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 |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
122,609
shares
|
$11.4 Million
1.66% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
122,477
shares
|
$11.4 Million
0.5% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
122,414
shares
|
$11.4 Million
0.44% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
122,158
shares
|
$11.4 Million
1.6% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
122,031
shares
|
$11.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
121,910
shares
|
$11.3 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
121,850
shares
|
$11.3 Million
0.72% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
121,561
shares
|
$11.3 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 06, 2024 Q3 2024 |
121,089
shares
|
$11.3 Million
2.89% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
120,900
shares
|
$11.2 Million
0.35% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
120,863
shares
|
$11.2 Million
0.11% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
120,775
shares
|
$11.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
120,390
shares
|
$11.2 Million
1.52% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
120,223
shares
|
$11.2 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
120,000
shares
|
$11.2 Million
1.18% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Nwi Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
120,000
shares
|
$11.2 Million
0.25% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Masterton Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
120,000
shares
|
$11.2 Million
6.46% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
119,754
shares
|
$11.1 Million
1.45% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
119,577
shares
|
$11.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
119,011
shares
|
$11.1 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
118,977
shares
|
$11.1 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
118,663
shares
|
$11 Million
0.14% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
117,728
shares
|
$10.9 Million
1.14% of portfolio
|
Q3 2024
Added 27.83%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
117,677
shares
|
$10.9 Million
0.78% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
117,278
shares
|
$10.9 Million
0.52% of portfolio
|
Q3 2024
Added 0.17%
|