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 |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
255,671
shares
|
$23.8 Million
2.53% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
255,227
shares
|
$23.7 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
254,350
shares
|
$23.7 Million
0.68% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
252,841
shares
|
$23.5 Million
1.08% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
252,282
shares
|
$23.5 Million
0.66% of portfolio
|
Q3 2024
Reduced 35.93%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
251,659
shares
|
$23.4 Million
2.63% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
250,415
shares
|
$23.3 Million
1.41% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
250,030
shares
|
$23.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Shellback Capital, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
250,000
shares
|
$23.3 Million
1.82% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
249,773
shares
|
$23.2 Million
2.18% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
248,667
shares
|
$23.1 Million
0.33% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
248,340
shares
|
$23.1 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
248,093
shares
|
$23.1 Million
2.53% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
246,997
shares
|
$23 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
245,381
shares
|
$22.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
244,660
shares
|
$22.8 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
244,500
shares
|
$22.7 Million
0.37% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
243,481
shares
|
$22.6 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
240,450
shares
|
$22.4 Million
1.25% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
240,355
shares
|
$22.4 Million
1.73% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
240,233
shares
|
$22.3 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
238,490
shares
|
$22.2 Million
0.39% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
236,480
shares
|
$22 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
235,967
shares
|
$21.9 Million
2.32% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
235,019
shares
|
$21.9 Million
0.43% of portfolio
|
Q3 2024
Added 172.57%
|