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 |
|---|---|---|---|---|---|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
117,215
shares
|
$10.9 Million
1.83% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Boulder Hill Capital Management LP
New York, NY |
Nov 12, 2024 Q3 2024 |
115,760
shares
|
$10.8 Million
2.16% of portfolio
|
Q3 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
114,347
shares
|
$10.6 Million
1.76% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
114,204
shares
|
$10.6 Million
0.77% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
113,906
shares
|
$10.6 Million
1.62% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
113,821
shares
|
$10.6 Million
1.88% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
113,520
shares
|
$10.6 Million
1.16% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
112,820
shares
|
$10.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
112,806
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 64.87%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
112,765
shares
|
$10.5 Million
2.31% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
112,742
shares
|
$10.5 Million
0.18% of portfolio
|
Q3 2024
Added 196.51%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
112,002
shares
|
$10.4 Million
2.14% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
111,526
shares
|
$10.4 Million
1.54% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
111,279
shares
|
$10.3 Million
5.61% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
111,186
shares
|
$10.3 Million
4.49% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Pinnbrook Capital Management LP
|
Nov 13, 2024 Q3 2024 |
110,858
shares
|
$10.3 Million
1.34% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
109,768
shares
|
$10.2 Million
1.23% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
109,733
shares
|
$10.2 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
108,796
shares
|
$10.1 Million
2.71% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
107,673
shares
|
$10 Million
0.7% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
107,564
shares
|
$10 Million
4.11% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
107,193
shares
|
$9.97 Million
2.5% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
107,150
shares
|
$9.96 Million
0.19% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
106,978
shares
|
$9.95 Million
0.59% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
106,977
shares
|
$9.95 Million
2.72% of portfolio
|
Q3 2024
Reduced 6.2%
|