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 |
|---|---|---|---|---|---|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
4,161
shares
|
$428,374
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
4,160
shares
|
$428,272
0.06% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
4,159
shares
|
$428,169
0.17% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
4,156
shares
|
$427,860
0.07% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
4,150
shares
|
$427,242
0.14% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
4,147
shares
|
$426,933
0.1% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
4,138
shares
|
$426,007
0.1% of portfolio
|
Q4 2025
Reduced 6.44%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
4,137
shares
|
$425,904
0.15% of portfolio
|
Q3 2025
Added 15.43%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
4,135
shares
|
$425,698
0.21% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Jan 20, 2026 Q4 2025 |
4,133
shares
|
$425,492
0.14% of portfolio
|
Q4 2025
Added 3.9%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
4,124
shares
|
$424,565
0.29% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
4,121
shares
|
$424,256
0.25% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
4,118
shares
|
$423,948
0.01% of portfolio
|
Q3 2025
Added 41.12%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
4,115
shares
|
$423,639
0.25% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
4,107
shares
|
$422,815
0.29% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
4,106
shares
|
$422,712
0.08% of portfolio
|
Q3 2025
Added 61.02%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
4,101
shares
|
$422,197
0.13% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
4,098
shares
|
$421,889
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
4,097
shares
|
$421,786
0.12% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,091
shares
|
$421,168
0.3% of portfolio
|
Q1 2023
Reduced 15.07%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 20, 2026 Q4 2025 |
4,085
shares
|
$420,550
0.31% of portfolio
|
Q4 2025
Reduced 11.87%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
4,085
shares
|
$420,550
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,081
shares
|
$420,138
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,080
shares
|
$420,036
0.3% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
4,079
shares
|
$419,933
0.25% of portfolio
|
Q3 2025
Reduced 0.37%
|
|