Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,804 institutions that hold shares in the stock, with a total of 2.61 Billion shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
323,192
shares
|
$30.1 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
318,788
shares
|
$29.6 Million
11.86% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
318,788
shares
|
$29.6 Million
11.86% of portfolio
|
Q3 2024
Reduced 60.23%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
317,960
shares
|
$29.6 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
317,650
shares
|
$29.5 Million
0.04% of portfolio
|
Q3 2024
Added 37.83%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
315,947
shares
|
$29.4 Million
2.66% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
315,874
shares
|
$29.4 Million
3.75% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
315,310
shares
|
$29.3 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
313,181
shares
|
$29.1 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
312,170
shares
|
$29 Million
3.44% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
312,097
shares
|
$29 Million
1.13% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
312,051
shares
|
$29 Million
0.93% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
310,406
shares
|
$28.9 Million
2.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
309,795
shares
|
$28.8 Million
1.54% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
308,502
shares
|
$28.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.75%
|
|
|
Rheos Capital Works Inc.
|
Oct 16, 2024 Q3 2024 |
306,400
shares
|
$28.5 Million
1.29% of portfolio
|
Q2 2024
Added 60.08%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
304,401
shares
|
$28.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Hook Mill Capital Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
303,942
shares
|
$28.3 Million
3.24% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
303,875
shares
|
$28.3 Million
0.64% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
303,356
shares
|
$28.2 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
302,593
shares
|
$28.1 Million
0.73% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
302,068
shares
|
$28.1 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
301,784
shares
|
$28.1 Million
0.64% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
300,776
shares
|
$28 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
300,499
shares
|
$27.9 Million
0.51% of portfolio
|
Q1 2024
Added 203.11%
|