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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
7,763
shares
|
$799,200
0.35% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
7,756
shares
|
$798,480
0.13% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
7,754
shares
|
$798,274
0.12% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,752
shares
|
$798,068
0.15% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
7,743
shares
|
$797,141
0.69% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
7,743
shares
|
$797,141
0.56% of portfolio
|
Q4 2025
Reduced 7.51%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
7,739
shares
|
$796,730
0.27% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
7,735
shares
|
$796,318
0.08% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
7,735
shares
|
$796,318
0.18% of portfolio
|
Q4 2025
Added 31.91%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
7,718
shares
|
$794,568
0.27% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
7,716
shares
|
$794,362
0.39% of portfolio
|
Q4 2025
Added 3.39%
|
|
|
Gemmer Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
7,702
shares
|
$792,920
0.06% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
7,696
shares
|
$792,303
0.61% of portfolio
|
Q3 2025
Reduced 57.97%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
7,693
shares
|
$791,994
0.39% of portfolio
|
Q4 2025
Added 9.6%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
7,689
shares
|
$791,582
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
7,687
shares
|
$791,376
0.29% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,685
shares
|
$791,170
0.17% of portfolio
|
Q1 2024
Added 197.41%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
7,683
shares
|
$790,964
0.54% of portfolio
|
Q4 2025
Reduced 4.24%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,674
shares
|
$790,038
0.23% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
7,656
shares
|
$788,185
0.13% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
7,648
shares
|
$787,361
0.15% of portfolio
|
Q4 2025
Added 237.81%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
7,646
shares
|
$787,155
0.23% of portfolio
|
Q3 2025
Added 35.54%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
7,645
shares
|
$787,052
0.19% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,640
shares
|
$786,538
0.24% of portfolio
|
Q3 2025
Added 17.38%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
7,636
shares
|
$786,126
0.13% of portfolio
|
Q3 2025
Reduced 6.87%
|
|