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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
156,916
shares
|
$16.2 Million
0.61% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
156,681
shares
|
$16.1 Million
1.31% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Tlw Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
156,155
shares
|
$16.1 Million
8.99% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
155,578
shares
|
$16 Million
1.47% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
155,322
shares
|
$16 Million
0.74% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
154,984
shares
|
$16 Million
2.65% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
154,878
shares
|
$15.9 Million
1.05% of portfolio
|
Q3 2025
Added 66.98%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
154,868
shares
|
$15.9 Million
0.19% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
154,048
shares
|
$15.9 Million
2.34% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
153,872
shares
|
$15.8 Million
0.63% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
153,830
shares
|
$15.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.69%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
153,733
shares
|
$15.8 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
153,714
shares
|
$15.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 34.27%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
153,654
shares
|
$15.8 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
152,992
shares
|
$15.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
152,906
shares
|
$15.7 Million
0.36% of portfolio
|
Q2 2025
Reduced 43.4%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
152,189
shares
|
$15.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 56.91%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
151,984
shares
|
$15.6 Million
1.72% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
151,961
shares
|
$15.6 Million
0.22% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
151,722
shares
|
$15.6 Million
0.52% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
151,276
shares
|
$15.6 Million
0.5% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
150,949
shares
|
$15.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
150,804
shares
|
$15.5 Million
0.8% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
150,514
shares
|
$15.5 Million
1.38% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
150,307
shares
|
$15.5 Million
0.24% of portfolio
|
Q3 2025
Added 1.45%
|
|