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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
543
shares
|
$55,901
0.03% of portfolio
|
Q3 2023
Added 2.07%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
542
shares
|
$55,798
0.03% of portfolio
|
Q4 2025
Added 4.43%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
512
shares
|
$52,710
0.01% of portfolio
|
Q3 2025
Reduced 28.09%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
512
shares
|
$52,710
0.01% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
508
shares
|
$52,298
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
505
shares
|
$51,989
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
500
shares
|
$51,475
0.02% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
498
shares
|
$51,269
0.03% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
496
shares
|
$51,063
0.04% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
483
shares
|
$49,724
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
468
shares
|
$48,180
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
460
shares
|
$47,357
0.04% of portfolio
|
Q4 2025
Reduced 6.12%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
450
shares
|
$46,327
0.03% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
422
shares
|
$43,444
0.01% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
420
shares
|
$43,239
0.03% of portfolio
|
Q4 2025
Reduced 7.89%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
410
shares
|
$42,209
0.02% of portfolio
|
Q1 2025
Added 95.24%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
405
shares
|
$41,694
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
390
shares
|
$40,150
0.02% of portfolio
|
Q4 2025
Added 17.12%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
375
shares
|
$38,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
371
shares
|
$38,194
0.02% of portfolio
|
Q4 2025
Added 6.61%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
364
shares
|
$37,473
0.01% of portfolio
|
Q1 2024
Reduced 99.13%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
360
shares
|
$37,062
0.01% of portfolio
|
Q2 2022
Added 140.0%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
357
shares
|
$36,753
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
324
shares
|
$33,355
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
320
shares
|
$32,944
0.01% of portfolio
|
Q3 2024
Added 6.67%
|
|