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 |
|---|---|---|---|---|---|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
7,464
shares
|
$768,418
0.12% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
7,460
shares
|
$768,007
0.42% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
7,454
shares
|
$767,389
0.27% of portfolio
|
Q4 2022
Reduced 1.44%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
7,440
shares
|
$765,948
0.16% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
7,400
shares
|
$761,830
0.61% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
7,392
shares
|
$761,006
0.2% of portfolio
|
Q4 2025
Added 43.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
7,383
shares
|
$760,079
0.37% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,373
shares
|
$759,050
0.08% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
7,364
shares
|
$758,123
0.63% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
7,350
shares
|
$756,682
0.53% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,349
shares
|
$756,579
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
7,342
shares
|
$755,858
0.05% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
7,338
shares
|
$755,447
0.22% of portfolio
|
Q1 2024
Added 184.97%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 21, 2026 Q4 2025 |
7,333
shares
|
$754,932
0.19% of portfolio
|
Q4 2025
Added 17.57%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,327
shares
|
$754,314
0.13% of portfolio
|
Q2 2024
Added 202.39%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,322
shares
|
$753,799
0.21% of portfolio
|
Q1 2024
Added 162.72%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
7,318
shares
|
$753,388
0.13% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,315
shares
|
$753,079
0.01% of portfolio
|
Q2 2025
Reduced 36.75%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,294
shares
|
$750,917
0.0% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,287
shares
|
$750,196
0.21% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
7,286
shares
|
$750,093
0.19% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
7,269
shares
|
$748,343
0.58% of portfolio
|
Q2 2024
Added 20.11%
|
|
|
Brown Miller Wealth Management, LLC
|
Jan 23, 2026 Q4 2025 |
7,265
shares
|
$747,931
0.22% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
7,265
shares
|
$747,931
0.3% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
7,260
shares
|
$747,417
0.45% of portfolio
|
Q3 2025
Added 17.25%
|
|