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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
94,750
shares
|
$8.81 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
94,617
shares
|
$8.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
94,561
shares
|
$8.79 Million
3.2% of portfolio
|
Q3 2024
Added 234.3%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
94,557
shares
|
$8.79 Million
1.03% of portfolio
|
Q3 2024
Reduced 22.45%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
94,499
shares
|
$8.79 Million
1.96% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
94,331
shares
|
$8.77 Million
0.24% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
94,188
shares
|
$8.76 Million
0.34% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
92,962
shares
|
$8.65 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
92,686
shares
|
$8.62 Million
0.22% of portfolio
|
Q3 2024
Reduced 15.85%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
92,481
shares
|
$8.6 Million
4.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
91,649
shares
|
$8.52 Million
2.25% of portfolio
|
Q3 2024
Added 31.92%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
91,366
shares
|
$8.5 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
91,165
shares
|
$8.48 Million
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
91,031
shares
|
$8.47 Million
0.18% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
90,965
shares
|
$8.46 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
90,900
shares
|
$8.45 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
90,807
shares
|
$8.45 Million
1.87% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
90,403
shares
|
$8.41 Million
0.51% of portfolio
|
Q3 2024
Added 358.08%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
90,304
shares
|
$8.4 Million
1.81% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
90,226
shares
|
$8.39 Million
1.14% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
89,979
shares
|
$8.37 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
89,965
shares
|
$8.37 Million
0.76% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
89,944
shares
|
$8.36 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
89,597
shares
|
$8.33 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
89,585
shares
|
$8.33 Million
0.63% of portfolio
|
Q3 2024
Added 212.1%
|