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 |
|---|---|---|---|---|---|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
127,997
shares
|
$12.1 Million
1.76% of portfolio
|
Q3 2024
Added 196818.45%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
127,899
shares
|
$12.1 Million
0.15% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
127,842
shares
|
$12.1 Million
3.12% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
127,824
shares
|
$12.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
127,620
shares
|
$12.1 Million
3.66% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
127,392
shares
|
$12.1 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
127,329
shares
|
$12.1 Million
0.77% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
126,467
shares
|
$12 Million
2.0% of portfolio
|
Q3 2024
Added 546.56%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
126,342
shares
|
$12 Million
1.73% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
126,232
shares
|
$12 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
126,229
shares
|
$12 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
126,012
shares
|
$11.9 Million
0.62% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
124,458
shares
|
$11.8 Million
3.3% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
124,417
shares
|
$11.8 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
124,369
shares
|
$11.8 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
123,918
shares
|
$11.7 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
123,856
shares
|
$11.7 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
123,739
shares
|
$11.7 Million
0.21% of portfolio
|
Q3 2024
Added 197.63%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
123,620
shares
|
$11.7 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
123,568
shares
|
$11.7 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
123,477
shares
|
$11.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
123,400
shares
|
$11.7 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
123,124
shares
|
$11.7 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
123,063
shares
|
$11.7 Million
0.37% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
122,609
shares
|
$11.6 Million
1.66% of portfolio
|
Q3 2024
Added 2.51%
|