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 |
|---|---|---|---|---|---|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
15,042
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
15,033
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
15,031
shares
|
$1.45 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
15,021
shares
|
$1.45 Million
0.11% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
May 09, 2025 Q1 2025 |
15,000
shares
|
$1.45 Million
1.18% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
15,000
shares
|
$1.45 Million
0.3% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
14,982
shares
|
$1.44 Million
0.76% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
14,965
shares
|
$1.44 Million
0.71% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
14,946
shares
|
$1.44 Million
0.51% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
14,944
shares
|
$1.44 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
14,940
shares
|
$1.44 Million
1.27% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,899
shares
|
$1.44 Million
0.2% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
14,891
shares
|
$1.43 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
14,877
shares
|
$1.43 Million
0.49% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
14,860
shares
|
$1.43 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
14,850
shares
|
$1.43 Million
0.6% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
14,847
shares
|
$1.43 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
14,838
shares
|
$1.43 Million
0.35% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
14,833
shares
|
$1.43 Million
0.18% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
14,800
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
14,776
shares
|
$1.42 Million
0.91% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
14,736
shares
|
$1.42 Million
0.63% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
14,717
shares
|
$1.42 Million
0.55% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
14,707
shares
|
$1.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
14,691
shares
|
$1.42 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.19%
|