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 |
|---|---|---|---|---|---|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
22,414
shares
|
$2.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
22,381
shares
|
$2.15 Million
0.53% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
22,347
shares
|
$2.14 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
22,311
shares
|
$2.14 Million
0.62% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,297
shares
|
$2.14 Million
0.08% of portfolio
|
Q3 2022
Added 128.78%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
22,287
shares
|
$2.14 Million
2.18% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
22,275
shares
|
$2.14 Million
0.23% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,267
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2023
Added 2.75%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
22,260
shares
|
$2.13 Million
0.55% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
22,260
shares
|
$2.13 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
22,242
shares
|
$2.13 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
22,240
shares
|
$2.13 Million
0.77% of portfolio
|
Q2 2025
Added 99.09%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
22,239
shares
|
$2.13 Million
0.09% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
22,224
shares
|
$2.13 Million
0.32% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
22,220
shares
|
$2.13 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
22,217
shares
|
$2.13 Million
0.93% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
22,208
shares
|
$2.13 Million
1.55% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
22,200
shares
|
$2.13 Million
4.4% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
22,198
shares
|
$2.13 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
22,180
shares
|
$2.13 Million
0.99% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
22,127
shares
|
$2.12 Million
0.38% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,069
shares
|
$2.12 Million
0.82% of portfolio
|
Q4 2022
Added 13.6%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
22,063
shares
|
$2.11 Million
0.33% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
22,037
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
22,030
shares
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Added 7.0%
|