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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
5,916
shares
|
$609,052
0.15% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
5,914
shares
|
$608,846
0.2% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
5,911
shares
|
$608,537
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
5,899
shares
|
$607,302
0.03% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,894
shares
|
$606,787
0.05% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
5,888
shares
|
$606,169
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,885
shares
|
$605,860
0.09% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
5,881
shares
|
$605,448
0.08% of portfolio
|
Q4 2025
Added 10.09%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
5,856
shares
|
$602,875
0.43% of portfolio
|
Q4 2025
Added 157.41%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
5,849
shares
|
$602,154
0.45% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
5,846
shares
|
$601,845
0.04% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
5,833
shares
|
$600,507
0.11% of portfolio
|
Q4 2025
Added 105.89%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
5,820
shares
|
$599,169
0.16% of portfolio
|
Q3 2025
Added 264.66%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
5,819
shares
|
$599,066
0.02% of portfolio
|
Q3 2025
Reduced 36.47%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
5,810
shares
|
$598,139
0.47% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
5,792
shares
|
$596,286
0.13% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
5,787
shares
|
$595,771
0.15% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
5,781
shares
|
$595,153
0.57% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jan 21, 2026 Q4 2025 |
5,777
shares
|
$594,742
0.24% of portfolio
|
Q4 2025
Reduced 8.92%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
5,775
shares
|
$594,536
0.07% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
5,767
shares
|
$593,712
0.06% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
5,760
shares
|
$592,992
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
5,757
shares
|
$592,683
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
5,754
shares
|
$592,374
0.1% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
5,753
shares
|
$592,271
0.21% of portfolio
|
Q4 2025
Added 1.95%
|
|