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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
16,084
shares
|
$1.55 Million
0.16% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
16,062
shares
|
$1.55 Million
0.82% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
16,010
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
16,006
shares
|
$1.54 Million
0.86% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
16,004
shares
|
$1.54 Million
0.92% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
15,997
shares
|
$1.54 Million
0.6% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
15,979
shares
|
$1.54 Million
0.76% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
15,960
shares
|
$1.54 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,956
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2022
Reduced 2.12%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
15,935
shares
|
$1.54 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,891
shares
|
$1.53 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
15,870
shares
|
$1.53 Million
0.66% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
15,848
shares
|
$1.53 Million
0.11% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
15,848
shares
|
$1.53 Million
1.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
15,844
shares
|
$1.53 Million
0.22% of portfolio
|
Q1 2023
Added 36.57%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
15,843
shares
|
$1.53 Million
0.19% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
15,780
shares
|
$1.52 Million
0.24% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
15,766
shares
|
$1.52 Million
0.73% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
15,763
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2024
Added 200.02%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
15,748
shares
|
$1.52 Million
0.61% of portfolio
|
Q1 2025
Added 515.16%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
15,748
shares
|
$1.52 Million
0.16% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
15,700
shares
|
$1.51 Million
0.77% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
15,691
shares
|
$1.51 Million
0.41% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,670
shares
|
$1.51 Million
0.37% of portfolio
|
Q4 2024
Reduced 71.2%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,648
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Added 1.09%
|