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 |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,731
shares
|
$384,106
0.3% of portfolio
|
Q3 2025
Reduced 40.84%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
3,731
shares
|
$384,106
0.17% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
3,724
shares
|
$383,385
0.28% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
3,716
shares
|
$382,562
0.04% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,714
shares
|
$382,356
0.06% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3,714
shares
|
$382,356
0.17% of portfolio
|
Q1 2025
Added 43.45%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,713
shares
|
$382,253
0.07% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
3,701
shares
|
$381,017
0.21% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
3,700
shares
|
$380,915
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,699
shares
|
$380,812
0.1% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
3,695
shares
|
$380,400
0.16% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
3,686
shares
|
$379,473
0.18% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
3,680
shares
|
$378,856
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,678
shares
|
$378,650
0.17% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
3,663
shares
|
$377,105
0.21% of portfolio
|
Q3 2025
Added 43.25%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,661
shares
|
$376,899
0.22% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,655
shares
|
$376,282
0.01% of portfolio
|
Q2 2023
Added 10.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,647
shares
|
$375,458
0.07% of portfolio
|
Q2 2024
Added 4.85%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
3,647
shares
|
$375,458
0.36% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 16, 2026 Q4 2025 |
3,645
shares
|
$375,252
0.28% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,642
shares
|
$374,943
0.5% of portfolio
|
Q4 2022
Reduced 1.06%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
3,639
shares
|
$374,635
0.19% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
3,638
shares
|
$374,532
0.24% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
3,638
shares
|
$374,532
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
3,637
shares
|
$374,429
0.12% of portfolio
|
Q4 2025
New holding
|
|