Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,620 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,768
shares
|
$182,015
0.02% of portfolio
|
Q2 2022
Added 12.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,761
shares
|
$181,294
0.11% of portfolio
|
Q3 2023
Added 9.99%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,752
shares
|
$180,368
0.09% of portfolio
|
Q2 2025
Added 31.53%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,747
shares
|
$179,853
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,738
shares
|
$178,927
0.04% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,723
shares
|
$177,382
0.14% of portfolio
|
Q4 2024
Reduced 54.98%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
1,707
shares
|
$175,735
0.07% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
1,706
shares
|
$175,632
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
1,702
shares
|
$175,220
0.07% of portfolio
|
Q3 2025
Reduced 41.55%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,650
shares
|
$169,867
0.12% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,645
shares
|
$169,352
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
1,638
shares
|
$168,632
0.07% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
1,628
shares
|
$167,602
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,626
shares
|
$167,396
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,612
shares
|
$165,955
0.15% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,609
shares
|
$165,646
0.04% of portfolio
|
Q4 2025
Reduced 7.95%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,600
shares
|
$164,720
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,592
shares
|
$163,896
0.14% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,577
shares
|
$162,352
0.04% of portfolio
|
Q3 2025
Added 30.98%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
1,554
shares
|
$159,984
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,539
shares
|
$158,440
0.11% of portfolio
|
Q3 2025
Added 0.2%
|
|