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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
2,656
shares
|
$273,435
0.1% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Carroll Investors, Inc
|
Nov 12, 2025 Q3 2025 |
2,654
shares
|
$273,229
0.13% of portfolio
|
Q2 2025
Reduced 85.87%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
2,647
shares
|
$272,508
0.1% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
2,647
shares
|
$272,508
0.14% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
2,644
shares
|
$272,199
0.03% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,642
shares
|
$271,993
0.0% of portfolio
|
Q3 2022
Reduced 42.4%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
2,639
shares
|
$271,685
0.1% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,639
shares
|
$271,685
0.03% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,637
shares
|
$271,479
0.0% of portfolio
|
Q2 2025
Reduced 86.42%
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
2,637
shares
|
$271,479
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
2,633
shares
|
$271,067
0.19% of portfolio
|
Q4 2025
Reduced 2.98%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,633
shares
|
$271,067
0.14% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
2,626
shares
|
$270,346
0.16% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
2,626
shares
|
$270,346
0.07% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
2,625
shares
|
$270,243
0.05% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
2,624
shares
|
$270,140
0.18% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
2,624
shares
|
$270,140
0.17% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
2,619
shares
|
$269,626
0.09% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
2,619
shares
|
$269,626
0.13% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Arbor Investment Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
2,610
shares
|
$268,699
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 20, 2026 Q4 2025 |
2,609
shares
|
$268,596
0.09% of portfolio
|
Q4 2025
Added 9.16%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
2,606
shares
|
$268,287
0.09% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,606
shares
|
$268,287
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Jan 20, 2026 Q4 2025 |
2,606
shares
|
$268,287
0.16% of portfolio
|
Q4 2025
Added 4.07%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
2,603
shares
|
$267,978
0.23% of portfolio
|
Q4 2025
Added 9.23%
|
|