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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
2,115
shares
|
$217,739
0.11% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
2,115
shares
|
$217,739
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
2,112
shares
|
$217,430
0.09% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
2,112
shares
|
$217,430
0.14% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,109
shares
|
$217,121
0.04% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
2,108
shares
|
$217,018
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,100
shares
|
$216,195
0.11% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
2,100
shares
|
$216,195
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
2,100
shares
|
$216,195
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
2,098
shares
|
$215,989
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,098
shares
|
$215,989
0.02% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
2,096
shares
|
$215,783
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,094
shares
|
$215,577
0.01% of portfolio
|
Q2 2024
Added 13.74%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
2,094
shares
|
$215,577
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
2,094
shares
|
$215,577
0.01% of portfolio
|
Q3 2025
Reduced 69.63%
|
|
|
Guardian Wealth Management, LLC
Chattanooga, TN |
Jan 20, 2026 Q4 2025 |
2,094
shares
|
$215,577
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,093
shares
|
$215,474
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
2,083
shares
|
$214,444
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
2,081
shares
|
$214,238
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
2,081
shares
|
$214,238
0.07% of portfolio
|
Q3 2025
Reduced 38.38%
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
2,080
shares
|
$214,136
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
2,074
shares
|
$213,518
0.04% of portfolio
|
Q3 2025
New holding
|
|