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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
3,953
shares
|
$342,329
0.2% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
3,951
shares
|
$342,156
0.26% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,950
shares
|
$342,070
0.08% of portfolio
|
Q1 2023
Added 2.6%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,936
shares
|
$340,857
0.07% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
3,935
shares
|
$340,771
0.05% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,930
shares
|
$340,338
0.13% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
3,928
shares
|
$340,164
0.23% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,924
shares
|
$339,818
0.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
3,923
shares
|
$339,731
0.06% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
3,922
shares
|
$339,645
0.46% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
3,919
shares
|
$339,385
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
3,916
shares
|
$339,125
0.12% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
3,915
shares
|
$339,039
0.08% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
3,900
shares
|
$337,740
0.11% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
3,889
shares
|
$336,787
0.16% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,886
shares
|
$336,527
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,866
shares
|
$334,795
0.07% of portfolio
|
Q4 2023
Reduced 57.23%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
3,860
shares
|
$334,276
0.19% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
3,849
shares
|
$333,323
0.11% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,848
shares
|
$333,236
0.01% of portfolio
|
Q3 2024
Reduced 94.36%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,848
shares
|
$333,236
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
3,847
shares
|
$333,150
0.12% of portfolio
|
Q1 2024
Added 195.47%
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
3,839
shares
|
$332,457
0.15% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,827
shares
|
$331,418
0.25% of portfolio
|
Q3 2024
Reduced 90.23%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,825
shares
|
$331,245
0.2% of portfolio
|
Q3 2024
New holding
|