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 |
|---|---|---|---|---|---|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
8,139
shares
|
$837,910
0.45% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
8,137
shares
|
$837,704
0.18% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,135
shares
|
$837,498
0.38% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
8,129
shares
|
$836,880
1.43% of portfolio
|
Q3 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
8,109
shares
|
$834,821
0.01% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,109
shares
|
$834,821
0.86% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
8,105
shares
|
$834,409
0.06% of portfolio
|
Q3 2025
Added 127.54%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
8,103
shares
|
$834,203
0.34% of portfolio
|
Q4 2025
Reduced 19.27%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
8,087
shares
|
$832,556
0.11% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
8,084
shares
|
$832,247
0.35% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
8,083
shares
|
$832,144
0.21% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,076
shares
|
$831,424
0.12% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,049
shares
|
$828,644
0.13% of portfolio
|
Q3 2025
Reduced 58.95%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
8,048
shares
|
$828,541
0.03% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
8,019
shares
|
$825,556
0.27% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
8,016
shares
|
$825,247
0.32% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
8,008
shares
|
$824,423
0.17% of portfolio
|
Q4 2025
Added 28.81%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
7,994
shares
|
$822,982
0.42% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
7,988
shares
|
$822,364
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
7,986
shares
|
$822,158
0.06% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
7,977
shares
|
$821,232
0.14% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2026 Q4 2025 |
7,975
shares
|
$821,026
0.54% of portfolio
|
Q4 2025
Added 8.14%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
7,965
shares
|
$819,996
0.31% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
7,964
shares
|
$819,893
0.38% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
7,961
shares
|
$819,584
1.08% of portfolio
|
Q4 2025
New holding
|
|