
shares
|
$4.3 Million
2.49% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
44,560
shares
|
$4.29 Million
0.71% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
44,552
shares
|
$4.29 Million
1.95% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
44,513
shares
|
$4.29 Million
0.23% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
44,449
shares
|
$4.28 Million
0.96% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
44,359
shares
|
$4.27 Million
0.67% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
44,166
shares
|
$4.25 Million
0.26% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
44,141
shares
|
$4.25 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
44,130
shares
|
$4.25 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
44,100
shares
|
$4.25 Million
0.15% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
44,100
shares
|
$4.25 Million
0.17% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
44,072
shares
|
$4.25 Million
0.88% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
44,040
shares
|
$4.24 Million
3.11% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
44,037
shares
|
$4.24 Million
3.19% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
43,901
shares
|
$4.23 Million
1.62% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
43,892
shares
|
$4.23 Million
1.37% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
43,850
shares
|
$4.22 Million
0.73% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
43,816
shares
|
$4.22 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
43,769
shares
|
$4.22 Million
0.86% of portfolio
|
Q1 2025
Reduced 7.24%
|