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 |
|---|---|---|---|---|---|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
2,190
shares
|
$225,460
0.32% of portfolio
|
Q4 2025
Added 1.96%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
2,183
shares
|
$224,739
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,181
shares
|
$224,533
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
2,179
shares
|
$224,328
0.05% of portfolio
|
Q4 2025
Reduced 18.27%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
2,177
shares
|
$224,122
0.13% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
2,175
shares
|
$223,916
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
2,174
shares
|
$223,813
0.08% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,172
shares
|
$223,607
0.13% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
2,168
shares
|
$223,195
0.04% of portfolio
|
Q3 2023
Reduced 4.54%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,163
shares
|
$222,680
0.01% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
2,163
shares
|
$222,680
0.17% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
2,159
shares
|
$222,269
0.14% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,157
shares
|
$222,063
0.04% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
2,152
shares
|
$221,548
0.04% of portfolio
|
Q4 2025
Reduced 7.16%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,149
shares
|
$221,239
0.18% of portfolio
|
Q2 2025
Reduced 42.78%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,145
shares
|
$220,827
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
2,145
shares
|
$220,827
0.09% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Dec 09, 2025 Q3 2025 |
2,139
shares
|
$220,210
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
2,133
shares
|
$219,592
0.03% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
2,133
shares
|
$219,592
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
2,130
shares
|
$219,283
0.34% of portfolio
|
Q3 2022
Reduced 49.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,127
shares
|
$218,974
0.17% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
2,123
shares
|
$218,562
0.25% of portfolio
|
Q3 2025
Reduced 60.41%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
2,121
shares
|
$218,356
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
2,121
shares
|
$218,356
0.14% of portfolio
|
Q3 2025
Added 0.19%
|
|