Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,248 institutions that hold shares in the stock, with a total of 2.73 Billion shares, which have been reported (via 13F filing form) to have a value of $284 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,939
shares
|
$201,656
0.14% of portfolio
|
Q4 2023
Added 7.48%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,921
shares
|
$199,784
0.12% of portfolio
|
Q2 2023
Reduced 48.22%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,908
shares
|
$198,432
0.17% of portfolio
|
Q4 2018
Reduced 8.71%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,884
shares
|
$195,936
0.07% of portfolio
|
Q4 2024
Added 77.9%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
1,839
shares
|
$191,256
0.05% of portfolio
|
Q3 2022
Added 6.61%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,806
shares
|
$187,824
0.13% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,800
shares
|
$187,200
0.14% of portfolio
|
Q1 2023
Reduced 2.17%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,779
shares
|
$185,016
0.08% of portfolio
|
Q3 2023
Added 1.02%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
1,775
shares
|
$184,600
0.09% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,768
shares
|
$183,872
0.02% of portfolio
|
Q2 2022
Added 12.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,761
shares
|
$183,144
0.11% of portfolio
|
Q3 2023
Added 9.99%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,758
shares
|
$182,832
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
1,726
shares
|
$179,504
0.06% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,723
shares
|
$179,192
0.14% of portfolio
|
Q4 2024
Reduced 54.98%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,671
shares
|
$173,784
0.07% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,667
shares
|
$173,368
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,660
shares
|
$172,640
0.03% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,641
shares
|
$170,664
0.03% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
1,638
shares
|
$170,352
0.07% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
1,636
shares
|
$170,144
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1,634
shares
|
$169,936
0.04% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,626
shares
|
$169,104
0.03% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,600
shares
|
$166,400
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,592
shares
|
$165,568
0.14% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,584
shares
|
$164,736
0.06% of portfolio
|
Q2 2024
New holding
|