Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,620 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 |
|---|---|---|---|---|---|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
4,491
shares
|
$462,348
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
4,485
shares
|
$461,730
0.31% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
4,482
shares
|
$461,421
0.05% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
4,481
shares
|
$461,318
0.16% of portfolio
|
Q2 2025
Added 165.62%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
4,477
shares
|
$460,907
0.28% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,470
shares
|
$460,186
0.07% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
4,462
shares
|
$459,362
0.13% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
4,461
shares
|
$459,259
0.1% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
4,460
shares
|
$459,157
0.13% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
4,460
shares
|
$459,157
0.26% of portfolio
|
Q2 2025
Added 34.54%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
4,452
shares
|
$458,333
0.11% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
4,452
shares
|
$458,333
0.07% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
4,443
shares
|
$457,406
0.1% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,442
shares
|
$457,303
0.45% of portfolio
|
Q1 2023
Added 6.45%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
4,439
shares
|
$456,995
0.15% of portfolio
|
Q1 2025
Added 42.92%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,438
shares
|
$456,892
0.14% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
4,436
shares
|
$456,686
0.04% of portfolio
|
Q3 2025
Added 111.04%
|
|
|
Trust Investment Advisors
|
Jan 20, 2026 Q4 2025 |
4,435
shares
|
$456,583
0.26% of portfolio
|
Q4 2025
Reduced 8.71%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
4,425
shares
|
$455,553
0.39% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
4,420
shares
|
$455,039
1.13% of portfolio
|
Q3 2023
Added 8.47%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
4,406
shares
|
$453,597
0.19% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
4,400
shares
|
$452,980
0.09% of portfolio
|
Q2 2025
Reduced 43.15%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,398
shares
|
$452,774
0.27% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
4,395
shares
|
$452,465
0.08% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
4,393
shares
|
$452,259
0.05% of portfolio
|
Q3 2025
Added 22.71%
|
|