Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,627 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 |
|---|---|---|---|---|---|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
4,965
shares
|
$511,146
0.34% of portfolio
|
Q3 2025
Added 26.92%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
4,963
shares
|
$510,940
0.07% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
4,957
shares
|
$510,323
0.15% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
4,956
shares
|
$510,220
0.29% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 20, 2026 Q4 2025 |
4,955
shares
|
$510,117
0.4% of portfolio
|
Q4 2025
Added 1.83%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,950
shares
|
$509,602
0.21% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,947
shares
|
$509,293
0.06% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
4,945
shares
|
$509,087
0.2% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
4,940
shares
|
$508,573
0.34% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
4,915
shares
|
$505,999
0.06% of portfolio
|
Q4 2025
Added 3.76%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
4,912
shares
|
$505,690
0.36% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
4,892
shares
|
$503,631
0.32% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
4,877
shares
|
$502,087
0.08% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,876
shares
|
$501,984
0.05% of portfolio
|
Q3 2025
Added 38.72%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 21, 2026 Q4 2025 |
4,874
shares
|
$501,778
0.39% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
4,845
shares
|
$498,792
0.25% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
4,842
shares
|
$498,483
0.04% of portfolio
|
Q4 2025
Added 6.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
4,842
shares
|
$498,483
1.6% of portfolio
|
Q3 2025
Reduced 91.34%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
4,836
shares
|
$497,866
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 16, 2026 Q4 2025 |
4,812
shares
|
$495,395
0.01% of portfolio
|
Q4 2025
Added 139.17%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
4,807
shares
|
$494,880
0.07% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
4,803
shares
|
$494,468
0.08% of portfolio
|
Q3 2025
Reduced 43.69%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
4,802
shares
|
$494,365
0.07% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
4,800
shares
|
$494,160
0.24% of portfolio
|
Q4 2025
Reduced 2.79%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 20, 2025 Q3 2025 |
4,800
shares
|
$494,160
0.26% of portfolio
|
Q1 2025
New holding
|
|