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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
7,254
shares
|
$746,799
0.2% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
7,239
shares
|
$745,255
0.62% of portfolio
|
Q3 2025
Added 176.51%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
7,235
shares
|
$744,843
0.54% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,206
shares
|
$741,857
0.23% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
7,202
shares
|
$741,445
0.04% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
7,189
shares
|
$740,107
0.26% of portfolio
|
Q3 2025
Added 39.89%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
7,189
shares
|
$740,107
0.26% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
7,179
shares
|
$739,078
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
7,170
shares
|
$738,151
0.49% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,167
shares
|
$737,842
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
7,156
shares
|
$736,710
0.25% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
7,156
shares
|
$736,710
0.58% of portfolio
|
Q4 2025
Added 5.07%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
7,148
shares
|
$735,886
1.9% of portfolio
|
Q3 2022
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,140
shares
|
$735,063
0.17% of portfolio
|
Q3 2025
Reduced 33.39%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
7,138
shares
|
$734,857
0.28% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
7,132
shares
|
$734,239
0.16% of portfolio
|
Q4 2025
Reduced 4.32%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,128
shares
|
$733,827
0.06% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
7,124
shares
|
$733,415
0.65% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
7,096
shares
|
$730,533
0.25% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
7,087
shares
|
$729,606
0.16% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
7,082
shares
|
$729,091
0.18% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,074
shares
|
$728,268
0.05% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,055
shares
|
$726,312
0.41% of portfolio
|
Q4 2023
Added 1.0%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
7,045
shares
|
$725,282
0.13% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
7,031
shares
|
$723,841
1.0% of portfolio
|
Q3 2025
Added 0.01%
|
|