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 |
|---|---|---|---|---|---|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
35,717
shares
|
$3.44 Million
1.99% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
35,706
shares
|
$3.44 Million
1.28% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
35,683
shares
|
$3.44 Million
2.43% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
35,682
shares
|
$3.44 Million
1.23% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
35,561
shares
|
$3.43 Million
0.5% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
35,545
shares
|
$3.42 Million
1.11% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
35,543
shares
|
$3.42 Million
1.13% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
35,517
shares
|
$3.42 Million
1.34% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
35,500
shares
|
$3.42 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
35,486
shares
|
$3.42 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
35,293
shares
|
$3.4 Million
1.34% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
35,154
shares
|
$3.39 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
35,145
shares
|
$3.39 Million
0.87% of portfolio
|
Q1 2025
Reduced 49.31%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
35,098
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.67%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
35,089
shares
|
$3.38 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
35,060
shares
|
$3.38 Million
0.24% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
34,932
shares
|
$3.37 Million
0.76% of portfolio
|
Q1 2025
Added 411.97%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
34,920
shares
|
$3.36 Million
1.31% of portfolio
|
Q1 2025
Added 46.77%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
34,865
shares
|
$3.36 Million
0.44% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
34,829
shares
|
$3.36 Million
0.23% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
34,748
shares
|
$3.35 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
34,667
shares
|
$3.34 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
34,636
shares
|
$3.34 Million
0.67% of portfolio
|
Q1 2025
Added 232.72%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
34,611
shares
|
$3.33 Million
1.98% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
34,593
shares
|
$3.33 Million
0.94% of portfolio
|
Q1 2025
Reduced 11.43%
|