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 |
|---|---|---|---|---|---|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
3,221
shares
|
$331,601
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,220
shares
|
$331,499
0.2% of portfolio
|
Q2 2022
Reduced 0.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,219
shares
|
$331,396
0.07% of portfolio
|
Q1 2022
Reduced 3.74%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
3,214
shares
|
$330,881
0.25% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
3,204
shares
|
$329,851
0.09% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
3,194
shares
|
$328,822
0.04% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
3,191
shares
|
$328,513
0.09% of portfolio
|
Q4 2025
Added 64.32%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
3,190
shares
|
$328,410
0.19% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,183
shares
|
$327,689
0.07% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
3,181
shares
|
$327,483
0.13% of portfolio
|
Q4 2025
Added 12.24%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
3,180
shares
|
$327,381
0.23% of portfolio
|
Q3 2025
Added 20.96%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
3,179
shares
|
$327,278
0.24% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
3,176
shares
|
$326,969
0.0% of portfolio
|
Q3 2025
Added 18.68%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,169
shares
|
$326,248
0.08% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
3,164
shares
|
$325,733
0.27% of portfolio
|
Q4 2025
Reduced 8.61%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
3,151
shares
|
$324,395
0.01% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
3,150
shares
|
$324,292
0.08% of portfolio
|
Q4 2025
Reduced 32.14%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
3,149
shares
|
$324,189
0.17% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
3,149
shares
|
$324,189
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,143
shares
|
$323,571
0.07% of portfolio
|
Q2 2025
Added 143.08%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,142
shares
|
$323,468
0.09% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
3,142
shares
|
$323,468
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
3,138
shares
|
$323,057
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
3,132
shares
|
$322,439
0.27% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
3,124
shares
|
$321,615
0.32% of portfolio
|
Q3 2025
Added 0.13%
|
|