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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
129
shares
|
$12,662
0.0% of portfolio
|
Q3 2022
Reduced 15.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
129
shares
|
$12,662
0.0% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
118
shares
|
$11,582
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
115
shares
|
$11,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
113
shares
|
$11,092
0.44% of portfolio
|
Q4 2024
Added 29.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
111
shares
|
$10,895
0.92% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
102
shares
|
$10,012
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
102
shares
|
$10,012
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
97
shares
|
$9,521
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
94
shares
|
$9,227
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
87
shares
|
$8,539
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
87
shares
|
$8,539
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
75
shares
|
$7,362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
49
shares
|
$4,809
0.0% of portfolio
|
Q3 2022
Added 390.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
49
shares
|
$4,809
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
47
shares
|
$4,613
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
35
shares
|
$3,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
33
shares
|
$3,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
33
shares
|
$3,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
33
shares
|
$3,239
0.0% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
32
shares
|
$3,141
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
26
shares
|
$2,552
0.0% of portfolio
|
Q3 2024
Reduced 79.37%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
25
shares
|
$2,454
0.0% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
22
shares
|
$2,159
0.01% of portfolio
|
Q1 2021
Reduced 15.38%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
15
shares
|
$1,472
0.0% of portfolio
|
Q3 2024
New holding
|