Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,948 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 $261 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
619
shares
|
$61,615
0.01% of portfolio
|
Q4 2024
Added 22.33%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
609
shares
|
$60,619
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
600
shares
|
$59,724
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
600
shares
|
$59,724
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$59,724
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
585
shares
|
$58,230
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
583
shares
|
$58,031
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
582
shares
|
$57,932
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
570
shares
|
$56,737
0.01% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
560
shares
|
$55,742
0.04% of portfolio
|
Q1 2022
Added 9.8%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
550
shares
|
$54,747
0.11% of portfolio
|
Q3 2024
Reduced 92.34%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
543
shares
|
$54,050
0.03% of portfolio
|
Q3 2023
Added 2.07%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
536
shares
|
$53,353
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
525
shares
|
$52,258
0.02% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
510
shares
|
$50,765
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
505
shares
|
$50,267
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
505
shares
|
$50,267
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
500
shares
|
$49,770
0.02% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
500
shares
|
$49,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
498
shares
|
$49,570
0.03% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
496
shares
|
$49,371
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
475
shares
|
$47,281
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
456
shares
|
$45,390
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
450
shares
|
$44,793
0.01% of portfolio
|
Q3 2024
Added 76.47%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
450
shares
|
$44,793
0.0% of portfolio
|
Q3 2024
Added 114.29%
|