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 |
|---|---|---|---|---|---|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
3,057
shares
|
$264,736
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
3,057
shares
|
$264,736
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
3,054
shares
|
$264,476
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
3,053
shares
|
$264,389
0.02% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
3,049
shares
|
$264,043
0.07% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,048
shares
|
$263,956
0.06% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
3,046
shares
|
$263,783
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,034
shares
|
$262,744
0.21% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
3,033
shares
|
$262,657
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,026
shares
|
$262,051
0.09% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,024
shares
|
$261,878
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
3,021
shares
|
$261,618
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,017
shares
|
$261,272
0.33% of portfolio
|
Q1 2023
Reduced 1.92%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,015
shares
|
$261,098
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
3,012
shares
|
$260,839
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,006
shares
|
$260,319
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,001
shares
|
$259,886
0.18% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,000
shares
|
$259,799
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cumberland Advisors Inc
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$259,799
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
3,000
shares
|
$259,799
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$259,799
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$259,799
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
3,000
shares
|
$259,799
0.08% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
3,000
shares
|
$259,799
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,999
shares
|
$259,713
0.22% of portfolio
|
Q3 2024
New holding
|