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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
56,755
shares
|
$5.28 Million
0.33% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
56,504
shares
|
$5.25 Million
1.27% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
56,333
shares
|
$5.24 Million
0.65% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
56,166
shares
|
$5.22 Million
2.93% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
56,141
shares
|
$5.22 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
55,980
shares
|
$5.21 Million
0.12% of portfolio
|
Q1 2024
Added 196.66%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
55,971
shares
|
$5.21 Million
0.53% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
55,905
shares
|
$5.2 Million
0.81% of portfolio
|
Q1 2024
Added 616.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
55,887
shares
|
$5.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
55,842
shares
|
$5.19 Million
0.26% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
55,731
shares
|
$5.18 Million
0.03% of portfolio
|
Q3 2022
Added 0.27%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
55,674
shares
|
$5.18 Million
0.15% of portfolio
|
Q3 2024
Added 204.06%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
55,299
shares
|
$5.14 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
55,247
shares
|
$5.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 61.18%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
55,135
shares
|
$5.13 Million
0.33% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
55,129
shares
|
$5.13 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,120
shares
|
$5.13 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
55,085
shares
|
$5.12 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
55,080
shares
|
$5.12 Million
1.4% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
54,976
shares
|
$5.11 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
54,934
shares
|
$5.11 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
54,738
shares
|
$5.09 Million
1.84% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
54,707
shares
|
$5.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
54,680
shares
|
$5.09 Million
0.34% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
54,623
shares
|
$5.08 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.23%
|