Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,248 institutions that hold shares in the stock, with a total of 2.73 Billion shares, which have been reported (via 13F filing form) to have a value of $284 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
|
$13,416
0.0% of portfolio
|
Q3 2022
Reduced 15.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
129
shares
|
$13,416
0.0% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
118
shares
|
$12,272
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
118
shares
|
$12,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
115
shares
|
$11,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
113
shares
|
$11,752
0.44% of portfolio
|
Q4 2024
Added 29.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
111
shares
|
$11,544
0.92% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
110
shares
|
$11,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
102
shares
|
$10,608
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
102
shares
|
$10,608
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
97
shares
|
$10,088
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
94
shares
|
$9,776
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
87
shares
|
$9,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
87
shares
|
$9,048
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
87
shares
|
$9,048
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
76
shares
|
$7,904
0.0% of portfolio
|
Q4 2024
Reduced 95.88%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
75
shares
|
$7,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
68
shares
|
$7,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
66
shares
|
$6,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
63
shares
|
$6,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
50
shares
|
$5,200
0.0% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
49
shares
|
$5,096
0.0% of portfolio
|
Q3 2022
Added 390.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
49
shares
|
$5,096
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
47
shares
|
$4,888
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
36
shares
|
$3,744
0.01% of portfolio
|
Q4 2024
New holding
|