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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,018
shares
|
$619,553
0.01% of portfolio
|
Q1 2024
Reduced 65.08%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
6,014
shares
|
$619,141
0.15% of portfolio
|
Q3 2025
Added 90.08%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
6,013
shares
|
$619,038
0.41% of portfolio
|
Q4 2025
Reduced 9.67%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
6,000
shares
|
$617,700
0.01% of portfolio
|
Q3 2025
Added 24.25%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
6,000
shares
|
$617,700
0.35% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
6,000
shares
|
$617,700
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
5,998
shares
|
$617,494
0.21% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
5,998
shares
|
$617,494
0.18% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
5,995
shares
|
$617,185
0.05% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
5,993
shares
|
$616,979
0.09% of portfolio
|
Q4 2025
Added 6.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,993
shares
|
$616,979
0.21% of portfolio
|
Q3 2025
Added 48.89%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
5,987
shares
|
$616,361
0.21% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
5,979
shares
|
$615,538
0.69% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Blossom Wealth Management
|
Jan 16, 2026 Q4 2025 |
5,974
shares
|
$615,023
1.02% of portfolio
|
Q4 2025
Reduced 4.4%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,972
shares
|
$614,817
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
5,954
shares
|
$612,964
0.3% of portfolio
|
Q3 2025
Reduced 19.97%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
5,952
shares
|
$612,758
0.1% of portfolio
|
Q4 2022
Reduced 22.22%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
5,950
shares
|
$612,552
0.35% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
5,949
shares
|
$612,449
0.46% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,948
shares
|
$612,346
0.05% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
5,947
shares
|
$612,243
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
5,936
shares
|
$611,111
0.34% of portfolio
|
Q4 2025
Added 91.67%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
5,931
shares
|
$610,596
0.07% of portfolio
|
Q3 2025
Added 48.76%
|
|
|
M. Kraus & CO
|
Jan 21, 2026 Q4 2025 |
5,929
shares
|
$610,390
0.19% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
5,928
shares
|
$610,287
0.17% of portfolio
|
Q3 2025
Reduced 4.11%
|
|