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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
11,280
shares
|
$1.16 Million
0.45% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
11,276
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Adelphi Trust CO
Saint Petersburg, FL |
Jan 26, 2026 Q4 2025 |
11,252
shares
|
$1.16 Million
1.02% of portfolio
|
Q4 2025
New holding
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
11,243
shares
|
$1.16 Million
0.4% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
11,240
shares
|
$1.16 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
11,216
shares
|
$1.15 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
11,211
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2025
Reduced 21.77%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
11,211
shares
|
$1.15 Million
0.47% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,200
shares
|
$1.15 Million
1.55% of portfolio
|
Q1 2023
Added 3.89%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
11,197
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
11,195
shares
|
$1.15 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jan 21, 2026 Q4 2025 |
11,174
shares
|
$1.15 Million
0.73% of portfolio
|
Q4 2025
Reduced 4.13%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
11,150
shares
|
$1.15 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
11,146
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 30.49%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
11,137
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2025
Added 136.15%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
11,125
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2025
Added 10.76%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jan 26, 2026 Q4 2025 |
11,122
shares
|
$1.15 Million
0.82% of portfolio
|
Q4 2025
Reduced 2.66%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
11,122
shares
|
$1.15 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
11,084
shares
|
$1.14 Million
0.53% of portfolio
|
Q4 2025
Added 20.91%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
11,080
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 20, 2026 Q4 2025 |
11,073
shares
|
$1.14 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
11,053
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2025
Reduced 72.18%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
11,053
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Joho Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,050
shares
|
$1.14 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
11,035
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.69%
|
|