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 |
|---|---|---|---|---|---|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
3,060
shares
|
$315,027
0.15% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
3,059
shares
|
$314,924
0.13% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,058
shares
|
$314,821
0.12% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Better Wealth, LLC
|
Jan 15, 2026 Q4 2025 |
3,056
shares
|
$314,615
0.08% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
3,056
shares
|
$314,615
0.2% of portfolio
|
Q4 2025
Reduced 40.23%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
3,050
shares
|
$313,997
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 29, 2025 Q3 2025 |
3,050
shares
|
$313,997
0.01% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
3,043
shares
|
$313,276
0.13% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
3,037
shares
|
$312,659
0.13% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
3,036
shares
|
$312,556
0.27% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
3,030
shares
|
$311,938
0.15% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
3,027
shares
|
$311,629
0.23% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
3,019
shares
|
$310,806
0.18% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,017
shares
|
$310,600
0.33% of portfolio
|
Q1 2023
Reduced 1.92%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
3,012
shares
|
$310,085
0.06% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
3,011
shares
|
$309,982
0.03% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
3,010
shares
|
$309,879
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,006
shares
|
$309,467
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
3,006
shares
|
$309,467
0.25% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
3,005
shares
|
$309,364
0.14% of portfolio
|
Q4 2025
Reduced 1.86%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
3,002
shares
|
$309,055
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,001
shares
|
$308,952
0.18% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,000
shares
|
$308,850
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
3,000
shares
|
$308,850
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 14, 2026 Q4 2025 |
3,000
shares
|
$308,850
0.22% of portfolio
|
Q4 2024
Reduced 20.0%
|
|