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 |
|---|---|---|---|---|---|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
7,029
shares
|
$723,635
0.1% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
7,022
shares
|
$722,914
0.14% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
7,015
shares
|
$722,194
0.31% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,012
shares
|
$721,885
0.08% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
6,999
shares
|
$720,547
0.36% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
6,996
shares
|
$720,238
0.55% of portfolio
|
Q4 2025
Reduced 12.29%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
6,983
shares
|
$718,899
0.32% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
6,978
shares
|
$718,385
0.25% of portfolio
|
Q4 2025
Added 6.27%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
6,977
shares
|
$718,282
0.14% of portfolio
|
Q3 2025
Added 72.78%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
6,969
shares
|
$717,458
0.1% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
6,954
shares
|
$715,914
0.5% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
6,919
shares
|
$712,311
0.01% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
6,913
shares
|
$711,693
0.23% of portfolio
|
Q3 2025
Reduced 12.39%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
6,909
shares
|
$711,281
0.17% of portfolio
|
Q3 2025
Reduced 23.93%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,903
shares
|
$710,663
0.31% of portfolio
|
Q3 2025
Added 19.53%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
6,899
shares
|
$710,252
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
6,885
shares
|
$708,810
0.58% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
6,878
shares
|
$708,090
0.26% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,869
shares
|
$707,163
0.22% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
6,867
shares
|
$706,957
0.02% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
6,854
shares
|
$705,619
0.1% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,848
shares
|
$705,001
0.25% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,841
shares
|
$704,280
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,837
shares
|
$703,869
0.15% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
6,831
shares
|
$703,251
0.22% of portfolio
|
Q3 2025
Added 141.81%
|
|