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 |
|---|---|---|---|---|---|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
11,894
shares
|
$1.22 Million
0.32% of portfolio
|
Q4 2025
Reduced 52.75%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
11,875
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Added 23.8%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
11,834
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
11,832
shares
|
$1.22 Million
0.59% of portfolio
|
Q2 2025
Added 19.13%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
11,824
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
11,788
shares
|
$1.21 Million
0.81% of portfolio
|
Q3 2025
Reduced 32.56%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
11,773
shares
|
$1.21 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jan 20, 2026 Q4 2025 |
11,755
shares
|
$1.21 Million
0.99% of portfolio
|
Q4 2025
Added 39.57%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
11,737
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
11,732
shares
|
$1.21 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
11,730
shares
|
$1.21 Million
0.67% of portfolio
|
Q4 2025
Added 11.16%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
11,727
shares
|
$1.21 Million
0.21% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
11,723
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
11,702
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
11,700
shares
|
$1.2 Million
0.16% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
11,682
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2025
Added 39.19%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
11,668
shares
|
$1.2 Million
0.51% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
11,661
shares
|
$1.2 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 20, 2026 Q4 2025 |
11,655
shares
|
$1.2 Million
1.0% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
11,644
shares
|
$1.2 Million
1.07% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
11,607
shares
|
$1.19 Million
0.2% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
11,606
shares
|
$1.19 Million
0.96% of portfolio
|
Q4 2025
Reduced 8.19%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
11,600
shares
|
$1.19 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
11,596
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2021
Added 4.06%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
11,591
shares
|
$1.19 Million
0.24% of portfolio
|
Q3 2025
Added 0.14%
|
|