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 |
|---|---|---|---|---|---|
|
Ccm Investment Advisers LLC
|
Jan 12, 2026 Q4 2025 |
202,966
shares
|
$20.9 Million
2.07% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
202,706
shares
|
$20.9 Million
0.18% of portfolio
|
Q4 2025
Reduced 6.34%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
201,838
shares
|
$20.8 Million
0.41% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
201,490
shares
|
$20.7 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
200,869
shares
|
$20.7 Million
0.9% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
200,792
shares
|
$20.7 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
198,918
shares
|
$20.5 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
196,709
shares
|
$20.3 Million
0.23% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
195,795
shares
|
$20.2 Million
1.97% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
195,179
shares
|
$20.1 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
193,948
shares
|
$20 Million
2.16% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
193,887
shares
|
$20 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
193,706
shares
|
$19.9 Million
0.79% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
191,957
shares
|
$19.8 Million
1.24% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
191,381
shares
|
$19.7 Million
1.22% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
190,300
shares
|
$19.6 Million
4.76% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Oct 31, 2025 Q3 2025 |
190,200
shares
|
$19.6 Million
1.82% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
189,744
shares
|
$19.5 Million
0.44% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
189,658
shares
|
$19.5 Million
0.36% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
189,520
shares
|
$19.5 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
189,058
shares
|
$19.5 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 10, 2025 Q3 2025 |
188,450
shares
|
$19.4 Million
0.02% of portfolio
|
Q3 2025
Added 43.36%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
188,083
shares
|
$19.4 Million
0.08% of portfolio
|
Q3 2025
Added 52.2%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
187,590
shares
|
$19.3 Million
1.82% of portfolio
|
Q4 2025
Added 244.55%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
186,997
shares
|
$19.3 Million
2.54% of portfolio
|
Q3 2025
Reduced 2.96%
|
|