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 $231 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
3,977
shares
|
$336,056
0.1% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,977
shares
|
$336,056
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
3,965
shares
|
$335,042
0.08% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,955
shares
|
$334,197
0.23% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
3,954
shares
|
$334,113
0.04% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,950
shares
|
$333,775
0.08% of portfolio
|
Q1 2023
Added 2.6%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,945
shares
|
$333,352
0.12% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
3,943
shares
|
$333,183
0.32% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
3,937
shares
|
$332,676
0.1% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
3,934
shares
|
$332,423
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,930
shares
|
$332,085
0.12% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
3,923
shares
|
$331,493
0.07% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
3,919
shares
|
$331,155
0.19% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
3,917
shares
|
$330,986
0.21% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
3,910
shares
|
$330,395
0.06% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
3,903
shares
|
$329,803
0.2% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,902
shares
|
$329,719
0.22% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
3,900
shares
|
$329,550
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,900
shares
|
$329,550
0.12% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
3,897
shares
|
$329,296
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
3,892
shares
|
$328,874
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
3,886
shares
|
$328,367
0.12% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,866
shares
|
$326,677
0.07% of portfolio
|
Q4 2023
Reduced 57.23%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
3,865
shares
|
$326,592
0.22% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,861
shares
|
$326,254
0.14% of portfolio
|
Q4 2024
Added 9.07%
|