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 |
|---|---|---|---|---|---|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
12,207
shares
|
$1.18 Million
0.61% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
12,202
shares
|
$1.18 Million
0.37% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
12,177
shares
|
$1.17 Million
0.23% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,170
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
12,160
shares
|
$1.17 Million
1.07% of portfolio
|
Q1 2024
Added 184.78%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
12,138
shares
|
$1.17 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
12,118
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
12,114
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2024
Added 142.67%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
12,094
shares
|
$1.17 Million
0.83% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
12,093
shares
|
$1.17 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
12,057
shares
|
$1.16 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
12,044
shares
|
$1.16 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,036
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
12,027
shares
|
$1.16 Million
0.19% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
12,008
shares
|
$1.16 Million
0.52% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
12,000
shares
|
$1.16 Million
0.31% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
12,000
shares
|
$1.16 Million
0.58% of portfolio
|
Q1 2025
Reduced 52.0%
|
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
11,988
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Night Squared LP
New York, NY |
May 15, 2025 Q1 2025 |
11,988
shares
|
$1.15 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
11,980
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
11,975
shares
|
$1.15 Million
0.3% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
11,971
shares
|
$1.15 Million
0.19% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
11,947
shares
|
$1.15 Million
0.69% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
11,906
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,900
shares
|
$1.15 Million
0.49% of portfolio
|
Q2 2024
Reduced 36.49%
|