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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
317,110
shares
|
$32.6 Million
0.24% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
316,598
shares
|
$32.6 Million
0.34% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
315,211
shares
|
$32.5 Million
0.24% of portfolio
|
Q3 2025
Added 87.9%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
313,201
shares
|
$32.2 Million
0.96% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
311,253
shares
|
$32 Million
0.7% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
309,589
shares
|
$31.9 Million
3.96% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
308,438
shares
|
$31.8 Million
0.33% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
307,384
shares
|
$31.6 Million
0.74% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
307,170
shares
|
$31.6 Million
3.58% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
305,904
shares
|
$31.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
305,526
shares
|
$31.5 Million
1.76% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
304,239
shares
|
$31.3 Million
0.18% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
304,102
shares
|
$31.3 Million
3.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
304,025
shares
|
$31.3 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
303,640
shares
|
$31.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 84.65%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
303,403
shares
|
$31.2 Million
2.33% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
302,870
shares
|
$31.2 Million
0.89% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
302,831
shares
|
$31.2 Million
0.31% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
301,602
shares
|
$31 Million
12.76% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
300,619
shares
|
$30.9 Million
4.46% of portfolio
|
Q4 2025
Reduced 7.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
300,499
shares
|
$30.9 Million
0.51% of portfolio
|
Q1 2024
Added 203.11%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
298,806
shares
|
$30.8 Million
0.88% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
298,507
shares
|
$30.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
297,222
shares
|
$30.6 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
296,626
shares
|
$30.5 Million
0.41% of portfolio
|
Q4 2025
Added 9.68%
|
|