Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,932 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 $258 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
2,410
shares
|
$236,565
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,402
shares
|
$235,780
0.03% of portfolio
|
Q3 2022
Added 8.15%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,401
shares
|
$235,682
0.05% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
2,400
shares
|
$235,584
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
2,398
shares
|
$235,387
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
2,394
shares
|
$234,995
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
2,386
shares
|
$234,209
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
2,385
shares
|
$234,111
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
2,374
shares
|
$233,031
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,373
shares
|
$232,933
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
2,371
shares
|
$232,737
0.04% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,367
shares
|
$232,344
0.09% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,364
shares
|
$232,050
0.03% of portfolio
|
Q2 2024
Added 5.63%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
2,361
shares
|
$231,755
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,358
shares
|
$231,461
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
2,356
shares
|
$231,264
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
2,355
shares
|
$231,166
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
2,354
shares
|
$231,068
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
2,343
shares
|
$229,988
0.03% of portfolio
|
Q1 2024
Added 157.47%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,332
shares
|
$228,909
0.03% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2,331
shares
|
$228,810
0.06% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,331
shares
|
$228,810
0.15% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,306
shares
|
$226,356
0.17% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
2,301
shares
|
$225,866
0.07% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
2,298
shares
|
$225,571
0.13% of portfolio
|
Q4 2024
New holding
|