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 |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,730
shares
|
$236,417
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
2,727
shares
|
$236,158
0.02% of portfolio
|
Q3 2024
Reduced 43.96%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,727
shares
|
$236,158
0.14% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
2,726
shares
|
$236,071
0.02% of portfolio
|
Q2 2024
Added 44.77%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
2,721
shares
|
$235,638
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
2,716
shares
|
$235,205
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
2,714
shares
|
$235,032
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,711
shares
|
$234,772
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,708
shares
|
$234,512
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
2,702
shares
|
$233,993
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Reik & Co., LLC
|
Oct 31, 2024 Q3 2024 |
2,700
shares
|
$233,819
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,691
shares
|
$233,040
0.06% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
2,688
shares
|
$232,780
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
2,687
shares
|
$232,694
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,682
shares
|
$232,261
0.14% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
2,674
shares
|
$231,568
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,670
shares
|
$231,221
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,667
shares
|
$230,962
3.5% of portfolio
|
Q1 2022
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,666
shares
|
$230,875
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
2,665
shares
|
$230,788
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
2,664
shares
|
$230,702
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,662
shares
|
$230,529
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
2,660
shares
|
$230,355
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Carroll Investors, Inc
|
Nov 14, 2024 Q3 2024 |
2,654
shares
|
$229,836
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,654
shares
|
$229,836
0.01% of portfolio
|
Q3 2024
New holding
|