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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
83,849
shares
|
$7.8 Million
0.31% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
83,793
shares
|
$7.79 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
83,515
shares
|
$7.77 Million
2.12% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
83,227
shares
|
$7.74 Million
0.09% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
83,173
shares
|
$7.74 Million
0.12% of portfolio
|
Q3 2024
Added 63.3%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
83,038
shares
|
$7.72 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
82,944
shares
|
$7.71 Million
4.2% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
82,923
shares
|
$7.71 Million
0.62% of portfolio
|
Q4 2024
Reduced 98.81%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
82,751
shares
|
$7.7 Million
0.77% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
82,730
shares
|
$7.69 Million
0.61% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
82,684
shares
|
$7.69 Million
2.56% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
82,441
shares
|
$7.67 Million
1.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
82,311
shares
|
$7.65 Million
0.47% of portfolio
|
Q3 2024
Added 37.63%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
82,123
shares
|
$7.64 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
82,100
shares
|
$7.64 Million
2.84% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
82,083
shares
|
$7.63 Million
2.95% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
81,690
shares
|
$7.6 Million
0.08% of portfolio
|
Q3 2024
Added 65.4%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
81,526
shares
|
$7.58 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Woodson Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
81,400
shares
|
$7.57 Million
1.38% of portfolio
|
Q3 2024
Reduced 70.4%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
81,348
shares
|
$7.57 Million
1.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
81,203
shares
|
$7.55 Million
0.52% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
81,202
shares
|
$7.55 Million
0.58% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
81,084
shares
|
$7.54 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
80,870
shares
|
$7.52 Million
0.42% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
80,851
shares
|
$7.52 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.53%
|