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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,972
shares
|
$170,775
0.05% of portfolio
|
Q2 2022
Reduced 2.47%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,968
shares
|
$170,428
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,950
shares
|
$168,870
0.02% of portfolio
|
Q2 2023
Added 2.04%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,950
shares
|
$168,870
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
1,946
shares
|
$168,523
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,939
shares
|
$167,917
0.14% of portfolio
|
Q4 2023
Added 7.48%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
1,926
shares
|
$166,791
0.01% of portfolio
|
Q2 2024
Reduced 33.75%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,921
shares
|
$166,358
0.12% of portfolio
|
Q2 2023
Reduced 48.22%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,908
shares
|
$165,232
0.17% of portfolio
|
Q4 2018
Reduced 8.71%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,898
shares
|
$164,366
0.0% of portfolio
|
Q3 2024
Reduced 81.49%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,846
shares
|
$159,863
0.05% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
1,839
shares
|
$159,257
0.05% of portfolio
|
Q3 2022
Added 6.61%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,806
shares
|
$156,399
0.13% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,800
shares
|
$155,880
0.14% of portfolio
|
Q1 2023
Reduced 2.17%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
1,800
shares
|
$155,880
0.1% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
1,800
shares
|
$155,880
0.02% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,788
shares
|
$154,840
0.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,779
shares
|
$154,061
0.08% of portfolio
|
Q3 2023
Added 1.02%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,768
shares
|
$153,108
0.02% of portfolio
|
Q2 2022
Added 12.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,761
shares
|
$152,502
0.11% of portfolio
|
Q3 2023
Added 9.99%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
1,726
shares
|
$149,471
0.06% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,684
shares
|
$145,834
0.03% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
1,638
shares
|
$141,850
0.06% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,610
shares
|
$139,426
0.05% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,600
shares
|
$138,560
0.1% of portfolio
|
Q4 2022
New holding
|