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 |
|---|---|---|---|---|---|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
37,927
shares
|
$3.65 Million
1.43% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
37,908
shares
|
$3.65 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
37,780
shares
|
$3.64 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
37,428
shares
|
$3.61 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
37,179
shares
|
$3.58 Million
0.88% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
36,937
shares
|
$3.56 Million
2.06% of portfolio
|
Q2 2024
Added 6.95%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
36,818
shares
|
$3.55 Million
0.3% of portfolio
|
Q3 2022
Added 13.48%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
36,810
shares
|
$3.55 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
36,796
shares
|
$3.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 88.8%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36,793
shares
|
$3.54 Million
2.51% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
36,782
shares
|
$3.54 Million
0.2% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
36,690
shares
|
$3.53 Million
1.52% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
36,572
shares
|
$3.52 Million
1.0% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
36,510
shares
|
$3.52 Million
0.35% of portfolio
|
Q1 2025
Added 149.73%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
36,500
shares
|
$3.52 Million
1.0% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
36,405
shares
|
$3.51 Million
0.99% of portfolio
|
Q1 2025
Added 170.41%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
36,342
shares
|
$3.5 Million
1.19% of portfolio
|
Q1 2024
Added 247.77%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
36,282
shares
|
$3.5 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
36,278
shares
|
$3.5 Million
0.3% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
36,222
shares
|
$3.49 Million
1.93% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
36,050
shares
|
$3.47 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
36,011
shares
|
$3.47 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
35,983
shares
|
$3.47 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
35,897
shares
|
$3.46 Million
0.65% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,832
shares
|
$3.45 Million
0.52% of portfolio
|
Q1 2024
Added 200.7%
|