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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
296,398
shares
|
$30.5 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
295,770
shares
|
$30.4 Million
0.89% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
294,813
shares
|
$30.4 Million
2.05% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
293,866
shares
|
$30.3 Million
0.65% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
292,501
shares
|
$30.1 Million
0.59% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
291,763
shares
|
$30 Million
0.35% of portfolio
|
Q3 2025
Added 1194.71%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
287,698
shares
|
$29.6 Million
1.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
286,653
shares
|
$29.5 Million
1.61% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
286,178
shares
|
$29.5 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
280,996
shares
|
$28.9 Million
1.29% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
279,956
shares
|
$28.8 Million
0.26% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
279,663
shares
|
$28.8 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
278,674
shares
|
$28.7 Million
0.42% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
275,976
shares
|
$28.4 Million
0.12% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
274,708
shares
|
$28.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 55.15%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
274,289
shares
|
$28.2 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
273,161
shares
|
$28.1 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
272,462
shares
|
$28 Million
1.07% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
271,930
shares
|
$28 Million
2.88% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Hook Mill Capital Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
271,252
shares
|
$27.9 Million
2.97% of portfolio
|
Q3 2025
New holding
|
|
|
Paralel Advisors LLC
|
Nov 03, 2025 Q3 2025 |
270,000
shares
|
$27.8 Million
1.11% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
269,894
shares
|
$27.8 Million
0.46% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
269,804
shares
|
$27.8 Million
1.25% of portfolio
|
Q3 2025
Reduced 21.31%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
267,060
shares
|
$27.5 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
265,646
shares
|
$27.3 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.83%
|
|