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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
8,511
shares
|
$876,207
0.45% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Jan 23, 2026 Q4 2025 |
8,476
shares
|
$872,604
0.23% of portfolio
|
Q4 2025
Reduced 4.6%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
8,467
shares
|
$871,677
0.75% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
8,464
shares
|
$871,368
0.15% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
8,455
shares
|
$870,442
0.01% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
8,448
shares
|
$869,721
0.13% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
8,426
shares
|
$867,456
0.64% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
8,423
shares
|
$867,147
0.09% of portfolio
|
Q4 2025
Reduced 7.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
8,405
shares
|
$865,294
0.12% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
8,404
shares
|
$865,191
0.67% of portfolio
|
Q3 2025
Reduced 14.57%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
8,403
shares
|
$865,088
0.04% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
8,400
shares
|
$864,780
0.13% of portfolio
|
Q4 2025
Added 5.09%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
8,400
shares
|
$864,780
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
8,400
shares
|
$864,780
0.37% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,397
shares
|
$864,471
0.15% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
8,388
shares
|
$863,544
0.3% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
8,385
shares
|
$863,235
0.29% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
8,383
shares
|
$863,029
0.19% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Jan 20, 2026 Q4 2025 |
8,375
shares
|
$862,206
0.49% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Jan 08, 2026 Q4 2025 |
8,365
shares
|
$861,176
0.54% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
8,364
shares
|
$861,073
0.47% of portfolio
|
Q3 2025
Added 203.37%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
8,346
shares
|
$859,220
0.17% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
8,342
shares
|
$858,808
0.07% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
8,341
shares
|
$858,705
0.2% of portfolio
|
Q4 2025
Reduced 1.66%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
8,324
shares
|
$856,955
0.19% of portfolio
|
Q4 2025
Added 0.95%
|
|