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 |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
14,686
shares
|
$1.41 Million
0.7% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
14,678
shares
|
$1.41 Million
0.27% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
14,643
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
14,635
shares
|
$1.41 Million
0.44% of portfolio
|
Q1 2024
Added 225.01%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
14,631
shares
|
$1.41 Million
0.43% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
14,607
shares
|
$1.41 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
14,602
shares
|
$1.41 Million
0.44% of portfolio
|
Q1 2025
Added 474.43%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
14,591
shares
|
$1.41 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
14,591
shares
|
$1.41 Million
0.32% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
14,551
shares
|
$1.4 Million
0.66% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
14,511
shares
|
$1.4 Million
0.29% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
14,486
shares
|
$1.4 Million
0.16% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
14,471
shares
|
$1.39 Million
0.59% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
14,445
shares
|
$1.39 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
14,432
shares
|
$1.39 Million
0.43% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
14,411
shares
|
$1.39 Million
0.4% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
14,407
shares
|
$1.39 Million
0.49% of portfolio
|
Q1 2025
Added 5549.8%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
14,399
shares
|
$1.39 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
14,382
shares
|
$1.39 Million
0.76% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
14,366
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
14,347
shares
|
$1.38 Million
0.21% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Jarislowsky, Fraser LTD
|
May 12, 2025 Q1 2025 |
14,343
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
14,329
shares
|
$1.38 Million
1.44% of portfolio
|
Q1 2025
Added 55.63%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,328
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
14,271
shares
|
$1.37 Million
0.71% of portfolio
|
Q1 2024
Added 136.04%
|