Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,804 institutions that hold shares in the stock, with a total of 2.61 Billion shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
560,119
shares
|
$52.1 Million
1.13% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
558,174
shares
|
$51.9 Million
0.66% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
551,421
shares
|
$51.3 Million
2.16% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
548,425
shares
|
$51 Million
0.47% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
547,720
shares
|
$50.9 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
546,896
shares
|
$50.9 Million
1.06% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
540,522
shares
|
$50.3 Million
3.77% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
538,305
shares
|
$50.1 Million
1.45% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
529,813
shares
|
$49.3 Million
0.7% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
527,131
shares
|
$49 Million
0.19% of portfolio
|
Q3 2024
Added 126.14%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
518,984
shares
|
$48.3 Million
7.81% of portfolio
|
Q3 2024
Added 845.91%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
509,473
shares
|
$47.4 Million
0.53% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
509,089
shares
|
$47.3 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
503,665
shares
|
$46.8 Million
0.18% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
497,283
shares
|
$46.2 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
497,000
shares
|
$46.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
495,000
shares
|
$46 Million
1.76% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
494,698
shares
|
$46 Million
6.96% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Saratoga Research & Investment Management
|
Nov 21, 2024 Q3 2024 |
489,343
shares
|
$45.5 Million
1.73% of portfolio
|
Q3 2024
Reduced 34.83%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
487,883
shares
|
$45.4 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
487,117
shares
|
$45.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
481,818
shares
|
$44.8 Million
0.79% of portfolio
|
Q3 2024
Added 100.84%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
480,266
shares
|
$44.7 Million
1.22% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
478,826
shares
|
$44.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
474,677
shares
|
$44.1 Million
0.6% of portfolio
|
Q3 2024
Reduced 5.4%
|