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 |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,627
shares
|
$991,099
0.11% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
9,607
shares
|
$989,040
0.07% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
9,600
shares
|
$988,320
0.18% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
9,591
shares
|
$987,393
0.71% of portfolio
|
Q4 2025
Added 63.28%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,588
shares
|
$987,084
0.09% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
9,561
shares
|
$984,304
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
9,553
shares
|
$983,481
0.04% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
9,545
shares
|
$982,657
0.38% of portfolio
|
Q4 2025
Reduced 3.06%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
9,538
shares
|
$981,937
0.29% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
9,537
shares
|
$981,834
0.12% of portfolio
|
Q3 2025
Added 89.75%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
9,534
shares
|
$981,525
0.1% of portfolio
|
Q4 2025
Added 10.74%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
9,489
shares
|
$976,892
0.12% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
Jackson Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,481
shares
|
$976,068
0.13% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
9,480
shares
|
$975,966
0.47% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
9,445
shares
|
$972,362
0.46% of portfolio
|
Q3 2025
Reduced 31.95%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
9,441
shares
|
$971,950
0.39% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
9,435
shares
|
$971,333
0.29% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
9,424
shares
|
$970,200
0.12% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
9,413
shares
|
$969,068
0.08% of portfolio
|
Q3 2025
Reduced 28.05%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
9,405
shares
|
$968,244
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
9,403
shares
|
$968,038
0.75% of portfolio
|
Q4 2025
Added 4.21%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
9,388
shares
|
$966,494
0.07% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
9,386
shares
|
$966,288
0.17% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 23, 2026 Q4 2025 |
9,385
shares
|
$966,185
0.18% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
9,379
shares
|
$965,568
0.18% of portfolio
|
Q3 2025
Added 101.96%
|
|