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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
318
shares
|
$32,738
0.03% of portfolio
|
Q3 2025
Reduced 76.04%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
316
shares
|
$32,532
0.0% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
314
shares
|
$32,326
0.01% of portfolio
|
Q3 2025
Reduced 97.82%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
310
shares
|
$31,914
0.01% of portfolio
|
Q2 2025
Reduced 95.95%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
300
shares
|
$30,885
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
300
shares
|
$30,885
0.02% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jan 08, 2026 Q4 2025 |
300
shares
|
$30,885
0.06% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
288
shares
|
$29,649
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
281
shares
|
$28,928
0.02% of portfolio
|
Q2 2025
Added 51.08%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
279
shares
|
$28,723
0.01% of portfolio
|
Q2 2025
Added 43.08%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
278
shares
|
$28,620
0.01% of portfolio
|
Q1 2024
Added 198.92%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
270
shares
|
$27,796
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
270
shares
|
$27,796
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
268
shares
|
$27,590
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
261
shares
|
$26,869
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
256
shares
|
$26,355
0.01% of portfolio
|
Q2 2025
Reduced 32.45%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
255
shares
|
$26,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
247
shares
|
$25,428
0.01% of portfolio
|
Q2 2025
Reduced 60.1%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
246
shares
|
$25,325
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
242
shares
|
$24,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
234
shares
|
$24,090
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
228
shares
|
$23,472
0.1% of portfolio
|
Q3 2025
Reduced 86.67%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
222
shares
|
$22,854
0.02% of portfolio
|
Q2 2025
Added 37.89%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
204
shares
|
$21,001
0.01% of portfolio
|
Q1 2025
Added 58.14%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$20,075
0.01% of portfolio
|
Q2 2024
New holding
|
|