Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,627 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 |
|---|---|---|---|---|---|
|
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 |
Jan 21, 2026 Q4 2025 |
3,146
shares
|
$323,880
0.11% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
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%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,115
shares
|
$320,689
0.15% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
3,112
shares
|
$320,380
0.08% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
3,110
shares
|
$320,174
0.09% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,105
shares
|
$319,659
0.03% of portfolio
|
Q2 2025
Reduced 98.05%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
3,105
shares
|
$319,659
0.12% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
3,100
shares
|
$319,145
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,099
shares
|
$319,042
0.25% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,097
shares
|
$318,836
0.35% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
3,096
shares
|
$318,733
0.0% of portfolio
|
Q3 2025
Reduced 63.01%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
3,095
shares
|
$318,630
0.25% of portfolio
|
Q3 2025
Reduced 62.34%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,091
shares
|
$318,218
0.16% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
3,090
shares
|
$318,115
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Wallington Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,088
shares
|
$317,909
0.04% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
3,086
shares
|
$317,703
1.28% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
3,083
shares
|
$317,394
0.31% of portfolio
|
Q3 2025
Added 181.55%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
3,077
shares
|
$316,777
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
3,075
shares
|
$316,571
0.28% of portfolio
|
Q3 2025
Added 0.03%
|
|