Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,617 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 |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
3,325
shares
|
$342,308
0.1% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 20, 2026 Q4 2025 |
3,317
shares
|
$341,485
0.04% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,312
shares
|
$340,970
0.06% of portfolio
|
Q4 2025
Reduced 7.85%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,308
shares
|
$340,558
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
3,308
shares
|
$340,558
0.15% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
3,302
shares
|
$339,940
0.12% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
3,300
shares
|
$339,735
0.19% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
3,291
shares
|
$338,808
0.29% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
3,289
shares
|
$338,602
0.15% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,288
shares
|
$338,499
0.07% of portfolio
|
Q3 2025
Added 57.7%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
3,288
shares
|
$338,499
0.11% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
3,283
shares
|
$337,984
0.06% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,275
shares
|
$337,161
0.04% of portfolio
|
Q3 2025
Reduced 31.6%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
3,274
shares
|
$337,058
0.06% of portfolio
|
Q3 2025
Reduced 29.42%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
3,267
shares
|
$336,337
0.06% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
3,263
shares
|
$335,925
0.08% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
3,263
shares
|
$335,925
0.07% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
3,257
shares
|
$335,308
0.08% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
3,254
shares
|
$334,999
0.06% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
3,249
shares
|
$334,484
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
3,243
shares
|
$333,866
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
3,241
shares
|
$333,660
0.03% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
3,240
shares
|
$333,558
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jan 20, 2026 Q4 2025 |
3,231
shares
|
$332,631
11.34% of portfolio
|
Q4 2025
Reduced 92.46%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
3,222
shares
|
$331,704
0.15% of portfolio
|
Q2 2025
Reduced 27.14%
|
|