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 |
|---|---|---|---|---|---|
|
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 |
Jan 23, 2026 Q4 2025 |
2,413
shares
|
$248,418
0.13% 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%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
2,387
shares
|
$245,741
0.09% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
2,379
shares
|
$244,918
0.06% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
2,378
shares
|
$244,815
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
2,376
shares
|
$244,609
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,375
shares
|
$244,506
0.06% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
2,375
shares
|
$244,506
0.01% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
2,374
shares
|
$244,403
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
2,365
shares
|
$243,476
0.16% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
2,360
shares
|
$242,962
0.07% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
2,357
shares
|
$242,653
0.01% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,354
shares
|
$242,344
0.03% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
2,354
shares
|
$242,344
0.03% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
2,351
shares
|
$242,035
0.11% of portfolio
|
Q4 2025
Reduced 2.04%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
2,350
shares
|
$241,932
0.4% of portfolio
|
Q3 2025
Reduced 34.72%
|
|