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 |
|---|---|---|---|---|---|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
47,308
shares
|
$4.4 Million
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
47,280
shares
|
$4.4 Million
0.98% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
47,243
shares
|
$4.39 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
47,052
shares
|
$4.38 Million
0.77% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
47,022
shares
|
$4.37 Million
2.05% of portfolio
|
Q1 2023
Added 98.84%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
46,870
shares
|
$4.36 Million
1.26% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
46,667
shares
|
$4.34 Million
1.42% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
46,562
shares
|
$4.33 Million
2.4% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
46,460
shares
|
$4.32 Million
1.92% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
46,450
shares
|
$4.32 Million
1.02% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,414
shares
|
$4.32 Million
0.45% of portfolio
|
Q3 2024
Added 156.77%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
46,311
shares
|
$4.31 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,257
shares
|
$4.3 Million
0.47% of portfolio
|
Q1 2024
Added 212.89%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
46,180
shares
|
$4.29 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
46,074
shares
|
$4.28 Million
0.1% of portfolio
|
Q3 2024
Added 50.32%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
45,864
shares
|
$4.27 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
45,765
shares
|
$4.26 Million
0.63% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
45,730
shares
|
$4.25 Million
0.97% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
45,729
shares
|
$4.25 Million
0.05% of portfolio
|
Q3 2024
Added 226.66%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
45,658
shares
|
$4.25 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
45,544
shares
|
$4.24 Million
1.87% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
45,520
shares
|
$4.23 Million
1.02% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
45,500
shares
|
$4.23 Million
2.94% of portfolio
|
Q3 2024
Added 21.17%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
45,463
shares
|
$4.23 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
45,412
shares
|
$4.22 Million
0.29% of portfolio
|
Q2 2024
Reduced 5.0%
|