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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
5,408
shares
|
$556,753
0.09% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,405
shares
|
$556,444
0.82% of portfolio
|
Q2 2023
Added 8.51%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
5,403
shares
|
$556,238
0.27% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jan 23, 2026 Q4 2025 |
5,397
shares
|
$555,621
0.34% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,396
shares
|
$555,518
0.31% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
5,389
shares
|
$554,797
0.05% of portfolio
|
Q4 2025
Reduced 15.16%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,387
shares
|
$554,591
0.26% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,376
shares
|
$553,459
0.68% of portfolio
|
Q2 2023
Reduced 4.34%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
5,368
shares
|
$552,635
0.22% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
5,362
shares
|
$552,017
0.38% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
5,353
shares
|
$551,091
0.13% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
5,351
shares
|
$550,885
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
5,350
shares
|
$550,782
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
5,350
shares
|
$550,782
0.39% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
5,349
shares
|
$550,679
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
5,343
shares
|
$550,061
0.7% of portfolio
|
Q1 2025
Reduced 47.65%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
5,339
shares
|
$549,650
0.3% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
5,338
shares
|
$549,547
0.41% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
5,292
shares
|
$544,811
0.05% of portfolio
|
Q3 2025
Added 141.53%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
5,290
shares
|
$544,605
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
5,283
shares
|
$543,884
0.08% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
5,268
shares
|
$542,340
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
5,262
shares
|
$541,722
0.04% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
5,253
shares
|
$540,796
0.11% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
5,247
shares
|
$540,178
0.22% of portfolio
|
Q4 2025
Added 1.53%
|
|