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 |
|---|---|---|---|---|---|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
3,455
shares
|
$355,692
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,441
shares
|
$354,250
0.12% of portfolio
|
Q2 2022
Reduced 56.57%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
3,422
shares
|
$352,294
0.1% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
3,410
shares
|
$351,059
0.14% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
3,407
shares
|
$350,750
0.3% of portfolio
|
Q2 2025
Reduced 65.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,401
shares
|
$350,132
0.08% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
3,396
shares
|
$349,618
0.27% of portfolio
|
Q4 2025
Reduced 3.11%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
3,388
shares
|
$348,794
0.16% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
3,387
shares
|
$348,691
0.16% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
3,387
shares
|
$348,691
0.25% of portfolio
|
Q4 2025
Added 4.99%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
3,386
shares
|
$348,588
0.08% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
3,386
shares
|
$348,588
0.17% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,374
shares
|
$347,353
0.06% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
3,373
shares
|
$347,250
0.67% of portfolio
|
Q3 2022
Reduced 2.15%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
3,373
shares
|
$347,250
0.11% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
3,367
shares
|
$346,632
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,366
shares
|
$346,529
0.13% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,366
shares
|
$346,529
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
3,365
shares
|
$346,426
0.17% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
3,357
shares
|
$345,603
0.05% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,332
shares
|
$343,029
0.69% of portfolio
|
Q2 2022
Reduced 24.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
3,331
shares
|
$342,926
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
3,330
shares
|
$342,823
0.12% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
3,328
shares
|
$342,617
0.17% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,327
shares
|
$342,514
0.09% of portfolio
|
Q1 2023
Reduced 4.37%
|
|