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 |
|---|---|---|---|---|---|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
8,323
shares
|
$856,852
0.22% of portfolio
|
Q4 2025
Reduced 0.82%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
8,300
shares
|
$854,485
0.03% of portfolio
|
Q3 2025
Reduced 52.84%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
8,280
shares
|
$852,426
0.29% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
8,262
shares
|
$850,572
0.59% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
8,262
shares
|
$850,572
0.69% of portfolio
|
Q4 2022
Reduced 24.09%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
8,262
shares
|
$850,572
0.51% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
8,228
shares
|
$847,072
0.05% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
8,227
shares
|
$846,969
0.53% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
8,223
shares
|
$846,557
0.26% of portfolio
|
Q3 2025
Reduced 71.21%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
8,222
shares
|
$846,454
0.25% of portfolio
|
Q4 2025
Added 17.14%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
8,222
shares
|
$846,454
0.29% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,219
shares
|
$846,146
0.09% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
8,214
shares
|
$845,631
0.5% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
8,212
shares
|
$845,425
0.52% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
8,210
shares
|
$845,219
0.33% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
8,206
shares
|
$844,807
0.04% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,199
shares
|
$844,087
1.15% of portfolio
|
Q3 2022
Reduced 88.27%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,166
shares
|
$840,689
0.21% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Nov 12, 2025 Q3 2025 |
8,165
shares
|
$840,586
2.75% of portfolio
|
Q3 2025
Reduced 86.05%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
8,164
shares
|
$840,483
0.83% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
8,159
shares
|
$839,969
0.21% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
8,159
shares
|
$839,969
0.56% of portfolio
|
Q4 2025
Added 139.76%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
8,148
shares
|
$838,836
0.05% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,146
shares
|
$838,630
0.35% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
8,139
shares
|
$837,910
0.08% of portfolio
|
Q2 2025
Added 22.78%
|
|