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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
11,026
shares
|
$1.14 Million
0.41% of portfolio
|
Q4 2025
Added 18.64%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
10,994
shares
|
$1.13 Million
0.24% of portfolio
|
Q4 2025
Added 2.63%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
10,992
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
10,976
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
10,974
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
10,971
shares
|
$1.13 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
10,970
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
10,932
shares
|
$1.13 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
10,925
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Oct 17, 2025 Q3 2025 |
10,894
shares
|
$1.12 Million
0.9% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
10,889
shares
|
$1.12 Million
0.7% of portfolio
|
Q4 2025
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,882
shares
|
$1.12 Million
0.39% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
10,878
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2025
Added 26.5%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
10,872
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
10,842
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
10,839
shares
|
$1.12 Million
0.82% of portfolio
|
Q4 2025
Reduced 13.96%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
10,832
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2025
Added 24.41%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
10,830
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
10,829
shares
|
$1.11 Million
0.82% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
10,828
shares
|
$1.11 Million
0.35% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
10,820
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
10,811
shares
|
$1.11 Million
0.51% of portfolio
|
Q3 2025
Added 37.58%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
10,808
shares
|
$1.11 Million
0.24% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
10,803
shares
|
$1.11 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
10,802
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.96%
|
|