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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,123
shares
|
$939,212
0.08% of portfolio
|
Q2 2022
Reduced 4.79%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
9,119
shares
|
$938,801
0.23% of portfolio
|
Q3 2025
Reduced 52.46%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
9,109
shares
|
$937,771
0.79% of portfolio
|
Q3 2025
Reduced 41.03%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 15, 2026 Q4 2025 |
9,107
shares
|
$937,565
0.87% of portfolio
|
Q4 2025
Reduced 44.77%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
9,097
shares
|
$936,536
0.16% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
9,094
shares
|
$936,227
0.05% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
9,061
shares
|
$932,829
0.21% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
9,058
shares
|
$932,521
0.54% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
9,046
shares
|
$931,285
0.26% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
9,043
shares
|
$930,976
0.06% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
9,014
shares
|
$927,991
0.09% of portfolio
|
Q3 2025
Added 19.39%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,001
shares
|
$926,652
0.73% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
8,993
shares
|
$925,829
0.13% of portfolio
|
Q4 2025
Added 10.01%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
8,985
shares
|
$925,005
0.31% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
8,980
shares
|
$924,491
0.29% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
8,974
shares
|
$923,873
0.05% of portfolio
|
Q4 2023
Added 23.98%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8,972
shares
|
$923,667
1.26% of portfolio
|
Q2 2023
Reduced 3.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,944
shares
|
$920,784
0.11% of portfolio
|
Q3 2025
Reduced 41.99%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
8,933
shares
|
$919,652
0.27% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
8,931
shares
|
$919,446
0.15% of portfolio
|
Q3 2025
Added 143.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
8,922
shares
|
$918,519
0.12% of portfolio
|
Q3 2025
Added 24.75%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,899
shares
|
$916,152
0.44% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
8,898
shares
|
$916,049
0.08% of portfolio
|
Q4 2025
Added 99.78%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,897
shares
|
$915,946
0.21% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
8,884
shares
|
$914,607
0.13% of portfolio
|
Q2 2022
Reduced 0.46%
|
|