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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
101,000
shares
|
$9.39 Million
0.4% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
100,141
shares
|
$9.31 Million
0.06% of portfolio
|
Q2 2023
Reduced 32.27%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
99,557
shares
|
$9.26 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
99,552
shares
|
$9.26 Million
0.54% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Asset Planning Services Inc
|
Oct 22, 2024 Q3 2024 |
99,550
shares
|
$9.26 Million
3.97% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
99,485
shares
|
$9.25 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
99,158
shares
|
$9.22 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Bright Rock Capital Management, LLC
|
Oct 03, 2024 Q3 2024 |
99,000
shares
|
$9.21 Million
1.64% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
98,628
shares
|
$9.17 Million
0.25% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
98,403
shares
|
$9.15 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
98,100
shares
|
$9.12 Million
0.07% of portfolio
|
Q1 2024
Added 189.38%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
97,806
shares
|
$9.1 Million
0.65% of portfolio
|
Q3 2024
Added 27.74%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
97,764
shares
|
$9.09 Million
0.53% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
97,329
shares
|
$9.05 Million
0.64% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
97,321
shares
|
$9.05 Million
2.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
96,905
shares
|
$9.01 Million
0.18% of portfolio
|
Q3 2024
Reduced 45.91%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
96,765
shares
|
$9 Million
1.04% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
96,264
shares
|
$8.95 Million
0.5% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
96,187
shares
|
$8.95 Million
0.64% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Opus Investment Management Inc
|
Nov 12, 2024 Q3 2024 |
96,000
shares
|
$8.93 Million
5.45% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
95,882
shares
|
$8.92 Million
2.44% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
95,853
shares
|
$8.91 Million
1.62% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
95,150
shares
|
$8.85 Million
1.48% of portfolio
|
Q3 2024
Added 167.5%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
94,798
shares
|
$8.82 Million
0.05% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
94,754
shares
|
$8.81 Million
0.32% of portfolio
|
Q3 2024
Added 12.14%
|