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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
15,622
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
15,534
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
15,531
shares
|
$1.5 Million
0.43% of portfolio
|
Q1 2025
Added 218.78%
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
15,480
shares
|
$1.49 Million
1.34% of portfolio
|
Q1 2025
Reduced 50.15%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
15,450
shares
|
$1.49 Million
1.53% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
15,446
shares
|
$1.49 Million
1.21% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
15,418
shares
|
$1.49 Million
0.75% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
15,400
shares
|
$1.48 Million
0.5% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
15,395
shares
|
$1.48 Million
1.02% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
15,380
shares
|
$1.48 Million
0.24% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
15,378
shares
|
$1.48 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
15,365
shares
|
$1.48 Million
0.37% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
15,340
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
15,335
shares
|
$1.48 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
15,332
shares
|
$1.48 Million
1.21% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
15,326
shares
|
$1.48 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
15,303
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
15,300
shares
|
$1.47 Million
0.23% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
15,265
shares
|
$1.47 Million
0.18% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
15,194
shares
|
$1.46 Million
0.19% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,121
shares
|
$1.46 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
15,116
shares
|
$1.46 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
15,100
shares
|
$1.45 Million
0.65% of portfolio
|
Q2 2022
Reduced 4.06%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
May 12, 2025 Q1 2025 |
15,082
shares
|
$1.45 Million
0.78% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
15,078
shares
|
$1.45 Million
1.26% of portfolio
|
Q1 2025
Reduced 8.76%
|