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 |
|---|---|---|---|---|---|
|
Price Capital Management, Inc.
Lafayette, LA |
May 06, 2025 Q1 2025 |
16,730
shares
|
$1.61 Million
3.71% of portfolio
|
Q1 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
16,717
shares
|
$1.61 Million
1.09% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
16,681
shares
|
$1.61 Million
0.57% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
16,672
shares
|
$1.61 Million
0.19% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
16,668
shares
|
$1.61 Million
0.83% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
16,666
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 64.08%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
16,651
shares
|
$1.6 Million
0.58% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
16,637
shares
|
$1.6 Million
1.13% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
16,603
shares
|
$1.6 Million
0.22% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Foundation Resource Management Inc
|
Apr 14, 2025 Q1 2025 |
16,567
shares
|
$1.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Enhancing Capital LLC
|
May 12, 2025 Q1 2025 |
16,500
shares
|
$1.59 Million
1.16% of portfolio
|
Q4 2024
Added 182.24%
|
|
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
May 05, 2025 Q1 2025 |
16,469
shares
|
$1.59 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
16,461
shares
|
$1.59 Million
1.45% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
16,454
shares
|
$1.59 Million
0.24% of portfolio
|
Q1 2025
Reduced 34.29%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
16,449
shares
|
$1.58 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
16,377
shares
|
$1.58 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
16,350
shares
|
$1.58 Million
0.59% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
16,344
shares
|
$1.57 Million
0.19% of portfolio
|
Q1 2025
Added 37.99%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
16,332
shares
|
$1.57 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
16,328
shares
|
$1.57 Million
1.65% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
16,252
shares
|
$1.57 Million
0.21% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
16,242
shares
|
$1.56 Million
1.35% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
16,238
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Added 99.68%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
16,160
shares
|
$1.56 Million
0.25% of portfolio
|
Q1 2025
Added 74.38%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
16,110
shares
|
$1.55 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.07%
|