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 |
|---|---|---|---|---|---|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
176,598
shares
|
$18.2 Million
1.22% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
176,554
shares
|
$18.2 Million
0.34% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
176,307
shares
|
$18.2 Million
1.8% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
176,251
shares
|
$18.1 Million
0.41% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
175,317
shares
|
$18 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
174,730
shares
|
$18 Million
1.09% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
174,495
shares
|
$18 Million
0.88% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
173,950
shares
|
$17.9 Million
2.77% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
173,800
shares
|
$17.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 19.85%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
173,706
shares
|
$17.9 Million
0.64% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
173,241
shares
|
$17.8 Million
2.02% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
172,981
shares
|
$17.8 Million
3.32% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
172,324
shares
|
$17.7 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
171,253
shares
|
$17.6 Million
0.35% of portfolio
|
Q4 2025
Added 23.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
171,114
shares
|
$17.6 Million
0.9% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Kehrs Ridge Capital,Llc
|
Nov 14, 2022 Q3 2022 |
170,000
shares
|
$17.5 Million
8.5% of portfolio
|
Q3 2022
Added 70.0%
|
|
|
Empirical Capital Management, LLC
Hendersonville, TN |
Aug 14, 2025 Q2 2025 |
170,000
shares
|
$17.5 Million
10.29% of portfolio
|
Q2 2024
Reduced 11.46%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
169,606
shares
|
$17.5 Million
0.83% of portfolio
|
Q3 2025
Added 4200.35%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
168,798
shares
|
$17.4 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
168,056
shares
|
$17.3 Million
1.54% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
167,896
shares
|
$17.3 Million
2.74% of portfolio
|
Q3 2025
Added 17.38%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
167,600
shares
|
$17.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
166,261
shares
|
$17.1 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
165,969
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
165,666
shares
|
$17.1 Million
3.99% of portfolio
|
Q1 2024
Added 200.0%
|
|