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 |
|---|---|---|---|---|---|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
2,815
shares
|
$243,778
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
2,812
shares
|
$243,519
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,808
shares
|
$243,172
0.0% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
2,806
shares
|
$242,999
0.05% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
2,804
shares
|
$242,826
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,793
shares
|
$241,873
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
2,788
shares
|
$241,440
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
2,777
shares
|
$240,488
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,775
shares
|
$240,314
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,769
shares
|
$239,795
0.12% of portfolio
|
Q1 2024
Added 277.76%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
2,769
shares
|
$239,795
1.13% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,758
shares
|
$238,842
0.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,757
shares
|
$238,756
0.3% of portfolio
|
Q2 2021
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
2,756
shares
|
$238,669
0.14% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
2,754
shares
|
$238,496
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,754
shares
|
$238,496
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
2,751
shares
|
$238,236
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
2,750
shares
|
$238,149
0.04% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
2,749
shares
|
$238,063
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,746
shares
|
$237,803
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2024 Q3 2024 |
2,745
shares
|
$237,716
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,744
shares
|
$237,630
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
2,742
shares
|
$237,457
0.16% of portfolio
|
Q3 2024
Reduced 36.98%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,736
shares
|
$236,937
0.12% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,733
shares
|
$236,677
0.07% of portfolio
|
Q3 2024
New holding
|