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 |
|---|---|---|---|---|---|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
3,983
shares
|
$410,049
0.16% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
3,982
shares
|
$409,946
0.07% of portfolio
|
Q2 2025
Added 36.51%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
3,981
shares
|
$409,843
0.11% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
3,977
shares
|
$409,432
0.1% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,977
shares
|
$409,432
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
3,975
shares
|
$409,226
0.34% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
3,972
shares
|
$408,917
0.08% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,966
shares
|
$408,299
0.27% of portfolio
|
Q3 2025
Added 40.79%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
3,958
shares
|
$407,476
0.03% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
3,957
shares
|
$407,373
0.1% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,955
shares
|
$407,167
0.23% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
3,954
shares
|
$407,064
0.04% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,951
shares
|
$406,755
0.07% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,950
shares
|
$406,652
0.08% of portfolio
|
Q1 2023
Added 2.6%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
3,938
shares
|
$405,417
0.07% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
3,937
shares
|
$405,314
0.1% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,937
shares
|
$405,314
0.09% of portfolio
|
Q3 2025
Added 1705.96%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,932
shares
|
$404,799
0.14% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
3,919
shares
|
$403,461
0.18% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
3,915
shares
|
$403,049
0.08% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
3,906
shares
|
$402,122
0.38% of portfolio
|
Q2 2025
Reduced 30.63%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
3,902
shares
|
$401,710
0.17% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
3,900
shares
|
$401,505
0.13% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
3,899
shares
|
$401,402
0.15% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
3,874
shares
|
$398,828
0.12% of portfolio
|
Q4 2025
Added 7.94%
|
|