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 |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$16,887
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
190
shares
|
$16,454
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
186
shares
|
$16,107
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
185
shares
|
$16,020
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
183
shares
|
$15,847
0.01% of portfolio
|
Q2 2024
Added 22.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
161
shares
|
$13,942
0.01% of portfolio
|
Q2 2024
Added 172.88%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
150
shares
|
$12,990
0.0% of portfolio
|
Q1 2024
Added 2400.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
138
shares
|
$11,950
0.0% of portfolio
|
Q3 2024
Added 70.37%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
132
shares
|
$11,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
132
shares
|
$11,431
0.0% of portfolio
|
Q2 2024
Reduced 53.68%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
129
shares
|
$11,171
0.0% of portfolio
|
Q3 2022
Reduced 15.13%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
118
shares
|
$10,218
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
115
shares
|
$9,959
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
102
shares
|
$8,833
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
102
shares
|
$8,833
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
97
shares
|
$8,400
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
94
shares
|
$8,140
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
87
shares
|
$7,534
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
87
shares
|
$7,534
0.63% of portfolio
|
Q3 2024
Added 93.33%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
87
shares
|
$7,534
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
49
shares
|
$4,243
0.0% of portfolio
|
Q3 2022
Added 390.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
49
shares
|
$4,243
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
47
shares
|
$4,070
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 14, 2024 Q3 2024 |
35
shares
|
$3,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
33
shares
|
$2,857
0.0% of portfolio
|
Q3 2024
New holding
|