Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,875 institutions that hold shares in the stock, with a total of 2.62 Billion shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
80,649
shares
|
$7.64 Million
3.26% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
80,476
shares
|
$7.63 Million
0.06% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
80,444
shares
|
$7.62 Million
0.33% of portfolio
|
Q1 2023
Added 3786.18%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
80,399
shares
|
$7.62 Million
0.24% of portfolio
|
Q3 2024
Reduced 40.21%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
80,378
shares
|
$7.62 Million
2.13% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
80,358
shares
|
$7.61 Million
2.33% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
80,300
shares
|
$7.61 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
80,187
shares
|
$7.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
79,774
shares
|
$7.56 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
79,754
shares
|
$7.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.6%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
79,740
shares
|
$7.56 Million
0.85% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
79,718
shares
|
$7.55 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
79,706
shares
|
$7.55 Million
0.44% of portfolio
|
Q3 2024
Reduced 22.55%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
79,683
shares
|
$7.55 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
79,463
shares
|
$7.53 Million
0.54% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
79,422
shares
|
$7.53 Million
0.61% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
79,134
shares
|
$7.5 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
78,947
shares
|
$7.48 Million
1.16% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
78,924
shares
|
$7.48 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
78,871
shares
|
$7.47 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
78,726
shares
|
$7.46 Million
2.05% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
78,651
shares
|
$7.45 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
78,508
shares
|
$7.44 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
78,505
shares
|
$7.44 Million
2.68% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
78,214
shares
|
$7.41 Million
2.38% of portfolio
|
Q3 2024
Reduced 9.35%
|