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 |
|---|---|---|---|---|---|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
6,542
shares
|
$673,498
0.46% of portfolio
|
Q3 2025
Added 155.85%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jan 21, 2026 Q4 2025 |
6,534
shares
|
$672,675
0.45% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2025 Q3 2025 |
6,526
shares
|
$671,851
0.0% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 05, 2026 Q4 2025 |
6,525
shares
|
$671,748
0.42% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
6,507
shares
|
$669,895
0.15% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,506
shares
|
$669,792
0.06% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
6,506
shares
|
$669,792
0.36% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
6,502
shares
|
$669,380
0.18% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
6,491
shares
|
$668,248
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
6,490
shares
|
$668,145
0.2% of portfolio
|
Q4 2025
Reduced 35.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,490
shares
|
$668,145
0.05% of portfolio
|
Q2 2023
Added 5.08%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
6,473
shares
|
$666,395
0.44% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
6,458
shares
|
$664,851
0.29% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,455
shares
|
$664,542
0.35% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Jan 20, 2026 Q4 2025 |
6,450
shares
|
$664,027
0.53% of portfolio
|
Q3 2025
Reduced 27.93%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,427
shares
|
$661,659
0.01% of portfolio
|
Q3 2025
Reduced 83.52%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,426
shares
|
$661,556
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
6,425
shares
|
$661,453
0.4% of portfolio
|
Q4 2025
Added 17.59%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
6,417
shares
|
$660,630
0.44% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
6,414
shares
|
$660,321
0.2% of portfolio
|
Q3 2025
Reduced 27.05%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
6,401
shares
|
$658,982
0.41% of portfolio
|
Q4 2025
Reduced 32.45%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jan 23, 2026 Q4 2025 |
6,389
shares
|
$657,747
0.43% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
6,370
shares
|
$655,791
0.23% of portfolio
|
Q3 2025
Reduced 47.99%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 06, 2026 Q4 2025 |
6,364
shares
|
$655,173
0.06% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,337
shares
|
$652,394
0.07% of portfolio
|
Q4 2022
Reduced 2.28%
|
|