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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
73,203
shares
|
$6.81 Million
0.41% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
73,064
shares
|
$6.79 Million
0.78% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
73,025
shares
|
$6.79 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
72,769
shares
|
$6.77 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
72,636
shares
|
$6.76 Million
0.91% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
72,630
shares
|
$6.75 Million
0.92% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
72,561
shares
|
$6.75 Million
0.04% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
72,395
shares
|
$6.73 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
72,384
shares
|
$6.73 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
72,203
shares
|
$6.71 Million
0.11% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
71,922
shares
|
$6.69 Million
1.93% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
71,817
shares
|
$6.68 Million
0.07% of portfolio
|
Q2 2023
Reduced 65.54%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
71,605
shares
|
$6.66 Million
0.44% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,558
shares
|
$6.65 Million
0.21% of portfolio
|
Q3 2024
Added 27.74%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
71,470
shares
|
$6.65 Million
2.31% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
71,387
shares
|
$6.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
71,257
shares
|
$6.63 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
70,990
shares
|
$6.6 Million
1.33% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
70,964
shares
|
$6.6 Million
1.33% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
70,949
shares
|
$6.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
70,939
shares
|
$6.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 35.65%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
70,846
shares
|
$6.59 Million
0.92% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
70,772
shares
|
$6.58 Million
3.54% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
70,612
shares
|
$6.57 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
70,550
shares
|
$6.56 Million
0.21% of portfolio
|
Q3 2024
Added 16.16%
|