Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,875 institutions that hold shares in the stock, with a total of 2.62 Billion shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
738,227
shares
|
$70 Million
0.65% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
735,430
shares
|
$69.7 Million
0.89% of portfolio
|
Q3 2024
Added 670.01%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
731,585
shares
|
$69.3 Million
0.22% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
723,216
shares
|
$68.5 Million
0.37% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Covea Finance
|
Jan 14, 2025 Q4 2024 |
721,260
shares
|
$68.3 Million
2.95% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Compass Capital Management, Inc
|
Jan 24, 2025 Q4 2024 |
719,178
shares
|
$68.1 Million
4.47% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
718,361
shares
|
$68.1 Million
0.67% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
718,194
shares
|
$68.1 Million
0.27% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
713,852
shares
|
$67.6 Million
0.19% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
712,542
shares
|
$67.5 Million
0.33% of portfolio
|
Q3 2024
Added 73.29%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
704,447
shares
|
$66.8 Million
1.13% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
691,596
shares
|
$65.5 Million
0.63% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
690,539
shares
|
$65.4 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
680,497
shares
|
$64.5 Million
0.69% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
675,601
shares
|
$64 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
670,640
shares
|
$63.5 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
668,493
shares
|
$63.3 Million
1.04% of portfolio
|
Q2 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
658,753
shares
|
$62.4 Million
0.71% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
656,381
shares
|
$62.2 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
655,064
shares
|
$62.1 Million
0.52% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
654,336
shares
|
$62 Million
3.16% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
652,475
shares
|
$61.8 Million
0.95% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
650,539
shares
|
$61.6 Million
2.58% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
641,111
shares
|
$60.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
639,831
shares
|
$60.6 Million
0.35% of portfolio
|
Q3 2024
Added 4.49%
|