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 |
|---|---|---|---|---|---|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
30,000
shares
|
$2.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 75.47%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
29,994
shares
|
$2.89 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
29,900
shares
|
$2.88 Million
0.85% of portfolio
|
Q1 2025
Reduced 64.91%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
29,746
shares
|
$2.87 Million
0.7% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
29,613
shares
|
$2.85 Million
0.64% of portfolio
|
Q1 2024
Added 213.5%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
29,597
shares
|
$2.85 Million
1.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
29,576
shares
|
$2.85 Million
0.95% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
29,538
shares
|
$2.85 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
29,537
shares
|
$2.85 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
29,482
shares
|
$2.84 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
29,406
shares
|
$2.83 Million
0.26% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
29,401
shares
|
$2.83 Million
0.48% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
29,400
shares
|
$2.83 Million
1.85% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
29,347
shares
|
$2.83 Million
0.69% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
29,339
shares
|
$2.83 Million
1.75% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29,315
shares
|
$2.82 Million
1.46% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
29,311
shares
|
$2.82 Million
0.97% of portfolio
|
Q1 2025
Added 81.76%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
29,288
shares
|
$2.82 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
29,250
shares
|
$2.82 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
29,227
shares
|
$2.82 Million
1.94% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
29,193
shares
|
$2.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.01%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
29,181
shares
|
$2.81 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
29,114
shares
|
$2.8 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
29,112
shares
|
$2.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,041
shares
|
$2.8 Million
0.15% of portfolio
|
Q4 2023
Added 3.92%
|