Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,380 institutions that hold shares in the stock, with a total of 2.82 Billion shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
22,995
shares
|
$2.2 Million
0.57% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
22,981
shares
|
$2.2 Million
0.84% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
22,912
shares
|
$2.2 Million
2.47% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
22,883
shares
|
$2.19 Million
1.07% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
22,799
shares
|
$2.19 Million
0.33% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
22,755
shares
|
$2.18 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,721
shares
|
$2.18 Million
0.26% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
22,702
shares
|
$2.18 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
22,647
shares
|
$2.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
22,633
shares
|
$2.17 Million
0.83% of portfolio
|
Q2 2025
Reduced 50.55%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
22,632
shares
|
$2.17 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
22,629
shares
|
$2.17 Million
0.83% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
22,620
shares
|
$2.17 Million
2.42% of portfolio
|
Q4 2022
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
22,616
shares
|
$2.17 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
22,612
shares
|
$2.17 Million
0.4% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
22,573
shares
|
$2.16 Million
0.9% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
22,566
shares
|
$2.16 Million
0.09% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
22,566
shares
|
$2.16 Million
1.42% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
22,564
shares
|
$2.16 Million
0.48% of portfolio
|
Q1 2025
Added 715.76%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
22,550
shares
|
$2.16 Million
1.19% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
22,534
shares
|
$2.16 Million
0.61% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
22,526
shares
|
$2.16 Million
0.67% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
22,482
shares
|
$2.15 Million
0.18% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
22,422
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
22,415
shares
|
$2.15 Million
0.3% of portfolio
|
Q1 2025
Added 1.53%
|