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 |
|---|---|---|---|---|---|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2026 Q4 2025 |
10,088
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2025
Added 1.9%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 16, 2026 Q4 2025 |
10,079
shares
|
$1.04 Million
0.34% of portfolio
|
Q4 2025
Reduced 13.7%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
10,075
shares
|
$1.04 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
10,074
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2025
Added 276.32%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
10,053
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
10,046
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
10,032
shares
|
$1.03 Million
0.18% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
10,009
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Dkrt Investments Corp.
Toronto, |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
9,999
shares
|
$1.03 Million
0.92% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Peoples Financial Services Corp.
|
Jan 26, 2026 Q4 2025 |
9,990
shares
|
$1.03 Million
0.49% of portfolio
|
Q4 2025
Reduced 2.66%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
9,990
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2025
Reduced 9.17%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
9,989
shares
|
$1.03 Million
0.46% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
9,989
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
9,975
shares
|
$1.03 Million
0.22% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
9,967
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
9,953
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2025
Added 44.58%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
9,927
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
9,927
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
9,919
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2025
Added 46.34%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,887
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 20, 2026 Q4 2025 |
9,887
shares
|
$1.02 Million
0.79% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,884
shares
|
$1.02 Million
0.17% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
9,856
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.46%
|
|