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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
990
shares
|
$101,920
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
986
shares
|
$101,508
0.04% of portfolio
|
Q2 2025
Added 430.11%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
986
shares
|
$101,508
0.03% of portfolio
|
Q3 2025
Added 102.88%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
973
shares
|
$100,170
0.04% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
960
shares
|
$98,832
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
949
shares
|
$97,699
0.02% of portfolio
|
Q4 2025
Reduced 12.05%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
946
shares
|
$97,390
0.04% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
942
shares
|
$96,978
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
933
shares
|
$96,052
0.21% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
926
shares
|
$95,331
0.01% of portfolio
|
Q4 2025
Added 187.58%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
915
shares
|
$94,199
0.04% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
902
shares
|
$92,860
0.06% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
899
shares
|
$92,552
0.04% of portfolio
|
Q4 2025
Added 7.15%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
894
shares
|
$92,037
0.02% of portfolio
|
Q4 2025
Reduced 29.05%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
851
shares
|
$87,610
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
848
shares
|
$87,301
0.01% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
829
shares
|
$85,345
0.05% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
824
shares
|
$84,830
0.03% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
812
shares
|
$83,595
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
805
shares
|
$82,874
0.03% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
800
shares
|
$82,360
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
786
shares
|
$80,918
0.13% of portfolio
|
Q2 2025
Reduced 83.43%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
761
shares
|
$78,344
0.02% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
746
shares
|
$76,800
0.03% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
720
shares
|
$74,124
0.05% of portfolio
|
Q3 2025
Reduced 33.02%
|
|