Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,015 institutions that hold shares in the stock, with a total of 2.65 Billion shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
33
shares
|
$3,337
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
33
shares
|
$3,337
0.0% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
32
shares
|
$3,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
26
shares
|
$2,629
0.0% of portfolio
|
Q3 2024
Reduced 79.37%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
25
shares
|
$2,528
0.0% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
22
shares
|
$2,225
0.01% of portfolio
|
Q1 2021
Reduced 15.38%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
15
shares
|
$1,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11
shares
|
$1,112
0.03% of portfolio
|
Q3 2024
Reduced 96.65%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
7
shares
|
$708
0.0% of portfolio
|
Q4 2024
Added 600.0%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
6
shares
|
$606
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
4
shares
|
$404
0.0% of portfolio
|
Q2 2022
Reduced 96.0%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|