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 |
|---|---|---|---|---|---|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
143,109
shares
|
$13.3 Million
2.34% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
143,052
shares
|
$13.3 Million
0.77% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
142,888
shares
|
$13.3 Million
0.23% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
142,003
shares
|
$13.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 48.58%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
141,732
shares
|
$13.2 Million
2.94% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
141,500
shares
|
$13.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 13, 2024 Q3 2024 |
140,999
shares
|
$13.1 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
140,842
shares
|
$13.1 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
140,769
shares
|
$13.1 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
140,606
shares
|
$13.1 Million
0.33% of portfolio
|
Q3 2024
Added 2049.28%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
139,985
shares
|
$13 Million
1.37% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
139,658
shares
|
$13 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
139,447
shares
|
$13 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
139,003
shares
|
$12.9 Million
0.1% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
138,938
shares
|
$12.9 Million
1.28% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
138,853
shares
|
$12.9 Million
0.36% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
138,741
shares
|
$12.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
138,027
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
137,936
shares
|
$12.8 Million
0.81% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
137,662
shares
|
$12.8 Million
0.26% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
137,565
shares
|
$12.8 Million
1.08% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
137,480
shares
|
$12.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
137,018
shares
|
$12.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
136,751
shares
|
$12.7 Million
2.59% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
135,715
shares
|
$12.6 Million
2.2% of portfolio
|
Q3 2024
Added 52.72%
|