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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
70,303
shares
|
$6.54 Million
0.22% of portfolio
|
Q3 2024
Added 21.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
70,162
shares
|
$6.53 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
70,107
shares
|
$6.52 Million
0.38% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
69,973
shares
|
$6.51 Million
0.75% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
69,830
shares
|
$6.49 Million
0.64% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
69,807
shares
|
$6.49 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
69,730
shares
|
$6.48 Million
0.43% of portfolio
|
Q3 2024
Reduced 81.05%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
69,576
shares
|
$6.47 Million
3.32% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
69,569
shares
|
$6.47 Million
0.86% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
69,403
shares
|
$6.45 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
69,291
shares
|
$6.44 Million
0.48% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
69,085
shares
|
$6.42 Million
0.91% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
69,073
shares
|
$6.42 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
69,058
shares
|
$6.42 Million
2.97% of portfolio
|
Q3 2024
Added 93.02%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
68,834
shares
|
$6.4 Million
0.75% of portfolio
|
Q3 2022
Reduced 1.74%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
68,550
shares
|
$6.38 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
68,449
shares
|
$6.37 Million
0.12% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
68,157
shares
|
$6.34 Million
3.89% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
68,082
shares
|
$6.33 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
68,070
shares
|
$6.33 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
67,915
shares
|
$6.32 Million
3.77% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
67,759
shares
|
$6.3 Million
0.78% of portfolio
|
Q3 2024
Added 1626.78%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
67,505
shares
|
$6.28 Million
0.48% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
67,487
shares
|
$6.28 Million
0.36% of portfolio
|
Q3 2024
Added 32.84%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
67,408
shares
|
$6.27 Million
0.59% of portfolio
|
Q3 2024
Added 16.43%
|