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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
35
shares
|
$3,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
33
shares
|
$3,432
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33
shares
|
$3,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
33
shares
|
$3,432
0.0% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
32
shares
|
$3,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
25
shares
|
$2,600
0.0% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
22
shares
|
$2,288
0.01% of portfolio
|
Q1 2021
Reduced 15.38%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
12
shares
|
$1,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11
shares
|
$1,144
0.03% of portfolio
|
Q3 2024
Reduced 96.65%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
7
shares
|
$728
0.0% of portfolio
|
Q4 2024
Added 600.0%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
6
shares
|
$624
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
4
shares
|
$416
0.0% of portfolio
|
Q2 2022
Reduced 96.0%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|