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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
8,875
shares
|
$913,681
0.39% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
8,861
shares
|
$912,239
0.15% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
8,848
shares
|
$910,901
0.31% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Sara Bay Financial
|
Jan 20, 2026 Q4 2025 |
8,834
shares
|
$909,460
0.29% of portfolio
|
Q4 2025
Reduced 10.8%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
8,818
shares
|
$907,813
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
8,813
shares
|
$907,298
0.12% of portfolio
|
Q3 2025
Added 44.1%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
8,810
shares
|
$906,989
0.39% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
8,810
shares
|
$906,989
0.76% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
8,808
shares
|
$906,783
0.19% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
8,806
shares
|
$906,577
0.71% of portfolio
|
Q4 2025
Added 11.21%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
8,803
shares
|
$906,268
0.34% of portfolio
|
Q1 2023
Reduced 11.99%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
8,801
shares
|
$906,062
0.34% of portfolio
|
Q4 2025
Reduced 19.43%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
8,797
shares
|
$905,651
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
8,796
shares
|
$905,548
0.16% of portfolio
|
Q4 2025
Added 11.89%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
8,785
shares
|
$904,415
0.2% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
8,765
shares
|
$902,356
0.4% of portfolio
|
Q3 2025
Added 49.32%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
8,758
shares
|
$901,636
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
8,750
shares
|
$900,812
0.48% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
8,750
shares
|
$900,812
0.06% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
8,750
shares
|
$900,812
0.32% of portfolio
|
Q3 2025
Added 33.36%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
8,745
shares
|
$900,297
0.74% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 16, 2026 Q4 2025 |
8,739
shares
|
$899,680
0.61% of portfolio
|
Q4 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
8,735
shares
|
$899,268
0.13% of portfolio
|
Q4 2025
Added 7.3%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
8,733
shares
|
$899,062
0.05% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
8,725
shares
|
$898,238
0.09% of portfolio
|
Q4 2025
Added 0.06%
|
|