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 |
|---|---|---|---|---|---|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
8,724
shares
|
$898,135
0.13% of portfolio
|
Q4 2025
Reduced 9.02%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
8,694
shares
|
$895,047
0.48% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
8,691
shares
|
$894,738
0.37% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,665
shares
|
$892,061
0.81% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
8,651
shares
|
$890,620
0.21% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
8,636
shares
|
$889,076
0.3% of portfolio
|
Q4 2025
Reduced 2.45%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
8,627
shares
|
$888,149
1.48% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
8,626
shares
|
$888,046
0.11% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
8,623
shares
|
$887,737
0.66% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
8,622
shares
|
$887,634
0.64% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
8,619
shares
|
$887,326
0.2% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jan 21, 2026 Q4 2025 |
8,615
shares
|
$886,914
0.81% of portfolio
|
Q4 2025
Reduced 21.54%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,611
shares
|
$886,502
0.09% of portfolio
|
Q4 2025
Added 3.39%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
8,597
shares
|
$885,061
0.68% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
8,593
shares
|
$884,649
0.07% of portfolio
|
Q3 2025
Added 54.3%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
8,592
shares
|
$884,546
0.08% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
8,587
shares
|
$884,031
0.37% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,577
shares
|
$883,002
0.27% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
8,573
shares
|
$882,590
0.69% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
8,556
shares
|
$880,840
0.22% of portfolio
|
Q3 2025
Reduced 18.25%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
8,551
shares
|
$880,325
0.32% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Culbertson A N & CO Inc
|
Jan 21, 2026 Q4 2025 |
8,539
shares
|
$879,090
0.13% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
8,538
shares
|
$878,987
0.7% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
8,520
shares
|
$877,134
0.17% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
8,514
shares
|
$876,516
0.17% of portfolio
|
Q4 2025
Reduced 3.44%
|
|