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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
6,172
shares
|
$635,407
0.09% of portfolio
|
Q4 2025
Added 4.49%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,170
shares
|
$635,201
0.15% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
6,169
shares
|
$635,098
0.24% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,161
shares
|
$634,274
0.52% of portfolio
|
Q4 2023
Added 15.07%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
6,158
shares
|
$633,966
0.35% of portfolio
|
Q4 2025
Reduced 4.65%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,155
shares
|
$633,657
1.34% of portfolio
|
Q4 2022
Added 5.12%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
6,119
shares
|
$629,951
0.12% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
6,112
shares
|
$629,230
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
6,106
shares
|
$628,612
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,106
shares
|
$628,612
0.07% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 23, 2026 Q4 2025 |
6,102
shares
|
$628,200
0.32% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,100
shares
|
$627,995
0.1% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
6,094
shares
|
$627,377
0.19% of portfolio
|
Q4 2025
Added 10.44%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,091
shares
|
$627,068
0.49% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
6,077
shares
|
$625,627
0.14% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
6,074
shares
|
$625,318
0.07% of portfolio
|
Q3 2025
Added 29.1%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
6,070
shares
|
$624,906
0.17% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
6,062
shares
|
$624,082
0.21% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
6,060
shares
|
$623,877
0.48% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,053
shares
|
$623,156
0.33% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
6,043
shares
|
$622,126
0.18% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
6,039
shares
|
$621,715
0.2% of portfolio
|
Q4 2025
Added 4.07%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
6,035
shares
|
$621,303
1.62% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
6,034
shares
|
$621,200
0.1% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
6,018
shares
|
$619,553
0.09% of portfolio
|
Q1 2025
Added 1.83%
|
|