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 |
|---|---|---|---|---|---|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
3,873
shares
|
$398,725
0.02% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
3,873
shares
|
$398,725
0.23% of portfolio
|
Q3 2025
Added 54.86%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,866
shares
|
$398,004
0.07% of portfolio
|
Q4 2023
Reduced 57.23%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
3,865
shares
|
$397,901
0.15% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,863
shares
|
$397,695
0.18% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
3,861
shares
|
$397,489
0.16% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
3,854
shares
|
$396,769
0.04% of portfolio
|
Q4 2025
Added 3.8%
|
|
|
Searcy Financial Services Inc
|
Oct 06, 2025 Q3 2025 |
3,850
shares
|
$396,357
0.15% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
3,848
shares
|
$396,151
0.06% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
3,848
shares
|
$396,151
0.27% of portfolio
|
Q2 2025
Added 61.82%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,841
shares
|
$395,430
0.03% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
3,838
shares
|
$395,122
0.23% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,835
shares
|
$394,813
0.17% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
3,829
shares
|
$394,195
0.16% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,825
shares
|
$393,783
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
3,821
shares
|
$393,371
0.05% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
3,810
shares
|
$392,239
0.03% of portfolio
|
Q3 2025
Added 48.71%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 20, 2026 Q4 2025 |
3,806
shares
|
$391,827
0.16% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
3,804
shares
|
$391,621
0.09% of portfolio
|
Q4 2025
Reduced 3.08%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
3,794
shares
|
$390,592
0.11% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
3,785
shares
|
$389,665
0.14% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
3,782
shares
|
$389,356
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
3,778
shares
|
$388,945
0.08% of portfolio
|
Q3 2025
Reduced 55.74%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
3,777
shares
|
$388,842
0.22% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,773
shares
|
$388,430
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|