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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
59,405
shares
|
$5.52 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
59,254
shares
|
$5.51 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
59,054
shares
|
$5.49 Million
2.7% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
58,963
shares
|
$5.48 Million
1.43% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
58,947
shares
|
$5.48 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
58,573
shares
|
$5.45 Million
1.45% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
58,502
shares
|
$5.44 Million
1.18% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
58,364
shares
|
$5.43 Million
0.65% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Keene & Associates, Inc.
|
Oct 22, 2024 Q3 2024 |
58,311
shares
|
$5.42 Million
3.61% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
58,195
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
58,160
shares
|
$5.41 Million
1.53% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
58,144
shares
|
$5.41 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
57,955
shares
|
$5.39 Million
0.5% of portfolio
|
Q3 2024
Added 946.12%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
57,868
shares
|
$5.38 Million
0.43% of portfolio
|
Q4 2024
Reduced 20.73%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
57,561
shares
|
$5.35 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
57,491
shares
|
$5.35 Million
1.79% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
57,451
shares
|
$5.34 Million
0.36% of portfolio
|
Q1 2023
Reduced 4.58%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
57,440
shares
|
$5.34 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
57,402
shares
|
$5.34 Million
1.64% of portfolio
|
Q3 2024
Added 69.93%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
57,348
shares
|
$5.33 Million
1.08% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
57,324
shares
|
$5.33 Million
0.34% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
57,303
shares
|
$5.33 Million
0.12% of portfolio
|
Q3 2024
Reduced 43.82%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
57,137
shares
|
$5.31 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
56,997
shares
|
$5.3 Million
1.94% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
56,787
shares
|
$5.28 Million
0.07% of portfolio
|
Q3 2024
Added 7.22%
|