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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
4,681
shares
|
$481,908
0.03% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
4,673
shares
|
$481,085
0.26% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
4,673
shares
|
$481,085
0.34% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,661
shares
|
$479,849
0.18% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
4,656
shares
|
$479,335
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,655
shares
|
$479,232
0.19% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
4,653
shares
|
$479,026
0.23% of portfolio
|
Q4 2025
Added 5.75%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
4,647
shares
|
$478,408
0.07% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
4,641
shares
|
$477,790
0.11% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
4,640
shares
|
$477,688
0.09% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 13, 2026 Q4 2025 |
4,639
shares
|
$477,585
0.32% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
4,618
shares
|
$475,423
0.33% of portfolio
|
Q4 2025
Added 2.94%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
4,617
shares
|
$475,320
0.17% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,603
shares
|
$473,878
0.08% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,599
shares
|
$473,467
0.05% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
4,598
shares
|
$473,364
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,597
shares
|
$473,261
0.09% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
4,592
shares
|
$472,746
0.14% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Provident Living Financial Services, Inc.
Lehi, UT |
Jan 21, 2026 Q4 2025 |
4,590
shares
|
$472,540
0.5% of portfolio
|
Q4 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
4,588
shares
|
$472,334
0.26% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
4,578
shares
|
$471,305
1.02% of portfolio
|
Q2 2022
Added 29.47%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,576
shares
|
$471,099
0.03% of portfolio
|
Q4 2025
Reduced 41.68%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
4,571
shares
|
$470,584
0.31% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
4,569
shares
|
$470,378
0.42% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
4,569
shares
|
$470,378
0.38% of portfolio
|
Q3 2025
Added 1.56%
|
|