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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
5,622
shares
|
$578,784
0.34% of portfolio
|
Q3 2025
Added 38.4%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,614
shares
|
$577,961
0.28% of portfolio
|
Q4 2025
Reduced 6.09%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,613
shares
|
$577,858
0.19% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
5,605
shares
|
$577,034
0.16% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
5,605
shares
|
$577,034
0.65% of portfolio
|
Q4 2025
Reduced 1.75%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
5,601
shares
|
$576,622
0.18% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5,593
shares
|
$575,799
0.06% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
5,593
shares
|
$575,799
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
5,587
shares
|
$575,181
0.3% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,585
shares
|
$574,975
0.33% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,580
shares
|
$574,461
0.3% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
5,580
shares
|
$574,461
0.19% of portfolio
|
Q4 2025
Reduced 14.9%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
5,577
shares
|
$574,152
0.26% of portfolio
|
Q3 2025
Added 35.33%
|
|
|
Sicart Associates LLC
|
Jan 14, 2026 Q4 2025 |
5,573
shares
|
$573,740
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
5,566
shares
|
$573,019
0.39% of portfolio
|
Q4 2025
Added 24.63%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
5,565
shares
|
$572,916
0.36% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
5,564
shares
|
$572,813
0.1% of portfolio
|
Q3 2025
Added 40.01%
|
|
|
Suncoast Equity Management
|
Oct 21, 2025 Q3 2025 |
5,552
shares
|
$571,578
0.06% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,547
shares
|
$571,063
0.16% of portfolio
|
Q3 2025
Added 24.26%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
5,547
shares
|
$571,063
0.38% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
5,545
shares
|
$570,857
0.25% of portfolio
|
Q3 2025
Added 116.77%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
5,540
shares
|
$570,343
0.27% of portfolio
|
Q4 2025
Added 11.51%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5,524
shares
|
$568,695
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,521
shares
|
$568,386
0.06% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
5,516
shares
|
$567,872
0.48% of portfolio
|
Q3 2025
New holding
|
|