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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
6,331
shares
|
$651,776
0.24% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
6,321
shares
|
$650,746
0.48% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
6,296
shares
|
$648,173
0.33% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,294
shares
|
$647,967
0.11% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,283
shares
|
$646,834
0.11% of portfolio
|
Q4 2025
Added 22.43%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
6,279
shares
|
$646,423
0.5% of portfolio
|
Q3 2025
Added 34.54%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
6,277
shares
|
$646,217
0.29% of portfolio
|
Q4 2025
Added 36.25%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
6,276
shares
|
$646,114
0.19% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
6,274
shares
|
$645,908
0.11% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
6,271
shares
|
$645,599
0.11% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
6,268
shares
|
$645,290
0.09% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
6,258
shares
|
$644,261
0.43% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 20, 2026 Q4 2025 |
6,253
shares
|
$643,746
0.11% of portfolio
|
Q4 2025
Added 7.81%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
6,245
shares
|
$642,922
0.09% of portfolio
|
Q4 2025
Added 23.35%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
6,231
shares
|
$641,481
0.11% of portfolio
|
Q2 2021
Reduced 73.74%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
6,227
shares
|
$641,069
0.19% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
6,224
shares
|
$640,760
0.15% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
6,221
shares
|
$640,451
0.36% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
6,221
shares
|
$640,451
0.44% of portfolio
|
Q3 2025
Added 34.68%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
6,218
shares
|
$640,143
0.56% of portfolio
|
Q4 2025
Added 1723.46%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
6,205
shares
|
$638,804
0.33% of portfolio
|
Q4 2025
Reduced 4.57%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
6,200
shares
|
$638,290
0.08% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
6,191
shares
|
$637,363
0.69% of portfolio
|
Q4 2025
Added 3.88%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
6,188
shares
|
$637,054
0.54% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
6,181
shares
|
$636,333
0.24% of portfolio
|
Q3 2025
Added 64.52%
|
|