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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
716
shares
|
$73,712
0.05% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$72,065
0.06% of portfolio
|
Q3 2021
Reduced 1.13%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
678
shares
|
$69,800
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
657
shares
|
$67,638
0.03% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
653
shares
|
$67,226
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
648
shares
|
$66,711
0.04% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
647
shares
|
$66,608
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
636
shares
|
$65,476
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
630
shares
|
$64,858
0.02% of portfolio
|
Q4 2025
Added 202.88%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
629
shares
|
$64,755
0.03% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
609
shares
|
$62,696
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
594
shares
|
$61,152
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
585
shares
|
$60,225
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
567
shares
|
$58,372
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
563
shares
|
$57,960
0.0% of portfolio
|
Q3 2025
Reduced 99.9%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
560
shares
|
$57,652
0.04% of portfolio
|
Q1 2022
Added 9.8%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
555
shares
|
$57,137
0.01% of portfolio
|
Q3 2025
Reduced 53.16%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
549
shares
|
$56,519
0.02% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
547
shares
|
$56,313
0.01% of portfolio
|
Q4 2025
Added 19.96%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
545
shares
|
$56,107
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|
|