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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
272,041
shares
|
$25.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
271,482
shares
|
$25.2 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
270,447
shares
|
$25.2 Million
0.56% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
270,193
shares
|
$25.1 Million
2.14% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
270,031
shares
|
$25.1 Million
5.3% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
269,883
shares
|
$25.1 Million
0.66% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
269,382
shares
|
$25.1 Million
1.89% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
269,187
shares
|
$25 Million
0.19% of portfolio
|
Q3 2024
Added 22.55%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
268,589
shares
|
$25 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
266,539
shares
|
$24.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
266,353
shares
|
$24.8 Million
0.76% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
265,942
shares
|
$24.7 Million
0.72% of portfolio
|
Q3 2024
Added 96.4%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
264,943
shares
|
$24.6 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
264,310
shares
|
$24.6 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
262,441
shares
|
$24.4 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
262,087
shares
|
$24.4 Million
0.21% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
262,087
shares
|
$24.4 Million
0.21% of portfolio
|
Q3 2024
Added 621.82%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
259,019
shares
|
$24.1 Million
1.48% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
258,358
shares
|
$24 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
257,703
shares
|
$24 Million
2.27% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
257,250
shares
|
$23.9 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
257,042
shares
|
$23.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
256,800
shares
|
$23.9 Million
1.6% of portfolio
|
Q3 2024
Reduced 33.47%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
256,537
shares
|
$23.9 Million
1.52% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Nov 14, 2024 Q3 2024 |
255,870
shares
|
$23.8 Million
0.9% of portfolio
|
Q3 2024
Added 38.01%
|