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 |
|---|---|---|---|---|---|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
62,109
shares
|
$5.78 Million
1.19% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
61,974
shares
|
$5.76 Million
0.53% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
61,653
shares
|
$5.73 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
61,627
shares
|
$5.73 Million
1.65% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
61,529
shares
|
$5.72 Million
0.1% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
61,491
shares
|
$5.72 Million
2.51% of portfolio
|
Q2 2022
Added 3.17%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
61,430
shares
|
$5.71 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
61,425
shares
|
$5.71 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,372
shares
|
$5.71 Million
0.49% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
61,158
shares
|
$5.69 Million
0.31% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
61,102
shares
|
$5.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 44.19%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
61,070
shares
|
$5.68 Million
0.52% of portfolio
|
Q2 2022
Reduced 8.0%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
61,028
shares
|
$5.68 Million
1.9% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
60,982
shares
|
$5.67 Million
0.39% of portfolio
|
Q3 2024
Added 4939.83%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
60,969
shares
|
$5.67 Million
1.63% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
60,479
shares
|
$5.62 Million
0.53% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
60,253
shares
|
$5.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
60,215
shares
|
$5.6 Million
0.26% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
60,078
shares
|
$5.59 Million
0.28% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
60,038
shares
|
$5.58 Million
0.49% of portfolio
|
Q1 2024
Added 2909.42%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
59,978
shares
|
$5.58 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
59,850
shares
|
$5.57 Million
1.23% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
59,649
shares
|
$5.55 Million
1.85% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
59,639
shares
|
$5.55 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
59,485
shares
|
$5.53 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.38%
|