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 |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
150,629
shares
|
$14.3 Million
0.88% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
150,504
shares
|
$14.3 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 17, 2024 Q3 2024 |
150,381
shares
|
$14.3 Million
0.81% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
149,250
shares
|
$14.1 Million
0.96% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
148,418
shares
|
$14.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
148,180
shares
|
$14 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
148,133
shares
|
$14 Million
1.82% of portfolio
|
Q3 2023
Reduced 37.13%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
147,532
shares
|
$14 Million
3.1% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
147,448
shares
|
$14 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
147,438
shares
|
$14 Million
1.72% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
147,404
shares
|
$14 Million
1.28% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
147,118
shares
|
$13.9 Million
0.48% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
146,589
shares
|
$13.9 Million
0.7% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
145,787
shares
|
$13.8 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
145,772
shares
|
$13.8 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
145,674
shares
|
$13.8 Million
3.66% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
145,556
shares
|
$13.8 Million
1.19% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
145,435
shares
|
$13.8 Million
0.24% of portfolio
|
Q4 2024
Added 35.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
145,211
shares
|
$13.8 Million
0.12% of portfolio
|
Q3 2024
Added 47.96%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
144,947
shares
|
$13.7 Million
0.22% of portfolio
|
Q3 2024
Added 48.7%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
144,884
shares
|
$13.7 Million
1.56% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
144,449
shares
|
$13.7 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
144,000
shares
|
$13.6 Million
4.81% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
143,875
shares
|
$13.6 Million
1.12% of portfolio
|
Q3 2024
Reduced 34.66%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
143,200
shares
|
$13.6 Million
0.39% of portfolio
|
Q3 2024
Added 8.08%
|