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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
2,557
shares
|
$263,243
0.05% of portfolio
|
Q3 2025
Reduced 87.86%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,553
shares
|
$262,831
0.05% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
2,550
shares
|
$262,522
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
2,544
shares
|
$261,904
0.04% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
2,541
shares
|
$261,595
0.08% of portfolio
|
Q4 2025
Added 21.52%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
2,535
shares
|
$260,978
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 15, 2026 Q4 2025 |
2,532
shares
|
$260,669
0.19% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
2,530
shares
|
$260,463
0.2% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,523
shares
|
$259,742
0.14% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
2,520
shares
|
$259,434
0.11% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
2,517
shares
|
$259,125
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
2,507
shares
|
$258,095
0.12% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$257,375
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$257,375
0.02% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
2,500
shares
|
$257,375
0.16% of portfolio
|
Q4 2025
Reduced 16.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,499
shares
|
$257,272
0.17% of portfolio
|
Q4 2024
Reduced 83.35%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
2,495
shares
|
$256,860
0.04% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
2,494
shares
|
$256,757
0.06% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,489
shares
|
$256,242
0.05% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
2,488
shares
|
$256,139
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
2,476
shares
|
$254,904
0.12% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,474
shares
|
$254,698
0.06% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
2,474
shares
|
$254,698
0.03% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
2,473
shares
|
$254,595
0.1% of portfolio
|
Q3 2025
Reduced 20.64%
|
|
|
Hbe Wealth Management, LLC
Lincoln, NE |
Jan 20, 2026 Q4 2025 |
2,473
shares
|
$254,595
0.26% of portfolio
|
Q4 2025
New holding
|
|