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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
182,155
shares
|
$16.9 Million
2.63% of portfolio
|
Q3 2024
Added 215.81%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
181,868
shares
|
$16.9 Million
1.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
181,467
shares
|
$16.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
181,181
shares
|
$16.8 Million
0.21% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
180,684
shares
|
$16.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
180,052
shares
|
$16.7 Million
1.27% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
179,698
shares
|
$16.7 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
178,898
shares
|
$16.6 Million
1.18% of portfolio
|
Q3 2024
Added 75.65%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
178,274
shares
|
$16.6 Million
0.69% of portfolio
|
Q3 2022
Added 99.64%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
177,552
shares
|
$16.5 Million
3.37% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
177,549
shares
|
$16.5 Million
0.62% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
177,531
shares
|
$16.5 Million
1.54% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
177,328
shares
|
$16.5 Million
0.66% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
176,997
shares
|
$16.5 Million
0.43% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
176,874
shares
|
$16.4 Million
1.03% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
176,833
shares
|
$16.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
175,561
shares
|
$16.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
175,441
shares
|
$16.3 Million
3.24% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
174,796
shares
|
$16.3 Million
2.53% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
174,759
shares
|
$16.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
173,231
shares
|
$16.1 Million
0.12% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
172,644
shares
|
$16.1 Million
2.75% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
171,904
shares
|
$16 Million
0.94% of portfolio
|
Q3 2024
Added 141.26%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
171,793
shares
|
$16 Million
0.83% of portfolio
|
Q3 2024
Reduced 58.48%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
171,701
shares
|
$16 Million
0.7% of portfolio
|
Q3 2024
Added 6.44%
|