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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
162,637
shares
|
$15.4 Million
0.35% of portfolio
|
Q1 2024
Added 191.14%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
162,630
shares
|
$15.4 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
162,407
shares
|
$15.4 Million
4.93% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
162,000
shares
|
$15.4 Million
1.16% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
161,881
shares
|
$15.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
161,155
shares
|
$15.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
160,303
shares
|
$15.2 Million
1.74% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2024 Q3 2024 |
160,000
shares
|
$15.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
159,986
shares
|
$15.2 Million
0.46% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Tlw Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
159,377
shares
|
$15.1 Million
8.58% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
159,323
shares
|
$15.1 Million
4.03% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
159,200
shares
|
$15.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
158,432
shares
|
$15 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
158,147
shares
|
$15 Million
0.45% of portfolio
|
Q4 2022
Reduced 0.33%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
157,135
shares
|
$14.9 Million
0.33% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
156,681
shares
|
$14.8 Million
1.31% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
155,633
shares
|
$14.7 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
155,322
shares
|
$14.7 Million
0.64% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ws Management Lllp
Jacksonville, FL |
Nov 13, 2024 Q3 2024 |
155,304
shares
|
$14.7 Million
0.88% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
154,446
shares
|
$14.6 Million
1.39% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
154,264
shares
|
$14.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
152,286
shares
|
$14.4 Million
2.1% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
151,436
shares
|
$14.4 Million
4.27% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
151,115
shares
|
$14.3 Million
0.11% of portfolio
|
Q3 2024
Added 140.1%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
150,967
shares
|
$14.3 Million
2.02% of portfolio
|
Q4 2024
Reduced 2.69%
|