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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
64,081
shares
|
$6.07 Million
0.32% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
64,010
shares
|
$6.07 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
64,008
shares
|
$6.07 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
63,978
shares
|
$6.06 Million
0.64% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
63,957
shares
|
$6.06 Million
3.42% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
63,925
shares
|
$6.06 Million
0.31% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
63,790
shares
|
$6.04 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
63,662
shares
|
$6.03 Million
1.4% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
63,645
shares
|
$6.03 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
63,590
shares
|
$6.03 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
63,562
shares
|
$6.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
63,354
shares
|
$6 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
63,313
shares
|
$6 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
63,145
shares
|
$5.98 Million
0.29% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
62,857
shares
|
$5.96 Million
0.72% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
62,768
shares
|
$5.95 Million
1.82% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
62,553
shares
|
$5.93 Million
0.49% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
62,502
shares
|
$5.92 Million
0.6% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,469
shares
|
$5.92 Million
0.73% of portfolio
|
Q2 2024
Reduced 50.45%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
62,278
shares
|
$5.9 Million
0.34% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
62,234
shares
|
$5.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
62,220
shares
|
$5.9 Million
3.37% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
62,182
shares
|
$5.89 Million
1.44% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
62,109
shares
|
$5.89 Million
1.19% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
62,085
shares
|
$5.88 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.81%
|