Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,875 institutions that hold shares in the stock, with a total of 2.62 Billion shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
406,878
shares
|
$38.6 Million
1.19% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
404,098
shares
|
$38.3 Million
0.84% of portfolio
|
Q3 2024
Reduced 24.89%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
401,760
shares
|
$38.1 Million
2.25% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
401,394
shares
|
$38 Million
0.66% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
398,043
shares
|
$37.7 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
395,608
shares
|
$37.5 Million
0.75% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
393,594
shares
|
$37.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
393,297
shares
|
$37.3 Million
4.41% of portfolio
|
Q3 2024
Added 1581.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
389,834
shares
|
$36.9 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
389,167
shares
|
$36.9 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
388,357
shares
|
$36.8 Million
0.06% of portfolio
|
Q3 2024
Added 1161.35%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
386,000
shares
|
$36.6 Million
2.11% of portfolio
|
Q2 2024
Reduced 39.31%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
385,613
shares
|
$36.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
385,195
shares
|
$36.5 Million
2.34% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
382,041
shares
|
$36.2 Million
2.1% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
379,300
shares
|
$35.9 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
377,774
shares
|
$35.8 Million
0.15% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
377,145
shares
|
$35.7 Million
2.92% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Absher Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
376,865
shares
|
$35.7 Million
4.05% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
372,800
shares
|
$35.3 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
372,024
shares
|
$35.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
371,876
shares
|
$35.2 Million
0.59% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
371,371
shares
|
$35.2 Million
1.63% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
371,118
shares
|
$35.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
357,067
shares
|
$33.8 Million
0.24% of portfolio
|
Q3 2024
Added 3.81%
|