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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
67,363
shares
|
$6.38 Million
1.83% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
67,031
shares
|
$6.35 Million
0.44% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
66,880
shares
|
$6.34 Million
0.26% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
66,820
shares
|
$6.33 Million
4.06% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
66,573
shares
|
$6.31 Million
4.02% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
66,555
shares
|
$6.31 Million
0.78% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
66,068
shares
|
$6.26 Million
0.65% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
65,942
shares
|
$6.25 Million
0.86% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
65,893
shares
|
$6.24 Million
1.59% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
65,728
shares
|
$6.23 Million
0.41% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
65,602
shares
|
$6.22 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
65,550
shares
|
$6.21 Million
1.32% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tabor Asset Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
65,484
shares
|
$6.21 Million
2.7% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
65,403
shares
|
$6.2 Million
0.69% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
65,350
shares
|
$6.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
65,324
shares
|
$6.19 Million
0.21% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
65,133
shares
|
$6.17 Million
0.3% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
65,127
shares
|
$6.17 Million
1.11% of portfolio
|
Q1 2024
Added 199.31%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
64,963
shares
|
$6.16 Million
0.21% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
64,893
shares
|
$6.15 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
64,736
shares
|
$6.13 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
64,532
shares
|
$6.12 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
64,165
shares
|
$6.08 Million
1.12% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
64,132
shares
|
$6.08 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
64,126
shares
|
$6.08 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.87%
|