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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
2,746
shares
|
$282,700
0.07% of portfolio
|
Q3 2025
Reduced 65.64%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
2,746
shares
|
$282,700
0.24% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2025 Q3 2025 |
2,745
shares
|
$282,597
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
2,745
shares
|
$282,597
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
2,745
shares
|
$282,597
0.23% of portfolio
|
Q3 2025
Reduced 21.84%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
2,741
shares
|
$282,185
0.02% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,736
shares
|
$281,671
0.11% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,736
shares
|
$281,671
0.16% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
2,734
shares
|
$281,465
0.23% of portfolio
|
Q1 2025
Reduced 39.11%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
2,731
shares
|
$281,156
0.1% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
2,729
shares
|
$280,950
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
2,727
shares
|
$280,744
0.09% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
2,725
shares
|
$280,538
0.15% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2026 Q4 2025 |
2,720
shares
|
$280,024
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,720
shares
|
$280,024
0.01% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
2,717
shares
|
$279,715
0.02% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,717
shares
|
$279,715
0.06% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
2,716
shares
|
$279,612
0.22% of portfolio
|
Q3 2025
Reduced 92.49%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
2,715
shares
|
$279,509
0.04% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
2,714
shares
|
$279,406
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,711
shares
|
$279,097
0.11% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
2,710
shares
|
$278,994
0.03% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,710
shares
|
$278,994
0.19% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,708
shares
|
$278,788
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,705
shares
|
$278,479
0.12% of portfolio
|
Q1 2025
Reduced 14.91%
|
|