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 |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
2,467
shares
|
$253,977
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
2,460
shares
|
$253,257
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,458
shares
|
$253,051
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
2,458
shares
|
$253,051
0.07% of portfolio
|
Q3 2025
Added 88.21%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
2,446
shares
|
$251,815
0.02% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
2,446
shares
|
$251,815
0.08% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
2,444
shares
|
$251,609
0.72% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,441
shares
|
$251,300
0.22% of portfolio
|
Q2 2022
Reduced 26.19%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
2,438
shares
|
$250,992
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2025 Q3 2025 |
2,432
shares
|
$250,374
0.12% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
2,431
shares
|
$250,271
0.05% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
2,428
shares
|
$249,962
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
2,417
shares
|
$248,830
0.01% of portfolio
|
Q3 2025
Reduced 99.55%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Nov 03, 2025 Q3 2025 |
2,417
shares
|
$248,830
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,415
shares
|
$248,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
2,413
shares
|
$248,418
0.12% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
2,412
shares
|
$248,315
0.11% of portfolio
|
Q4 2025
Reduced 3.87%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
2,412
shares
|
$248,315
0.16% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
2,406
shares
|
$247,697
0.03% of portfolio
|
Q4 2025
Reduced 2.79%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
2,404
shares
|
$247,491
0.04% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,403
shares
|
$247,388
0.06% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,402
shares
|
$247,285
0.03% of portfolio
|
Q3 2022
Added 8.15%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
2,396
shares
|
$246,668
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
2,395
shares
|
$246,565
0.12% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
2,391
shares
|
$246,153
0.11% of portfolio
|
Q3 2025
Reduced 1.97%
|
|