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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
149,772
shares
|
$15.4 Million
3.21% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
149,681
shares
|
$15.4 Million
0.67% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
149,636
shares
|
$15.4 Million
1.55% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
149,406
shares
|
$15.4 Million
0.5% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
149,398
shares
|
$15.4 Million
0.72% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
149,316
shares
|
$15.4 Million
2.02% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
149,215
shares
|
$15.4 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
149,110
shares
|
$15.4 Million
0.29% of portfolio
|
Q4 2025
Reduced 14.58%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
148,900
shares
|
$15.3 Million
0.75% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
148,414
shares
|
$15.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
148,133
shares
|
$15.3 Million
1.82% of portfolio
|
Q3 2023
Reduced 37.13%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
147,888
shares
|
$15.2 Million
0.24% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
147,018
shares
|
$15.1 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
146,786
shares
|
$15.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
146,573
shares
|
$15.1 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
146,502
shares
|
$15.1 Million
0.55% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
146,489
shares
|
$15.1 Million
0.33% of portfolio
|
Q3 2025
Reduced 66.54%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
146,457
shares
|
$15.1 Million
1.4% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
146,250
shares
|
$15.1 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
145,168
shares
|
$14.9 Million
0.4% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
145,020
shares
|
$14.9 Million
1.83% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
144,377
shares
|
$14.9 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
144,370
shares
|
$14.9 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
144,000
shares
|
$14.8 Million
5.57% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
143,671
shares
|
$14.8 Million
0.63% of portfolio
|
Q3 2025
Added 2.71%
|
|