Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,015 institutions that hold shares in the stock, with a total of 2.65 Billion shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
2,557
shares
|
$258,640
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
2,550
shares
|
$257,932
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
2,542
shares
|
$257,123
0.17% of portfolio
|
Q3 2024
Reduced 50.64%
|
|
|
Barton Investment Management
|
Jan 27, 2025 Q4 2024 |
2,535
shares
|
$256,415
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
2,535
shares
|
$256,415
0.18% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
2,531
shares
|
$256,010
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,527
shares
|
$255,606
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
2,521
shares
|
$254,999
0.13% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
2,518
shares
|
$254,695
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
2,518
shares
|
$254,695
0.02% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
2,517
shares
|
$254,594
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,517
shares
|
$254,594
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
2,516
shares
|
$254,493
0.09% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
2,511
shares
|
$253,987
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
2,511
shares
|
$253,987
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,510
shares
|
$253,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,507
shares
|
$253,583
0.07% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
2,506
shares
|
$253,481
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,505
shares
|
$253,380
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
2,500
shares
|
$252,875
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,499
shares
|
$252,773
0.17% of portfolio
|
Q4 2024
Reduced 83.35%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
2,496
shares
|
$252,470
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
2,493
shares
|
$252,166
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
2,484
shares
|
$251,256
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
2,480
shares
|
$250,852
0.13% of portfolio
|
Q3 2024
New holding
|