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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
52,574
shares
|
$4.89 Million
0.51% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
52,526
shares
|
$4.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.74%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
52,490
shares
|
$4.88 Million
2.62% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
52,432
shares
|
$4.88 Million
0.2% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
52,412
shares
|
$4.87 Million
0.56% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
52,411
shares
|
$4.87 Million
2.87% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
52,169
shares
|
$4.85 Million
0.16% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
52,026
shares
|
$4.84 Million
0.41% of portfolio
|
Q3 2024
Reduced 72.58%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
52,002
shares
|
$4.84 Million
2.63% of portfolio
|
Q3 2024
Added 35.36%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
51,857
shares
|
$4.82 Million
1.22% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
51,841
shares
|
$4.82 Million
0.31% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
51,757
shares
|
$4.81 Million
1.64% of portfolio
|
Q3 2024
Added 682.54%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
51,755
shares
|
$4.81 Million
0.29% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
51,733
shares
|
$4.81 Million
0.46% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
51,635
shares
|
$4.8 Million
1.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
51,567
shares
|
$4.8 Million
0.29% of portfolio
|
Q3 2024
Added 43.7%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
51,555
shares
|
$4.79 Million
0.86% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
51,478
shares
|
$4.79 Million
3.69% of portfolio
|
Q3 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
51,450
shares
|
$4.78 Million
1.36% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
51,438
shares
|
$4.78 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
51,388
shares
|
$4.78 Million
0.26% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
51,037
shares
|
$4.75 Million
1.53% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
50,962
shares
|
$4.74 Million
2.22% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
50,903
shares
|
$4.73 Million
0.4% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50,865
shares
|
$4.73 Million
0.28% of portfolio
|
Q2 2020
Added 23.49%
|