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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,080
shares
|
$204,172
0.01% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
2,051
shares
|
$201,326
0.1% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,026
shares
|
$198,872
0.05% of portfolio
|
Q2 2023
Reduced 3.34%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
2,024
shares
|
$198,675
0.06% of portfolio
|
Q3 2023
Reduced 8.54%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
2,016
shares
|
$197,890
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
2,000
shares
|
$196,320
0.09% of portfolio
|
Q4 2023
Reduced 4.94%
|
|
|
Colrain Capital LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$196,320
0.43% of portfolio
|
Q2 2021
Reduced 11.11%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
1,997
shares
|
$196,025
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,987
shares
|
$195,043
0.06% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,972
shares
|
$193,571
0.05% of portfolio
|
Q2 2022
Reduced 2.47%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,968
shares
|
$193,178
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,950
shares
|
$191,412
0.02% of portfolio
|
Q2 2023
Added 2.04%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,950
shares
|
$191,412
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
1,946
shares
|
$191,019
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,939
shares
|
$190,332
0.14% of portfolio
|
Q4 2023
Added 7.48%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,921
shares
|
$188,565
0.12% of portfolio
|
Q2 2023
Reduced 48.22%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,908
shares
|
$187,289
0.17% of portfolio
|
Q4 2018
Reduced 8.71%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,898
shares
|
$186,307
0.0% of portfolio
|
Q3 2024
Reduced 81.49%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,884
shares
|
$184,933
0.07% of portfolio
|
Q4 2024
Added 77.9%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,846
shares
|
$181,203
0.05% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
1,839
shares
|
$180,516
0.05% of portfolio
|
Q3 2022
Added 6.61%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,806
shares
|
$177,276
0.13% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,800
shares
|
$176,688
0.14% of portfolio
|
Q1 2023
Reduced 2.17%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
1,800
shares
|
$176,688
0.1% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,779
shares
|
$174,626
0.08% of portfolio
|
Q3 2023
Added 1.02%
|