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 |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
4,392
shares
|
$452,156
0.1% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
4,389
shares
|
$451,847
0.25% of portfolio
|
Q3 2024
Reduced 47.05%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
4,373
shares
|
$450,200
0.35% of portfolio
|
Q1 2023
Reduced 15.5%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
4,373
shares
|
$450,200
0.07% of portfolio
|
Q3 2025
Added 90.13%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
4,371
shares
|
$449,994
0.17% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
4,365
shares
|
$449,376
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
4,365
shares
|
$449,376
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
4,352
shares
|
$448,038
0.03% of portfolio
|
Q3 2022
Reduced 9.28%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
4,352
shares
|
$448,038
0.16% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,350
shares
|
$447,832
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
4,345
shares
|
$447,317
0.12% of portfolio
|
Q3 2025
Added 39.8%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
4,344
shares
|
$447,214
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
4,334
shares
|
$446,185
0.09% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
4,328
shares
|
$445,567
0.33% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
4,321
shares
|
$444,846
0.15% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
4,320
shares
|
$444,744
0.04% of portfolio
|
Q4 2025
Reduced 5.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,312
shares
|
$443,920
0.08% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
4,309
shares
|
$443,611
0.1% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 21, 2026 Q4 2025 |
4,308
shares
|
$443,508
0.04% of portfolio
|
Q4 2025
Added 56.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
4,307
shares
|
$443,405
0.03% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
4,303
shares
|
$442,993
0.16% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
4,302
shares
|
$442,890
0.02% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
4,299
shares
|
$442,582
0.38% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
4,296
shares
|
$442,273
0.17% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
4,291
shares
|
$441,758
0.11% of portfolio
|
Q3 2025
New holding
|
|