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 |
|---|---|---|---|---|---|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Jan 21, 2026 Q4 2025 |
7,961
shares
|
$819,584
0.07% of portfolio
|
Q3 2025
Added 34.57%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
7,958
shares
|
$819,276
0.43% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
7,955
shares
|
$818,967
0.5% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
7,951
shares
|
$818,555
0.64% of portfolio
|
Q4 2025
Added 3.18%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
7,933
shares
|
$816,702
0.15% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
7,922
shares
|
$815,569
0.09% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,917
shares
|
$815,055
0.06% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,916
shares
|
$814,952
0.09% of portfolio
|
Q4 2025
Reduced 3.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
7,913
shares
|
$814,643
0.15% of portfolio
|
Q4 2025
Added 2.95%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
7,895
shares
|
$812,790
0.57% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
7,873
shares
|
$810,525
0.59% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
7,867
shares
|
$809,907
0.6% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
7,855
shares
|
$808,672
0.1% of portfolio
|
Q3 2025
Reduced 35.49%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
7,849
shares
|
$808,054
0.23% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
7,845
shares
|
$807,642
0.55% of portfolio
|
Q4 2025
Reduced 8.18%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,830
shares
|
$806,098
0.06% of portfolio
|
Q3 2022
Reduced 2.49%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
7,825
shares
|
$805,583
0.13% of portfolio
|
Q3 2025
Reduced 20.67%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
7,817
shares
|
$804,760
0.16% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
7,817
shares
|
$804,760
0.27% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
7,800
shares
|
$803,010
0.05% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,798
shares
|
$802,804
0.12% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
7,798
shares
|
$802,804
0.12% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
7,797
shares
|
$802,701
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
7,786
shares
|
$801,568
0.19% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
7,770
shares
|
$799,921
0.22% of portfolio
|
Q3 2025
Reduced 16.63%
|
|