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 |
|---|---|---|---|---|---|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
3,000
shares
|
$308,850
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
2,998
shares
|
$308,644
0.34% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
2,997
shares
|
$308,541
0.03% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
2,997
shares
|
$308,541
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
2,984
shares
|
$307,202
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
2,982
shares
|
$306,996
0.11% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
2,975
shares
|
$306,276
0.08% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,975
shares
|
$306,276
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
2,974
shares
|
$306,173
0.12% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,971
shares
|
$305,864
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
2,970
shares
|
$305,761
0.17% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
2,969
shares
|
$305,658
0.11% of portfolio
|
Q3 2025
Reduced 28.02%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
2,968
shares
|
$305,555
0.22% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
2,962
shares
|
$304,937
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
2,959
shares
|
$304,629
0.25% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
2,958
shares
|
$304,526
0.05% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
2,950
shares
|
$303,702
0.15% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
2,947
shares
|
$303,393
0.15% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
2,946
shares
|
$303,290
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
2,945
shares
|
$303,187
0.12% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,944
shares
|
$303,084
0.11% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
2,938
shares
|
$302,467
0.06% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,937
shares
|
$302,364
0.09% of portfolio
|
Q2 2022
Added 30.19%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
2,937
shares
|
$302,364
0.04% of portfolio
|
Q3 2025
Added 36.04%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
2,937
shares
|
$302,364
0.16% of portfolio
|
Q3 2025
Reduced 29.6%
|
|