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 |
|---|---|---|---|---|---|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
39,522
shares
|
$3.81 Million
2.06% of portfolio
|
Q1 2025
Added 43.06%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
39,498
shares
|
$3.81 Million
0.95% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
39,419
shares
|
$3.8 Million
0.05% of portfolio
|
Q2 2024
Added 25.31%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
39,273
shares
|
$3.78 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
39,220
shares
|
$3.78 Million
0.81% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
39,184
shares
|
$3.77 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
38,969
shares
|
$3.75 Million
0.14% of portfolio
|
Q4 2022
Reduced 15.83%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
38,962
shares
|
$3.75 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
38,852
shares
|
$3.74 Million
0.11% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
38,722
shares
|
$3.73 Million
1.79% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
38,619
shares
|
$3.72 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
38,611
shares
|
$3.72 Million
1.18% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
38,609
shares
|
$3.72 Million
1.71% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
38,581
shares
|
$3.72 Million
0.61% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
38,306
shares
|
$3.69 Million
0.13% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
38,220
shares
|
$3.68 Million
2.37% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
38,213
shares
|
$3.68 Million
0.15% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
38,184
shares
|
$3.68 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Fcg Investment CO
Germantown, TN |
May 13, 2025 Q1 2025 |
38,166
shares
|
$3.68 Million
2.11% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
38,088
shares
|
$3.67 Million
1.26% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
38,068
shares
|
$3.67 Million
0.97% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
38,021
shares
|
$3.66 Million
2.71% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
38,001
shares
|
$3.66 Million
1.38% of portfolio
|
Q2 2023
New holding
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
37,995
shares
|
$3.66 Million
1.58% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
37,968
shares
|
$3.66 Million
0.07% of portfolio
|
Q1 2025
Added 19.61%
|