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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
10,452
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
10,438
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
10,405
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Community Bank Of Raymore
|
Jan 22, 2026 Q4 2025 |
10,396
shares
|
$1.07 Million
0.77% of portfolio
|
Q3 2025
Added 153.81%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
10,389
shares
|
$1.07 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
10,386
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 2910.43%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
10,327
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 42.01%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
10,325
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
10,295
shares
|
$1.06 Million
0.93% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
10,291
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
10,252
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
E&G Advisors, LP
|
Jan 23, 2026 Q4 2025 |
10,235
shares
|
$1.05 Million
0.25% of portfolio
|
Q4 2025
Reduced 4.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,230
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
10,211
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2025
Added 56.54%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
10,200
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
10,200
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2025
Added 29.75%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,197
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,189
shares
|
$1.05 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Third View Private Wealth, LLC
Westport, CT |
Jan 23, 2026 Q4 2025 |
10,167
shares
|
$1.05 Million
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
10,165
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
10,149
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
10,135
shares
|
$1.04 Million
0.59% of portfolio
|
Q3 2025
Added 257.5%
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
10,110
shares
|
$1.04 Million
0.34% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
10,107
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
10,101
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2025
Reduced 0.37%
|
|