Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,275 institutions that hold shares in the stock, with a total of 2.74 Billion shares, which have been reported (via 13F filing form) to have a value of $233 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
46,072
shares
|
$3.89 Million
0.39% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
45,893
shares
|
$3.88 Million
1.93% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
45,809
shares
|
$3.87 Million
0.7% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
45,790
shares
|
$3.87 Million
1.18% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
45,785
shares
|
$3.87 Million
0.32% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
45,773
shares
|
$3.87 Million
1.04% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Masterton Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
45,722
shares
|
$3.86 Million
2.34% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
45,661
shares
|
$3.86 Million
0.37% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
45,542
shares
|
$3.85 Million
0.46% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
45,412
shares
|
$3.84 Million
0.29% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
45,266
shares
|
$3.82 Million
1.78% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
45,231
shares
|
$3.82 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
45,157
shares
|
$3.82 Million
0.22% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
45,067
shares
|
$3.81 Million
3.12% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
45,064
shares
|
$3.81 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
44,980
shares
|
$3.8 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
44,942
shares
|
$3.8 Million
3.06% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
44,923
shares
|
$3.8 Million
2.47% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
44,843
shares
|
$3.79 Million
0.41% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
44,777
shares
|
$3.78 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
44,731
shares
|
$3.78 Million
0.75% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
44,705
shares
|
$3.78 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
44,679
shares
|
$3.78 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
44,677
shares
|
$3.78 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
44,624
shares
|
$3.77 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.58%
|