Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,633 institutions that hold shares in the stock, with a total of 2.77 Billion shares, which have been reported (via 13F filing form) to have a value of $285 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
12,198
shares
|
$1.26 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
12,177
shares
|
$1.25 Million
0.25% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,170
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
12,160
shares
|
$1.25 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
12,160
shares
|
$1.25 Million
1.07% of portfolio
|
Q1 2024
Added 184.78%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
12,158
shares
|
$1.25 Million
0.74% of portfolio
|
Q3 2025
Reduced 15.39%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
12,156
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
12,152
shares
|
$1.25 Million
0.82% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
12,138
shares
|
$1.25 Million
0.3% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
12,126
shares
|
$1.25 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
12,113
shares
|
$1.25 Million
0.11% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
12,104
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2025
Reduced 52.03%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
12,053
shares
|
$1.24 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
12,045
shares
|
$1.24 Million
0.8% of portfolio
|
Q4 2025
Reduced 10.39%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,036
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Nov 03, 2025 Q3 2025 |
12,033
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
12,028
shares
|
$1.24 Million
0.24% of portfolio
|
Q3 2025
Added 69.77%
|
|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
12,006
shares
|
$1.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
11,999
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Wealth Effects LLC
|
Jan 26, 2026 Q4 2025 |
11,982
shares
|
$1.23 Million
0.47% of portfolio
|
Q4 2025
Added 4.41%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
11,981
shares
|
$1.23 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
11,925
shares
|
$1.23 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,923
shares
|
$1.23 Million
0.36% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,900
shares
|
$1.23 Million
0.49% of portfolio
|
Q2 2024
Reduced 36.49%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
11,899
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2021
Added 0.35%
|
|