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 |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
165,088
shares
|
$17 Million
2.11% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
164,808
shares
|
$17 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
163,693
shares
|
$16.9 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
163,464
shares
|
$16.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
162,769
shares
|
$16.8 Million
0.7% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
162,637
shares
|
$16.7 Million
0.35% of portfolio
|
Q1 2024
Added 191.14%
|
|
|
Saratoga Research & Investment Management
|
Nov 17, 2025 Q3 2025 |
162,620
shares
|
$16.7 Million
0.87% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
162,000
shares
|
$16.7 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
161,938
shares
|
$16.7 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
161,712
shares
|
$16.6 Million
0.22% of portfolio
|
Q3 2025
Reduced 85.84%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
160,664
shares
|
$16.5 Million
0.52% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
160,647
shares
|
$16.5 Million
0.71% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
160,525
shares
|
$16.5 Million
0.39% of portfolio
|
Q3 2025
Added 1736.88%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
160,271
shares
|
$16.5 Million
0.71% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
159,962
shares
|
$16.5 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
159,710
shares
|
$16.4 Million
2.92% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
159,511
shares
|
$16.4 Million
4.82% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
159,298
shares
|
$16.4 Million
4.88% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
158,037
shares
|
$16.3 Million
2.98% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
157,995
shares
|
$16.3 Million
0.55% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
157,984
shares
|
$16.3 Million
5.01% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
157,825
shares
|
$16.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
157,797
shares
|
$16.2 Million
0.13% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
157,249
shares
|
$16.2 Million
1.83% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
157,032
shares
|
$16.2 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.93%
|
|