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 |
|---|---|---|---|---|---|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
6,831
shares
|
$703,251
0.43% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
Omnia Family Wealth, LLC
|
Jan 16, 2026 Q4 2025 |
6,813
shares
|
$701,398
0.21% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
6,809
shares
|
$700,986
0.26% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
6,806
shares
|
$700,677
0.32% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
6,803
shares
|
$700,368
0.12% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
6,802
shares
|
$700,265
0.05% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,792
shares
|
$699,236
0.12% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
6,790
shares
|
$699,030
0.46% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
6,777
shares
|
$697,692
0.4% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,777
shares
|
$697,692
0.2% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,777
shares
|
$697,692
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,770
shares
|
$696,971
0.1% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,764
shares
|
$696,353
0.15% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
6,756
shares
|
$695,530
0.44% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,751
shares
|
$695,015
0.27% of portfolio
|
Q4 2025
Reduced 9.42%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
6,741
shares
|
$693,985
0.2% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
6,733
shares
|
$693,162
0.14% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
6,720
shares
|
$691,824
0.22% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
6,711
shares
|
$690,897
0.18% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
6,710
shares
|
$690,794
0.04% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,707
shares
|
$690,485
0.12% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
6,705
shares
|
$690,279
0.38% of portfolio
|
Q3 2025
Reduced 27.09%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
6,691
shares
|
$688,838
0.1% of portfolio
|
Q3 2025
Reduced 30.94%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
6,686
shares
|
$688,323
0.17% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
6,686
shares
|
$688,323
0.0% of portfolio
|
Q3 2025
Reduced 98.32%
|
|