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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
3,816
shares
|
$330,465
0.15% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
3,811
shares
|
$330,032
0.18% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,788
shares
|
$328,040
0.15% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,779
shares
|
$327,261
0.09% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
3,777
shares
|
$327,088
0.04% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
3,774
shares
|
$326,828
0.02% of portfolio
|
Q2 2024
Added 16.16%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
3,765
shares
|
$326,049
0.2% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
3,763
shares
|
$325,875
0.14% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,759
shares
|
$325,529
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
3,758
shares
|
$325,442
0.13% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
3,750
shares
|
$324,750
0.24% of portfolio
|
Q3 2024
Reduced 27.33%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,742
shares
|
$324,057
0.06% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
3,741
shares
|
$323,970
0.08% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
3,726
shares
|
$322,671
0.14% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
3,724
shares
|
$322,498
0.07% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
3,720
shares
|
$322,152
0.05% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
3,718
shares
|
$321,978
0.03% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,713
shares
|
$321,545
0.07% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
3,708
shares
|
$321,112
0.08% of portfolio
|
Q1 2024
Added 191.51%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,699
shares
|
$320,333
0.1% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
3,696
shares
|
$320,073
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,686
shares
|
$319,207
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
3,685
shares
|
$319,121
0.09% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,681
shares
|
$318,774
0.04% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,680
shares
|
$318,688
0.05% of portfolio
|
Q3 2024
New holding
|