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 |
|---|---|---|---|---|---|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
17,175
shares
|
$1.65 Million
0.61% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
17,154
shares
|
$1.65 Million
0.8% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
17,149
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
17,147
shares
|
$1.65 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Diamant Asset Management, Inc.
|
May 15, 2025 Q1 2025 |
17,121
shares
|
$1.65 Million
1.15% of portfolio
|
Q1 2025
Reduced 35.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
17,057
shares
|
$1.64 Million
0.16% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
17,051
shares
|
$1.64 Million
2.7% of portfolio
|
Q2 2023
Reduced 34.04%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
17,045
shares
|
$1.64 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
17,044
shares
|
$1.64 Million
0.2% of portfolio
|
Q1 2025
Reduced 56.78%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
17,026
shares
|
$1.64 Million
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
17,010
shares
|
$1.64 Million
0.6% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16,989
shares
|
$1.64 Million
0.21% of portfolio
|
Q4 2022
Reduced 2.42%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
16,988
shares
|
$1.64 Million
0.18% of portfolio
|
Q1 2025
Added 77.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
16,981
shares
|
$1.64 Million
0.22% of portfolio
|
Q1 2025
Reduced 54.5%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
16,938
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
16,932
shares
|
$1.63 Million
0.84% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
16,919
shares
|
$1.63 Million
0.31% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
16,867
shares
|
$1.62 Million
0.53% of portfolio
|
Q3 2023
Added 2.82%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
16,839
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
16,825
shares
|
$1.62 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
16,817
shares
|
$1.62 Million
0.45% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
16,805
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
16,788
shares
|
$1.62 Million
0.24% of portfolio
|
Q1 2025
Reduced 33.35%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
16,775
shares
|
$1.62 Million
1.51% of portfolio
|
Q1 2025
Added 47.91%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
16,737
shares
|
$1.61 Million
0.67% of portfolio
|
Q1 2025
Added 7.67%
|