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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,530
shares
|
$305,698
0.07% of portfolio
|
Q3 2022
Added 2.92%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
3,527
shares
|
$305,438
0.23% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
3,526
shares
|
$305,351
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,523
shares
|
$305,091
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,518
shares
|
$304,658
0.2% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
3,510
shares
|
$303,966
0.13% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
3,503
shares
|
$303,359
0.04% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,502
shares
|
$303,273
0.06% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
3,500
shares
|
$303,100
0.19% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
3,498
shares
|
$302,926
0.19% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
3,493
shares
|
$302,493
0.41% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
3,488
shares
|
$302,060
0.1% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,486
shares
|
$301,887
0.13% of portfolio
|
Q2 2023
Reduced 13.46%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
3,477
shares
|
$301,108
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
3,471
shares
|
$300,588
0.15% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,468
shares
|
$300,328
0.04% of portfolio
|
Q3 2022
Reduced 30.33%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
3,467
shares
|
$300,242
0.07% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
3,462
shares
|
$299,809
0.07% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
3,461
shares
|
$299,722
0.11% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
3,460
shares
|
$299,636
0.1% of portfolio
|
Q2 2023
Reduced 78.9%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
3,447
shares
|
$298,510
0.02% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
3,442
shares
|
$298,077
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,441
shares
|
$297,990
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,441
shares
|
$297,990
0.12% of portfolio
|
Q2 2022
Reduced 56.57%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,439
shares
|
$297,817
0.09% of portfolio
|
Q3 2024
New holding
|