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 |
|---|---|---|---|---|---|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
44,273
shares
|
$4.12 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
44,235
shares
|
$4.11 Million
0.36% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
44,126
shares
|
$4.1 Million
1.66% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
44,100
shares
|
$4.1 Million
0.13% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
44,053
shares
|
$4.1 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
43,978
shares
|
$4.09 Million
0.47% of portfolio
|
Q3 2024
Added 32.86%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
43,900
shares
|
$4.08 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
43,849
shares
|
$4.08 Million
1.56% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
43,839
shares
|
$4.08 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
43,643
shares
|
$4.06 Million
0.95% of portfolio
|
Q3 2024
Added 102.53%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
43,617
shares
|
$4.06 Million
0.08% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
43,549
shares
|
$4.05 Million
2.62% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
43,435
shares
|
$4.04 Million
1.88% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
43,364
shares
|
$4.03 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
43,319
shares
|
$4.03 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
43,237
shares
|
$4.02 Million
0.35% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
43,127
shares
|
$4.01 Million
2.13% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,122
shares
|
$4.01 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
42,901
shares
|
$3.99 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
42,843
shares
|
$3.98 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
42,767
shares
|
$3.98 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
42,765
shares
|
$3.98 Million
1.44% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
42,750
shares
|
$3.98 Million
0.49% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
42,726
shares
|
$3.97 Million
0.86% of portfolio
|
Q3 2024
Added 113.27%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
42,686
shares
|
$3.97 Million
0.67% of portfolio
|
Q3 2024
Reduced 4.4%
|