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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
31,168
shares
|
$3 Million
0.13% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
31,076
shares
|
$2.99 Million
0.28% of portfolio
|
Q1 2025
Added 31.03%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
31,046
shares
|
$2.99 Million
1.3% of portfolio
|
Q1 2025
Added 55.62%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
30,994
shares
|
$2.99 Million
0.29% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
30,991
shares
|
$2.99 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
30,963
shares
|
$2.98 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,889
shares
|
$2.98 Million
0.64% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
30,881
shares
|
$2.98 Million
1.55% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
30,848
shares
|
$2.97 Million
0.64% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
30,799
shares
|
$2.97 Million
0.26% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
30,737
shares
|
$2.96 Million
0.95% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
30,626
shares
|
$2.95 Million
0.72% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
30,549
shares
|
$2.94 Million
1.12% of portfolio
|
Q1 2024
Added 207.83%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
30,519
shares
|
$2.94 Million
0.09% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
30,517
shares
|
$2.94 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
30,493
shares
|
$2.94 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
30,347
shares
|
$2.92 Million
0.88% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
30,254
shares
|
$2.91 Million
1.52% of portfolio
|
Q1 2025
Added 539.08%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
30,250
shares
|
$2.91 Million
0.74% of portfolio
|
Q1 2024
Added 202.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
30,201
shares
|
$2.91 Million
0.31% of portfolio
|
Q1 2025
Added 228.49%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
30,119
shares
|
$2.9 Million
0.24% of portfolio
|
Q1 2025
Added 44.17%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
30,081
shares
|
$2.9 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
30,077
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Added 230.26%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
30,057
shares
|
$2.9 Million
1.76% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,000
shares
|
$2.89 Million
0.18% of portfolio
|
Q1 2025
Added 20.0%
|