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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
48,802
shares
|
$4.54 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
48,700
shares
|
$4.53 Million
1.47% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
48,660
shares
|
$4.53 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Nov 01, 2024 Q3 2024 |
48,485
shares
|
$4.51 Million
1.13% of portfolio
|
Q3 2024
Added 819.67%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
48,475
shares
|
$4.51 Million
0.49% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
48,456
shares
|
$4.51 Million
1.53% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
48,450
shares
|
$4.51 Million
0.41% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
48,349
shares
|
$4.5 Million
0.47% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
48,294
shares
|
$4.49 Million
0.3% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
48,163
shares
|
$4.48 Million
2.28% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
48,097
shares
|
$4.47 Million
0.33% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
48,094
shares
|
$4.47 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
47,965
shares
|
$4.46 Million
1.8% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
47,949
shares
|
$4.46 Million
1.12% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
47,905
shares
|
$4.46 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
47,775
shares
|
$4.44 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
47,774
shares
|
$4.44 Million
0.15% of portfolio
|
Q3 2024
Added 157.18%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
47,733
shares
|
$4.44 Million
2.92% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
47,708
shares
|
$4.44 Million
0.54% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
47,651
shares
|
$4.43 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
47,529
shares
|
$4.42 Million
0.17% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
47,522
shares
|
$4.42 Million
0.03% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
47,503
shares
|
$4.42 Million
1.52% of portfolio
|
Q1 2024
Added 211.68%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
47,463
shares
|
$4.41 Million
0.58% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
47,352
shares
|
$4.4 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.72%
|