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 |
|---|---|---|---|---|---|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
45,339
shares
|
$4.22 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
45,330
shares
|
$4.22 Million
0.35% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
45,305
shares
|
$4.21 Million
0.94% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
45,289
shares
|
$4.21 Million
1.04% of portfolio
|
Q3 2024
Reduced 50.06%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
45,231
shares
|
$4.21 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
45,195
shares
|
$4.2 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
45,097
shares
|
$4.19 Million
0.13% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
45,064
shares
|
$4.19 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
45,054
shares
|
$4.19 Million
1.49% of portfolio
|
Q2 2024
Added 4.85%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
45,044
shares
|
$4.19 Million
0.68% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
44,896
shares
|
$4.18 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
44,876
shares
|
$4.17 Million
0.29% of portfolio
|
Q3 2024
Added 44.97%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
44,876
shares
|
$4.17 Million
0.49% of portfolio
|
Q3 2024
Added 110.24%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
44,872
shares
|
$4.17 Million
0.09% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
44,845
shares
|
$4.17 Million
1.1% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
44,760
shares
|
$4.16 Million
1.02% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
44,751
shares
|
$4.16 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
44,731
shares
|
$4.16 Million
0.75% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
44,714
shares
|
$4.16 Million
1.45% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
44,704
shares
|
$4.16 Million
1.71% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
44,677
shares
|
$4.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
44,636
shares
|
$4.15 Million
1.6% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
44,565
shares
|
$4.14 Million
0.73% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
44,386
shares
|
$4.13 Million
0.35% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
44,365
shares
|
$4.13 Million
2.97% of portfolio
|
Q3 2024
Reduced 0.42%
|