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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
17,875
shares
|
$1.71 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
17,856
shares
|
$1.71 Million
0.23% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
17,853
shares
|
$1.71 Million
0.21% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
17,836
shares
|
$1.71 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,833
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
17,826
shares
|
$1.71 Million
0.88% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Freemont Management S.A.
|
May 06, 2025 Q1 2025 |
17,800
shares
|
$1.71 Million
0.68% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
17,789
shares
|
$1.71 Million
0.46% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
17,767
shares
|
$1.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 85.19%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
17,756
shares
|
$1.7 Million
0.61% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
17,740
shares
|
$1.7 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
17,709
shares
|
$1.7 Million
0.39% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
17,673
shares
|
$1.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
17,580
shares
|
$1.69 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
17,500
shares
|
$1.68 Million
0.31% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
17,480
shares
|
$1.68 Million
0.99% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
17,450
shares
|
$1.67 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
17,440
shares
|
$1.67 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
17,373
shares
|
$1.67 Million
0.6% of portfolio
|
Q1 2025
Reduced 65.16%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,334
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
17,284
shares
|
$1.66 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
17,270
shares
|
$1.66 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
17,270
shares
|
$1.66 Million
0.28% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
17,266
shares
|
$1.65 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
17,261
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 96.47%
|