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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
4,565
shares
|
$469,966
0.11% of portfolio
|
Q4 2025
Added 3.33%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
4,560
shares
|
$469,452
0.15% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,559
shares
|
$469,349
0.07% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
4,555
shares
|
$468,937
0.07% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
4,552
shares
|
$468,628
0.19% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
4,546
shares
|
$468,010
0.3% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
4,543
shares
|
$467,701
0.11% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
4,541
shares
|
$467,495
0.17% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,540
shares
|
$467,393
0.08% of portfolio
|
Q3 2025
Added 114.35%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
4,538
shares
|
$467,187
0.37% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
4,536
shares
|
$466,981
0.6% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,536
shares
|
$466,981
0.15% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
4,523
shares
|
$465,642
0.05% of portfolio
|
Q4 2024
Added 36.11%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
4,517
shares
|
$465,025
0.27% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,515
shares
|
$464,819
1.25% of portfolio
|
Q3 2023
Reduced 5.7%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
4,512
shares
|
$464,510
0.16% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
4,511
shares
|
$464,407
0.34% of portfolio
|
Q4 2025
Added 6.69%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
4,505
shares
|
$463,789
0.22% of portfolio
|
Q2 2025
Added 1377.05%
|
|
|
Strong Box Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
4,501
shares
|
$463,377
0.17% of portfolio
|
Q4 2025
Added 9.22%
|
|
|
C2 C Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
4,500
shares
|
$463,275
0.37% of portfolio
|
Q1 2024
Reduced 10.54%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
4,500
shares
|
$463,275
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
4,500
shares
|
$463,275
0.35% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
4,500
shares
|
$463,275
0.08% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
4,500
shares
|
$463,275
0.15% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,494
shares
|
$462,657
0.38% of portfolio
|
Q3 2025
Reduced 0.88%
|
|