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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
244,697
shares
|
$25.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
244,328
shares
|
$25.2 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
243,472
shares
|
$25.1 Million
2.62% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
242,958
shares
|
$25 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
241,197
shares
|
$24.8 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
239,833
shares
|
$24.7 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
239,291
shares
|
$24.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 75.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
238,331
shares
|
$24.5 Million
0.72% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
237,730
shares
|
$24.5 Million
0.6% of portfolio
|
Q3 2025
Added 48.88%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
233,042
shares
|
$24 Million
10.93% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
232,767
shares
|
$24 Million
1.04% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
232,464
shares
|
$23.9 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
232,263
shares
|
$23.9 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
229,691
shares
|
$23.6 Million
1.21% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
228,597
shares
|
$23.5 Million
0.47% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
227,561
shares
|
$23.4 Million
2.52% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
227,253
shares
|
$23.4 Million
2.64% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
226,012
shares
|
$23.3 Million
3.15% of portfolio
|
Q3 2025
Added 37.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
225,200
shares
|
$23.2 Million
0.18% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
224,410
shares
|
$23.1 Million
0.6% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
224,000
shares
|
$23.1 Million
0.42% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
222,300
shares
|
$22.9 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
221,658
shares
|
$22.8 Million
0.37% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
221,431
shares
|
$22.8 Million
0.52% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
220,655
shares
|
$22.7 Million
1.21% of portfolio
|
Q1 2025
Added 0.98%
|
|