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 |
|---|---|---|---|---|---|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
2,850
shares
|
$293,407
0.2% of portfolio
|
Q3 2025
Added 375.0%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
2,848
shares
|
$293,201
0.1% of portfolio
|
Q2 2025
Reduced 50.01%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
2,848
shares
|
$293,201
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2,839
shares
|
$292,275
0.18% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Jan 20, 2026 Q4 2025 |
2,835
shares
|
$291,863
0.16% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
2,832
shares
|
$291,554
0.2% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,830
shares
|
$291,348
0.07% of portfolio
|
Q4 2025
Added 1.73%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
2,820
shares
|
$290,319
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,806
shares
|
$288,877
0.08% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,802
shares
|
$288,465
0.17% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Freemont Management S.A.
|
Nov 06, 2025 Q3 2025 |
2,800
shares
|
$288,260
0.23% of portfolio
|
Q3 2025
Reduced 87.93%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,800
shares
|
$288,260
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
2,798
shares
|
$288,054
0.02% of portfolio
|
Q4 2025
Reduced 45.62%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
2,784
shares
|
$286,612
0.1% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,782
shares
|
$286,406
0.03% of portfolio
|
Q3 2025
Added 233.57%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
2,776
shares
|
$285,789
0.1% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,767
shares
|
$284,862
0.02% of portfolio
|
Q2 2025
Added 432.12%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
2,765
shares
|
$284,656
0.25% of portfolio
|
Q3 2025
Reduced 57.56%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
2,765
shares
|
$284,656
0.24% of portfolio
|
Q3 2025
Reduced 25.05%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Nov 07, 2025 Q3 2025 |
2,761
shares
|
$284,244
0.38% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,761
shares
|
$284,244
0.01% of portfolio
|
Q3 2025
Reduced 86.28%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
2,760
shares
|
$284,142
0.07% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,758
shares
|
$283,936
0.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,754
shares
|
$283,524
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,749
shares
|
$283,009
0.02% of portfolio
|
Q3 2025
Reduced 45.71%
|
|