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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,776
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 47.55%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
24,764
shares
|
$2.39 Million
0.6% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
24,760
shares
|
$2.39 Million
1.36% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
24,654
shares
|
$2.38 Million
0.44% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
24,647
shares
|
$2.37 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
24,635
shares
|
$2.37 Million
0.18% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
24,624
shares
|
$2.37 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
24,580
shares
|
$2.37 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
24,564
shares
|
$2.37 Million
0.89% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
24,540
shares
|
$2.36 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
24,539
shares
|
$2.36 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
24,516
shares
|
$2.36 Million
0.51% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
24,515
shares
|
$2.36 Million
0.23% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
24,459
shares
|
$2.36 Million
0.55% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
24,434
shares
|
$2.35 Million
1.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
24,429
shares
|
$2.35 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Douglas Lane & Associates, LLC
|
Apr 09, 2025 Q1 2025 |
24,407
shares
|
$2.35 Million
0.03% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
24,406
shares
|
$2.35 Million
2.44% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,395
shares
|
$2.35 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
24,382
shares
|
$2.35 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
24,359
shares
|
$2.35 Million
2.14% of portfolio
|
Q1 2025
Added 48.39%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,342
shares
|
$2.35 Million
0.46% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
24,316
shares
|
$2.34 Million
0.29% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
24,287
shares
|
$2.34 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
24,278
shares
|
$2.34 Million
0.19% of portfolio
|
Q1 2025
Added 4.12%
|