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 |
|---|---|---|---|---|---|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
6,684
shares
|
$688,117
0.18% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
6,683
shares
|
$688,014
0.09% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
6,670
shares
|
$686,676
0.16% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6,664
shares
|
$686,058
0.19% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
6,662
shares
|
$685,852
0.15% of portfolio
|
Q4 2025
Added 2.68%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
6,651
shares
|
$684,720
0.24% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
6,647
shares
|
$684,308
0.33% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,645
shares
|
$684,102
0.09% of portfolio
|
Q3 2025
Reduced 73.17%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
6,642
shares
|
$683,793
2.21% of portfolio
|
Q1 2025
Reduced 94.66%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
6,637
shares
|
$683,279
0.49% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
6,633
shares
|
$682,867
0.2% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
6,624
shares
|
$681,940
0.21% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
6,624
shares
|
$681,940
0.23% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
6,618
shares
|
$681,323
0.08% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
6,615
shares
|
$681,014
0.29% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
6,602
shares
|
$679,675
0.14% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
6,596
shares
|
$679,058
0.21% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
6,594
shares
|
$678,852
0.1% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
6,562
shares
|
$675,557
0.04% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
6,562
shares
|
$675,557
0.07% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
6,556
shares
|
$674,940
0.57% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
6,555
shares
|
$674,837
0.43% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,546
shares
|
$673,910
0.21% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
6,545
shares
|
$673,807
0.63% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
6,545
shares
|
$673,807
0.26% of portfolio
|
Q3 2025
Added 2.92%
|
|