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 |
|---|---|---|---|---|---|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
50,827
shares
|
$4.73 Million
0.99% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
50,670
shares
|
$4.71 Million
0.18% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
50,604
shares
|
$4.71 Million
0.41% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
50,493
shares
|
$4.7 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
50,281
shares
|
$4.68 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
50,257
shares
|
$4.67 Million
1.6% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
50,256
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2024
Added 96.01%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
50,159
shares
|
$4.66 Million
3.66% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
50,061
shares
|
$4.66 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
50,008
shares
|
$4.65 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
50,000
shares
|
$4.65 Million
1.19% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
49,950
shares
|
$4.65 Million
1.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
49,905
shares
|
$4.64 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
49,857
shares
|
$4.64 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
49,837
shares
|
$4.63 Million
0.22% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
49,802
shares
|
$4.63 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
49,600
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 90.68%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
49,597
shares
|
$4.61 Million
0.34% of portfolio
|
Q3 2024
Reduced 49.3%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
49,519
shares
|
$4.61 Million
0.74% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
49,510
shares
|
$4.6 Million
0.37% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
49,478
shares
|
$4.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
49,464
shares
|
$4.6 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
49,020
shares
|
$4.56 Million
1.09% of portfolio
|
Q3 2024
Added 186.52%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
48,934
shares
|
$4.55 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
48,886
shares
|
$4.55 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.92%
|