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 |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
78,214
shares
|
$7.27 Million
2.38% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
78,107
shares
|
$7.26 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
77,716
shares
|
$7.23 Million
0.57% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
77,339
shares
|
$7.19 Million
0.53% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
77,100
shares
|
$7.17 Million
3.88% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
76,924
shares
|
$7.15 Million
1.14% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
76,749
shares
|
$7.14 Million
0.36% of portfolio
|
Q3 2024
Added 51.82%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
76,665
shares
|
$7.13 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
76,649
shares
|
$7.13 Million
2.08% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
76,211
shares
|
$7.09 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
75,516
shares
|
$7.02 Million
0.47% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
75,471
shares
|
$7.02 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
75,282
shares
|
$7 Million
0.5% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
75,208
shares
|
$6.99 Million
0.49% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
75,065
shares
|
$6.98 Million
1.91% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
75,021
shares
|
$6.98 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
74,904
shares
|
$6.97 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
74,595
shares
|
$6.94 Million
2.31% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
74,370
shares
|
$6.92 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
74,258
shares
|
$6.91 Million
0.76% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
73,837
shares
|
$6.87 Million
0.45% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
73,792
shares
|
$6.86 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
73,647
shares
|
$6.85 Million
0.7% of portfolio
|
Q3 2024
Reduced 28.69%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
73,641
shares
|
$6.85 Million
1.4% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
73,482
shares
|
$6.83 Million
0.17% of portfolio
|
Q3 2024
Added 0.9%
|