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 |
|---|---|---|---|---|---|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
3,320
shares
|
$287,512
0.06% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
3,315
shares
|
$287,079
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,309
shares
|
$286,559
0.04% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
3,306
shares
|
$286,299
0.06% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
3,303
shares
|
$286,039
0.14% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,301
shares
|
$285,866
0.09% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,300
shares
|
$285,780
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
3,300
shares
|
$285,780
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
3,297
shares
|
$285,520
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,296
shares
|
$285,433
0.22% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
3,291
shares
|
$285,000
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
3,282
shares
|
$284,221
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
3,261
shares
|
$282,402
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
3,261
shares
|
$282,402
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,258
shares
|
$282,142
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,232
shares
|
$279,891
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
3,225
shares
|
$279,285
0.01% of portfolio
|
Q3 2024
Reduced 90.44%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,220
shares
|
$278,852
0.2% of portfolio
|
Q2 2022
Reduced 0.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,219
shares
|
$278,765
0.07% of portfolio
|
Q1 2022
Reduced 3.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
3,219
shares
|
$278,765
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
3,200
shares
|
$277,120
0.12% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,195
shares
|
$276,687
0.14% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
3,192
shares
|
$276,427
0.2% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
3,191
shares
|
$276,340
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
3,191
shares
|
$276,340
0.14% of portfolio
|
Q3 2024
New holding
|