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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
11,617
shares
|
$1.12 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
11,616
shares
|
$1.12 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
11,607
shares
|
$1.12 Million
0.85% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
11,607
shares
|
$1.12 Million
0.79% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
11,600
shares
|
$1.12 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
11,596
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2021
Added 4.06%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,566
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
11,549
shares
|
$1.11 Million
0.6% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
11,541
shares
|
$1.11 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
11,528
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
11,501
shares
|
$1.11 Million
0.56% of portfolio
|
Q2 2024
Added 15.23%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
11,474
shares
|
$1.11 Million
0.22% of portfolio
|
Q1 2025
Added 67.63%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
11,471
shares
|
$1.11 Million
0.33% of portfolio
|
Q1 2025
Added 137.94%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
11,456
shares
|
$1.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 60.96%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
11,453
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 69.95%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
11,450
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
11,438
shares
|
$1.1 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
11,432
shares
|
$1.1 Million
0.23% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,422
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Montgomery Investment Management Inc
|
May 06, 2025 Q1 2025 |
11,413
shares
|
$1.1 Million
0.42% of portfolio
|
Q1 2024
Added 279.93%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
11,394
shares
|
$1.1 Million
0.43% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
11,394
shares
|
$1.1 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
11,383
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
11,380
shares
|
$1.1 Million
0.24% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,377
shares
|
$1.1 Million
0.58% of portfolio
|
Q1 2025
Added 10.45%
|