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 |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
233,176
shares
|
$21.7 Million
1.92% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
233,042
shares
|
$21.7 Million
10.93% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Nov 05, 2024 Q3 2024 |
231,478
shares
|
$21.5 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
230,389
shares
|
$21.4 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Dupont Capital Management Corp
|
Oct 22, 2024 Q3 2024 |
229,708
shares
|
$21.4 Million
1.57% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
229,015
shares
|
$21.3 Million
1.3% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
228,618
shares
|
$21.3 Million
0.53% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
224,508
shares
|
$20.9 Million
0.35% of portfolio
|
Q3 2024
Reduced 29.84%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
222,635
shares
|
$20.7 Million
1.02% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
221,096
shares
|
$20.6 Million
0.02% of portfolio
|
Q3 2024
Added 98.67%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
220,615
shares
|
$20.5 Million
3.59% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
217,229
shares
|
$20.2 Million
0.46% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
216,857
shares
|
$20.2 Million
0.21% of portfolio
|
Q2 2023
Reduced 7.41%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
214,714
shares
|
$20 Million
0.3% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
214,668
shares
|
$20 Million
0.84% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
214,333
shares
|
$19.9 Million
1.29% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
214,159
shares
|
$19.9 Million
0.52% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
213,838
shares
|
$19.9 Million
5.33% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
211,705
shares
|
$19.7 Million
0.26% of portfolio
|
Q3 2022
Reduced 57.6%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
210,642
shares
|
$19.6 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
208,937
shares
|
$19.4 Million
1.83% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
208,879
shares
|
$19.4 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
208,243
shares
|
$19.4 Million
0.39% of portfolio
|
Q3 2024
Added 125.46%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
208,231
shares
|
$19.4 Million
0.27% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
207,599
shares
|
$19.3 Million
0.25% of portfolio
|
Q3 2024
Added 12.9%
|