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 |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
3,189
shares
|
$276,167
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
3,187
shares
|
$275,994
0.1% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 14, 2024 Q2 2024 |
3,185
shares
|
$275,821
0.06% of portfolio
|
Q2 2024
Added 124.61%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
3,184
shares
|
$275,734
0.16% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3,182
shares
|
$275,561
0.1% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,176
shares
|
$275,041
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,165
shares
|
$274,089
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,164
shares
|
$274,002
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
3,159
shares
|
$273,569
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
3,157
shares
|
$273,396
0.12% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,142
shares
|
$272,097
0.09% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
3,129
shares
|
$270,971
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
3,124
shares
|
$270,538
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
3,120
shares
|
$270,192
0.13% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,115
shares
|
$269,759
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,105
shares
|
$268,893
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,091
shares
|
$267,680
0.16% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
3,089
shares
|
$267,507
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
3,088
shares
|
$267,420
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
3,084
shares
|
$267,074
0.14% of portfolio
|
Q3 2024
Added 37.07%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,079
shares
|
$266,641
0.08% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
3,074
shares
|
$266,208
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
3,063
shares
|
$265,255
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
3,061
shares
|
$265,082
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
3,061
shares
|
$265,082
0.05% of portfolio
|
Q2 2024
New holding
|