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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
106,799
shares
|
$9.93 Million
0.64% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
106,399
shares
|
$9.9 Million
0.54% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
106,280
shares
|
$9.88 Million
0.53% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
106,012
shares
|
$9.86 Million
3.66% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
105,921
shares
|
$9.85 Million
1.11% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
105,510
shares
|
$9.81 Million
3.46% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
105,285
shares
|
$9.79 Million
1.43% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
104,847
shares
|
$9.75 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
104,599
shares
|
$9.73 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
104,584
shares
|
$9.73 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
104,425
shares
|
$9.71 Million
3.02% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
104,000
shares
|
$9.67 Million
0.21% of portfolio
|
Q3 2024
Added 252.54%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
103,593
shares
|
$9.63 Million
0.54% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
103,546
shares
|
$9.63 Million
1.38% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
103,049
shares
|
$9.58 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Baker Chad R
Perrysburg, OH |
Oct 18, 2024 Q3 2024 |
103,020
shares
|
$9.58 Million
1.68% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
102,922
shares
|
$9.57 Million
0.72% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
102,820
shares
|
$9.56 Million
1.64% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
102,650
shares
|
$9.55 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
102,517
shares
|
$9.53 Million
0.5% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
102,419
shares
|
$9.52 Million
0.29% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
102,001
shares
|
$9.49 Million
0.23% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
101,835
shares
|
$9.47 Million
1.39% of portfolio
|
Q3 2024
New holding
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
101,348
shares
|
$9.43 Million
4.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
101,245
shares
|
$9.42 Million
0.36% of portfolio
|
Q3 2024
Added 1.51%
|