Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,875 institutions that hold shares in the stock, with a total of 2.62 Billion shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
208,243
shares
|
$19.7 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
|
$19.7 Million
0.27% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
207,599
shares
|
$19.7 Million
0.25% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
207,411
shares
|
$19.7 Million
4.11% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
207,234
shares
|
$19.6 Million
1.7% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
206,336
shares
|
$19.6 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
205,690
shares
|
$19.5 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
205,652
shares
|
$19.5 Million
0.69% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
205,093
shares
|
$19.4 Million
0.52% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
204,804
shares
|
$19.4 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
204,338
shares
|
$19.4 Million
0.55% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
203,987
shares
|
$19.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
203,522
shares
|
$19.3 Million
1.07% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
202,986
shares
|
$19.2 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
201,415
shares
|
$19.1 Million
1.06% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
200,986
shares
|
$19 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
200,961
shares
|
$19 Million
0.94% of portfolio
|
Q3 2024
Added 160.8%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
200,869
shares
|
$19 Million
0.9% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
199,841
shares
|
$18.9 Million
0.19% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
199,480
shares
|
$18.9 Million
0.95% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
198,821
shares
|
$18.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 39.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
198,479
shares
|
$18.8 Million
0.3% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
198,387
shares
|
$18.8 Million
0.38% of portfolio
|
Q4 2024
Added 354.84%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
198,054
shares
|
$18.8 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
198,003
shares
|
$18.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.27%
|