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 |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
9,379
shares
|
$965,568
0.4% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
James Hambro & Partners
|
Jan 15, 2026 Q4 2025 |
9,372
shares
|
$964,847
0.04% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
9,357
shares
|
$963,303
0.44% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,349
shares
|
$962,479
0.44% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
9,341
shares
|
$961,655
0.49% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
9,300
shares
|
$957,435
0.21% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
9,299
shares
|
$957,332
0.37% of portfolio
|
Q4 2025
Added 21.6%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
9,283
shares
|
$955,684
0.38% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
9,263
shares
|
$953,625
0.19% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
9,258
shares
|
$953,111
0.21% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
9,237
shares
|
$950,949
0.29% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
South Shore Capital Advisors
|
Jan 21, 2026 Q4 2025 |
9,235
shares
|
$950,743
0.72% of portfolio
|
Q4 2025
Added 106.0%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,235
shares
|
$950,743
0.33% of portfolio
|
Q3 2025
Added 18.58%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
9,234
shares
|
$950,640
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
9,227
shares
|
$949,919
0.29% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
9,210
shares
|
$948,169
0.2% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
9,210
shares
|
$948,169
2.35% of portfolio
|
Q3 2025
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
9,210
shares
|
$948,169
0.28% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
9,209
shares
|
$948,066
0.45% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
9,200
shares
|
$947,140
0.1% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
9,188
shares
|
$945,904
0.72% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
9,172
shares
|
$944,257
0.32% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
9,168
shares
|
$943,845
0.39% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,165
shares
|
$943,536
0.41% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Tower View Investment Management & Research LLC
|
Jan 23, 2026 Q4 2025 |
9,141
shares
|
$941,065
0.5% of portfolio
|
Q4 2025
Added 635.99%
|
|