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 |
|---|---|---|---|---|---|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
5,745
shares
|
$591,447
0.45% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
5,741
shares
|
$591,035
0.19% of portfolio
|
Q4 2025
Added 62.77%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
5,734
shares
|
$590,315
0.2% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
5,724
shares
|
$589,285
0.42% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
5,716
shares
|
$588,462
0.14% of portfolio
|
Q4 2025
Added 3.63%
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
5,712
shares
|
$588,050
0.17% of portfolio
|
Q4 2025
Reduced 11.19%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
5,706
shares
|
$587,432
0.11% of portfolio
|
Q3 2025
Added 81.26%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
5,695
shares
|
$586,300
0.08% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
5,695
shares
|
$586,300
0.12% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,690
shares
|
$585,785
0.1% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
5,677
shares
|
$584,447
0.25% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
5,677
shares
|
$584,447
0.29% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
5,674
shares
|
$584,138
0.31% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
5,673
shares
|
$584,035
0.17% of portfolio
|
Q4 2025
Added 5.09%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
5,666
shares
|
$583,314
0.22% of portfolio
|
Q3 2025
Added 53.43%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
5,664
shares
|
$583,108
0.41% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
5,663
shares
|
$583,005
0.11% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
5,662
shares
|
$582,902
0.17% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,657
shares
|
$582,388
0.03% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Jan 23, 2026 Q4 2025 |
5,657
shares
|
$582,388
0.47% of portfolio
|
Q3 2025
Reduced 22.63%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
5,655
shares
|
$582,182
0.14% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,646
shares
|
$581,255
0.88% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
5,634
shares
|
$580,020
0.3% of portfolio
|
Q4 2025
Added 7.62%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
5,633
shares
|
$579,917
0.33% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
5,628
shares
|
$579,402
0.41% of portfolio
|
Q3 2025
Added 12.61%
|
|