Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,788 institutions that hold shares in the stock, with a total of 2.63 Billion shares, which have been reported (via 13F filing form) to have a value of $227 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,091
shares
|
$354,280
0.3% of portfolio
|
Q1 2023
Reduced 15.07%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,078
shares
|
$353,154
0.17% of portfolio
|
Q3 2022
Added 7.94%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,067
shares
|
$352,202
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
4,050
shares
|
$350,730
0.07% of portfolio
|
Q1 2024
Added 200.22%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,047
shares
|
$350,470
0.27% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,046
shares
|
$350,383
0.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
4,040
shares
|
$349,864
0.05% of portfolio
|
Q1 2024
Added 189.61%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
4,040
shares
|
$349,864
0.15% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
4,033
shares
|
$349,257
0.2% of portfolio
|
Q3 2024
Reduced 81.8%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
4,027
shares
|
$348,738
0.05% of portfolio
|
Q3 2024
Reduced 41.76%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
4,023
shares
|
$348,391
0.11% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
4,016
shares
|
$347,785
0.2% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,013
shares
|
$347,525
0.13% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
4,011
shares
|
$347,352
0.09% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
4,010
shares
|
$347,266
0.05% of portfolio
|
Q1 2024
Added 198.14%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$346,400
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,997
shares
|
$346,140
0.16% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,987
shares
|
$345,274
0.02% of portfolio
|
Q3 2024
Added 95.63%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
3,984
shares
|
$345,014
0.15% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
3,980
shares
|
$344,668
0.2% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
3,977
shares
|
$344,408
0.1% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
3,976
shares
|
$344,321
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
3,970
shares
|
$343,802
0.03% of portfolio
|
Q3 2024
Reduced 72.92%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,965
shares
|
$343,369
0.07% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
3,954
shares
|
$342,416
0.03% of portfolio
|
Q3 2024
Reduced 11.64%
|