Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,875 institutions that hold shares in the stock, with a total of 2.62 Billion shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
34,736
shares
|
$3.29 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
34,686
shares
|
$3.29 Million
0.23% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
34,631
shares
|
$3.28 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
34,460
shares
|
$3.27 Million
1.22% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
34,387
shares
|
$3.26 Million
0.93% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
34,341
shares
|
$3.25 Million
2.18% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
34,328
shares
|
$3.25 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
34,312
shares
|
$3.25 Million
1.57% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
34,239
shares
|
$3.24 Million
0.65% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
34,212
shares
|
$3.24 Million
1.77% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
34,162
shares
|
$3.24 Million
0.88% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
34,053
shares
|
$3.23 Million
0.68% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
34,027
shares
|
$3.22 Million
0.93% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
34,017
shares
|
$3.22 Million
1.37% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
34,001
shares
|
$3.22 Million
0.05% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
33,933
shares
|
$3.22 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
33,913
shares
|
$3.21 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
33,854
shares
|
$3.21 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
33,853
shares
|
$3.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
33,625
shares
|
$3.19 Million
0.99% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
33,545
shares
|
$3.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
33,406
shares
|
$3.17 Million
0.19% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
33,216
shares
|
$3.15 Million
0.29% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
33,187
shares
|
$3.14 Million
2.06% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
33,168
shares
|
$3.14 Million
0.96% of portfolio
|
Q1 2024
Added 154.08%
|