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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
441
shares
|
$43,897
0.01% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
422
shares
|
$42,005
0.01% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
412
shares
|
$41,010
0.01% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
405
shares
|
$40,313
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
404
shares
|
$40,214
0.92% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
399
shares
|
$39,716
0.01% of portfolio
|
Q3 2024
Added 77.33%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
383
shares
|
$38,123
0.02% of portfolio
|
Q3 2024
Added 139.38%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
378
shares
|
$37,626
0.01% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
366
shares
|
$36,431
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
364
shares
|
$36,232
0.01% of portfolio
|
Q1 2024
Reduced 99.13%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
364
shares
|
$36,232
0.02% of portfolio
|
Q1 2024
Reduced 35.16%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
360
shares
|
$35,834
0.01% of portfolio
|
Q2 2022
Added 140.0%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
357
shares
|
$35,535
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
354
shares
|
$35,237
0.0% of portfolio
|
Q3 2024
Reduced 84.87%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
353
shares
|
$35,137
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
344
shares
|
$34,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
329
shares
|
$32,748
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
324
shares
|
$32,250
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
320
shares
|
$31,852
0.01% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
312
shares
|
$31,056
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
303
shares
|
$30,160
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
300
shares
|
$29,862
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
278
shares
|
$27,672
0.01% of portfolio
|
Q1 2024
Added 198.92%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
270
shares
|
$26,875
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
259
shares
|
$25,780
0.02% of portfolio
|
Q4 2024
New holding
|