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 |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
38,957
shares
|
$3.62 Million
0.69% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
38,915
shares
|
$3.62 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
38,891
shares
|
$3.62 Million
1.77% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
38,773
shares
|
$3.61 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
38,663
shares
|
$3.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
38,525
shares
|
$3.58 Million
0.18% of portfolio
|
Q3 2024
Added 26.53%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
38,512
shares
|
$3.58 Million
1.39% of portfolio
|
Q3 2024
Added 30.96%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
38,501
shares
|
$3.58 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
38,001
shares
|
$3.53 Million
1.38% of portfolio
|
Q2 2023
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
37,953
shares
|
$3.53 Million
0.38% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
37,893
shares
|
$3.52 Million
1.82% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
37,875
shares
|
$3.52 Million
0.71% of portfolio
|
Q1 2024
Added 207.3%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
37,797
shares
|
$3.52 Million
1.41% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
37,713
shares
|
$3.51 Million
0.11% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
37,563
shares
|
$3.49 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
37,545
shares
|
$3.49 Million
0.34% of portfolio
|
Q3 2024
Added 394.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
37,521
shares
|
$3.49 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
37,424
shares
|
$3.48 Million
1.12% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
37,181
shares
|
$3.46 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
37,179
shares
|
$3.46 Million
0.39% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
37,043
shares
|
$3.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
37,005
shares
|
$3.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 34.91%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
36,937
shares
|
$3.44 Million
1.7% of portfolio
|
Q2 2024
Added 6.95%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
36,886
shares
|
$3.43 Million
0.26% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
36,819
shares
|
$3.42 Million
0.07% of portfolio
|
Q1 2024
Added 200.0%
|