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 |
|---|---|---|---|---|---|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,324
shares
|
$239,255
0.32% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
2,322
shares
|
$239,049
0.06% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
2,316
shares
|
$238,432
0.1% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
2,310
shares
|
$237,814
0.06% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
2,307
shares
|
$237,505
0.08% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
2,294
shares
|
$236,167
0.15% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
2,289
shares
|
$235,652
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
2,289
shares
|
$235,652
0.05% of portfolio
|
Q4 2025
Reduced 10.93%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
2,286
shares
|
$235,343
0.1% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
2,285
shares
|
$235,240
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
2,285
shares
|
$235,240
0.17% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
2,284
shares
|
$235,137
0.06% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
2,284
shares
|
$235,137
0.27% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,281
shares
|
$234,828
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
2,280
shares
|
$234,726
0.17% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
2,280
shares
|
$234,726
0.19% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,279
shares
|
$234,623
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Saybrook Capital
|
Oct 16, 2025 Q3 2025 |
2,275
shares
|
$234,211
0.06% of portfolio
|
Q2 2025
Reduced 20.87%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,274
shares
|
$234,108
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
2,273
shares
|
$234,005
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,271
shares
|
$233,799
0.25% of portfolio
|
Q3 2025
Reduced 34.89%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
2,271
shares
|
$233,799
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
2,269
shares
|
$233,593
0.14% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
2,267
shares
|
$233,387
0.14% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Ttp Investments, Inc.
|
Oct 14, 2025 Q3 2025 |
2,266
shares
|
$233,284
0.09% of portfolio
|
Q3 2025
Added 6.43%
|
|