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 |
|---|---|---|---|---|---|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
40,858
shares
|
$3.94 Million
1.58% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
40,802
shares
|
$3.93 Million
0.16% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
40,686
shares
|
$3.92 Million
2.52% of portfolio
|
Q1 2024
Added 131.76%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
40,618
shares
|
$3.91 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
40,556
shares
|
$3.91 Million
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
40,458
shares
|
$3.9 Million
3.01% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
40,384
shares
|
$3.89 Million
4.52% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
40,287
shares
|
$3.88 Million
0.4% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
40,252
shares
|
$3.88 Million
3.25% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
40,095
shares
|
$3.86 Million
1.99% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
40,089
shares
|
$3.86 Million
0.87% of portfolio
|
Q3 2023
Reduced 38.49%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
40,000
shares
|
$3.85 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Comgest Global Investors S.A.S.
|
May 15, 2025 Q1 2025 |
39,969
shares
|
$3.85 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,964
shares
|
$3.85 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
39,922
shares
|
$3.85 Million
0.26% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
39,888
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
39,859
shares
|
$3.84 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
39,826
shares
|
$3.84 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
39,798
shares
|
$3.83 Million
0.36% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
39,750
shares
|
$3.83 Million
1.77% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
39,740
shares
|
$3.83 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
39,731
shares
|
$3.83 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
39,712
shares
|
$3.83 Million
1.7% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
39,562
shares
|
$3.81 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
39,552
shares
|
$3.81 Million
0.72% of portfolio
|
Q1 2025
Added 24.81%
|