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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
1,986
shares
|
$204,458
0.12% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,983
shares
|
$204,149
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
1,982
shares
|
$204,046
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
1,980
shares
|
$203,841
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,980
shares
|
$203,841
0.1% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
1,980
shares
|
$203,841
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
1,978
shares
|
$203,635
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,977
shares
|
$203,532
0.14% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
1,976
shares
|
$203,429
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
1,976
shares
|
$203,429
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,972
shares
|
$203,017
0.05% of portfolio
|
Q2 2022
Reduced 2.47%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
1,970
shares
|
$202,811
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
1,966
shares
|
$202,399
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
1,965
shares
|
$202,296
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,961
shares
|
$201,884
0.07% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
1,960
shares
|
$201,782
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
1,960
shares
|
$201,782
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
1,952
shares
|
$200,958
0.18% of portfolio
|
Q3 2025
Reduced 25.55%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
1,951
shares
|
$200,855
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,950
shares
|
$200,752
0.02% of portfolio
|
Q2 2023
Added 2.04%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
1,949
shares
|
$200,649
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,946
shares
|
$200,340
0.05% of portfolio
|
Q4 2025
Reduced 43.43%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
1,945
shares
|
$200,237
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
1,944
shares
|
$200,134
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,942
shares
|
$199,928
0.12% of portfolio
|
Q4 2025
New holding
|
|