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 |
|---|---|---|---|---|---|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
9,823
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
9,822
shares
|
$1.01 Million
0.42% of portfolio
|
Q4 2025
Reduced 23.83%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
9,811
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2025
Reduced 57.33%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
9,803
shares
|
$1.01 Million
0.65% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
9,800
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
9,784
shares
|
$1.01 Million
0.52% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
9,776
shares
|
$1.01 Million
0.12% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
9,758
shares
|
$1 Million
2.05% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
9,747
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
9,746
shares
|
$1 Million
0.33% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
9,743
shares
|
$1 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
9,721
shares
|
$1 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
9,721
shares
|
$1 Million
0.13% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
9,711
shares
|
$999,747
0.13% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
9,704
shares
|
$999,026
0.1% of portfolio
|
Q4 2025
Added 4.76%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
9,703
shares
|
$998,923
0.13% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
9,697
shares
|
$998,306
0.2% of portfolio
|
Q3 2025
Reduced 51.02%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
9,683
shares
|
$996,864
0.59% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
9,653
shares
|
$993,776
0.09% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,653
shares
|
$993,776
0.27% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9,642
shares
|
$992,643
0.2% of portfolio
|
Q3 2025
Added 34.08%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
9,634
shares
|
$991,820
0.34% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
9,630
shares
|
$991,408
0.25% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
9,629
shares
|
$991,305
0.43% of portfolio
|
Q3 2025
Reduced 0.81%
|
|