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 |
|---|---|---|---|---|---|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
1,941
shares
|
$199,825
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,939
shares
|
$199,620
0.14% of portfolio
|
Q4 2023
Added 7.48%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
1,921
shares
|
$197,766
0.12% of portfolio
|
Q2 2023
Reduced 48.22%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,908
shares
|
$196,428
0.17% of portfolio
|
Q4 2018
Reduced 8.71%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,908
shares
|
$196,428
0.06% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
1,908
shares
|
$196,428
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,884
shares
|
$193,957
0.07% of portfolio
|
Q4 2024
Added 77.9%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
1,882
shares
|
$193,751
0.06% of portfolio
|
Q4 2025
Reduced 79.17%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
1,877
shares
|
$193,237
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
1,877
shares
|
$193,237
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
1,876
shares
|
$193,134
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,874
shares
|
$192,928
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
1,866
shares
|
$192,104
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
1,857
shares
|
$191,178
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
1,839
shares
|
$189,325
0.05% of portfolio
|
Q3 2022
Added 6.61%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,837
shares
|
$189,119
0.07% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Financial Planning Navigators Corp
Maple Grove, MN |
Jan 16, 2026 Q4 2025 |
1,836
shares
|
$189,016
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
1,833
shares
|
$188,707
0.09% of portfolio
|
Q3 2025
Reduced 17.77%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jan 08, 2026 Q4 2025 |
1,828
shares
|
$188,192
0.14% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,815
shares
|
$186,854
0.1% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
1,810
shares
|
$186,339
0.07% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
1,806
shares
|
$185,927
0.15% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
1,803
shares
|
$185,618
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,800
shares
|
$185,310
0.14% of portfolio
|
Q1 2023
Reduced 2.17%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,779
shares
|
$183,148
0.08% of portfolio
|
Q3 2023
Added 1.02%
|
|